UPLDUPLAND SOFTWARE INC

COM · CUSIP 91544A109

Smart Money Ownership

Of the 6 tracked institutions holding UPLD, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +6.4pt. It's a gauge of who owns the name, not just how many.

Jim Simons

$161.4K

+10.2pt

PRICE T ROWE ASSOCIATES INC /MD/

$16.0K

+2.7pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

UPLD (UPLAND SOFTWARE INC) Institutional Ownership Summary

Among the 6 tracked institutional investors we monitor, UPLD (UPLAND SOFTWARE INC) is held with a combined value of $3.27M across 2,830,891 shares. The largest holder is VANGUARD GROUP INC with a position worth $2.59M. 2 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$3.27M

Total Shares Held

2,830,891

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

RENAISSANCE TECHNOLOGIES LLC+4% shares~$5.5K BlackRock, Inc.+1% shares~$2.1K

Biggest Sellers

VANGUARD GROUP INC−2% shares~$44.8K FMR LLC−13% shares~$1.7K

13F Institutional Holders

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RENAISSANCE TECHNOLOGIES LLC

PRICE T ROWE ASSOCIATES INC /MD/

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$2.59M	1,813,288	0.00%	-1.7%
2	BlackRock, Inc.	$415.94K	624,539	0.00%	+0.5%
3	RENAISSANCE TECHNOLOGIES LLC	$161.43K	242,391	0.00%	+3.5%
4	STATE STREET CORP	$73.23K	109,951	0.00%	-
5	PRICE T ROWE ASSOCIATES INC /MD/	$16.00K	23,520	0.00%	-
6	FMR LLC	$11.46K	17,202	0.00%	-12.8%

Frequently Asked Questions

Which institutional investors own the most UPLD stock?

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, 6 institutional investors hold UPLD with a combined value of $3.27M.

What percentage of UPLD is owned by institutional investors?

Institutional investors hold $3.27M worth of UPLD stock across 6 positions. The largest institutional holder is VANGUARD GROUP INC with $2.59M in holdings.

What is a 13F filing and why does it matter for UPLD?

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.

Track UPLD institutional moves

Get notified when hedge funds change their UPLD positions.