Upland Software Ownership | Who Owns Upland Software?
Upland Software Ownership Summary
Upland Software is owned by 35.25% institutional investors, 29.33% insiders, and 35.42% retail investors. Vanguard group is the largest institutional shareholder, holding 6.30% of UPLD shares. Hodges Multi Cap Core is the top mutual fund, with 3.67% of its assets in Upland Software shares.
UPLD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Upland Software | 35.25% | 29.33% | 35.42% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.81M | 6.30% | $2.59M |
| Ameriprise financial | 1.36M | 4.74% | $902.86K |
| Acadian asset management | 1.21M | 4.23% | $806.00K |
| Rice hall james & associates | 974.45K | 3.41% | $648.98K |
| Blackrock | 832.86K | 2.88% | $2.07M |
| Castleknight management lp | 777.20K | 2.72% | $517.62K |
| D. e. shaw | 658.11K | 2.30% | $438.30K |
| Blackrock funding, inc. /de | 624.54K | 2.18% | $415.94K |
| Geode capital management | 450.09K | 1.57% | $299.82K |
| Rbf capital | 427.55K | 1.49% | $284.75K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rice hall james & associates | 974.45K | 0.04% | $648.98K |
| Rbf capital | 427.55K | 0.01% | $284.75K |
| Castleknight management lp | 777.20K | 0.01% | $517.62K |
| Jacobs levy equity management | 209.91K | 0.00% | $522.68K |
| Gsa capital partners llp | 44.52K | 0.00% | $30.00K |
| Two sigma advisers, lp | 384.80K | 0.00% | $911.98K |
| Heron bay capital management | 27.19K | 0.00% | $18.11K |
| Acadian asset management | 1.21M | 0.00% | $806.00K |
| Two sigma securities | 13.66K | 0.00% | $9.10K |
| First heartland consultants | 20.00K | 0.00% | $13.32K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Geode capital management | 450.09K | - | 171.96K |
| Vanguard fiduciary trust | 143.50K | - | 143.50K |
| Two sigma investments, lp | 412.11K | 0.00% | 125.13K |
| Rice hall james & associates | 974.45K | 0.04% | 80.75K |
| Millennium management | 106.36K | 0.00% | 37.34K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| New south capital management | - | - | -887.09K |
| First eagle investment management | - | - | -594.82K |
| Boothbay fund management | - | - | -491.02K |
| Marshall wace, llp | - | - | -472.50K |
| Public employees retirement system of ohio | - | - | -277.79K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 143.50K | - | 143.50K | $95.57K |
| Two sigma securities | 13.66K | 0.00% | 13.66K | $9.10K |
| Wolverine trading | 10.85K | - | 10.85K | $27.13K |
| Vanguard global advisers | 9.66K | - | 9.66K | $6.44K |
| Caitong asset management | 1.00 | - | 1.00 | $1.00 |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -1.00 |
| Point72 asia (singapore) pte. | -11.00 |
| Innealta capital | -14.00 |
| Nbc securities | -15.00 |
| Northwestern mutual wealth management | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 46 | -24.59% | 10,087,900 | -22.75% | 35 | 1.71% | 17 | - | 13 | -53.57% |
| Dec 31, 2025 | 44 | -40.54% | 9,904,023 | -28.42% | 34 | 1.45% | 14 | -46.15% | 20 | -16.67% |
| Sep 30, 2025 | 14 | -79.71% | 4,164,235 | -70.90% | 14 | 0.58% | 4 | -81.82% | 6 | -76.92% |
| Jun 30, 2025 | 67 | -9.46% | 14,313,353 | -3.83% | 50 | 1.81% | 23 | -17.86% | 24 | -7.69% |
| Mar 31, 2025 | 74 | -6.33% | 14,883,238 | -0.94% | 52 | 1.74% | 28 | -36.36% | 26 | 30.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Hodges Multi Cap Core | 1.00M | 3.67% | 380.08K |
| Vanguard US Total Market Shares ETF | 980.07K | 3.48% | - |
| Columbia Small Cap Value Discovery Fund | 1.01M | 3.47% | 46.10K |
| Columbia Small Cap Value Discv A | 1.01M | 3.44% | - |
| Vanguard Total Stock Mkt Idx Inv | 919.60K | 3.13% | - |
| Columbia Small Cap Value I A | 829.69K | 2.88% | 13.00K |
| Columbia Small Cap Value I | 816.69K | 2.87% | -80.76K |
| Hodges Best Ideas Growth | 473.72K | 1.74% | - |
| Hodges Retail | 473.72K | 1.74% | -45.36K |
| Fidelity Extended Market Index | 297.78K | 1.01% | 171.86K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 11, 2025 | MCDONALD JOHN T | CEO | Sell | $34.06K |
| Mar 17, 2025 | Mattox Timothy | - | Sell | $63.86K |
| Dec 17, 2024 | Mattox Timothy | - | Sell | $12.61K |
| Nov 13, 2024 | Mattox Timothy | - | Sell | $5.27K |
| Nov 14, 2024 | Mattox Timothy | - | Sell | $45.06K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
UPLD Ownership FAQ
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