Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in UPLD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | HUNTINGTON NATIONAL BANK | 1 | $1 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UPLD — a direct measure of their conviction.
Filings activity in UPLD during Q2 2026, grouped by how each filer changed its position.
No institutions added to their position this quarter.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 1 | 98% | 0.00% | 30.54 pp | $0M | 100% |
| Q1 2026 | 47 | 18% | 30.54% | 10.19 pp | $6M | 64% |
| Q4 2025 | 57 | 19% | 40.73% | 2.97 pp | $17M | 44% |
| Q3 2025 | 70 | +7.7% | 43.70% | 1.43 pp | $30M | +19% |
| Q2 2025 | 65 | 7.1% | 45.13% | 154.86 pp | $25M | 100% |
| Q1 2025 | 70 | 4.1% | 199.99% | +150.92 pp | $10.34B | +17615% |
| Q4 2024 | 73 | +5.8% | 49.07% | 3.15 pp | $58M | +66% |
| Q3 2024 | 69 | — | 52.22% | — | $35M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UPLD stock.
Based on Q2 2026 13F filings, institutional ownership of Upland Software, Inc. stands at 0.0%, held across 1 reporting institutions.
HUNTINGTON NATIONAL BANK is the largest reported institutional holder of UPLD, with approximately 1 shares worth $0.00B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of UPLD.
Our composite Smart Money Score for UPLD is 4 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
0 institutions opened new positions in UPLD during Q2 2026, while 45 fully exited. 0 added to existing positions and 0 trimmed.
UPLD institutional ownership fell by 30.54 percentage points quarter-over-quarter, with a net change of -46 holders.
The top 10 institutions account for 100.0% of all reported 13F value in UPLD, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Upland Software, Inc. (UPLD) Institutional Ownership