Upland Software Inc (UPLD) Ownership

4.69 ↑0.21 (4.69%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Upland Software Inc (UPLD), owning a total of 1.9 million shares. Combined, the top 45 institutional holders of UPLD own 100.02% of the company with a total of 29.1 million shares.

In the latest ownership report on September 30th 2024, the top 45 institutional holders decreased their combined ownership of UPLD by 46 thousand shares. 8 institutions bought 479,670 total additional shares and increased their ownership by an average of 23.47%. However 7 institutions sold 525,885 total shares and decreased their ownership by an average of 11.55%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Upland Software decreased by a net total of -46,215 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	6.914%	0.000%	1,897,228	0	2024-09-30
Newsouth Capital Management Inc	5.225%	-0.072%	1,433,785	-1,037	2024-09-30
Ameriprise Financial Inc	4.953%	2.149%	1,359,021	28,592	2024-09-30
CastleKnight Management LP	4.859%	0.603%	1,333,295	7,986	2024-09-30
D. E. Shaw & Co LP	4.178%	-9.327%	1,146,394	-117,919	2024-09-30
Rice Hall James & Associates, LLC	2.147%	115.380%	589,226	315,651	2024-09-30
B. Riley Asset Management, LLC	1.972%	-26.733%	541,018	-197,403	2024-09-30
RBF LLC	1.892%	0.000%	519,183	0	2024-09-30
BOOTHBAY FUND MANAGEMENT, LLC	1.789%	0.000%	491,018	0	2024-09-30
Public Employees Retirement System Of Ohio	1.490%	-0.704%	408,860	-2,900	2024-09-30
Dimensional Fund Advisors, Inc.	1.093%	-39.164%	300,033	-193,146	2024-09-30
Man Group PLC	1.088%	11.214%	298,643	30,114	2024-09-30
Renaissance Technologies Corp	1.065%	1.289%	292,124	3,716	2024-09-30
Geode Capital Management, LLC	0.998%	-4.387%	273,917	-12,567	2024-09-30
Jacobs Levy Equity Management, Inc.	0.932%	21.773%	255,617	45,705	2024-09-30
Royce & Associates, LP	0.890%	0.000%	244,100	0	2024-09-30
River & Mercantile Asset Management LLP	0.744%	-0.445%	204,050	-913	2024-09-30
Two Sigma Advisers, LLC	0.716%	8.864%	196,500	16,000	2024-09-30
Bridgeway Capital Management, LLC	0.599%	0.000%	164,400	0	2024-09-30
Two Sigma Investments LLC	0.555%	26.492%	152,343	31,906	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	6.914%	0.000%	1,897,228	0	2024-09-30
Newsouth Capital Management Inc	5.225%	-0.072%	1,433,785	-1,037	2024-09-30
First Dallas Securities Inc	4.547%	1,896.240%	1,427,314	1,355,814	2023-09-30
Ameriprise Financial Inc	4.953%	2.149%	1,359,021	28,592	2024-09-30
CastleKnight Management LP	4.859%	0.603%	1,333,295	7,986	2024-09-30
Acadian Asset Management LLC	4.883%	0.000%	1,331,381	0	2024-03-31
Hodges Capital Management Inc	4.463%	-7.609%	1,224,650	-100,863	2024-06-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	3.735%	29.933%	1,211,701	279,139	2022-12-31
D. E. Shaw & Co LP	4.178%	-9.327%	1,146,394	-117,919	2024-09-30
Millennium Management LLC	3.091%	9.217%	970,122	81,866	2023-06-30
P2 Capital Partners, LLC	2.990%	0.000%	950,000	0	2022-09-30
JPMorgan Chase & Co	2.652%	14.831%	865,914	111,834	2023-03-31
Federated Hermes Inc	2.621%	-1.183%	850,281	-10,179	2022-12-31
BlackRock Inc	3.035%	-20.698%	832,862	-217,381	2024-06-30
Needham Investment Management, LLC	1.991%	19.816%	650,000	107,500	2023-03-31
Marathon Asset Mgmt Ltd	1.960%	-49.761%	640,000	-633,897	2023-03-31
Arnhold & S. Bleichroeder Advisers, LLC	2.182%	-29.119%	594,819	-244,364	2024-03-31
Rice Hall James & Associates, LLC	2.147%	115.380%	589,226	315,651	2024-09-30
Palogic Value Management LP	1.869%	-11.134%	586,549	-73,485	2023-09-30
Bernzott Capital Advisors	1.800%	-48.300%	571,966	-534,342	2022-09-30
B. Riley Asset Management, LLC	1.972%	-26.733%	541,018	-197,403	2024-09-30
Hillsdale Investment Management Inc.	1.945%	-0.130%	536,606	-700	2023-12-31
State Street Corporation	1.613%	2.215%	526,861	11,416	2023-03-31
RBF LLC	1.892%	0.000%	519,183	0	2024-09-30
BOOTHBAY FUND MANAGEMENT, LLC	1.789%	0.000%	491,018	0	2024-09-30
Prudential Financial Inc	1.486%	64.909%	481,955	189,700	2022-12-31
Summit Creek Advisors LLC	1.330%	-2.764%	428,453	-12,178	2022-12-31
Public Employees Retirement System Of Ohio	1.490%	-0.704%	408,860	-2,900	2024-09-30
Assenagon Asset Management SA	1.359%	-29.928%	406,447	-173,596	2023-12-31
Citadel Advisors Llc	1.102%	-31.432%	345,973	-158,599	2023-06-30
WEDGE Capital Management, LLP	1.065%	-0.905%	338,495	-3,090	2022-09-30
Motley Fool Wealth Management LLC	1.022%	-10.576%	329,224	-38,937	2022-12-31
AQR Capital Management LLC	1.160%	-58.063%	320,174	-443,281	2023-12-31
Dimensional Fund Advisors, Inc.	1.093%	-39.164%	300,033	-193,146	2024-09-30
Man Group PLC	1.088%	11.214%	298,643	30,114	2024-09-30
Invenomic Capital Management, LP	1.077%	-59.038%	297,100	-428,210	2023-12-31
Renaissance Technologies Corp	1.065%	1.289%	292,124	3,716	2024-09-30
Geode Capital Management, LLC	0.998%	-4.387%	273,917	-12,567	2024-09-30
Susquehanna International Group, LLP	0.951%	110.906%	259,361	136,386	2024-03-31
Jacobs Levy Equity Management, Inc.	0.932%	21.773%	255,617	45,705	2024-09-30
Royce & Associates, LP	0.890%	0.000%	244,100	0	2024-09-30
River & Mercantile Asset Management LLP	0.744%	-0.445%	204,050	-913	2024-09-30
Two Sigma Advisers, LLC	0.716%	8.864%	196,500	16,000	2024-09-30
Bridgeway Capital Management, LLC	0.599%	0.000%	164,400	0	2024-09-30
Two Sigma Investments LLC	0.555%	26.492%	152,343	31,906	2024-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Upland Software Inc (UPLD), owning a total of 1.1 million shares. Combined, the top 53 mutual fund holders of UPLD own 59.31% of the company with a total of 17.5 million shares.

In the latest ownership report on November 30th 2024, the top 53 fund holders increased their combined ownership of UPLD by 45 thousand shares. 1 funds bought 10,100 total additional shares and increased their ownership by an average of 1.21%. However 3 funds sold 55,170 total shares and decreased their ownership by an average of 4.52%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Upland Software decreased by a net total of -45,070 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.424%	-4.120%	939,698	-40,376	2024-11-30
Columbia Small Cap Value I A	3.067%	1.215%	841,650	10,100	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.508%	0.000%	413,665	0	2024-11-30
Columbia VP Small Cap Value 1	0.924%	-3.391%	253,545	-8,900	2024-11-30
BlackRock Advantage Small Cap Core Instl	0.537%	0.000%	147,254	0	2024-11-30
Multi-Manager Small Cap Eq Strat Inst	0.333%	-6.063%	91,312	-5,894	2024-11-30
iShares Micro-Cap ETF	0.211%	0.000%	57,921	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.572%	31.307%	1,121,174	267,318	2023-03-31
Hodges Multi Cap Core	3.668%	61.310%	1,000,000	380,077	2023-12-31
Vanguard Total Stock Mkt Idx Inv	3.424%	-4.120%	939,698	-40,376	2024-11-30
Columbia Small Cap Value I A	3.067%	1.215%	841,650	10,100	2024-11-30
Columbia Small Cap Value I	3.030%	3.652%	831,550	29,300	2024-09-30
Meridian Small Cap Growth Legacy	2.103%	19.966%	677,634	112,778	2022-12-31
iShares Russell 2000 ETF	2.018%	-0.120%	654,493	-784	2023-06-21
Needham Small Cap Growth Retail	2.004%	19.816%	650,000	107,500	2023-03-31
Vanguard Information Technology ETF	2.042%	-0.188%	640,919	-1,210	2023-10-31
First Eagle US Small Cap Strategy	1.954%	-29.685%	547,016	-230,933	2024-03-31
First Eagle Small Cap Opportunity I	1.983%	0.000%	547,016	0	2024-04-30
Bernzott Capital US Small Cap Value	1.590%	-38.709%	505,103	-318,998	2022-09-30
Hodges Best Ideas Growth	1.726%	0.000%	473,717	0	2024-06-30
Hodges Retail	1.726%	-8.739%	473,717	-45,360	2024-06-30
Vanguard Institutional Extnd Mkt Idx Tr	1.508%	0.000%	413,665	0	2024-11-30
Vanguard Extended Market Index Investor	1.231%	0.000%	402,122	0	2023-08-31
Federated Hermes MDT SCG Institutional	1.229%	-4.934%	396,049	-20,553	2022-12-31
Federated Hermes MDT Small Cap Growth IS	1.229%	-4.934%	396,049	-20,553	2022-12-31
First Eagle Small Cap Strategy	1.141%	26.301%	370,219	77,095	2023-06-30
NewSouth Capital Mgt NSCM Sm Cap Val Eq	1.121%	0.000%	307,615	0	2024-09-30
iShares Russell 2000 Value ETF	0.921%	0.561%	298,729	1,665	2023-06-21
Federated Hermes MDT SCC Institutional	0.856%	-35.445%	277,670	-152,458	2023-03-31
Federated Hermes MDT Small Cap Core IS	0.856%	-35.445%	277,670	-152,458	2023-03-31
Fidelity® Small Cap Index	0.795%	2.242%	259,508	5,690	2023-05-31
Columbia VP Small Cap Value 1	0.924%	-3.391%	253,545	-8,900	2024-11-30
Summit Creek Small Cap Growth	0.795%	0.000%	252,571	0	2022-12-31
Marathon Asset Mgt Active Global Eq	0.777%	-1.974%	250,476	-5,044	2022-12-31
JPMorgan Small Cap Value I	0.754%	0.000%	244,749	0	2023-04-30
Royce Micro Cap Trust	0.890%	0.000%	244,100	0	2024-09-30
Vanguard Explorer Inv	0.851%	0.000%	233,415	0	2024-09-30
iShares Automation&Robotics ETF USD Acc	0.719%	5.254%	233,134	11,638	2023-05-31
Hodges Small Cap Retail	0.725%	0.000%	200,000	0	2023-12-31
Hodges Small Cap Core	0.725%	66.667%	200,000	80,000	2023-12-31
Vanguard Strategic Small-Cap Equity Inv	0.665%	0.000%	182,511	0	2024-09-30
BlackRock Advantage Small Cap Core Instl	0.537%	0.000%	147,254	0	2024-11-30
CREF Stock R1	0.454%	0.000%	147,148	0	2023-05-31
Fidelity® Extended Market Index	0.453%	0.000%	142,244	0	2023-11-30
DFA US Micro Cap I	0.465%	0.000%	139,102	0	2024-02-29
Fidelity Extended Market Index	0.488%	-2.193%	133,933	-3,003	2024-10-31
Schwab US Small-Cap ETF™	0.381%	0.000%	124,312	0	2023-08-31
RGI Global Recovery B Inc	0.378%	0.000%	103,073	0	2024-09-30
ES R&M Global Recovery B Inc	0.378%	0.000%	103,073	0	2024-06-30
Invenomic Institutional	0.367%	-87.391%	101,249	-701,725	2024-01-31
Bridgeway Ultra-Small Company Market	0.366%	0.000%	100,300	0	2024-09-30
Kennedy Micro Cap Opportunities	0.363%	0.000%	99,488	99,488	2024-09-30
Invesco FTSE RAFI US 1500 Small-Mid ETF	0.361%	-0.129%	98,966	-128	2024-11-29
Multi-Manager Small Cap Eq Strat Inst	0.333%	-6.063%	91,312	-5,894	2024-11-30
DFA US Targeted Value I	0.271%	-26.595%	73,992	-26,808	2024-07-31
Dimensional US Targeted Value ETF	0.253%	0.000%	69,100	0	2024-09-30
Fidelity Enhanced Small Cap ETF	0.234%	1.914%	64,209	1,206	2024-11-29
WisdomTree US SmallCap Earnings ETF	0.211%	0.000%	57,924	0	2024-11-29
iShares Micro-Cap ETF	0.211%	0.000%	57,921	0	2024-11-30
Fidelity Total Market Index	0.192%	-0.333%	52,682	-176	2024-10-31