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Upland Software Inc (UPLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Acadian Asset Management LLC
DECREASED
Shares100,053 from 112,368
Change-12,315 (-11%)
Value$345 (-$179)
Filed 2026-11-09
Geode Capital Management, LLC
DECREASED
Shares32,093 from 35,839
Change-3,746 (-10%)
Value$111.1K (-$56.3K)
Filed 2026-11-06
Jefferies Financial Group Inc.
NEW
Shares30,959
Change+30,959
Value$111.8K
Filed 2026-11-05
UBS Group AG
DECREASED
Shares3,635 from 11,658
Change-8,023 (-69%)
Value$13.1K (-$41.3K)
Filed 2026-11-10
Barclays PLC
DECREASED
Shares3,023 from 3,164
Change-141 (-4%)
Value$10.9K (-$3.9K)
Filed 2026-11-06
FMR LLC
INCREASED
Shares1,755 from 1,720
Change+35 (+2%)
Value$6.1K (-$2.0K)
Filed 2026-11-10
CoreCap Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$181 (-$53)
Filed 2026-10-08
SBI Securities Co., Ltd.
INCREASED
Shares7 from 2
Change+5 (+250%)
Value$25 (+$16)
Filed 2026-10-22
Anchor Investment Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$4 (-$1)
Filed 2026-11-10
Russell Investments Group, Ltd.
CLOSED
Shares0 from 21,530
Change-21,530 (-100%)
Value$0 (-$100.5K)
Filed 2026-11-06
Ameriprise Financial Inc
N/A
Shares— from 137,919
Change-137,919 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 120,376
Change-120,376 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 101,143
Change-101,143 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 77,720
Change-77,720 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 54,961
Change-54,961 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 47,867
Change-47,867 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 42,754
Change-42,754 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 26,790
Change-26,790 (-100%)
Value—
Man Group plc
N/A
Shares— from 25,265
Change-25,265 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 24,584
Change-24,584 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 23,341
Change-23,341 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,585
Change-15,585 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 14,350
Change-14,350 (-100%)
Value—
State Street Corp
N/A
Shares— from 10,994
Change-10,994 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 378
Change-378 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 60
Change-60 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 15
Change-15 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Acadian Asset Management LLC
DECREASED100,053112,368-12,315-11%$524$345-$1792026-11-09
Geode Capital Management, LLC
DECREASED32,09335,839-3,746-10%$167.4K$111.1K-$56.3K2026-11-06
Jefferies Financial Group Inc.
NEW30,959—+30,959——$111.8K—2026-11-05
UBS Group AG
DECREASED3,63511,658-8,023-69%$54.4K$13.1K-$41.3K2026-11-10
Barclays PLC
DECREASED3,0233,164-141-4%$14.8K$10.9K-$3.9K2026-11-06
FMR LLC
INCREASED1,7551,720+35+2%$8.0K$6.1K-$2.0K2026-11-10
CoreCap Advisors, LLC
UNCHANGED505000%$234$181-$532026-10-08
SBI Securities Co., Ltd.
INCREASED72+5+250%$9$25+$162026-10-22
Anchor Investment Management, LLC
UNCHANGED1100%$5$4-$12026-11-10
Russell Investments Group, Ltd.
CLOSED021,530-21,530-100%$100.5K$0-$100.5K2026-11-06
Ameriprise Financial Inc
N/A—137,919-137,919-100%$644.1K———
Vanguard Capital Management LLC
N/A—120,376-120,376-100%$562.2K———
Rice Hall James & Associates, LLC
N/A—101,143-101,143-100%$472.3K———
CastleKnight Management LP
N/A—77,720-77,720-100%$363.0K———
BlackRock, Inc.
N/A—54,961-54,961-100%$256.7K———
D. E. Shaw & Co., Inc.
N/A—47,867-47,867-100%$223.5K———
RBF Capital, LLC
N/A—42,754-42,754-100%$199.7K———
Two Sigma Investments, LP
N/A—26,790-26,790-100%$125.1K———
Man Group plc
N/A—25,265-25,265-100%$118.0K———
Renaissance Technologies LLC
N/A—24,584-24,584-100%$114.8K———
Vanguard Portfolio Management LLC
N/A—23,341-23,341-100%$109.0K———
Jane Street Group, LLC
N/A—15,585-15,585-100%$72.8K———
Vanguard Fiduciary Trust Co
N/A—14,350-14,350-100%$67.0K———
State Street Corp
N/A—10,994-10,994-100%$51.3K———
Tower Research Capital LLC (TRC)
N/A—1,002-1,002-100%$4.7K———
Vanguard Global Advisers, LLC
N/A—966-966-100%$4.5K———
Osaic Holdings, Inc.
N/A—378-378-100%$1.8K———
Morgan Stanley
N/A—60-60-100%$280———
BNP Paribas Financial Markets
N/A—15-15-100%$70———
Federated Hermes, Inc.
N/A—12-12-100%$56———
Showing 30 of 30 institutions