Funds holding UPLAND SOFTWARE INC
ISIN US91544A1097 · United States · LEI 549300NS277POYJ63W89
- Fund holders
- 4
- Of which ETFs
- 0 4 other funds
- Value held
- 288.6K $
- Share of capital
- 10.8 % of 3M shares on Aug 10, 2026
This issuer has other securities: Upland Software Inc (US91544A2087)
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 217,034 | 196K $ | 0.00 % | 7.34 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 46,648 | 42.1K $ | 1.58 % | as of May 31, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 34,698 | 31.3K $ | 1.17 % | as of May 31, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 21,178 | 19.1K $ | 0.00 % | 0.72 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 4 | -17 | 319,558 | -90.9 % |
| 2026Q2 | 21 | -9 | 3,506,585 | -5.8 % |
| 2026Q1 | 30 | -5 | 3,722,821 | -1.0 % |
| 2025Q4 | 35 | -1 | 3,759,093 | -4.6 % |
| 2025Q3 | 36 | -1 | 3,938,843 | -2.8 % |
| 2025Q2 | 37 | -2 | 4,052,518 | -2.6 % |
| 2025Q1 | 39 | -10 | 4,161,421 | -6.0 % |
| 2024Q4 | 49 | -9 | 4,429,341 | -13.0 % |
| 2024Q3 | 58 | -20 | 5,088,582 | -12.5 % |
| 2024Q2 | 78 | -5 | 5,817,967 | -19.9 % |
| 2024Q1 | 83 | +2 | 7,267,826 | -12.2 % |
| 2023Q4 | 81 | 8,281,475 |
Institutional managers
41 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 1,355,641 | 902.9K $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 1,211,465 | 806 $ | as of Mar 31, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | 974,448 | 649K $ | as of Mar 31, 2026 |
| CastleKnight Management LP | 777,201 | 517.6K $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 658,110 | 438.3K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 624,539 | 415.9K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 450,094 | 299.8K $ | as of Mar 31, 2026 |
| RBF Capital, LLC | 427,548 | 284.7K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 412,114 | 274.5K $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 267,156 | 177.9K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 242,391 | 161.4K $ | as of Mar 31, 2026 |
| Man Group plc | 200,895 | 133.8K $ | as of Mar 31, 2026 |
| Assenagon Asset Management S.A. | 125,366 | 83.5K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 109,951 | 73.2K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 64,044 | 42.7K $ | as of Mar 31, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 62,390 | 41.6K $ | as of Mar 31, 2026 |
| GSA CAPITAL PARTNERS LLP | 44,525 | 30 $ | as of Mar 31, 2026 |
| Boston Partners | 43,744 | 29.1K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 42,599 | 28.4K $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 38,874 | 25.6K $ | as of Mar 31, 2026 |
| UBS Group AG | 33,077 | 22K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 31,149 | 20.7K $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 30,211 | 20.1K $ | as of Mar 31, 2026 |
| Heron Bay Capital Management | 27,192 | 18.1K $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 23,520 | 16 $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding UPLAND SOFTWARE INC". https://titelia.com/en/stocks/upland-software-inc-US91544A1097