UPLAND SOFTWARE INC (UPLD) is held by 31 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is AMERIPRISE FINANCIAL INC as of Q1 2026.

Are institutions buying or selling UPLD?

In Q1 2026, 12 institutions opened or increased positions in UPLAND SOFTWARE INC while 23 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on UPLD?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for UPLAND SOFTWARE INC.

How many hedge funds hold UPLD?

31 institutional investors report holding UPLAND SOFTWARE INC (UPLD) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into UPLD?

As of Q1 2026, tracked institutions in UPLAND SOFTWARE INC show 12 buyers versus 23 sellers — net outflows.

UPLAND SOFTWARE INC

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

Holders

Avg rating(10 Elite)

$4.3M

Total Value

34% (44)

Fund Consensus

12 buying - 23 selling

Smart Money Verdict

View all

Held by 31 funds

10 elite

Who's Trading

InsiderMTMCDONALD JOHN TVest 250K shApr 30, 2026

Activist

The 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

View all insider trades View all activist filings

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AMERIPRISE FINANCIAL INC	Increased	1.4M(+1.1%)	$902,857	0.0%	-48.53%	25
VAVANGUARD CAPITAL MANAGEMENT LLC	New	1.2M	$801,713	0.0%	+545.45%	38
DED. E. Shaw & Co., Inc.	Decreased	658,110(-22.4%)	$438,301	0.0%	-41.25%	0
BlackRock, Inc.	Increased	624,539(+0.5%)	$415,943	0.0%	+13.36%	16
GEODE CAPITAL MANAGEMENT, LLC	Increased	450,094(+61.8%)	$299,817	0.0%	-72.09%	23
TWO SIGMA INVESTMENTS, LP	Increased	412,114(+43.6%)	$274,468	0.0%	+80.96%	31
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	364,068	$242,469	0.0%	+545.45%	35
Russell Investments Group, Ltd.	Increased	267,156(+1.8%)	$177,922	0.0%	+130.18%	23
RENAISSANCE TECHNOLOGIES LLC	Increased	242,391(+3.5%)	$161,432	0.0%	+54.70%	23
Man Group plc	Decreased	200,895(-22.9%)	$133,796	0.0%	+27.12%	0
VFVANGUARD FIDUCIARY TRUST CO	New	143,502	$95,572	0.0%	+545.45%	33
Assenagon Asset Management S.A.	Decreased	125,366(-58.4%)	$83,494	0.0%	+127.27%	0
STATE STREET CORP	Unchanged	109,951	$73,227	0.0%	+18.72%	0
NORTHERN TRUST CORP	Unchanged	64,044	$42,654	0.0%	-82.45%	0
Boston Partners	Decreased	43,744(-3.4%)	$29,130	0.0%	+98.80%	0
XTX Topco Ltd	Increased	42,599(+9.3%)	$28,371	0.0%	+250.05%	21
HSBC HOLDINGS PLC	Unchanged	38,874	$25,634	0.0%	-33.02%	0
UBS Group AG	Decreased	33,077(-33.8%)	$22,029	0.0%	+129.86%	0
BANK OF AMERICA CORP /DE/	Decreased	31,149(-2.3%)	$20,745	0.0%	+11.43%	0
BARCLAYS PLC	Unchanged	30,211	$20,121	0.0%	-9.54%	0