Upland Software
UPLD on Nasdaq. Market value $11m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 28 funds in all.
Sold out this quarter
Largest holders overall
- Ameriprise Financial$644,083
- Vanguard Capital Management$562,156
- Acadian Asset Management$524,000
- Rice Hall James & Associates$472,336
- CastleKnight Management LP$362,952
- BlackRock$256,668
- D. E. Shaw$223,539
- RBF Capital$199,661
- Geode Capital Management$167,408
- TWO Sigma Investments, LP$125,109
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- Jalak Investments B.V.Passive investorat least 9.0%+2.0 pts(filed with 1 related holder)Since 30 September 2025
- CastleKnight Master Fund LPPassive investorat least 3.7%(filed with 5 related holders)Since 31 December 2024
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Jalak Investments B.V. Passive investor | at least 9.0%+2.0 pts (filed with 1 related holder) | 30 September 2025 | |
CastleKnight Master Fund LP Passive investor | at least 3.7% (filed with 5 related holders) | 31 December 2024 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 1 sold $25,687, $25,687 of it under preset trading plans.
- Mattox TimothyDirectorSoldunder a preset trading plan
- Date
- 7 August 2026
- Shares
- 847
- Price
- $4.28
- Value
- $3,627
- Mattox TimothyDirectorSoldunder a preset trading plan
- Date
- 6 August 2026
- Shares
- 1,000
- Price
- $4.27
- Value
- $4,270
- Mattox TimothyDirectorSoldunder a preset trading plan
- Date
- 5 August 2026
- Shares
- 1,000
- Price
- $4.53
- Value
- $4,530
- Mattox TimothyDirectorSoldunder a preset trading plan
- Date
- 4 August 2026
- Shares
- 1,000
- Price
- $4.33
- Value
- $4,330
- Mattox TimothyDirectorSoldunder a preset trading plan
- Date
- 3 August 2026
- Shares
- 1,000
- Price
- $4.45
- Value
- $4,450
- Mattox TimothyDirectorSoldunder a preset trading plan
- Date
- 31 July 2026
- Shares
- 1,000
- Price
- $4.48
- Value
- $4,480
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 7 August 2026 | Mattox Timothy Director | Sold under a preset trading plan | 847 | $4.28 | $3,627 |
| 6 August 2026 | Mattox Timothy Director | Sold under a preset trading plan | 1,000 | $4.27 | $4,270 |
| 5 August 2026 | Mattox Timothy Director | Sold under a preset trading plan | 1,000 | $4.53 | $4,530 |
| 4 August 2026 | Mattox Timothy Director | Sold under a preset trading plan | 1,000 | $4.33 | $4,330 |
| 3 August 2026 | Mattox Timothy Director | Sold under a preset trading plan | 1,000 | $4.45 | $4,450 |
| 31 July 2026 | Mattox Timothy Director | Sold under a preset trading plan | 1,000 | $4.48 | $4,480 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.