Upland Software, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 1.84 M | $4.37 M | -0.52% | 6.50% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 1.33 M | $3.15 M | 0.00% | 4.69% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 1.32 M | $3.13 M | 10.75% | 4.66% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 1.11 M | $2.62 M | -16.95% | 3.90% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 11/06/2025 | 965.26 K | $2.29 M | -2.82% | 3.40% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/16/2025 | 871.26 K | $2.06 M | -10.17% | 3.07% |
| CASTLEKNIGHT MANAGEMENT LP | 11/14/2025 | 823.14 K | $1.95 M | -14.30% | 2.90% |
| BLACKROCK, INC. | 11/12/2025 | 620.60 K | $1.47 M | -19.44% | 2.19% |
| RBF CAPITAL, LLC | 11/14/2025 | 519.18 K | $1.23 M | 0.00% | 1.83% |
| MARSHALL WACE, LLP | 11/13/2025 | 448.65 K | $1.06 M | 29.45% | 1.58% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 384.80 K | $911.98 K | -0.65% | 1.36% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 352.70 K | $835.90 K | 35.43% | 1.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 278.19 K | $659.52 K | 0.00% | 0.98% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/14/2025 | 277.79 K | $658.36 K | 0.00% | 0.98% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 257.71 K | $610.77 K | -16.41% | 0.91% |
| MAN GROUP PLC | 11/14/2025 | 255.14 K | $604.67 K | -7.53% | 0.90% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/07/2025 | 208.85 K | $494.97 K | 100.00% | 0.74% |
| ROUND ROCK ADVISORS, LLC | 11/14/2025 | 188.85 K | $409.80 K | 100.00% | 0.67% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 186.05 K | $440.93 K | 485.98% | 0.66% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 162.60 K | $385.36 K | -16.79% | 0.57% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 121.60 K | $288.00 K | -28.45% | 0.43% |
| STATE STREET CORP | 11/14/2025 | 109.95 K | $260.58 K | 0.00% | 0.39% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 103.32 K | $244.87 K | 21.15% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 96.00 K | $227.52 K | 108.24% | 0.34% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 90.24 K | $213.87 K | 53.07% | 0.32% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 89.95 K | $213.18 K | 100.00% | 0.32% |
| HERON BAY CAPITAL MANAGEMENT | 11/12/2025 | 86.54 K | $205.10 K | -6.54% | 0.31% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 82.03 K | $194.41 K | 1.88% | 0.29% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 10/28/2025 | 62.39 K | $147.87 K | 0.00% | 0.22% |
| NORTHERN TRUST CORP | 11/14/2025 | 52.00 K | $123.23 K | -1.17% | 0.18% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 51.27 K | $121.51 K | 32.01% | 0.18% |
| UBS GROUP AG | 11/13/2025 | 51.12 K | $121.15 K | -74.24% | 0.18% |
| BOSTON PARTNERS | 11/13/2025 | 50.89 K | $120.60 K | 100.00% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 46.92 K | $111.19 K | 100.00% | 0.17% |
| HSBC HOLDINGS PLC | 11/13/2025 | 38.87 K | $92.91 K | 0.00% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 33.72 K | $79.93 K | -48.89% | 0.12% |
| BARCLAYS PLC | 11/12/2025 | 30.21 K | $71.60 K | -8.06% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2025 | 28.70 K | $68.02 K | 20.08% | 0.10% |
| INVESCO LTD. | 11/13/2025 | 23.67 K | $56.10 K | -50.65% | 0.08% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 23.52 K | $56.00 K | -46.08% | 0.08% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 23.38 K | $55.41 K | 0.00% | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 22.78 K | $53.98 K | 0.00% | 0.08% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 22.36 K | $52.00 K | 22.03% | 0.08% |
| CENTIVA CAPITAL, LP | 11/14/2025 | 21.83 K | $51.75 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 11/14/2025 | 21.50 K | $50.96 K | -40.44% | 0.08% |
| INSPIRE ADVISORS, LLC | 10/29/2025 | 20.39 K | $48.33 K | -27.72% | 0.07% |
| FMR LLC | 11/13/2025 | 19.73 K | $46.76 K | -77.41% | 0.07% |
| WALLEYE CAPITAL LLC | 11/14/2025 | 19.35 K | $45.87 K | -69.70% | 0.07% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 16.41 K | $38.90 K | 34.95% | 0.06% |
| FIRST HEARTLAND CONSULTANTS, INC. | 11/10/2025 | 15.12 K | $35.82 K | 4.99% | 0.05% |
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Upland Software, Inc. institutional Ownership - FAQ's
During the previous two years, 126 institutional investors and hedge funds held shares of Upland Software, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 1.84 M
ACADIAN ASSET MANAGEMENT LLC: 1.33 M
AMERIPRISE FINANCIAL INC: 1.32 M
D. E. Shaw & Co., Inc.: 1.11 M
NEW SOUTH CAPITAL MANAGEMENT INC: 965,263
RICE HALL JAMES & ASSOCIATES, LLC: 871,259
48.77% of Upland Software, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 16.16 M shares in the last 24 months. This purchase volume represents approximately $28.77 M in transactions.