UPLD Upland Software Inc.
Upland Software Inc. (UPLD) Institutional Ownership
What the institutions did with UPLD last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 137.9K | 15.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 120.4K | 13.4% |
| ACADIAN ASSET MANAGEMENT LLC | 112.4K | 12.5% |
| RICE HALL JAMES & ASSOCIATES, LLC | 101.1K | 11.2% |
| CastleKnight Management LP | 77.7K | 8.6% |
| BlackRock, Inc. | 55.0K | 6.1% |
| D. E. Shaw & Co., Inc. | 47.9K | 5.3% |
| RBF Capital, LLC | 42.8K | 4.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 35.8K | 4.0% |
| TWO SIGMA INVESTMENTS, LP | 26.8K | 3.0% |
| Man Group plc | 25.3K | 2.8% |
| RENAISSANCE TECHNOLOGIES LLC | 24.6K | 2.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 23.3K | 2.6% |
| Russell Investments Group, Ltd. | 21.5K | 2.4% |
| JANE STREET GROUP, LLC | 15.6K | 1.7% |
| VANGUARD FIDUCIARY TRUST CO | 14.4K | 1.6% |
| UBS Group AG | 11.7K | 1.3% |
| BARCLAYS PLC | 3.2K | 0.4% |
| FMR LLC | 1.7K | 0.2% |
| Tower Research Capital LLC (TRC) | 1.0K | 0.1% |
| Vanguard Global Advisers, LLC | 966 | 0.1% |
| OSAIC HOLDINGS, INC. | 378 | 0.0% |
| MORGAN STANLEY | 60 | 0.0% |
| CoreCap Advisors, LLC | 50 | 0.0% |
| BNP PARIBAS FINANCIAL MARKETS | 15 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | Reduced | 65.8K | 47.9K | -17.9K |
| JANE STREET GROUP, LLC | New | 0 | 15.6K | +15.6K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 41.2K | 26.8K | -14.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 36.4K | 23.3K | -13.1K |
| Assenagon Asset Management S.A. | Sold Out | 12.5K | 0 | -12.5K |
| STATE STREET CORP | Sold Out | 11.0K | 0 | -11.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 45.0K | 35.8K | -9.2K |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | 121.1K | 112.4K | -8.8K |
| UBS Group AG | Increased | 3.3K | 11.7K | +8.4K |
| BlackRock, Inc. | Reduced | 62.5K | 55.0K | -7.5K |
| NORTHERN TRUST CORP | Sold Out | 6.4K | 0 | -6.4K |
| EVERGREEN CAPITAL MANAGEMENT LLC | Sold Out | 6.2K | 0 | -6.2K |
| Russell Investments Group, Ltd. | Reduced | 26.7K | 21.5K | -5.2K |
| Man Group plc | Increased | 20.1K | 25.3K | +5.2K |
| GSA CAPITAL PARTNERS LLP | Sold Out | 4.5K | 0 | -4.5K |
| Boston Partners | Sold Out | 4.4K | 0 | -4.4K |
| XTX Topco Ltd | Sold Out | 4.3K | 0 | -4.3K |
| HSBC HOLDINGS PLC | Sold Out | 3.9K | 0 | -3.9K |
| RICE HALL JAMES & ASSOCIATES, LLC | Increased | 97.4K | 101.1K | +3.7K |
| BANK OF AMERICA CORP /DE/ | Sold Out | 3.1K | 0 | -3.1K |
| Heron Bay Capital Management | Sold Out | 2.7K | 0 | -2.7K |
| AMERIPRISE FINANCIAL INC | Increased | 135.6K | 137.9K | +2.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Sold Out | 2.4K | 0 | -2.4K |
| First Heartland Consultants, Inc. | Sold Out | 2.0K | 0 | -2.0K |
| STEEL GROVE CAPITAL ADVISORS, LLC | Sold Out | 1.4K | 0 | -1.4K |
| TWO SIGMA SECURITIES, LLC | Sold Out | 1.4K | 0 | -1.4K |
| Savant Capital, LLC | Sold Out | 1.4K | 0 | -1.4K |
| Tower Research Capital LLC (TRC) | Increased | 45 | 1.0K | +957 |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 24.2K | 24.6K | +345 |
| OSAIC HOLDINGS, INC. | Reduced | 672 | 378 | -295 |
| BARCLAYS PLC | Increased | 3.0K | 3.2K | +143 |
| FEDERATED HERMES, INC. | Reduced | 133 | 12 | -121 |
| ROYAL BANK OF CANADA | Sold Out | 78 | 0 | -79 |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 22 | 15 | -7 |
| Steward Partners Investment Advisory, LLC | Sold Out | 2 | 0 | -2 |
| SBI Securities Co., Ltd. | Increased | 0 | 2 | +2 |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 120.4K | 120.4K | -1 |
| MORGAN STANLEY | Increased | 59 | 60 | +1 |
| HUNTINGTON NATIONAL BANK | Increased | 0 | 1 | +1 |
| RBF Capital, LLC | Reduced | 42.8K | 42.8K | -1 |
| Vanguard Global Advisers, LLC | Reduced | 966 | 966 | -1 |
| CoreCap Advisors, LLC | Reduced | 50 | 50 | -1 |
| VANGUARD FIDUCIARY TRUST CO | Reduced | 14.4K | 14.4K | -+0 |
| FMR LLC | Reduced | 1.7K | 1.7K | -+0 |
| CastleKnight Management LP | Reduced | 77.7K | 77.7K | -+0 |
| Caitong International Asset Management Co., Ltd | Sold Out | 0 | 0 | -+0 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.