Upland Software Inc (UPLD)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Huntington National Bank

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$1 ($0)

Filed 2026-08-13

Ameriprise Financial Inc

CLOSED

Shares0 from 2,711,282

Change-2,711,282 (-100%)

Value$0 (-$1.8M)

Filed 2026-08-14

Acadian Asset Management LLC

CLOSED

Shares0 from 1,211,465

Change-1,211,465 (-100%)

Value$0 (-$806)

Filed 2026-08-13

Vanguard Capital Management LLC

CLOSED

Shares0 from 1,203,774

Change-1,203,774 (-100%)

Value$0 (-$801.7K)

Filed 2026-08-13

Rice Hall James & Associates, LLC

CLOSED

Shares0 from 974,448

Change-974,448 (-100%)

Value$0 (-$649.0K)

Filed 2026-08-07

CastleKnight Management LP

CLOSED

Shares0 from 777,201

Change-777,201 (-100%)

Value$0 (-$517.6K)

Filed 2026-08-14

D. E. Shaw & Co., Inc.

CLOSED

Shares0 from 658,110

Change-658,110 (-100%)

Value$0 (-$438.3K)

Filed 2026-08-14

BlackRock, Inc.

CLOSED

Shares0 from 624,539

Change-624,539 (-100%)

Value$0 (-$415.9K)

Filed 2026-08-07

Geode Capital Management, LLC

CLOSED

Shares0 from 450,094

Change-450,094 (-100%)

Value$0 (-$299.8K)

Filed 2026-08-12

RBF Capital, LLC

CLOSED

Shares0 from 427,548

Change-427,548 (-100%)

Value$0 (-$284.7K)

Filed 2026-08-14

Two Sigma Investments, LP

CLOSED

Shares0 from 412,114

Change-412,114 (-100%)

Value$0 (-$274.5K)

Filed 2026-08-14

Vanguard Portfolio Management LLC

CLOSED

Shares0 from 364,068

Change-364,068 (-100%)

Value$0 (-$242.5K)

Filed 2026-08-13

Russell Investments Group, Ltd.

CLOSED

Shares0 from 267,156

Change-267,156 (-100%)

Value$0 (-$177.9K)

Filed 2026-08-06

Renaissance Technologies LLC

CLOSED

Shares0 from 242,391

Change-242,391 (-100%)

Value$0 (-$161.4K)

Filed 2026-08-13

Man Group plc

CLOSED

Shares0 from 200,895

Change-200,895 (-100%)

Value$0 (-$133.8K)

Filed 2026-08-14

Assenagon Asset Management S.A.

CLOSED

Shares0 from 125,366

Change-125,366 (-100%)

Value$0 (-$83.5K)

Filed 2026-08-21

State Street Corp

CLOSED

Shares0 from 109,951

Change-109,951 (-100%)

Value$0 (-$73.2K)

Filed 2026-09-22

Northern Trust Corp

CLOSED

Shares0 from 64,044

Change-64,044 (-100%)

Value$0 (-$42.7K)

Filed 2026-08-13

Evergreen Capital Management LLC

CLOSED

Shares0 from 62,390

Change-62,390 (-100%)

Value$0 (-$41.6K)

Filed 2026-07-23

GSA Capital Partners LLP

CLOSED

Shares0 from 44,525

Change-44,525 (-100%)

Value$0 (-$30)

Filed 2026-08-06

Boston Partners

CLOSED

Shares0 from 43,744

Change-43,744 (-100%)

Value$0 (-$29.1K)

Filed 2026-08-04

XTX Topco Ltd

CLOSED

Shares0 from 42,599

Change-42,599 (-100%)

Value$0 (-$28.4K)

Filed 2026-08-14

HSBC Holdings PLC

CLOSED

Shares0 from 38,874

Change-38,874 (-100%)

Value$0 (-$25.6K)

Filed 2026-08-14

UBS Group AG

CLOSED

Shares0 from 33,077

Change-33,077 (-100%)

Value$0 (-$22.0K)

Filed 2026-08-13

Bank of America Corp

CLOSED

Shares0 from 31,149

Change-31,149 (-100%)

Value$0 (-$20.7K)

Filed 2026-08-14

Barclays PLC

CLOSED

Shares0 from 30,211

Change-30,211 (-100%)

Value$0 (-$20.1K)

Filed 2026-08-14

Heron Bay Capital Management

CLOSED

Shares0 from 27,192

Change-27,192 (-100%)

Value$0 (-$18.1K)

Filed 2026-08-11

Price T Rowe Associates Inc

CLOSED

Shares0 from 23,520

Change-23,520 (-100%)

Value$0 (-$16)

Filed 2026-08-14

First Heartland Consultants, Inc.

CLOSED

Shares0 from 20,004

Change-20,004 (-100%)

Value$0 (-$13.3K)

Filed 2026-07-08

FMR LLC

CLOSED

Shares0 from 17,202

Change-17,202 (-100%)

Value$0 (-$11.5K)

Filed 2026-08-13

Steel Grove Capital Advisors, LLC

CLOSED

Shares0 from 14,411

Change-14,411 (-100%)

Value$0 (-$9.6K)

Filed 2026-07-28

Two Sigma Securities, LLC

CLOSED

Shares0 from 13,665

Change-13,665 (-100%)

Value$0 (-$9.1K)

Filed 2026-08-14

Savant Capital, LLC

CLOSED

Shares0 from 13,500

Change-13,500 (-100%)

Value$0 (-$9.0K)

Filed 2026-08-10

Osaic Holdings, Inc.

CLOSED

Shares0 from 6,725

Change-6,725 (-100%)

Value$0 (-$4.5K)

Filed 2026-08-14

Federated Hermes, Inc.

CLOSED

Shares0 from 1,334

Change-1,334 (-100%)

Value$0 (-$888)

Filed 2026-08-12

Royal Bank of Canada

CLOSED

Shares0 from 785

Change-785 (-100%)

Value$0 ($0)

Filed 2026-08-14

Morgan Stanley

CLOSED

Shares0 from 588

Change-588 (-100%)

Value$0 (-$392)

Filed 2026-08-13

CoreCap Advisors, LLC

CLOSED

Shares0 from 505

Change-505 (-100%)

Value$0 (-$336)

Filed 2026-07-06

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 448

Change-448 (-100%)

Value$0 (-$298)

Filed 2026-08-11

BNP Paribas Financial Markets

CLOSED

Shares0 from 222

Change-222 (-100%)

Value$0 (-$148)

Filed 2026-08-13

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$13)

Filed 2026-08-13

Anchor Investment Management, LLC

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$11)

Filed 2026-09-15

SBI Securities Co., Ltd.

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$3)

Filed 2026-07-23

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$1)

Filed 2026-08-05

Vanguard Group Inc

N/A

Shares— from 0

Change0

Value—

	Status
Huntington National Bank	UNCHANGED	1	1	0	0%	$1	$1	$0	2026-08-13
Ameriprise Financial Inc	CLOSED	0	2,711,282	-2,711,282	-100%	$1.8M	$0	-$1.8M	2026-08-14
Acadian Asset Management LLC	CLOSED	0	1,211,465	-1,211,465	-100%	$806	$0	-$806	2026-08-13
Vanguard Capital Management LLC	CLOSED	0	1,203,774	-1,203,774	-100%	$801.7K	$0	-$801.7K	2026-08-13
Rice Hall James & Associates, LLC	CLOSED	0	974,448	-974,448	-100%	$649.0K	$0	-$649.0K	2026-08-07
CastleKnight Management LP	CLOSED	0	777,201	-777,201	-100%	$517.6K	$0	-$517.6K	2026-08-14
D. E. Shaw & Co., Inc.	CLOSED	0	658,110	-658,110	-100%	$438.3K	$0	-$438.3K	2026-08-14
BlackRock, Inc.	CLOSED	0	624,539	-624,539	-100%	$415.9K	$0	-$415.9K	2026-08-07
Geode Capital Management, LLC	CLOSED	0	450,094	-450,094	-100%	$299.8K	$0	-$299.8K	2026-08-12
RBF Capital, LLC	CLOSED	0	427,548	-427,548	-100%	$284.7K	$0	-$284.7K	2026-08-14
Two Sigma Investments, LP	CLOSED	0	412,114	-412,114	-100%	$274.5K	$0	-$274.5K	2026-08-14
Vanguard Portfolio Management LLC	CLOSED	0	364,068	-364,068	-100%	$242.5K	$0	-$242.5K	2026-08-13
Russell Investments Group, Ltd.	CLOSED	0	267,156	-267,156	-100%	$177.9K	$0	-$177.9K	2026-08-06
Renaissance Technologies LLC	CLOSED	0	242,391	-242,391	-100%	$161.4K	$0	-$161.4K	2026-08-13
Man Group plc	CLOSED	0	200,895	-200,895	-100%	$133.8K	$0	-$133.8K	2026-08-14
Assenagon Asset Management S.A.	CLOSED	0	125,366	-125,366	-100%	$83.5K	$0	-$83.5K	2026-08-21
State Street Corp	CLOSED	0	109,951	-109,951	-100%	$73.2K	$0	-$73.2K	2026-09-22
Northern Trust Corp	CLOSED	0	64,044	-64,044	-100%	$42.7K	$0	-$42.7K	2026-08-13
Evergreen Capital Management LLC	CLOSED	0	62,390	-62,390	-100%	$41.6K	$0	-$41.6K	2026-07-23
GSA Capital Partners LLP	CLOSED	0	44,525	-44,525	-100%	$30	$0	-$30	2026-08-06
Boston Partners	CLOSED	0	43,744	-43,744	-100%	$29.1K	$0	-$29.1K	2026-08-04
XTX Topco Ltd	CLOSED	0	42,599	-42,599	-100%	$28.4K	$0	-$28.4K	2026-08-14
HSBC Holdings PLC	CLOSED	0	38,874	-38,874	-100%	$25.6K	$0	-$25.6K	2026-08-14
UBS Group AG	CLOSED	0	33,077	-33,077	-100%	$22.0K	$0	-$22.0K	2026-08-13
Bank of America Corp	CLOSED	0	31,149	-31,149	-100%	$20.7K	$0	-$20.7K	2026-08-14
Barclays PLC	CLOSED	0	30,211	-30,211	-100%	$20.1K	$0	-$20.1K	2026-08-14
Heron Bay Capital Management	CLOSED	0	27,192	-27,192	-100%	$18.1K	$0	-$18.1K	2026-08-11
Price T Rowe Associates Inc	CLOSED	0	23,520	-23,520	-100%	$16	$0	-$16	2026-08-14
First Heartland Consultants, Inc.	CLOSED	0	20,004	-20,004	-100%	$13.3K	$0	-$13.3K	2026-07-08
FMR LLC	CLOSED	0	17,202	-17,202	-100%	$11.5K	$0	-$11.5K	2026-08-13
Steel Grove Capital Advisors, LLC	CLOSED	0	14,411	-14,411	-100%	$9.6K	$0	-$9.6K	2026-07-28
Two Sigma Securities, LLC	CLOSED	0	13,665	-13,665	-100%	$9.1K	$0	-$9.1K	2026-08-14
Savant Capital, LLC	CLOSED	0	13,500	-13,500	-100%	$9.0K	$0	-$9.0K	2026-08-10
Osaic Holdings, Inc.	CLOSED	0	6,725	-6,725	-100%	$4.5K	$0	-$4.5K	2026-08-14
Federated Hermes, Inc.	CLOSED	0	1,334	-1,334	-100%	$888	$0	-$888	2026-08-12
Royal Bank of Canada	CLOSED	0	785	-785	-100%	$0	$0	$0	2026-08-14
Morgan Stanley	CLOSED	0	588	-588	-100%	$392	$0	-$392	2026-08-13
CoreCap Advisors, LLC	CLOSED	0	505	-505	-100%	$336	$0	-$336	2026-07-06
Tower Research Capital LLC (TRC)	CLOSED	0	448	-448	-100%	$298	$0	-$298	2026-08-11
BNP Paribas Financial Markets	CLOSED	0	222	-222	-100%	$148	$0	-$148	2026-08-13
Steward Partners Investment Advisory, LLC	CLOSED	0	20	-20	-100%	$13	$0	-$13	2026-08-13
Anchor Investment Management, LLC	CLOSED	0	17	-17	-100%	$11	$0	-$11	2026-09-15
SBI Securities Co., Ltd.	CLOSED	0	4	-4	-100%	$3	$0	-$3	2026-07-23
Caitong International Asset Management Co., Ltd	CLOSED	0	1	-1	-100%	$1	$0	-$1	2026-08-05
Vanguard Group Inc	N/A	—	0	0	—	$0	—	—	—

Showing 45 of 45 institutions