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Among the 5 tracked institutional investors we monitor, UPLD (UPLAND SOFTWARE INC) is held with a combined value of $3.45M across 2,229,853 shares. The largest holder is VANGUARD GROUP INC with a position worth $2.59M. 3 funds opened new positions in the most recent quarter. 2 funds reduced their position.
Total Institutional Value
$3.45M
Total Shares Held
2,229,853
Institutional Holders
5
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $2.59M | 0.00% | -1.7% |
| 2 | TWO SIGMA ADVISERS, LP | $479.48K | 0.00% | -12.9% |
| 3 | BlackRock, Inc. | $256.67K | 0.00% | New |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $114.81K | 0.00% | New |
| 5 | FMR LLC | $8.03K | 0.00% | New |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of UPLD with a position worth $2.59M, representing 0.00% of their portfolio. In total, 5 institutional investors hold UPLD with a combined value of $3.45M.
In the most recent quarter, 3 funds opened a new position in UPLD. Additionally, 2 reduced their positions.
Institutional investors hold $3.45M worth of UPLD stock across 5 positions. The largest institutional holder is VANGUARD GROUP INC with $2.59M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UPLD, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their UPLD positions.
Last Close
$3.65
2026-10-21
YTD
-75.7%
4% of 52-week range