Upland Software, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 05/09/2025 | 1.85 M | $5.30 M | -0.14% | 6.57% |
| D. E. SHAW & CO., INC. | 05/15/2025 | 1.34 M | $3.82 M | 2.66% | 4.73% |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 1.33 M | $3.81 M | 0.00% | 4.72% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 1.31 M | $3.75 M | 4.31% | 4.64% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 04/28/2025 | 1.18 M | $3.37 M | -10.89% | 4.17% |
| CASTLEKNIGHT MANAGEMENT LP | 05/15/2025 | 960.54 K | $2.75 M | -5.84% | 3.40% |
| RICE HALL JAMES & ASSOCIATES, LLC | 05/01/2025 | 919.89 K | $2.63 M | -4.64% | 3.26% |
| BLACKROCK, INC. | 05/02/2025 | 803.70 K | $2.30 M | 3.87% | 2.85% |
| RBF CAPITAL, LLC | 05/15/2025 | 519.18 K | $1.48 M | 0.00% | 1.84% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 426.70 K | $1.22 M | 5.00% | 1.51% |
| MARSHALL WACE, LLP | 05/15/2025 | 391.45 K | $1.12 M | 189.04% | 1.39% |
| MAN GROUP PLC | 05/15/2025 | 321.02 K | $918.13 K | -19.50% | 1.14% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 305.45 K | $873.58 K | -5.02% | 1.08% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 286.21 K | $818.56 K | -20.23% | 1.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 277.86 K | $794.94 K | 1.75% | 0.98% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2025 | 277.79 K | $794.48 K | -26.84% | 0.98% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 207.24 K | $592.71 K | 10.71% | 0.73% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 195.40 K | $558.84 K | -18.99% | 0.69% |
| GLOBEFLEX CAPITAL L P | 05/12/2025 | 188.62 K | $539.44 K | 100.00% | 0.67% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 140.69 K | $402.38 K | 270.78% | 0.50% |
| GSA CAPITAL PARTNERS LLP | 05/08/2025 | 128.32 K | $367.00 K | 232.74% | 0.45% |
| INSPIRE ADVISORS, LLC | 05/07/2025 | 118.18 K | $337.98 K | 100.00% | 0.42% |
| STATE STREET CORP | 05/15/2025 | 109.95 K | $314.46 K | 0.00% | 0.39% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2025 | 101.67 K | $290.77 K | 100.00% | 0.36% |
| HERON BAY CAPITAL MANAGEMENT | 05/13/2025 | 95.18 K | $272.22 K | -1.84% | 0.34% |
| WALLEYE CAPITAL LLC | 05/14/2025 | 90.68 K | $259.35 K | -21.03% | 0.32% |
| FMR LLC | 05/12/2025 | 84.03 K | $240.31 K | -3.71% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 76.31 K | $218.24 K | -6.24% | 0.27% |
| INVESCO LTD. | 05/12/2025 | 75.37 K | $215.55 K | -23.92% | 0.27% |
| MACKENZIE FINANCIAL CORP | 05/07/2025 | 71.52 K | $204.56 K | 18.51% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 55.14 K | $157.70 K | -48.16% | 0.20% |
| NORTHERN TRUST CORP | 05/13/2025 | 52.72 K | $150.77 K | 0.00% | 0.19% |
| RITHOLTZ WEALTH MANAGEMENT | 04/17/2025 | 48.40 K | $138.42 K | 100.00% | 0.17% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/14/2025 | 44.00 K | $126.00 K | 0.00% | 0.16% |
| UBS GROUP AG | 05/13/2025 | 43.26 K | $123.71 K | -41.03% | 0.15% |
| MORGAN STANLEY | 05/15/2025 | 41.93 K | $119.93 K | -3.39% | 0.15% |
| JANE STREET GROUP, LLC | 05/19/2025 | 39.16 K | $112.00 K | -65.25% | 0.14% |
| HSBC HOLDINGS PLC | 05/14/2025 | 38.87 K | $114.87 K | 0.00% | 0.14% |
| BARCLAYS PLC | 05/15/2025 | 32.86 K | $94.00 K | 0.00% | 0.12% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2025 | 30.35 K | $86.80 K | 100.00% | 0.11% |
| CITADEL ADVISORS LLC | 05/15/2025 | 30.20 K | $86.37 K | 12.69% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 24.40 K | $69.78 K | -14.98% | 0.09% |
| CITADEL ADVISORS LLC | 05/15/2025 | 24.22 K | $69.26 K | 315.64% | 0.09% |
| PATHSTONE HOLDINGS, LLC | 05/15/2025 | 23.38 K | $66.86 K | 0.00% | 0.08% |
| ALGERT GLOBAL LLC | 05/13/2025 | 22.86 K | $65.00 K | 0.00% | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 22.78 K | $65.14 K | -0.11% | 0.08% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 19.27 K | $55.10 K | 100.00% | 0.07% |
| XTX TOPCO LTD | 05/08/2025 | 17.61 K | $50.37 K | 29.17% | 0.06% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 16.23 K | $46.42 K | -87.65% | 0.06% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 04/21/2025 | 14.41 K | $41.22 K | 0.00% | 0.05% |
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Upland Software, Inc. institutional Ownership - FAQ's
During the previous two years, 134 institutional investors and hedge funds held shares of Upland Software, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 1.85 M
D. E. Shaw & Co., Inc.: 1.34 M
ACADIAN ASSET MANAGEMENT LLC: 1.33 M
AMERIPRISE FINANCIAL INC: 1.31 M
NEW SOUTH CAPITAL MANAGEMENT INC: 1.18 M
CastleKnight Management LP: 960,543
52.74% of Upland Software, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 17.20 M shares in the last 24 months. This purchase volume represents approximately $31.82 M in transactions.