Who Owns Upland Software, Inc. (UPLD)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$2.3731277120611113e+77T
% of Float Held
—
QoQ Change in Holders
+10 / -2
Price History
UPLD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| RICE HALL JAMES & ASSOCIATES, LLC | New Position | +894K | +$1.3M |
| EVERGREEN CAPITAL MANAGEMENT LLC | New Position | +62K | +$89K |
| RITHOLTZ WEALTH MANAGEMENT | New Position | +12K | +$16K |
| FEDERATED HERMES, INC. | New Position | +2K | +$0 |
| CITADEL ADVISORS LLC | New Position | +31K | +$0 |
| Savant Capital, LLC | New Position | +14K | +$0 |
| Quadrature Capital Ltd | New Position | +41K | +$0 |
| XTX Topco Ltd | New Position | +39K | +$0 |
| SBI Securities Co., Ltd. | New Position | +4 | +$0 |
| CoreCap Advisors, LLC | New Position | +505 | +$0 |
| GSA CAPITAL PARTNERS LLP | Increased | +41K | +$-288K |
| Arax Advisory Partners | Increased | +1K | +$-2.4M |
| First Heartland Consultants, Inc. | Increased | +3K | +$-35.8M |
| Centiva Capital, LP | Increased | +11K | +$-51.7M |
| NORTHERN TRUST CORP | Increased | +12K | +$-123.2M |
UPLD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| VANGUARD GROUP INC | Decreased | -31K | -$4.4B |
| D. E. Shaw & Co., Inc. | Decreased | -259K | -$2.6B |
| NEW SOUTH CAPITAL MANAGEMENT INC | Decreased | -78K | -$2.3B |
| CastleKnight Management LP | Decreased | -46K | -$1.9B |
| RBF Capital, LLC | Decreased | -92K | -$1.2B |
| TWO SIGMA ADVISERS, LP | Decreased | -50K | -$912.0M |
| TWO SIGMA INVESTMENTS, LP | Decreased | -66K | -$835.9M |
| GEODE CAPITAL MANAGEMENT, LLC | Decreased | -55 | -$659.5M |
| RENAISSANCE TECHNOLOGIES LLC | Decreased | -24K | -$610.8M |
| Round Rock Advisors LLC | Closed Position | -189K | -$409.8M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Decreased | -7K | -$385.4M |
| VICTORY CAPITAL MANAGEMENT INC | Closed Position | -90K | -$213.2M |
| Heron Bay Capital Management | Decreased | -3K | -$205.0M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Decreased | -65K | -$194.4M |
| UBS Group AG | Decreased | -1K | -$121.1M |
Top Institutional Holders(Q4 2025)
UPLD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 58 | $10.1M | -3 |
| Q3 2025 | 61 | $26.8B | +10 |
| Q2 2025 | 51 | $18.4B | -20 |
| Q1 2025 | 71 | $121.0B | -3 |
| Q4 2024 | 74 | $4.4T | +10 |
| Q3 2024 | 64 | $24.6T | +5 |
| Q2 2024 | 59 | $24.9T | -12 |
| Q1 2024 | 71 | $27.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold UPLD (Upland Software, Inc.). The largest holder is VANGUARD GROUP INC with $2.4M in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own UPLD?
As of Q4 2025, 50 institutional investors report holding UPLD (Upland Software, Inc.) in their 13F filings.
Who is the largest institutional holder of UPLD?
The largest institutional holder of UPLD is VANGUARD GROUP INC with $2.4M in shares.
Is institutional ownership of UPLD increasing or decreasing?
This quarter, 10 institutions opened new positions in UPLD and 2 closed their positions.