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UPLD

Upland Software, Inc.
Latest close $0.783 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
3
27 funds tracked
Ever held
5
Current + past
New this quarter
0
Exited this quarter
1

Marquee-fund ownership over time

Aug 9, 2024Aug 14, 2025Feb 17, 2026May 15, 2026
Now
3

This quarter's activity

New positions opened

None.

Positions exited

Current holders

Sorted by tenure (longest first)
FundEntry priceLatest closeReturn on entry
Renaissance Technologies$1.89$0.78-59%
Two Sigma Investments$1.93$0.78-60%
D.E. Shaw$1.93$0.78-60%

“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.

Past holders

Funds that exited at some point
FundEntry → ExitReturn
Citadel Advisors 2× in & out→ $0.73-27%
Millennium Management→ $1.85-4%

Insider activity

Form 4 — officers, directors, 10%+ owners

Filed within two business days of each transaction by anyone with material insider status at Upland Software, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.

Filings · last 30d
1
Filings · last 90d
5
Total on file
427
Recent SEC buffer
Most recent
Jun 8, 2026

30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.

Showing 15 of 427 recent Form 4 filings. Browse all on EDGAR ↗

Fundamentals

XBRL · Upland Software, Inc.

Annual figures sourced directly from Upland Software, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.

Revenue
$216.88M
FY2025-21% YoY
Net income
-$38.9M
FY2025+65% YoY
EPS (diluted)
$-1.56
FY2025+63% YoY
Free cash flow(?)
$24.45M
FY2025+5% YoY

Recent SEC filings

10-K · 10-Q · 8-K · 13D/G · proxy

The most recent material filings for Upland Software, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.

Trade history

Every open→close lifecycle across tracked funds
FundOpen dateClose dateOpen priceClose price / currentReturn
Citadel AdvisorsQ1 2026Q2 2026$1.00$0.73-27%
Citadel AdvisorsQ3 2024Q4 2025$1.93$1.83-5%
Two Sigma InvestmentsQ3 2024open$1.93$0.78-60%
D.E. ShawQ3 2024open$1.93$0.78-60%
Millennium ManagementQ3 2024Q3 2025$1.93$1.85-4%
Renaissance TechnologiesQ3 2024open$1.89$0.78-59%
Caveats
  • Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
  • Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
  • “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
  • Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
  • Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.