Upland Software, Inc. (UPLD) Ownership
UPLD ownership summary
as of October 18, 2026- Institutions
- 33.4% of shares outstanding
- Insiders
- 29.96% of shares outstanding
- Shares outstanding
- 3.0M
- Float
- 2.1M shares available to trade
- Short interest
- 4.32% 109K shares short
- Days to cover
- 2.56 short interest up 14.3% vs prior month
- Institutions 33.40%
- Insiders 29.96%
- Other investors 36.64%
UPLD top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 4.66% | 138K | $464,787 | +2,355 (+1.7%) | June 30, 2026 |
| 2 | Vanguard Capital Management, LLC | 4.07% | 120K | $405,667 | −1 (−0.0%) | June 30, 2026 |
| 3 | Acadian Asset Management LLC | 3.80% | 112K | $378,680 | −8,778 (−7.2%) | June 30, 2026 |
| 4 | Rice Hall James & Associates, LLC | 3.42% | 101K | $340,852 | +3,698 (+3.8%) | June 30, 2026 |
| 5 | CastleKnight Management LP | 2.63% | 78K | $261,916 | — | June 30, 2026 |
| 6 | BlackRock Inc | 1.86% | 55K | $185,219 | −7,493 (−12.0%) | June 30, 2026 |
| 7 | D. E. Shaw & Co LP | 1.62% | 48K | $161,312 | −17,944 (−27.3%) | June 30, 2026 |
| 8 | RBF LLC | 1.45% | 43K | $144,081 | −1 (−0.0%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 1.21% | 36K | $120,777 | −9,170 (−20.4%) | June 30, 2026 |
| 10 | Two Sigma Investments LLC | 0.91% | 27K | $90,282 | −14,421 (−35.0%) | June 30, 2026 |
| 11 | Man Group PLC | 0.85% | 25K | $85,143 | +5,176 (+25.8%) | June 30, 2026 |
| 12 | Renaissance Technologies Corp | 0.83% | 25K | $82,848 | +345 (+1.4%) | June 30, 2026 |
| 13 | Vanguard Portfolio Management, LLC | 0.79% | 23K | $78,659 | −13,066 (−35.9%) | June 30, 2026 |
| 14 | Jane Street Group LLC | 0.53% | 16K | $52,521 | +15,585 (0.0%) | June 30, 2026 |
| 15 | Vanguard Fiduciary Trust Co | 0.49% | 14K | $48,360 | — | June 30, 2026 |
| 16 | UBS Group AG | 0.39% | 12K | $39,287 | +8,350 (+252.4%) | June 30, 2026 |
| 17 | State Street Corp | 0.37% | 11K | $37,050 | −1 (−0.0%) | June 30, 2026 |
| 18 | Barclays PLC | 0.11% | 3,164 | $10,663 | +143 (+4.7%) | June 30, 2026 |
| 19 | FMR Inc | 0.06% | 1,720 | $5,796 | — | June 30, 2026 |
| 20 | Tower Research Capital LLC | 0.03% | 1,002 | $3,377 | +957 (+2,126.7%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 8 holders added 37K shares and 9 cut 71K.
UPLD top mutual fund and ETF holders
13 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Columbia Small Cap Value Discv A | 3.60% | 106K | $358,838 | −613 (−0.6%) | August 31, 2026 |
| 2 | BSF Systematic US Eq Abs Ret A2 USD | 0.33% | 99K | $332,821 | — | December 31, 2025 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 3.11% | 92K | $309,902 | — | August 31, 2026 |
| 4 | Vanguard Explorer Inv | 0.79% | 23K | $78,659 | — | June 30, 2026 |
| 5 | Fidelity Extended Market Index | 0.66% | 19K | $65,506 | −104 (−0.5%) | August 31, 2026 |
| 6 | Columbia VP Small Cap Value Discovery 1 | 0.63% | 19K | $62,716 | −412 (−2.2%) | August 31, 2026 |
| 7 | Fidelity Total Market Index | 0.16% | 4,664 | $15,718 | — | August 31, 2026 |
| 8 | Fidelity Series Total Market Index | 0.12% | 3,469 | $11,691 | — | August 31, 2026 |
| 9 | T. Rowe Price Total Equity Market Idx | 0.08% | 2,352 | $7,926 | — | September 30, 2026 |
| 10 | Fidelity VIP Disciplined Small Cap Init | 0.06% | 1,720 | $5,796 | — | July 31, 2026 |
| 11 | BlackRock Diversified Equity Alpha Inst | 0.03% | 981 | $3,306 | — | July 31, 2026 |
| 12 | Vanguard U.S. Eq Idx £ Acc | 0.03% | 966 | $3,255 | — | August 31, 2026 |
| 13 | Fidelity Nasdaq Composite Index | 0.03% | 917 | $3,090 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
UPLD insider transactions
latest 1| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-09-11 | John T Mcdonald | Sell | $2.36 | 14,438 | $34,074 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
UPLD shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns UPLD
Institutional investors own 33.4% of Upland Software's shares and insiders 29.96%. The largest holder is Ameriprise Financial Inc with 4.66% of the shares (138K), as of June 30, 2026. Among the top 20 institutions, 8 added shares and 9 reduced their stake in the latest filings. Short interest is 4.32% of the float, or 2.56 days of average trading volume. The share count rose 201.0% since 2014.
Related: UPLD analyst forecast, UPLD key metrics. See the UPLD stock overview for the latest quote and news.
UPLD ownership FAQ
Who owns the most Upland Software stock?
The largest shareholders of Upland Software are Ameriprise Financial Inc (4.66%), Vanguard Capital Management, LLC (4.07%), Acadian Asset Management LLC (3.80%), Rice Hall James & Associates, LLC (3.42%), CastleKnight Management LP (2.63%).
What percentage of Upland Software is owned by institutions?
Institutions hold 33.4% of Upland Software's shares outstanding; insiders hold 29.96%.
Which funds own Upland Software?
The largest fund holders of Upland Software are Columbia Small Cap Value Discv A (3.60%), BSF Systematic US Eq Abs Ret A2 USD (0.33%), Vanguard MStar Total Stk Mkt Idx Invest (3.11%), Vanguard Explorer Inv (0.79%), Fidelity Extended Market Index (0.66%).
What is Upland Software's short interest?
109K shares of Upland Software were sold short, 4.32% of the float; at the average daily volume it would take 2.56 days to cover.
Are insiders buying or selling Upland Software?
Of the latest 1 reported insider transactions in Upland Software (since September 11, 2025), 0 were purchases and 1 were sales.
How many shares of Upland Software are outstanding?
Upland Software has 3.0M shares outstanding, of which 2.1M are in the public float.