13FBOX
UPLAND SOFTWARE INC · 13F Institutional Holdings
Options Calculator Rankings
U

UPLAND SOFTWARE INC

UPLD
Institutions
28
Combined AUM (Q2 2026)
$4.2M
Combined Shares (Q2 2026)
901,420
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+16,139
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-9.3M
45 · 20 Exit · ≈
⚖️ Net
-9.2M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.2M
Institutions
28
New Buys
1
Adds
1
Reduces
25
Exits
20
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#7$644,083137,919$902,8571.4M-1.2M-89.83%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#13$562,156120,376$801,7131.2M-1.1M-90.00%Reduce
ACADIAN ASSET MANAGEMENT LLC
<0.01%<0.01%#4$524,757112,368$806,0001.2M-1.1M-90.72%Reduce
RICE HALL JAMES & ASSOCIATES, LLC
0.02%0.04%#1$472,336101,143$648,982974,448-873,305-89.62%Reduce
CastleKnight Management LP
<0.01%0.01%#3$362,95277,720$517,616777,201-699,481-90.00%Reduce
BlackRock, Inc.
<0.01%<0.01%#19$256,66854,961$415,943624,539-569,578-91.20%Reduce
D. E. Shaw & Co., Inc.
<0.01%<0.01%#9$223,53947,867$438,301658,110-610,243-92.73%Reduce
RBF Capital, LLC
0.01%0.01%#2$199,66142,754$284,747427,548-384,794-90.00%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#14$167,40835,839$299,817450,094-414,255-92.04%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#10$125,10926,790$274,468412,114-385,324-93.50%Reduce
Man Group plc
<0.01%<0.01%#5$117,98825,265$133,796200,895-175,630-87.42%Reduce
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#6$114,80724,584$161,432242,391-217,807-89.86%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#18$109,00223,341$242,469364,068-340,727-93.59%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#11$100,54221,530$177,922267,156-245,626-91.94%Reduce
JANE STREET GROUP, LLC
<0.01%#17$72,78215,585$00+15,585New Buy
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#12$67,01514,350$95,572143,502-129,152-90.00%Reduce
UBS Group AG
<0.01%<0.01%#15$54,44311,658$22,02933,077-21,419-64.75%Reduce
BARCLAYS PLC
<0.01%<0.01%#20$14,7753,164$20,12130,211-27,047-89.53%Reduce
FMR LLC
<0.01%<0.01%#23$8,0321,720$11,45717,202-15,482-90.00%Reduce
Tower Research Capital LLC (TRC)
<0.01%<0.01%#8$4,6791,002$298448+554+123.66%Add
Vanguard Global Advisers, LLC
<0.01%<0.01%#21$4,511966$6,4379,665-8,699-90.01%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#22$1,763378$4,5026,725-6,347-94.38%Reduce
MORGAN STANLEY
<0.01%<0.01%#27$28060$17,1697,244-7,184-99.17%Reduce
CoreCap Advisors, LLC
<0.01%<0.01%#16$23450$336505-455-90.10%Reduce
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#26$7015$148222-207-93.24%Reduce
FEDERATED HERMES, INC.
<0.01%<0.01%#25$5612$8881,334-1,322-99.10%Reduce
SBI Securities Co., Ltd.
<0.01%<0.01%#24$92$34-2-50.00%Reduce
HUNTINGTON NATIONAL BANK
<0.01%<0.01%#28$11$1100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow