Upland Software
UPLD · NASDAQ
$3.33+$0.01 (+0.30%)TodayMarket closed ·
Prev close $3.32
Who owns UPLD
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 43.4% of UPLD’s shares.
- McDonald (John T)9.4%
- Jalak Investments B.V.8.8%
- Columbia Threadneedle Investments (US)4.7%
- Vanguard Capital Management, LLC4.1%
- Next 6 largest institutions16.4%
- All other shareholders56.6%
| Holder | Shares | % of shares |
|---|---|---|
| McDonald (John T) | 275.46K | 9.37% |
| Jalak Investments B.V. | 260.00K | 8.84% |
| Columbia Threadneedle Investments (US) | 137.92K | 4.69% |
| Vanguard Capital Management, LLC | 120.38K | 4.09% |
| Acadian Asset Management LLC | 112.37K | 3.82% |
| Rice Hall James & Associates, LLC | 101.14K | 3.44% |
| Doman (Dan) | 89.42K | 3.04% |
| Castleknight Management LP | 77.72K | 2.64% |
| Hill (Michael Douglass) | 54.34K | 1.85% |
| D. E. Shaw & Co., L.P. | 47.87K | 1.63% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| Columbia Small Cap Value Discovery Fund | 107.09K | 3.64% |
| Vanguard Total Stock Market Index Fund | 91.96K | 3.13% |
| Vanguard Extended Market Index Fund | 28.42K | 0.97% |
| Vanguard Explorer Fund | 23.34K | 0.79% |
| Clearwater Select Equity Fund | 20.70K | 0.70% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders sold $25.69K (6 trades) of UPLD on the open market, with no buys.
| Insider | Type | Shares | Value |
|---|---|---|---|
| Simon Jennifer L. | Tax withholding | 1.12K | $4.41K |
| Doman Dan | Tax withholding | 2.95K | $11.65K |
| Nathaniel Sean | Tax withholding | 1.64K | $6.47K |
| Simon Jennifer L. | Award | 6.67K | — |
| Simon Jennifer L. | Award | 30.00K | — |
| Mattox Timothy | Sale | 847 | $3.63K |
| Mattox Timothy | Sale | 1.00K | $4.27K |
| Mattox Timothy | Sale | 1.00K | $4.53K |
| Mattox Timothy | Sale | 1.00K | $4.33K |
| Mattox Timothy | Sale | 1.00K | $4.45K |
Short interest
Settled Sep 30, 2026
- Shares short
- 109.44K
- Days to cover
- 2.08
- % of shares outstanding
- 3.72%
- Average daily volume
- 52.65K
- Change since last report
- +14.3%
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