Upland Software Ownership | Who Owns Upland Software?
Upland Software Ownership Summary
Upland Software is owned by 53.62% institutional investors, 27.42% insiders, and 18.96% retail investors. Vanguard group is the largest institutional shareholder, holding 6.80% of UPLD shares. Hodges Multi Cap Core is the top mutual fund, with 3.67% of its assets in Upland Software shares.
UPLD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Upland Software | 53.62% | 27.42% | 18.96% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.86M | 6.80% | $8.06M |
| Acadian asset management | 1.33M | 4.88% | $5.78M |
| New south capital management | 1.32M | 4.84% | $5.73M |
| D. e. shaw | 1.30M | 4.77% | $5.65M |
| Ameriprise financial | 1.26M | 4.60% | $5.45M |
| Castleknight management lp | 1.02M | 3.74% | $4.43M |
| Rice hall james & associates | 964.62K | 3.53% | $4.19M |
| Blackrock | 832.86K | 2.88% | $2.07M |
| Blackrock funding, inc. /de | 773.73K | 2.83% | $3.36M |
| Rbf capital | 519.18K | 1.90% | $2.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| New south capital management | 1.32M | 0.24% | $5.73M |
| Rice hall james & associates | 964.62K | 0.23% | $4.19M |
| Castleknight management lp | 1.02M | 0.13% | $4.43M |
| Rbf capital | 519.18K | 0.11% | $2.08M |
| Heron bay capital management | 96.96K | 0.09% | $420.82K |
| Wespac advisors | 12.66K | 0.04% | $54.94K |
| B. riley asset management | 8.61K | 0.04% | $37.37K |
| Bridgeway capital management | 241.20K | 0.02% | $1.05M |
| Sherbrooke park advisers | 13.48K | 0.02% | $58.49K |
| Acadian asset management | 1.33M | 0.02% | $5.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rice hall james & associates | 964.62K | 0.23% | 375.40K |
| Two sigma advisers, lp | 406.40K | 0.00% | 209.90K |
| Arrowstreet capital, limited partnership | 187.19K | 0.00% | 187.19K |
| Two sigma investments, lp | 321.58K | 0.00% | 169.24K |
| D. e. shaw | 1.30M | 0.00% | 154.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First eagle investment management | - | - | -594.82K |
| B. riley asset management | 8.61K | 0.04% | -532.41K |
| Boothbay fund management | - | - | -491.02K |
| Castleknight management lp | 1.02M | 0.13% | -313.15K |
| Royce & associates lp | - | - | -244.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Arrowstreet capital, limited partnership | 187.19K | 0.00% | 187.19K | $812.39K |
| Walleye capital | 114.83K | 0.00% | 114.83K | $498.38K |
| Cubist systematic strategies | 41.78K | 0.00% | 41.78K | $181.33K |
| Gsa capital partners llp | 38.56K | 0.01% | 38.56K | $167.00K |
| Susquehanna group, llp | 37.95K | - | 37.95K | $164.68K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -14.00 |
| Nbc securities | -15.00 |
| Ronald blue trust | -145.00 |
| Burkett financial services | -150.00 |
| Wells fargo & company/mn | -223.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 77 | 10.00% | 14,634,082 | -9.19% | 53 | 1.54% | 44 | 62.96% | 18 | -18.18% |
| Sep 30, 2024 | 69 | 2.99% | 15,624,323 | -6.68% | 57 | 1.71% | 27 | 28.57% | 22 | -29.03% |
| Jun 30, 2024 | 67 | -17.28% | 16,743,407 | -13.84% | 57 | 1.47% | 21 | -4.55% | 31 | -24.39% |
| Mar 31, 2024 | 81 | -17.35% | 19,433,544 | -22.06% | 62 | 1.07% | 22 | -47.62% | 41 | 17.14% |
| Dec 31, 2023 | 98 | 12.64% | 24,934,680 | -3.77% | 76 | 1.20% | 42 | 27.27% | 35 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Hodges Multi Cap Core | 1.00M | 3.67% | 380.08K |
| Vanguard US Total Market Shares ETF | 980.07K | 3.48% | - |
| Vanguard Total Stock Mkt Idx Inv | 939.70K | 3.34% | - |
| Columbia Small Cap Value I | 910.05K | 3.32% | 66.80K |
| Columbia Small Cap Value I A | 905.15K | 3.21% | -4.90K |
| Hodges Best Ideas Growth | 473.72K | 1.74% | - |
| Hodges Retail | 473.72K | 1.74% | -45.36K |
| Vanguard Institutional Extnd Mkt Idx Tr | 413.67K | 1.47% | - |
| NewSouth Capital Mgt NSCM Sm Cap Val Eq | 307.62K | 1.12% | - |
| Royce Micro Cap Trust | 244.10K | 0.90% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 17, 2025 | Mattox Timothy | - | Sell | $63.86K |
| Dec 17, 2024 | Mattox Timothy | - | Sell | $12.61K |
| Nov 14, 2024 | Mattox Timothy | - | Sell | $45.06K |
| Nov 13, 2024 | Mattox Timothy | - | Sell | $5.27K |
| Aug 09, 2024 | MCDONALD JOHN T | CEO | Buy | $130.31K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | 2 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
UPLD Ownership FAQ
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