Ranked by reported Q1 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 | AMERIPRISE FINANCIAL INC | 1.4M | $903K | +1.1% | 4.617% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $802K | — | 4.100% | 0.00% |
| 3 | RICE HALL JAMES & ASSOCIATES, LLC | 974K | $649K | +9.0% | 3.319% | 0.04% |
| 4 | CastleKnight Management LP | 777K | $518K | 0.0% | 2.647% | 0.04% |
| 5 | D. E. Shaw & Co., Inc. | 658K | $438K | -22.4% | 2.241% | 0.00% |
| 6 | BlackRock, Inc. | 625K | $416K | +0.5% | 2.127% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 450K | $300K | +61.8% | 1.533% | 0.00% |
| 8 | RBF Capital, LLC | 428K | $285K | 0.0% | 1.456% | 0.01% |
| 9 | TWO SIGMA INVESTMENTS, LP | 412K | $274K | +43.6% | 1.403% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 364K | $242K | — | 1.240% | 0.00% |
| 11 | Russell Investments Group, Ltd. | 267K | $178K | +1.8% | 0.910% | 0.00% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 242K | $161K | +3.5% | 0.826% | 0.00% |
| 13 | Man Group plc | 201K | $134K | -22.9% | 0.684% | 0.00% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 144K | $96K | — | 0.489% | 0.00% |
| 15 | Assenagon Asset Management S.A. | 125K | $83K | -58.4% | 0.427% | 0.00% |
| 16 | STATE STREET CORP | 110K | $73K | 0.0% | 0.374% | 0.00% |
| 17 | NORTHERN TRUST CORP | 64K | $43K | 0.0% | 0.218% | 0.00% |
| 18 | EVERGREEN CAPITAL MANAGEMENT LLC | 62K | $42K | 0.0% | 0.213% | 0.00% |
| 19 | Boston Partners | 44K | $29K | -3.4% | 0.149% | 0.00% |
| 20 | XTX Topco Ltd | 43K | $28K | +9.3% | 0.145% | 0.00% |
| 21 | HSBC HOLDINGS PLC | 39K | $26K | — | 0.132% | 0.00% |
| 22 | UBS Group AG | 33K | $22K | -33.8% | 0.113% | 0.00% |
| 23 | BANK OF AMERICA CORP /DE/ | 31K | $21K | -2.3% | 0.106% | 0.00% |
| 24 | BARCLAYS PLC | 30K | $20K | 0.0% | 0.103% | 0.00% |
| 25 | Heron Bay Capital Management | 27K | $18K | -67.3% | 0.093% | 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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 46 | 19% | 29.28% | 53.29 pp | $6M | 65% |
| Q4 2025 | 57 | 17% | 82.57% | 64.56 pp | $17M | 44% |
| Q3 2025 | 69 | +6.2% | 147.13% | +23.43 pp | $29M | +19% |
| Q2 2025 | 65 | 7.1% | 123.70% | 76.29 pp | $25M | 100% |
| Q1 2025 | 70 | 4.1% | 199.99% | +0.00 pp | $10.34B | +17615% |
| Q4 2024 | 73 | +5.8% | 199.99% | +24.15 pp | $58M | +66% |
| Q3 2024 | 69 | +7.8% | 175.84% | 24.15 pp | $35M | 19% |
| Q2 2024 | 64 | — | 199.99% | — | $43M | — |
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 Q1 2026 13F filings, institutional ownership of Upland Software, Inc. stands at 29.3%, held across 46 reporting institutions.
AMERIPRISE FINANCIAL INC is the largest reported institutional holder of UPLD, with approximately 1,355,641 shares worth $0.00B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of UPLD, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for UPLD is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in UPLD during Q1 2026, while 19 fully exited. 0 added to existing positions and 36 trimmed.
UPLD institutional ownership fell by 53.29 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 82.3% of all reported 13F value in UPLD, and the top 25 account for 98.9%.
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