Upland Software, Inc.

Historical 13F Holders

Symbol
UPLD
CUSIP
91544A109
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 91544A109 since 12/18/2024, largest first.

Filer % of Class Filed
van Schaick Petrus Paulus 13G/A
9.0% 11/10/2025
Event 9/30/2025
Under 5%, checked the "5 percent or less" box, or amended by a later filing (2)
CastleKnight Master Fund LP 13G/A
3.7% 2/14/2025
Event 12/31/2024
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q2 1 1.00 $1.00
2026 Q1 47 10.1 M $6.72 M
2025 Q4 63 13.5 M $19.3 M
2025 Q3 75 13.8 M $32.8 M
2025 Q2 71 15.6 M $30.5 M
2025 Q1 75 14.9 M $42.6 M
2024 Q4 82 15.1 M $65.5 M
2024 Q3 71 16.1 M $40.1 M
2024 Q2 69 16.8 M $41.7 M
2024 Q1 87 19.5 M $60.2 M
2023 Q4 106 25.1 M $107 M
2023 Q3 90 25.9 M $120 M
2023 Q2 102 26.0 M $97.4 M
2023 Q1 136 26.0 M $116 M
2022 Q4 148 25.3 M $180 M
2022 Q3 149 23.9 M $195 M
2022 Q2 147 23.4 M $339 M
2022 Q1 171 24.2 M $426 M
2021 Q4 185 24.7 M $443 M
2021 Q3 173 25.2 M $842 M
2021 Q2 178 24.8 M $1.02 B
2021 Q1 198 25.0 M $1.18 B
2020 Q4 215 23.8 M $1.09 B
2020 Q3 180 22.8 M $863 M
2020 Q2 173 20.4 M $711 M
2020 Q1 165 19.7 M $530 M
2019 Q4 183 19.6 M $702 M
2019 Q3 203 20.1 M $700 M
2019 Q2 201 19.3 M $877 M
2019 Q1 183 14.3 M $608 M
2018 Q4 161 13.8 M $378 M
2018 Q3 159 12.9 M $419 M
2018 Q2 144 11.4 M $391 M
2018 Q1 113 11.0 M $315 M
2017 Q4 80 10.4 M $226 M
2017 Q3 64 6.25 M $132 M
2017 Q2 58 5.60 M $123 M
2017 Q1 32 2.13 M $33.9 M
2016 Q4 26 1.23 M $11.0 M
2016 Q3 22 1.05 M $9.23 M
2016 Q2 24 983 k $7.49 M
2016 Q1 24 1.12 M $7.67 M
2015 Q4 24 1.03 M $7.29 M
2015 Q3 24 1.21 M $9.57 M
2015 Q2 24 1.36 M $12.5 M
2015 Q1 20 1.72 M $12.1 M
2014 Q4 24 2.23 M $21.3 M