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Upland Software Inc
UPLDAdd to Watchlist
4.900USD
+0.155+3.27%
Close 07/02, 13:00（ET）Quotes delayed by 15 min
14.39MMarket Cap
LossP/E TTM
Shareholding Stats
Updated: Thu, May 14
Updated: Thu, May 14
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
McDonald (John T)
9.38%
Jalak Investments B.V.
8.85%
Columbia Threadneedle Investments (US)
4.56%
Acadian Asset Management LLC
4.29%
Vanguard Capital Management, LLC
4.10%
Other
68.81%
Shareholders
Shareholders
Proportion
McDonald (John T)
9.38%
Jalak Investments B.V.
8.85%
Columbia Threadneedle Investments (US)
4.56%
Acadian Asset Management LLC
4.29%
Vanguard Capital Management, LLC
4.10%
Other
68.81%
Shareholder Types
Shareholders
Proportion
Individual Investor
19.34%
Investment Advisor/Hedge Fund
18.03%
Investment Advisor
14.66%
Hedge Fund
10.47%
Corporation
8.85%
Pension Fund
0.95%
Private Equity
0.86%
Research Firm
0.41%
Venture Capital
0.13%
Other
26.30%
Institutional Shareholding
Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
166
15.17M
51.67%
-3.32M
2025Q4
180
14.44M
49.99%
-4.99M
2025Q3
180
15.12M
52.33%
-5.37M
2025Q2
200
23.42M
81.33%
-4.88M
2025Q1
245
23.48M
82.69%
-6.96M
2024Q4
272
21.25M
77.45%
-9.34M
2024Q3
293
22.21M
81.21%
-12.99M
2024Q2
311
22.92M
82.96%
-16.13M
2024Q1
325
25.95M
89.51%
-17.89M
2023Q4
346
30.06M
95.92%
-13.90M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
McDonald (John T)
2.77M
9.6%
-19.68K
-0.70%
Dec 16, 2025
Jalak Investments B.V.
2.60M
9%
+600.00K
+30.00%
Sep 30, 2025
Columbia Threadneedle Investments (US)
1.32M
4.57%
+128.20K
+10.75%
Sep 30, 2025
Acadian Asset Management LLC
1.33M
4.61%
--
--
Sep 30, 2025
Doman (Dan)
707.26K
2.45%
-24.59K
-3.36%
Dec 16, 2025
Rice Hall James & Associates, LLC
871.26K
3.02%
-98.66K
-10.17%
Sep 30, 2025
D. E. Shaw & Co., L.P.
1.11M
3.83%
-226.03K
-16.95%
Sep 30, 2025
Castleknight Management LP
823.14K
2.85%
-137.40K
-14.30%
Sep 30, 2025
Two Sigma Investments, LP
737.50K
2.55%
+89.77K
+13.86%
Sep 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
iShares Micro-Cap ETF
0.01%
DFA Dimensional US Sustainability Core 1 ETF
0%
Invesco NASDAQ Future Gen 200 ETF
0%
WisdomTree US SmallCap Fund
0%
Texas Capital Texas Small Cap Equity Index ETF
0%
Dimensional US Core Equity 1 ETF
0%
Invesco RAFI US 1500 Small-Mid ETF
0%
Fidelity Enhanced Small Cap ETF
0%
Avantis US Small Cap Equity ETF
0%
iShares Micro-Cap ETF
Proportion0.01%
DFA Dimensional US Sustainability Core 1 ETF
Proportion0%
Invesco NASDAQ Future Gen 200 ETF
Proportion0%
WisdomTree US SmallCap Fund
Proportion0%
Texas Capital Texas Small Cap Equity Index ETF
Proportion0%
Dimensional US Core Equity 1 ETF
Proportion0%
Invesco RAFI US 1500 Small-Mid ETF
Proportion0%
Fidelity Enhanced Small Cap ETF
Proportion0%
Avantis US Small Cap Equity ETF
Proportion0%