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Upland Software, Inc. (UPLD) institutional ownership

Market cap$17M SectorTechnology
Funds holding · Q1 2026
46
reported UPLD position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
13 buyers · 33 sellers

Upland Software, Inc. (UPLD) price and institutional activity

Dates

Q1 2026

$0 bought by 13 investors
GeodeTwo Sigma Investments, LP +11 more
$0 sold by 33 investors
New South Capital Management IncMarshall Wace, LLP +31 more
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Bought Sold Totals per quarter; hover a bar for the names.

Upland Software, Inc. (UPLD) institutional activity · 46

Investor Type Est. change Change Δ Own Date
New South Capital Management Inc · Exited
Change −887K Δ Own −100.0% Date Q1 2026
New South Capital Management Inc Exited· Q1 2026 −887K −100.0% Q1 2026
Marshall Wace, LLP · Exited
Change −473K Δ Own −100.0% Date Q1 2026
Marshall Wace, LLP Exited· Q1 2026 −473K −100.0% Q1 2026
Two Sigma Advisers, LP · Exited
Change −335K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −335K −100.0% Q1 2026
Public Employees Retirement System of Ohio · Exited
Change −278K Δ Own −100.0% Date Q1 2026
Public Employees Retirement System of Ohio Exited· Q1 2026 −278K −100.0% Q1 2026
D. E. Shaw & Co., Inc. · Reduced
Change −190K Δ Own −22.4% Date Q1 2026
D. E. Shaw & Co., Inc. Reduced· Q1 2026 −190K −22.4% Q1 2026
Assenagon Asset Management S.A. · Reduced
Change −176K Date Q1 2026
Assenagon Asset Management S.A. Reduced· Q1 2026 −176K Q1 2026
Geode · Added
Change +172K Date Q1 2026
Geode Added· Q1 2026 +172K Q1 2026
Bridgeway Capital Management, LLC · Exited
Change −156K Δ Own −100.0% Date Q1 2026
Bridgeway Capital Management, LLC Exited· Q1 2026 −156K −100.0% Q1 2026
Squarepoint Ops LLC · Exited
Change −139K Δ Own −100.0% Date Q1 2026
Squarepoint Ops LLC Exited· Q1 2026 −139K −100.0% Q1 2026
Two Sigma Investments, LP · Added
Change +125K Δ Own +43.6% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +125K +43.6% Q1 2026
Gsa Capital Partners LLP · Reduced
Change −118K Date Q1 2026
Gsa Capital Partners LLP Reduced· Q1 2026 −118K Q1 2026
Goldman Sachs Group Inc · Exited
Change −104K Δ Own −100.0% Date Q1 2026
Goldman Sachs Group Inc Exited· Q1 2026 −104K −100.0% Q1 2026
Vanguard · Reduced
Change −92K Date Q1 2026
Vanguard Reduced· Q1 2026 −92K Q1 2026
Round Rock Advisors LLC · Exited
Change −90K Δ Own −100.0% Date Q1 2026
Round Rock Advisors LLC Exited· Q1 2026 −90K −100.0% Q1 2026
Rice Hall James & Associates, LLC · Added
Change +81K Date Q1 2026
Rice Hall James & Associates, LLC Added· Q1 2026 +81K Q1 2026
Data through Q1 2026 · filed May 18, 2026
15 of 46

Famous investor activity in Upland Software, Inc. (UPLD)

Upland Software, Inc. (UPLD) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Hill Michael Douglass · Officer Tax withholding or exercise payment (F) -$5K
Price $0.61 Qty -9K Owned 383K Trade date Jun 16, 2026 Filed date Jun 16, 2026
Hill Michael Douglass Officer Tax withholding or exercise payment (F) $0.61 -9K -$5K 383K Jun 16, 2026 Jun 16, 2026
Nathaniel Sean · Officer Tax withholding or exercise payment (F) -$11K
Price $0.61 Qty -19K Owned 502K Trade date Jun 16, 2026 Filed date Jun 16, 2026
Nathaniel Sean Officer Tax withholding or exercise payment (F) $0.61 -19K -$11K 502K Jun 16, 2026 Jun 16, 2026
Doman Dan · Officer Tax withholding or exercise payment (F) -$18K
Price $0.61 Qty -30K Owned 894K Trade date Jun 16, 2026 Filed date Jun 16, 2026
Doman Dan Officer Tax withholding or exercise payment (F) $0.61 -30K -$18K 894K Jun 16, 2026 Jun 16, 2026
Nathaniel Sean · Officer 2 operations 633K
Owned 133K Trade date Jun 4, 2026 Filed date Jun 8, 2026
Nathaniel Sean Officer 2 operations 633K 133K Jun 4, 2026 Jun 8, 2026
McDonald John T. · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -250K
Owned 0 Trade date Apr 30, 2026 Filed date May 4, 2026
McDonald John T. Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -250K 0 Apr 30, 2026 May 4, 2026
McDonald John T. · Director Grant (A) 250K
Owned 2.6M Trade date Apr 30, 2026 Filed date May 4, 2026
McDonald John T. Director Grant (A) 250K 2.6M Apr 30, 2026 May 4, 2026
McDonald John T. · Director, Officer Tax withholding or exercise payment (F) -$10K
Price $0.54 Qty -19K Owned 2.4M Trade date Mar 16, 2026 Filed date Mar 17, 2026
McDonald John T. Director, Officer Tax withholding or exercise payment (F) $0.54 -19K -$10K 2.4M Mar 16, 2026 Mar 17, 2026
Hill Michael Douglass · Officer Tax withholding or exercise payment (F) -$5K
Price $0.54 Qty -9K Owned 392K Trade date Mar 16, 2026 Filed date Mar 17, 2026
Hill Michael Douglass Officer Tax withholding or exercise payment (F) $0.54 -9K -$5K 392K Mar 16, 2026 Mar 17, 2026
Doman Dan · Officer Tax withholding or exercise payment (F) -$18K
Price $0.54 Qty -33K Owned 924K Trade date Mar 16, 2026 Filed date Mar 17, 2026
Doman Dan Officer Tax withholding or exercise payment (F) $0.54 -33K -$18K 924K Mar 16, 2026 Mar 17, 2026
Doman Dan · Officer Grant (A) 100K
Owned 957K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Doman Dan Officer Grant (A) 100K 957K Feb 27, 2026 Mar 3, 2026
Hill Michael Douglass · Officer Grant (A) 70K
Owned 401K Trade date Feb 23, 2026 Filed date Feb 25, 2026
Hill Michael Douglass Officer Grant (A) 70K 401K Feb 23, 2026 Feb 25, 2026
Doman Dan · Officer Grant (A) 150K
Owned 857K Trade date Feb 23, 2026 Filed date Feb 25, 2026
Doman Dan Officer Grant (A) 150K 857K Feb 23, 2026 Feb 25, 2026
Doman Dan · Officer Tax withholding or exercise payment (F) -$37K
Price $1.49 Qty -25K Owned 707K Trade date Dec 16, 2025 Filed date Dec 17, 2025
Doman Dan Officer Tax withholding or exercise payment (F) $1.49 -25K -$37K 707K Dec 16, 2025 Dec 17, 2025
McDonald John T. · Director, Officer Tax withholding or exercise payment (F) -$29K
Price $1.49 Qty -20K Owned 2.4M Trade date Dec 16, 2025 Filed date Dec 17, 2025
McDonald John T. Director, Officer Tax withholding or exercise payment (F) $1.49 -20K -$29K 2.4M Dec 16, 2025 Dec 17, 2025
Hill Michael Douglass · Officer Tax withholding or exercise payment (F) -$13K
Price $1.49 Qty -9K Owned 331K Trade date Dec 16, 2025 Filed date Dec 17, 2025
Hill Michael Douglass Officer Tax withholding or exercise payment (F) $1.49 -9K -$13K 331K Dec 16, 2025 Dec 17, 2025
15 of 24
15 of 24 Sign in to continue to older insider transactions.

Upland Software, Inc. (UPLD) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Ulysses Aggregator, LP 7.0M
% of shares outstanding 18.2% Filing date Dec 18, 2023
Ulysses Aggregator, LP 7.0M 18.2% Dec 18, 2023
Jalak Investments B.V. 2.6M
% of shares outstanding 9.0% Filing date Nov 10, 2025
Jalak Investments B.V. 2.6M 9.0% Nov 10, 2025
McDonald John T 1.7M
% of shares outstanding 5.2% Filing date Oct 21, 2022
McDonald John T 1.7M 5.2% Oct 21, 2022
Esw Capital, LLC 1.4M
% of shares outstanding 4.8% Filing date Jul 9, 2021
Esw Capital, LLC 1.4M 4.8% Jul 9, 2021
Marathon Asset Management Ltd 1.3M
% of shares outstanding 4.0% Filing date Feb 8, 2023
Marathon Asset Management Ltd 1.3M 4.0% Feb 8, 2023
Castleknight Master Fund LP 1.0M
% of shares outstanding 3.7% Filing date Feb 14, 2025
Castleknight Master Fund LP 1.0M 3.7% Feb 14, 2025
BlackRock Inc. 1.1M
% of shares outstanding 3.4% Filing date Jul 7, 2023
BlackRock Inc. 1.1M 3.4% Jul 7, 2023
The Vanguard Group 0
% of shares outstanding 0.0% Filing date Mar 27, 2026
The Vanguard Group 0 0.0% Mar 27, 2026
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Upland Software, Inc. (UPLD) ownership FAQ

Who owns UPLD?

46 reporting institutions disclosed UPLD position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.