Upland Software, Inc.: which funds bought and sold
Institutions that bought and sold Upland Software shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 27 institutions that filed 13F reports for both quarters added to or opened positions in Upland Software, and 0 cut or closed them. Together they added a net 901K shares, — on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 316K shares; index fund managers were net buyers of 249K shares. 27 opened a new position and 0 sold out entirely.
Bought, Q2 2026 27 institutions, 27 of them new holders Sold, Q2 2026 0 institutions, 0 of them sold out
Net change, all compared +901K shares (—)
Net change, active managers +316K shares (—), 8 bought, 0 sold
Buyers versus sellers
27 bought 0 sold
Active managers and hedge funds 8 bought · 0 sold · +316K
Index fund managers 5 bought · 0 sold · +249K
Other institutions 14 bought · 0 sold · +336K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Ameriprise Financial Inc | +138K New position | 138K | $644,083 |
| Vanguard Capital Management LLC Index funds | +120K New position | 120K | $562,156 |
| Acadian Asset Management LLC Active manager | +112K New position | 112K | $524,000 |
| Rice Hall James & Associates, LLC | +101K New position | 101K | $472,336 |
| Castleknight Management LP Hedge fund | +78K New position | 78K | $362,952 |
| Blackrock, Inc. Index funds | +55K New position | 55K | $256,668 |
| D. E. Shaw & Co., Inc. Hedge fund | +48K New position | 48K | $223,539 |
| Rbf Capital, LLC | +43K New position | 43K | $199,661 |
| Geode Capital Management, LLC Index funds | +36K New position | 36K | $167,408 |
| Two Sigma Investments, LP Hedge fund | +27K New position | 27K | $125,109 |
| Man Group PLC Hedge fund | +25K New position | 25K | $117,988 |
| Renaissance Technologies LLC Hedge fund | +25K New position | 25K | $114,807 |
| Vanguard Portfolio Management LLC Index funds | +23K New position | 23K | $109,002 |
| Russell Investments Group, Ltd. | +22K New position | 22K | $100,542 |
| Jane Street Group, LLC | +16K New position | 16K | $72,782 |
| Vanguard Fiduciary Trust Co Index funds | +14K New position | 14K | $67,015 |
| UBS Group AG | +12K New position | 12K | $54,443 |
| Barclays PLC | +3,164 New position | 3,164 | $14,775 |
| FMR LLC Active manager | +1,720 New position | 1,720 | $8,032 |
| Tower Research Capital LLC (TRC) | +1,002 New position | 1,002 | $4,679 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Acadian Asset Management LLC Active manager | +112K New position | 112K | $524,000 |
| Castleknight Management LP Hedge fund | +78K New position | 78K | $362,952 |
| D. E. Shaw & Co., Inc. Hedge fund | +48K New position | 48K | $223,539 |
| Two Sigma Investments, LP Hedge fund | +27K New position | 27K | $125,109 |
| Man Group PLC Hedge fund | +25K New position | 25K | $117,988 |
| Renaissance Technologies LLC Hedge fund | +25K New position | 25K | $114,807 |
| FMR LLC Active manager | +1,720 New position | 1,720 | $8,032 |
| Federated Hermes, Inc. Active manager | +12 New position | 12 | $56 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| No institution cut its holding. | |||
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| None of the active managers on our list. | |||
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Ameriprise Financial Inc | 138K | $644,083 |
| Vanguard Capital Management LLCIndex funds | 120K | $562,156 |
| Acadian Asset Management LLCActive manager | 112K | $524,000 |
| Rice Hall James & Associates, LLC | 101K | $472,336 |
| Castleknight Management LPHedge fund | 78K | $362,952 |
| Blackrock, Inc.Index funds | 55K | $256,668 |
| D. E. Shaw & Co., Inc.Hedge fund | 48K | $223,539 |
| Rbf Capital, LLC | 43K | $199,661 |
| Geode Capital Management, LLCIndex funds | 36K | $167,408 |
| Two Sigma Investments, LPHedge fund | 27K | $125,109 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| No institution sold its whole holding. | ||
Who holds the shares
- Institutions reporting
- 27
- Ten largest holders
- 84.1% of 13F-reported shares
- Index fund managers
- 27.6% of 13F-reported shares
- Active managers and hedge funds
- 35.1% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 8 | 0 | 8 | 0 | +316K | — |
| Index fund managers | 5 | 0 | 5 | 0 | +249K | — |
| Other institutions | 14 | 0 | 14 | 0 | +336K | — |