Upland Software, Inc.
Total Trades
15
Buys
6
Sells
9
Largest Trade
$100K–$500K
Insiders
6
Institutional Funds
37
Inst. Value
$1M+
Activist Filings
14
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| MCDONALD JOHN T | CEO | SELL | $15K–$50K | 14K | $2.36 | Sep 11, 2025 |
| Mattox Timothy | Director | SELL | $50K–$100K | 20K | $3.19 | Mar 17, 2025 |
| Mattox Timothy | Director | SELL | $50K–$100K | 20K | $2.52 | Nov 15, 2024 |
| COURTER STEPHEN E | Director | SELL | $50K–$100K | 20K | $4.43 | Nov 22, 2023 |
| Doman Dan | Chief Product Offi… | SELL | $50K–$100K | 14K | $4.80 | Nov 9, 2023 |
| MCDONALD JOHN T | CEO | BUY | $50K–$100K | 20K | $4.78 | Mar 14, 2023 |
| Burk Ian | Chief Business Off… | SELL | $15K–$50K | 6K | $7.52 | Dec 20, 2022 |
| Gill Kinloch III | CLO and Secretary | SELL | $50K–$100K | 8K | $7.32 | Nov 9, 2022 |
| COURTER STEPHEN E | Director | SELL | $50K–$100K | 7K | $7.21 | Oct 14, 2022 |
| MCDONALD JOHN T | CEO | BUY | $100K–$500K | 10K | $11.33 | Aug 25, 2022 |
| MCDONALD JOHN T | CEO | BUY | $100K–$500K | 30K | $10.82 | Aug 23, 2022 |
| MCDONALD JOHN T | CEO | BUY | $100K–$500K | 20K | $11.21 | Aug 19, 2022 |
| MCDONALD JOHN T | CEO | BUY | $100K–$500K | 10K | $11.22 | Aug 17, 2022 |
| MCDONALD JOHN T | CEO | BUY | $100K–$500K | 20K | $11.31 | Aug 15, 2022 |
| Burk Ian | Chief Business Off… | SELL | $100K–$500K | 17K | $11.21 | Aug 11, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 37 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| ACADIAN ASSET MANAGEMENT LLC | 1.3M | $1M+ | SH |
| NEW SOUTH CAPITAL MANAGEMENT INC | 844K | $1M+ | SH |
| Assenagon Asset Management S.A. | 301K | $100K–$500K | SH |
| Man Group plc | 261K | $100K–$500K | SH |
| RENAISSANCE TECHNOLOGIES LLC | 234K | $100K–$500K | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 230K | $100K–$500K | SH |
| GSA CAPITAL PARTNERS LLP | 163K | $100K–$500K | SH |
| VANGUARD GROUP INC | 144K | $100K–$500K | SH |
| Squarepoint Ops LLC | 139K | $100K–$500K | SH |
| STATE STREET CORP | 110K | $100K–$500K | SH |
| Heron Bay Capital Management | 83K | $100K–$500K | SH |
| MARSHALL WACE, LLP | 72K | $100K–$500K | SH |
| EVERGREEN CAPITAL MANAGEMENT LLC | 62K | $50K–$100K | SH |
| Boston Partners | 45K | $50K–$100K | SH |
| UBS Group AG | 44K | $50K–$100K | SH |
| HSBC HOLDINGS PLC | 39K | $50K–$100K | SH |
| Centiva Capital, LP | 33K | $15K–$50K | SH |
| BARCLAYS PLC | 30K | $15K–$50K | SH |
| First Heartland Consultants, Inc. | 18K | $15K–$50K | SH |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17K | $15K–$50K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Nov 10, 2025
9.0%
2.6M shares
SC 13G/A · Apr 3, 2025
7.0%
2.0M shares
SC 13G/A · Feb 14, 2025
3.7%
1.0M shares
SC 13G · Jan 30, 2025
5.1%
1.4M shares
SC 13G · Aug 8, 2024
5.1%
1.4M shares
SC 13D/A · Jun 17, 2024
20.6%
7.1M shares
SC 13D/A · Feb 27, 2024
19.5%
7.0M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
6.0%
1.9M shares
SC 13D/A · Dec 18, 2023
18.2%
7.0M shares
SC 13G/A · Jul 7, 2023
3.4%
1.1M shares
SC 13G/A · Jan 31, 2023
7.1%
2.2M shares
SC 13D/A · Oct 21, 2022
5.2%
1.7M shares
SC 13D · Aug 25, 2022
17.2%
6.6M shares
Marathon Asset Management Limited; IRS No 00-000000
SC 13G · Jan 28, 2022
9.2%
2.8M shares