Titelia

Funds holding Upland Software Inc

ISIN US91544A1097 · United States · LEI 549300NS277POYJ63W89

Fund holders
21
Of which ETFs
1 20 other funds
Value held
2.3M $
FundSharesValueWeight in fund
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 1,009,093630.7K $0.03 %as of Apr 30, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 919,599612.5K $as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 284,175189.3K $0.00 %as of Mar 31, 2026
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 233,415145.9K $0.00 %as of Apr 30, 2026
Clearwater Select Equity Fund Clearwater Investment Trust 206,969137.8K $0.03 %as of Mar 31, 2026
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 201,054133.9K $0.03 %as of Mar 31, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 153,325102.1K $0.00 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 125,915111.2K $0.00 %as of Feb 28, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 83,27652K $0.01 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 60,33240.2K $0.00 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 46,64841.2K $as of Feb 28, 2026
Dunham Small Cap Value Fund Dunham Funds 43,09126.9K $0.03 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 34,69830.6K $as of Feb 28, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 24,78016.5K $0.01 %as of Mar 31, 2026
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 23,52015.7K $0.00 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 21,17818.7K $0.00 %as of Feb 28, 2026
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 17,20211.5K $0.00 %as of Mar 31, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 9,8146.5K $0.00 %as of Mar 31, 2026
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 4,7003.1K $0.00 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,7502.5K $0.00 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 5134 $as of Mar 31, 2026

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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.

FundWeight in fund
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 0.03 %as of Mar 31, 2026
Clearwater Select Equity Fund Clearwater Investment Trust 0.03 %as of Mar 31, 2026
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 0.03 %as of Apr 30, 2026
Dunham Small Cap Value Fund Dunham Funds 0.03 %as of Apr 30, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 0.01 %as of Mar 31, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 0.01 %as of Apr 30, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 0.00 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 0.00 %as of Mar 31, 2026
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 0.00 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.00 %as of Mar 31, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q221-93,506,585-5.8 %
2026Q130-53,722,821-1.0 %
2025Q435-13,759,093-4.6 %
2025Q336-13,938,843-2.8 %
2025Q237-24,052,518-2.6 %
2025Q139-104,161,421-6.0 %
2024Q449-94,429,341-13.0 %
2024Q358-205,088,582-12.5 %
2024Q278-55,817,967-19.9 %
2024Q183+27,267,826-12.2 %
2023Q4818,281,475

Institutional managers

41 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
AMERIPRISE FINANCIAL INC1,355,641902.9K $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC1,211,465806 $as of Mar 31, 2026
RICE HALL JAMES & ASSOCIATES, LLC974,448649K $as of Mar 31, 2026
CastleKnight Management LP777,201517.6K $as of Mar 31, 2026
D. E. Shaw & Co., Inc.658,110438.3K $as of Mar 31, 2026
BlackRock, Inc.624,539415.9K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC450,094299.8K $as of Mar 31, 2026
RBF Capital, LLC427,548284.7K $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP412,114274.5K $as of Mar 31, 2026
Russell Investments Group, Ltd.267,156177.9K $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC242,391161.4K $as of Mar 31, 2026
Man Group plc200,895133.8K $as of Mar 31, 2026
Assenagon Asset Management S.A.125,36683.5K $as of Mar 31, 2026
STATE STREET CORP109,95173.2K $as of Mar 31, 2026
NORTHERN TRUST CORP64,04442.7K $as of Mar 31, 2026
EVERGREEN CAPITAL MANAGEMENT LLC62,39041.6K $as of Mar 31, 2026
GSA CAPITAL PARTNERS LLP44,52530 $as of Mar 31, 2026
Boston Partners43,74429.1K $as of Mar 31, 2026
XTX Topco Ltd42,59928.4K $as of Mar 31, 2026
HSBC HOLDINGS PLC38,87425.6K $as of Mar 31, 2026
UBS Group AG33,07722K $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/31,14920.7K $as of Mar 31, 2026
BARCLAYS PLC30,21120.1K $as of Mar 31, 2026
Heron Bay Capital Management27,19218.1K $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/23,52016 $as of Mar 31, 2026
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Titelia. "Funds holding Upland Software Inc". https://titelia.com/en/stocks/upland-software-inc-US91544A1097