13F Insight
DOSSIER · 13F Holders · Q2 2026
UPLD

UPLAND SOFTWARE INC COM NEW

2 institutions still hold UPLAND SOFTWARE INC COM NEW as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 91544A208·2 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$243
visible holders
Holders
2
filers reporting
Concentration
96.30%
CoreCap Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported UPLD in Q2 2026. CoreCap Advisors, LLC leads at 96.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CoreCap Advisors, LLC
CIK 0001902501
$234500.00%Q2 202602
SBI Securities Co., Ltd.
CIK 0001851815
$920.00%Q2 2026
Insiders at UPLAND SOFTWARE INC COM NEW
Doman Dan →Nathaniel Sean →Hill Michael Douglass →Mcdonald John T →Mattox Timothy →Chung David H S →Walsh Teresa Miles →May David →