Upland Software, Inc.
DE ˙ DB ˙ US91544A1097
€ 0,70 ↓ -0.10 (-11.88%)
2026-06-04
PREÇO DA AÇÃO
SecurityDE:16U / Upland Software, Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership0 shares
Ownership 0.00%
Vanguard Group Inc ownership in 16U / Upland Software, Inc.

2026-03-27 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 0 shares of Upland Software, Inc. (DE:16U). This represents 0.0 percent ownership of the company. In their previous filing dated 2024-02-13 , Vanguard Group Inc had reported owning 1,897,228 shares, indicating a decrease of -100.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-03-27 2026-03-27 13G/A 1,897,228 0 -100.00 0.00 -100.00
2024-02-13 2024-02-13 13G/A 2,465,451 1,897,228 -23.05 6.04 -22.16
2023-02-09 2023-02-09 13G 2,465,451 7.76

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-01-29 2025-12-31 13F UPLAND SOFTWARE COM 91544A109 1,813,288 -31,219 -1.69 2,593 -40.68 0.0000
2025-11-07 2025-09-30 13F UPLAND SOFTWARE COM 91544A109 1,844,507 -9,700 -0.52 4,371 20.91 0.0001
2025-08-11 2025-06-30 13F UPLAND SOFTWARE COM 91544A109 1,854,207 0 0.00 3,616 -31.83 0.0001
2025-05-09 2025-03-31 13F UPLAND SOFTWARE COM 91544A109 1,854,207 -2,645 -0.14 5,303 -34.19 0.0001
2025-02-11 2024-12-31 13F UPLAND SOFTWARE COM 91544A109 1,856,852 -40,376 -2.13 8,059 70.58 0.0001
2024-11-13 2024-09-30 13F UPLAND SOFTWARE COM 91544A109 1,897,228 0 0.00 4,724 0.00 0.0001
2024-08-13 2024-06-30 13F UPLAND SOFTWARE COM 91544A109 1,897,228 0 0.00 4,724 -19.41 0.0001
2024-05-10 2024-03-31 13F UPLAND SOFTWARE COM 91544A109 1,897,228 0 0.00 5,862 -26.95 0.0001
2024-03-11 2023-12-31 13F/A-1 UPLAND SOFTWARE COM 91544A109 1,897,228 -718,132 -27.46 8,025 -33.58 0.0002
2024-02-14 2023-12-31 13F UPLAND SOFTWARE COM 91544A109 1,897,228 -718,132 8,025 0.0002
2023-12-18 2023-09-30 13F/A-1 UPLAND SOFTWARE COM 91544A109 2,615,360 -13,755 -0.52 12,083 27.66 0.0003
2023-11-14 2023-09-30 13F UPLAND SOFTWARE COM 91544A109 2,615,360 -13,755 12,083 0.0001
2023-08-14 2023-06-30 13F UPLAND SOFTWARE COM 91544A109 2,629,115 53,284 2.07 9,465 -14.55 0.0002
2023-07-14 2023-03-31 13F/A-1 UPLAND SOFTWARE COM 91544A109 2,575,831 110,380 4.48 11,076 -36.99 0.0003
2023-05-15 2023-03-31 13F UPLAND SOFTWARE COM 91544A109 2,575,831 110,380 11,076 0.0003
2023-02-10 2022-12-31 13F UPLAND SOFTWARE COM 91544A109 2,465,451 279,629 12.79 17,579 -1.09 0.0005
2022-11-14 2022-09-30 13F UPLAND SOFTWARE COM 91544A109 2,185,822 214,935 10.91 17,771 -37.90 0.0005
2022-08-12 2022-06-30 13F UPLAND SOFTWARE COM 91544A109 1,970,887 -54,423 -2.69 28,618 -19.76 0.0008
2022-05-13 2022-03-31 13F UPLAND SOFTWARE COM 91544A109 2,025,310 517,293 34.30 35,666 31.83 0.0008
2022-02-14 2021-12-31 13F UPLAND SOFTWARE COM 91544A109 1,508,017 114,159 8.19 27,054 -41.96 0.0006
2021-11-12 2021-09-30 13F UPLAND SOFTWARE COM 91544A109 1,393,858 -12,335 -0.88 46,611 -19.49 0.0012
2021-08-13 2021-06-30 13F UPLAND SOFTWARE COM 91544A109 1,406,193 43,455 3.19 57,892 -9.98 0.0014
2021-05-14 2021-03-31 13F UPLAND SOFTWARE COM 91544A109 1,362,738 45,184 3.43 64,308 6.36 0.0017
2021-02-12 2020-12-31 13F UPLAND SOFTWARE COM 91544A109 1,317,554 60,925 4.85 60,462 27.62 0.0018
2020-11-16 2020-09-30 13F UPLAND SOFTWARE COM 91544A109 1,256,629 77,677 6.59 47,375 15.60 0.0016
2020-08-14 2020-06-30 13F UPLAND SOFTWARE COM 91544A109 1,178,952 34,800 3.04 40,981 33.55 0.0015
2020-05-15 2020-03-31 13F UPLAND SOFTWARE COM 91544A109 1,144,152 29,075 2.61 30,686 -22.94 0.0013
2020-02-14 2019-12-31 13F UPLAND SOFTWARE COM 91544A109 1,115,077 -4,848 -0.43 39,820 2.00 0.0014
2019-11-14 2019-09-30 13F UPLAND SOFTWARE COM 91544A109 1,119,925 33,345 3.07 39,040 -21.09 0.0014
2019-08-14 2019-06-30 13F UPLAND SOFTWARE COM 91544A109 1,086,580 214,011 24.53 49,472 33.85 0.0019
2019-05-15 2019-03-31 13F UPLAND SOFTWARE COM 91544A109 872,569 28,907 3.43 36,962 61.19 0.0015
2019-02-14 2018-12-31 13F UPLAND SOFTWARE COM 91544A109 843,662 93,292 12.43 22,931 -5.42 0.0010
2018-12-13 2018-09-30 13F/A-2 UPLAND SOFTWARE COM 91544A109 750,370 55,637 8.01 24,245 1.54 0.0009
2018-11-23 2018-09-30 13F/A-1 UPLAND SOFTWARE COM 91544A109 750,370 0 24,245 0.0009
2018-11-14 2018-09-30 13F UPLAND SOFTWARE COM 91544A109 750,370 55,637 24,245
2018-08-14 2018-06-30 13F UPLAND SOFTWARE COM 91544A109 694,733 68,964 11.02 23,878 32.54 0.0010
2018-05-15 2018-03-31 13F UPLAND SOFTWARE COM 91544A109 625,769 67,443 12.08 18,016 48.98 0.0008
2018-02-14 2017-12-31 13F UPLAND SOFTWARE COM 91544A109 558,326 124,001 28.55 12,093 31.59 0.0005
2017-11-14 2017-09-30 13F UPLAND SOFTWARE COM 91544A109 434,325 30,370 7.52 9,190 3.46 0.0004
2017-08-24 2017-06-30 13F/A-1 UPLAND SOFTWARE COM 91544A109 403,955 143,808 55.28 8,883 114.88 0.0004
2017-08-11 2017-06-30 13F UPLAND SOFTWARE COM 91544A109 403,955 143,808 8,883
2017-05-12 2017-03-31 13F UPLAND SOFTWARE COM 91544A109 260,147 15,660 6.41 4,134 88.85 0.0002
2017-02-14 2016-12-31 13F UPLAND SOFTWARE COM 91544A109 244,487 4,609 1.92 2,189 3.60 0.0001
2016-11-14 2016-09-30 13F UPLAND SOFTWARE COM 91544A109 239,878 131,206 120.74 2,113 155.19 0.0001
2016-08-10 2016-06-30 13F UPLAND SOFTWARE COM 91544A109 108,672 11,200 11.49 828 23.58 0.0001
2016-05-13 2016-03-31 13F UPLAND SOFTWARE COM 91544A109 97,472 2,011 2.11 670 -0.45 0.0000
2016-02-08 2015-12-31 13F UPLAND SOFTWARE COM 91544A109 95,461 26,000 37.43 673 22.59 0.0000
2015-11-12 2015-09-30 13F/A-1 UPLAND SOFTWARE COM 91544A109 69,461 9,204 15.27 549 -1.26 0.0000
2015-11-12 2015-09-30 13F/A-1 UPLAND SOFTWARE COM 91544A109 69,461 9,204 549 0.0000
2015-08-13 2015-06-30 13F UPLAND SOFTWARE COM 91544A109 60,257 44,800 289.84 556 414.81 0.0000
2015-05-15 2015-03-31 13F/A-1 UPLAND SOFTWARE COM 91544A109 15,457 15,457 108 0.0000
2015-05-14 2015-03-31 13F UPLAND SOFTWARE COM 91544A109 15,457 108 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.