Upland Software Ownership | Who Owns Upland Software?

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Upland Software Ownership Summary

Upland Software is owned by 30.67% institutional investors, 27.88% insiders, and 41.45% 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	30.67%	27.88%	41.45%
Sector	Technology Stocks	78.07%	14.90%	7.03%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	1.81M	6.30%	$2.59M
Blackrock	832.86K	2.88%	$2.07M
Two sigma advisers, lp	384.80K	1.36%	$911.98K
Jacobs levy equity management	209.91K	0.73%	$522.68K
Millennium management	106.36K	0.39%	$461.62K
Invesco	23.67K	0.08%	$56.10K
Newedge advisors	16.41K	0.06%	$38.90K
Citadel advisors	11.60K	0.04%	$28.88K
Wolverine trading	10.85K	0.04%	$27.13K
Rhumbline advisers	649.00	0.00%	$1.62K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Jacobs levy equity management	209.91K	0.00%	$522.68K
Two sigma advisers, lp	384.80K	0.00%	$911.98K
Millennium management	106.36K	0.00%	$461.62K
Newedge advisors	16.41K	0.00%	$38.90K
Geode capital management	-	-	-
Prudential financial	-	-	-
Quadrature capital	-	-	-
Nbc securities	-	-	-
Kathmere capital management	-	-	-
Public employees retirement system of ohio	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	106.36K	0.00%	37.34K
Wolverine trading	10.85K	-	10.85K
Newedge advisors	16.41K	0.00%	4.25K
Huntington national bank	1.00	-	-
Anchor investment management	17.00	-	-

Top Sellers

Holder	Shares	% Assets	Change
Ameriprise financial	-	-	-1.36M
Acadian asset management	-	-	-1.21M
Vanguard capital management	-	-	-1.20M
Rice hall james & associates	-	-	-974.45K
New south capital management	-	-	-887.09K

New Positions

Holder	Shares	% Assets	Change	Value
Wolverine trading	10.85K	-	10.85K	$27.13K

Sold Out

Holder	Change
Citigroup	-1.00
Caitong asset management	-1.00
Sbi securities	-4.00
Point72 asia (singapore) pte.	-11.00
Innealta capital	-14.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	28	-39.13%	901,420	-91.06%	30	2.56%	2	-88.24%	25	92.31%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Hodges Multi Cap Core	1.00M	3.67%	380.08K
Columbia Small Cap Value Discv A	107.09K	3.62%	3.14K
Columbia Small Cap Value Discovery Fund	103.95K	3.54%	3.04K
Vanguard US Total Market Shares ETF	980.07K	3.48%	-
Vanguard Morn Total Stk Mkt Idx Investor	91.96K	3.13%	-1.00
Vanguard Total Stock Mkt Idx Inv	91.96K	3.13%	-1.00
Vanguard MStar Total Stk Mkt Idx Invest	91.96K	3.11%	-
Columbia Small Cap Value I A	829.69K	2.88%	13.00K
Columbia Small Cap Value I	816.69K	2.87%	-80.76K
Hodges Retail	473.72K	1.74%	-45.36K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 07, 2026	Mattox Timothy	-	Sell	$3.63K
Aug 06, 2026	Mattox Timothy	-	Sell	$4.27K
Aug 05, 2026	Mattox Timothy	-	Sell	$4.53K
Aug 04, 2026	Mattox Timothy	-	Sell	$4.33K
Aug 03, 2026	Mattox Timothy	-	Sell	$4.45K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	6
2026 Q2	-	-
2026 Q1	-	-
2025 Q4	-	-
2025 Q3	-	1

UPLD Ownership FAQ

Who owns the most shares of Upland Software?

Upland Software’s largest shareholders are Vanguard group (1.81M shares, 6.30%), Blackrock (832.86K shares, 2.88%), and Two sigma advisers, lp (384.8K shares, 1.36%). Together, they hold 10.54% of Upland Software’s total shares outstanding.

Does Blackrock own Upland Software?

Yes, BlackRock owns 2.88% of Upland Software, totaling 832.86K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 2.07M$. In the last quarter, BlackRock decreased its holdings by -217K shares, a -20.70% change.

Who is Upland Software’s biggest shareholder by percentage of total assets invested?

Jacobs levy equity management is Upland Software’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 209.91K Upland Software shares, valued at 522.68K$.

Who is the top mutual fund holder of Upland Software shares?

Hodges Multi Cap Core is the top mutual fund holder of Upland Software shares, with 3.67% of its total shares outstanding invested in 1M Upland Software shares.

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