Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Upland Software Inc (UPLD)

1 + Investors. Track Smart Money conviction in UPLD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -18
Streak
3Q ▼
Buyers last Q
4%

Smart Money Signals — UPLD

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their UPLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 31% of 3.0Y high

31% of all-time peak
Only 28 funds hold UPLD today versus a peak of 91 funds at 2023 Q4 — just 31% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 58% fewer funds vs a year ago

fund count last 6Q
39 fewer hedge funds hold UPLD compared to a year ago (-58% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 4% buying

2 buying44 selling
Last quarter: 44 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 2 → 6 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

79% of holders stayed for 2+ years

■ 79% conviction (2yr+) ■ 11% medium ■ 11% new
22 out of 28 hedge funds have held UPLD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (-42% value, -91% shares)

Value
-42%
Shares
-91%
Last quarter: total value of institutional UPLD holdings rose -42% even though funds reduced share count by 91%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
⚠️

Saturation — most institutions already know this story

8 → 11 → 2 → 6 → 1 new funds/Q
New funds entering each quarter: 11 → 2 → 6 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 79% veterans vs 18% newcomers

■ 79% veterans ■ 4% 1-2yr ■ 18% new
Entry-cohort mix of 28 holders: 22 (79%) are 2+ year veterans, 1 entered 1–2 years ago, and 5 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
11 of 28 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in UPLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UPLD

In 2026 Q2, 2 hedge funds were net buyers of UPLD (1 opened a new position, 1 added to an existing one), while 44 reduced or exited (25 trimmed, 19 sold completely) — a 4% buyer ratio, indicating net institutional distribution. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 43% of total institutional value in UPLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -18 funds (more exits than new entries). Total institutional holders: 28.

Hedge Fund Ownership: UPLD

How many hedge funds hold UPLD — quarterly history vs. share price
Quarterly hedge fund ownership of UPLD vs. share price

Market Analysis: UPLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UPLD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: UPLD
2026 Q3 Stats Unlock in 10 days 1 + Investors

Track Smart Money conviction in UPLD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1 46 -97.83%
13F Shares 1 10M -100.0%
Total Value $1 $6M -100.0%
New Positions 0 6 -6
Increased Positions 0 10 -10
Closed Positions 45 18 +27
Reduced Positions 0 13 -13
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UPLD

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Financial Highlights

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Institutional Holders (2026 Q2)

1 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UPLD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UPLD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rice Hall James & Associates, LLC 0.02% 101,143 $472K
2 RBF Capital, LLC 0.01% 42,754 $200K
3 CastleKnight Management LP 0.00% 77,720 $363K
4 Man Group plc 0.00% 25,265 $118K
5 Renaissance Technologies LLC 0.00% 24,584 $115K
6 Ameriprise Financial Inc 0.00% 137,919 $644K
7 Tower Research Capital LLC (TRC) 0.00% 1,002 $5K
8 D. E. Shaw & Co., Inc. 0.00% 47,867 $224K
9 Two Sigma Investments, LP 0.00% 26,790 $125K
10 Russell Investments Group, Ltd. 0.00% 21,530 $101K
11 Vanguard Fiduciary Trust Co 0.00% 14,350 $67K
12 Vanguard Capital Management LLC 0.00% 120,376 $562K
13 UBS Group AG 0.00% 11,658 $54K
14 CoreCap Advisors, LLC 0.00% 50 —
15 Jane Street Group, LLC 0.00% 15,585 $73K
16 Vanguard Portfolio Management LLC 0.00% 23,341 $109K
17 BlackRock, Inc. 0.00% 54,961 $257K
18 Barclays plc 0.00% 3,164 $15K
19 Osaic Holdings, INC. 0.00% 378 $2K
20 Anchor Investment Management, LLC 0.00% 1 —
21 Fmr LLC 0.00% 1,720 $8K
22 SBI Securities Co., Ltd. 0.00% 2 —
23 Federated Hermes, INC. 0.00% 12 —
24 BNP Paribas Financial Markets 0.00% 15 —
25 Morgan Stanley 0.00% 60 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Upland Software Inc (UPLD)

What does the Smart Money Trend signal show for UPLD?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their UPLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UPLD?

Heavy selling pressure — only 4% buying: Last quarter: 44 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for UPLD holders?

Elite ownership — 43% AUM from top-100 funds: 11 of 28 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in UPLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UPLD?

79% of holders stayed for 2+ years: 22 out of 28 hedge funds have held UPLD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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