Upland Software, Inc.
DE ˙ DB ˙ US91544A1097
0,80 € ↓ -0,04 (-4,76%)
2026-06-03
AKTIENPREIS
SecurityDE:16U / Upland Software, Inc.
InstitutionBlackRock, Inc.
Latest Disclosed Ownership1,108,669 shares
Ownership 3.40%
BlackRock, Inc. ownership in 16U / Upland Software, Inc.

2023-07-07 - BlackRock, Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,108,669 shares of Upland Software, Inc. (DE:16U). This represents 3.4 percent ownership of the company. In their previous filing dated 2023-01-31 , BlackRock, Inc. had reported owning 2,247,557 shares, indicating a decrease of -50.67 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)
2023-07-07 2023-07-07 13G/A 2,247,557 1,108,669 -50.67 3.40 -52.11
2023-01-31 2023-01-31 13G/A 1,857,864 2,247,557 20.98 7.10 16.39
2022-02-03 2022-02-03 13G/A 1,820,921 1,857,864 2.03 6.10 -1.61
2021-02-01 2021-02-01 13G/A 1,564,331 1,820,921 16.40 6.20 0.00
2020-02-07 2020-02-07 13G 1,081,794 1,564,331 44.61 6.20 40.91
2019-06-07 2019-06-07 13G/A 1,131,682 1,081,794 -4.41 4.40 -15.38
2019-02-08 2019-02-08 13G 1,131,682 1,131,682 0.00 5.20 0.00
2019-02-07 2019-02-07 13G 1,131,682 5.20

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.

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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)
2026-05-13 2026-03-31 13F UPLAND SOFTWARE COM 91544A109 624,539 3,303 0.53 416 -53.27 0.0000
2026-02-12 2025-12-31 13F UPLAND SOFTWARE COM 91544A109 621,236 634 0.10 888 -39.59 0.0000
2025-11-12 2025-09-30 13F UPLAND SOFTWARE COM 91544A109 620,602 -149,799 -19.44 1,471 -2.13 0.0000
2025-08-12 2025-06-30 13F UPLAND SOFTWARE COM 91544A109 770,401 -33,301 -4.14 1,502 -34.64 0.0000
2025-05-02 2025-03-31 13F UPLAND SOFTWARE COM 91544A109 803,702 29,968 3.87 2,299 -31.57 0.0000
2025-02-07 2024-12-31 13F UPLAND SOFTWARE COM 91544A109 773,734 57,440 8.02 3,358 88.33 0.0001
2024-11-13 2024-09-30 13F UPLAND SOFTWARE COM 91544A109 716,294 -116,568 -14.00 1,784 -13.99 0.0000
2024-08-13 2024-06-30 13F UPLAND SOFTWARE COM 91544A109 832,862 -217,381 -20.70 2,074 -36.12 0.0000
2024-05-10 2024-03-31 13F UPLAND SOFTWARE COM 91544A109 1,050,243 -11,117 -1.05 3,245 -27.71 0.0001
2024-02-13 2023-12-31 13F UPLAND SOFTWARE COM 91544A109 1,061,360 -29,036 -2.66 4,490 -10.88 0.0001
2023-11-13 2023-09-30 13F UPLAND SOFTWARE COM 91544A109 1,090,396 -18,273 -1.65 5,038 26.21 0.0001
2023-08-11 2023-06-30 13F UPLAND SOFTWARE COM 91544A109 1,108,669 -1,348,296 -54.88 3,991 -62.22 0.0001
2023-05-12 2023-03-31 13F UPLAND SOFTWARE COM 91544A109 2,456,965 209,408 9.32 10,565 -34.08 0.0003
2023-02-13 2022-12-31 13F UPLAND SOFTWARE COM 91544A109 2,247,557 -199,197 -8.14 16,025 -19.44 0.0005
2022-11-14 2022-09-30 13F UPLAND SOFTWARE COM 91544A109 2,446,754 171,910 7.56 19,892 -39.78 0.0007
2022-08-12 2022-06-30 13F UPLAND SOFTWARE COM 91544A109 2,274,844 383,082 20.25 33,030 -0.85 0.0011
2022-05-12 2022-03-31 13F UPLAND SOFTWARE COM 91544A109 1,891,762 33,898 1.82 33,314 -0.05 0.0009
2022-02-10 2021-12-31 13F UPLAND SOFTWARE COM 91544A109 1,857,864 29,555 1.62 33,330 -45.48 0.0008
2021-11-09 2021-09-30 13F UPLAND SOFTWARE COM 91544A109 1,828,309 27,103 1.50 61,138 -17.55 0.0017
2021-08-11 2021-06-30 13F UPLAND SOFTWARE COM 91544A109 1,801,206 -50,048 -2.70 74,154 -15.12 0.0021
2021-05-07 2021-03-31 13F UPLAND SOFTWARE COM 91544A109 1,851,254 30,333 1.67 87,360 4.55 0.0026
2021-02-05 2020-12-31 13F UPLAND SOFTWARE COM 91544A109 1,820,921 132,269 7.83 83,561 31.25 0.0027
2020-11-06 2020-09-30 13F UPLAND SOFTWARE COM 91544A109 1,688,652 137,225 8.85 63,664 18.06 0.0023
2020-08-14 2020-06-30 13F UPLAND SOFTWARE COM 91544A109 1,551,427 47,815 3.18 53,927 33.72 0.0022
2020-05-01 2020-03-31 13F UPLAND SOFTWARE COM 91544A109 1,503,612 -60,719 -3.88 40,328 -27.81 0.0020
2020-02-13 2019-12-31 13F UPLAND SOFTWARE COM 91544A109 1,564,331 1,034 0.07 55,862 2.50 0.0021
2019-11-08 2019-09-30 13F UPLAND SOFTWARE COM 91544A109 1,563,297 127,332 8.87 54,498 -16.64 0.0023
2019-08-22 2019-06-30 13F/A-1 UPLAND SOFTWARE COM 91544A109 1,435,965 350,651 32.31 65,378 42.20 0.0028
2019-08-13 2019-06-30 13F UPLAND SOFTWARE COM 91544A109 1,435,965 350,651 65,378
2019-05-09 2019-03-31 13F UPLAND SOFTWARE COM 91544A109 1,085,314 -46,368 -4.10 45,975 49.47 0.0021
2019-02-08 2018-12-31 13F UPLAND SOFTWARE COM 91544A109 1,131,682 26,968 2.44 30,759 -13.83 0.0016
2018-11-09 2018-09-30 13F UPLAND SOFTWARE COM 91544A109 1,104,714 82,162 8.03 35,694 1.56 0.0015
2018-08-09 2018-06-30 13F UPLAND SOFTWARE COM 91544A109 1,022,552 635,712 164.33 35,145 215.57 0.0016
2018-05-09 2018-03-31 13F UPLAND SOFTWARE COM 91544A109 386,840 13,913 3.73 11,137 37.89 0.0005
2018-02-09 2017-12-31 13F UPLAND SOFTWARE COM 91544A109 372,927 13,401 3.73 8,077 6.16 0.0004
2017-11-14 2017-09-30 13F UPLAND SOFTWARE COM 91544A109 359,526 31,334 9.55 7,608 5.42 0.0004
2017-08-10 2017-06-30 13F UPLAND SOFTWARE COM 91544A109 328,192 311,310 1,844.04 7,217 2,592.91 0.0004
2017-05-12 2017-03-31 13F UPLAND SOFTWARE COM 91544A109 16,882 16,882 268 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.