Upland Software, Inc. Common Stock — Institutional Ownership

Which tracked institutions hold UPLD, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

10
Funds holding
$1476023
Total value held
Buying
5 added/new · 2 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Ameriprise Financial Inc $902857 1355641 +15448 +1.15%
2 Blackrock, Inc. $415943 624539 +3303 +0.53%
3 State Street Corp $73227 109951 Held
4 Northern Trust Corp $42654 64044 Held
5 Bank Of America Corp /De/ $20745 31149 -743 -2.33%
6 Barclays Plc $20121 30211 NEW BUY
7 Morgan Stanley $392 588 Held
8 Amalgamated Financial Corp. $83 4706 NEW BUY
9 Citigroup Inc $1 1 -38 -97.44%
10 Royal Bank Of Canada $0 785 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.