UPLAND SOFTWARE INC

Watch

Share

UPLD·91544A109·US·equity·Technology - Software - Application-13D/G

UPLD (UPLAND SOFTWARE INC) is held by 27 institutional investors as of Q1 2026. Largest holders: AMERIPRISE FINANCIAL INC ($902,857), D. E. Shaw & Co., Inc. ($438,301), BlackRock, Inc. ($415,943). Net institutional sentiment: Bearish.

27

Holders

Avg rating

$3.2M

Total Value

25% (41)

Fund Consensus

8 buying - 24 selling

Smart Money Verdict

View all

43Weak MomentumStrong Convergence

Institutional (13F)37

Insider (Form 4)49

Activist (13D/13G)50

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how UPLD's score breaks down across 4 SEC sources

Holder Quality

0

★★★★★

Elite

17

★★★★

Strong

14

★★★

Solid

7

★★

Below

3

★

Weak

Held by 27 funds

Who's Trading

InsiderMTMCDONALD JOHN TVest 250K shApr 30, 2026

ActivistThe Vanguard Group0.0%Mar 27, 2026

ActivistJIJalak Investments B.V.9.0%Nov 10, 2025

InsiderMTMCDONALD JOHN TSell $34KSep 11, 2025

InsiderMTMattox TimothySell $64KMar 17, 2025

Sign up to unlock

View all insider tradesView all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (27)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AMERIPRISE FINANCIAL INC	Increased	1.4M(+1.1%)	$902,857	0.0%	-92.44%	25
DED. E. Shaw & Co., Inc.	Decreased	658,110(-22.4%)	$438,301	0.0%	-91.37%	0
BlackRock, Inc.	Increased	624,539(+0.5%)	$415,943	0.0%	-83.35%	16
GEODE CAPITAL MANAGEMENT, LLC	Increased	450,094(+61.8%)	$299,817	0.0%	-95.90%	23
TWO SIGMA INVESTMENTS, LP	Increased	412,114(+43.6%)	$274,468	0.0%	-73.42%	31
Russell Investments Group, Ltd.	Increased	267,156(+1.8%)	$177,922	0.0%	-66.19%	23
RENAISSANCE TECHNOLOGIES LLC	Increased	242,391(+3.5%)	$161,432	0.0%	-77.28%	23
Man Group plc	Decreased	200,895(-22.9%)	$133,796	0.0%	-81.33%	0
Assenagon Asset Management S.A.	Decreased	125,366(-58.4%)	$83,494	0.0%	-66.62%	0
STATE STREET CORP	Unchanged	109,951	$73,227	0.0%	-82.56%	0
NORTHERN TRUST CORP	Unchanged	64,044	$42,654	0.0%	-97.42%	0
Boston Partners	Decreased	43,744(-3.4%)	$29,130	0.0%	-70.80%	0
XTX Topco Ltd	Increased	42,599(+9.3%)	$28,371	0.0%	-48.58%	21
HSBC HOLDINGS PLC	Unchanged	38,874	$25,634	0.0%	-90.16%	0
UBS Group AG	Decreased	33,077(-33.8%)	$22,029	0.0%	-66.24%	0
BANK OF AMERICA CORP /DE/	Decreased	31,149(-2.3%)	$20,745	0.0%	-83.63%	0
BARCLAYS PLC	Unchanged	30,211	$20,121	0.0%	-86.71%	0
FMR LLC	Decreased	17,202(-12.8%)	$11,457	0.0%	-83.25%	0
Savant Capital, LLC	Unchanged	13,500	$8,991	0.0%	-70.68%	0
OSAIC HOLDINGS, INC.	Decreased	6,725(-19.7%)	$4,502	0.0%	-95.45%	0

Showing 1-20 of 41

Per page:

1 / 3

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Technology stocks held by institutions

MSFTMICROSOFT CORP

463 holders · $1.5T

NVDANVIDIA CORPORATION

443 holders · $2.1T

AVGOBROADCOM INC

431 holders · $846.7B

AAPLAPPLE INC

426 holders · $1.8T

CRMSALESFORCE INC

393 holders · $107.6B

ORCLORACLE CORP

391 holders · $132.9B

TSMTAIWAN SEMICONDUCTOR MANUFAC

390 holders · $211.4B

AMDADVANCED MICRO DEVICES INC

389 holders · $158.5B

LRCXLAM RESEARCH CORP

388 holders · $166.4B

MUMICRON TECHNOLOGY INC

388 holders · $219.3B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer