Upland Software, Inc.
Upland Software, Inc. (UPLD) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · UPLD · as of Sep 30, 2025
Ownership Breakdown
74
Institutional Holders
▲ 5 vs Q2
$32.75M
Total Inst. Value
▲ $4.85M vs Q2
29.36M
Shares Outstanding
freeFloat 73.74%
13.84M
13F Shares Held
▼ 475,363 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
UPLD largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-prepackaged software | 1.84M | 6.50% | 6.50% | $4.37B | Nov 7, 2025 | ▼ 9.7K |
ACADIAN ASSET MANAGEMENT LLC services-prepackaged software | 1.33M | 4.69% | 4.69% | $3.15B | Nov 13, 2025 | — held |
AMERIPRISE FINANCIAL INC services-prepackaged software | 1.32M | 4.66% | 4.66% | $3.13B | Nov 14, 2025 | ▲ 128.2K |
D. E. SHAW & CO., INC. services-prepackaged software | 1.11M | 3.90% | 3.90% | $2.62B | Nov 14, 2025 | ▼ 226.0K |
NEW SOUTH CAPITAL MANAGEMENT INC services-prepackaged software | 965.3K | 3.40% | 3.40% | $2.29B | Nov 6, 2025 | ▼ 28.0K |
RICE HALL JAMES & ASSOCIATES, LLC services-prepackaged software | 871.3K | 3.07% | 3.07% | $2.06B | Oct 16, 2025 | ▼ 98.7K |
CASTLEKNIGHT MANAGEMENT LP services-prepackaged software | 823.1K | 2.90% | 2.90% | $1.95B | Nov 14, 2025 | ▼ 137.4K |
BLACKROCK, INC. services-prepackaged software | 620.6K | 2.19% | 2.19% | $1.47B | Nov 12, 2025 | ▼ 149.8K |
RBF CAPITAL, LLC services-prepackaged software | 519.2K | 1.83% | 1.83% | $1.23B | Nov 14, 2025 | — held |
MARSHALL WACE, LLP services-prepackaged software | 448.6K | 1.58% | 1.58% | $1.06B | Nov 13, 2025 | ▲ 102.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
14
Increased
+650.7K shares5
New Positions
first time holders22
Decreased
−1.17M shares0
Sold Out
fully exitedNet shares change (top 50)
521.7K
+650.7K / −1.17M
Net new holders
-3
5 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
UPLD insider trading · insider activity
Source: SEC Form 4
3
Buy transactions
3
Sell transactions
1.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
MCDONALD JOHN T director | Apr 30, 2026 | Award | 250,000 | — | — | 2.64M | Form 4 ↗ |
MCDONALD JOHN T director | Apr 30, 2026 | D-Return | 250,000 | — | — | 0 | Form 4 ↗ |
MCDONALD JOHN T CEO | Mar 16, 2026 | Tax Withhold | 18,605 | $0.54 | $10.0K | 2.39M | Form 4 ↗ |
Hill Michael Douglass CFO, Treasurer & Secretary | Mar 16, 2026 | Tax Withhold | 8,931 | $0.54 | $4.8K | 392.3K | Form 4 ↗ |
Doman Dan Chief Operating & Product Ofcr | Mar 16, 2026 | Tax Withhold | 33,491 | $0.54 | $18.1K | 923.8K | Form 4 ↗ |
Doman Dan Chief Operating & Product Ofcr | Feb 27, 2026 | Award | 100,000 | — | — | 957.3K | Form 4 ↗ |
Hill Michael Douglass CFO, Treasurer & Secretary | Feb 23, 2026 | Award | 70,000 | — | — | 401.2K | Form 4 ↗ |
Doman Dan Chief Operating & Product Ofcr | Feb 23, 2026 | Award | 150,000 | — | — | 857.3K | Form 4 ↗ |
Doman Dan Chief Operating & Product Ofcr | Dec 16, 2025 | Tax Withhold | 24,595 | $1.49 | $36.5K | 707.3K | Form 4 ↗ |
MCDONALD JOHN T CEO | Dec 16, 2025 | Tax Withhold | 19,677 | $1.49 | $29.2K | 2.41M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Upland Software, Inc. (UPLD) is primarily owned by institutional investors, who hold approximately 47.1% of total shares outstanding. Company insiders own approximately 26.26%, while retail and public investors account for the remaining 26.62%.
The largest institutional shareholder of Upland Software, Inc. is VANGUARD GROUP INC, holding approximately 1.84 million shares — equal to 6.50% of outstanding shares — as of September 30, 2025.
A total of 74 institutional investors currently hold UPLD stock, with a combined institutional value of approximately $32,752,404 as of the most recent 13F filing period.
Frequently asked questions
UPLD ownershipUpland Software, Inc. (UPLD) is primarily owned by institutional investors, who hold approximately 47.1% of shares. The largest shareholder is VANGUARD GROUP INC with a 6.50% stake. Company insiders hold 26.26%. Data sourced from SEC Form 13F as of September 30, 2025.