Who Owns Upland Software Stock?
NASDAQ: UPLDTechnologySoftware - ApplicationUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 33.40%
- Held by insiders
- 29.96%
- Institutional holders
- 50
- Institutions 33.4%
- Insiders 30.0%
- Public and other 36.6%
Who owns Upland Software stock?
Institutional investors own about 33.4% of Upland Software's shares, spread across 50 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 29.96% of UPLD.
The largest institutional holders are Ameriprise Financial, Inc. (4.66%), Vanguard Capital Management LLC (4.07%) and Acadian Asset Management. LLC (3.80%). Together, the top 10 institutions control 25.6% of shares outstanding. In their latest filings, 2 of the top 10 institutions increased their UPLD positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UPLD
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Ameriprise Financial, Inc. | 137.92K | 4.66% | +1.7% |
| Vanguard Capital Management LLC | 120.38K | 4.07% | 0.0% |
| Acadian Asset Management. LLC | 112.37K | 3.80% | -7.3% |
| Rice, Hall, James & Associates LLC | 101.14K | 3.42% | +3.8% |
| Castleknight Management LP | 77.72K | 2.63% | 0.0% |
| Blackrock Inc. | 54.96K | 1.86% | -12.0% |
| Shaw D.E. & Co., Inc. | 47.87K | 1.62% | -27.3% |
| RBF Capital, LLC | 42.75K | 1.45% | 0.0% |
| Geode Capital Management, LLC | 35.84K | 1.21% | -20.4% |
| Two Sigma Investments, LP | 26.79K | 0.91% | -35.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of UPLD
| Fund | Shares | % Held |
|---|---|---|
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | 107.09K | 3.62% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 91.96K | 3.11% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 28.42K | 0.96% |
| Vanguard Explorer Fund | 23.34K | 0.79% |
| Clearwater Investment Trust-Clearwater Select Equity Fund | 20.70K | 0.70% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 19.54K | 0.66% |
| Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val | 19.42K | 0.66% |
| RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund | 5.42K | 0.18% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 4.66K | 0.16% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 3.47K | 0.12% |
Frequently asked questions
Who is the largest shareholder of Upland Software?
Ameriprise Financial, Inc. is the largest institutional shareholder of UPLD, owning 4.66% of shares outstanding (137.92K shares) as of its latest 13F filing.
What percentage of Upland Software is owned by institutions?
Institutions own about 33.4% of UPLD shares and 47.7% of the public float.
How much of Upland Software do insiders own?
Insiders, such as officers and directors, own about 29.96% of UPLD shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.