13F

Stock

Upland Software, Inc.

UPLD · held by 59 managers

Reported value

$16.6M

Holders

59

+0 new · −0 exited

Holders’ est. mark

−$71.6K

Price effect on 4 books still in the name

Largest holder

$2.59M

Vanguard

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Vanguard1.81M$2.59MHeld
AMERIPRISE FINANCIAL INC1.34M$1.92MHeld
RICE HALL JAMES & ASSOCIATES, LLC893.7K$1.28MHeld
NEW SOUTH CAPITAL MANAGEMENT INC887.1K$1.27MHeld
D. E. Shaw & Co., Inc.848.4K$1.21MHeld
CastleKnight Management LP777.2K$1.11MHeld
BlackRock, Inc.621.2K$888.4KHeld
MARSHALL WACE, LLP472.5K$675.7KHeld
RBF Capital, LLC427.5K$611.4KHeld
TWO SIGMA ADVISERS, LP335.3K$479.5KHeld
Assenagon Asset Management S.A.301.4K$431KHeld
TWO SIGMA INVESTMENTS, LP287K$410.4KHeld
GEODE CAPITAL MANAGEMENT, LLC278.1K$397.9KHeld
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO277.8K$397.2KHeld
Russell Investments Group, Ltd.262.4K$375.2KHeld
Man Group plc260.6K$372.6KHeld
Renaissance Technologies234.1K$334.8KHeld
BRIDGEWAY CAPITAL MANAGEMENT, LLC155.6K$222.5KHeld
Squarepoint Ops LLC139.2K$199.1KHeld
State Street110K$157.2KHeld
GOLDMAN SACHS GROUP INC103.8K$148.5KHeld
Round Rock Advisors LLC90.3K$129.2KHeld
Heron Bay Capital Management83.2K$119KHeld
NORTHERN TRUST CORP64K$91.6KHeld
EVERGREEN CAPITAL MANAGEMENT LLC62.4K$89.2KHeld
UBS Group AG50K$71.4KHeld
Boston Partners45.3K$64.8KHeld
Quadrature Capital Ltd41K$58.6KHeld
XTX Topco Ltd39K$55.8KHeld
HSBC HOLDINGS PLC38.9K$55.2KHeld
Centiva Capital, LP32.9K$47KHeld
BANK OF AMERICA CORP /DE/31.9K$45.6K−$30KCut−$34.3K
Citadel31.1K$44.5KHeld
BARCLAYS PLC30.2K$43.2K−$28.4KCut−$28.4K
Fidelity19.7K$28.2KHeld
First Heartland Consultants, Inc.17.8K$25.5KHeld
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16.6K$23.7KHeld
STEEL GROVE CAPITAL ADVISORS, LLC14.4K$20.6KHeld
Savant Capital, LLC13.5K$19.3K−$12.7KCut−$12.7K
Walleye Capital LLC13.4K$19.1KHeld
DIMENSIONAL FUND ADVISORS LP11.8K$16.8KHeld
RITHOLTZ WEALTH MANAGEMENT11.7K$16.7KHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP11K$15.7KHeld
OSAIC HOLDINGS, INC.8.38K$12KHeld
FEDERATED HERMES, INC.2.23K$3.19KHeld
NewEdge Advisors, LLC2.12K$3.04KHeld
Arax Advisory Partners2K$2.86KHeld
ACADIAN ASSET MANAGEMENT LLC1.26M$1.8KHeld
ROYAL BANK OF CANADA846$1KHeld
MORGAN STANLEY588$841−$553Cut−$16.3K
CoreCap Advisors, LLC505$722Held
BNP PARIBAS FINANCIAL MARKETS172$246Held
GSA CAPITAL PARTNERS LLP162.6K$232Held
PRICE T ROWE ASSOCIATES INC /MD/23.5K$34Held
Steward Partners Investment Advisory, LLC20$29Held
Anchor Investment Management, LLC17$24Held
SBI Securities Co., Ltd.4$6Held
CITIGROUP INC1$1Held
HUNTINGTON NATIONAL BANK1$1Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.