Upland Software Ownership | Who Owns Upland Software?
Upland Software Ownership Summary
Upland Software is owned by 34.41% institutional investors, 29.09% insiders, and 36.50% 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 | 34.41% | 29.09% | 36.50% |
| Sector | Technology Stocks | 35.18% | 13.13% | 51.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.81M | 6.30% | $2.59M |
| D. e. shaw | 1.30M | 4.77% | $5.65M |
| Ameriprise financial | 1.32M | 4.66% | $3.13B |
| Acadian asset management | 1.26M | 4.37% | $1.80M |
| New south capital management | 887.09K | 3.08% | $1.27M |
| Rice hall james & associates | 871.26K | 3.07% | $2.06M |
| Castleknight management lp | 823.14K | 2.90% | $1.95M |
| Blackrock | 832.86K | 2.88% | $2.07M |
| Blackrock funding, inc. /de | 621.24K | 2.16% | $888.37K |
| Rbf capital | 519.18K | 1.83% | $1.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rice hall james & associates | 871.26K | 0.11% | $2.06M |
| New south capital management | 887.09K | 0.06% | $1.27M |
| Rbf capital | 519.18K | 0.05% | $1.23M |
| Castleknight management lp | 823.14K | 0.04% | $1.95M |
| Heron bay capital management | 86.54K | 0.04% | $205.10K |
| Gsa capital partners llp | 162.59K | 0.02% | $232.00K |
| Bridgeway capital management | 162.60K | 0.01% | $385.36K |
| D. e. shaw | 1.30M | 0.00% | $5.65M |
| Acadian asset management | 1.26M | 0.00% | $1.80M |
| Jacobs levy equity management | 209.91K | 0.00% | $522.68K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| D. e. shaw | 1.30M | 0.00% | 154.67K |
| Russell investments group | 186.05K | 0.00% | 154.30K |
| Ameriprise financial | 1.32M | 0.00% | 128.20K |
| Marshall wace, llp | 448.65K | 0.00% | 102.06K |
| Assenagon asset management | 301.38K | 0.00% | 92.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First eagle investment management | - | - | -594.82K |
| Boothbay fund management | - | - | -491.02K |
| Royce & associates lp | - | - | -244.10K |
| Blackrock | 832.86K | - | -217.38K |
| River & mercantile asset management llp | - | - | -204.05K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Boston partners | 50.89K | 0.00% | 50.89K | $120.60K |
| Susquehanna group, llp | 37.95K | - | 37.95K | $164.68K |
| Centiva capital, lp | 21.83K | 0.00% | 21.83K | $51.75K |
| Wolverine trading | 10.85K | - | 10.85K | $27.13K |
| Srs capital advisors | 1.00K | - | 1.00K | $2.37K |
Sold Out
| Holder | Change |
|---|---|
| Point72 asia (singapore) pte. | -11.00 |
| Innealta capital | -14.00 |
| Nbc securities | -15.00 |
| Northwestern mutual wealth management | -18.00 |
| Nelson, van denburg & campbell wealth management group | -22.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 77 | 10.00% | 14,634,082 | -9.19% | 53 | 1.54% | 44 | 62.96% | 18 | -18.18% |
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 Discv A | 972.99K | 3.37% | 972.99K |
| Columbia Small Cap Value Discovery Fund | 962.99K | 3.33% | 22.80K |
| Vanguard Total Stock Mkt Idx Inv | 919.60K | 3.18% | - |
| 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 |
| Vanguard Institutional Extnd Mkt Idx Tr | 284.18K | 0.98% | - |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools