Upland Software, Inc. (UPLD) — Institutional Holders, Q2 2026
30 institutional investment managers reported a UPLD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UPLD 13F holders ranked 1–30 of 30
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL#1 · 137,919 sh | 137,919 | $644.1K | <0.01% | -89.8% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 120,376 sh | 120,376 | $562.2K | 0.00% | -90.0% |
| 3 | ACADIAN ASSET MANAGEMENT#3 · 112,368 sh | 112,368 | $524.0K | <0.01% | -90.7% |
| 4 | RICE HALL JAMES & ASSOCIATES#4 · 101,143 sh | 101,143 | $472.3K | 0.02% | -89.6% |
| 5 | CastleKnight Management#5 · 77,720 sh | 77,720 | $363.0K | <0.01% | -90.0% |
| 6 | BlackRock#6 · 54,961 sh | 54,961 | $256.7K | 0.00% | -91.2% |
| 7 | D. E. Shaw#7 · 47,867 sh | 47,867 | $223.5K | <0.01% | -92.7% |
| 8 | RBF Capital#8 · 42,754 sh | 42,754 | $199.7K | <0.01% | -90.0% |
| 9 | GEODE CAPITAL MANAGEMENT#9 · 35,839 sh | 35,839 | $167.4K | 0.00% | -92.0% |
| 10 | TWO SIGMA INVESTMENTS#10 · 26,790 sh | 26,790 | $125.1K | <0.01% | -93.5% |
| 11 | Man Group plc#11 · 25,265 sh | 25,265 | $118.0K | <0.01% | -87.4% |
| 12 | RENAISSANCE TECHNOLOGIES#12 · 24,584 sh | 24,584 | $114.8K | <0.01% | -89.9% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT#13 · 23,341 sh | 23,341 | $109.0K | 0.00% | -93.6% |
| 14 | Russell Investments Group, Ltd.#14 · 21,530 sh | 21,530 | $100.5K | <0.01% | -91.9% |
| 15 | JANE STREET GROUP#15 · 15,585 sh | 15,585 | $72.8K | 0.00% | New |
| 16 | VANGUARD FIDUCIARY#16 · 14,350 sh | 14,350 | $67.0K | 0.00% | -90.0% |
| 17 | UBS Group AG#17 · 11,658 sh | 11,658 | $54.4K | 0.00% | -64.8% |
| 18 | STATE STREET#18 · 10,994 sh | 10,994 | $51.3K | 0.00% | -90.0% |
| 19 | BARCLAYS PLC#19 · 3,164 sh | 3,164 | $14.8K | 0.00% | -89.5% |
| 20 | FMR#20 · 1,720 sh | 1,720 | $8.0K | 0.00% | -90.0% |
| 21 | Tower Research Capital (TRC)#21 · 1,002 sh | 1,002 | $4.7K | <0.01% | +123.7% |
| 22 | Vanguard Global Advisers#22 · 966 sh | 966 | $4.5K | 0.00% | -90.0% |
| 23 | OSAIC#23 · 378 sh | 378 | $1.8K | 0.00% | -94.4% |
| 24 | MORGAN STANLEY#24 · 60 sh | 60 | $280.00 | 0.00% | -89.8% |
| 25 | CoreCap Advisors#25 · 50 sh | 50 | $234.00 | — | -90.1% |
| 26 | BNP PARIBAS FINANCIAL MARKETS#26 · 15 sh | 15 | $70.00 | 0.00% | -93.2% |
| 27 | FEDERATED HERMES#27 · 12 sh | 12 | $56.00 | 0.00% | -99.1% |
| 28 | SBI Securities , Ltd.#28 · 2 sh | 2 | $9.00 | — | -50.0% |
| 29 | Anchor Investment Management#29 · 1 sh | 1 | $5.00 | 0.00% | -94.1% |
| 30 | HUNTINGTON NATIONAL BANK#30 · 1 sh | 1 | $1.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.