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

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.