Upland Software, Inc.
DE ˙ DB ˙ US91544A1097
0,80 € ↑0,10 (13,48%)
2026-06-05
DEL PRIS
SecurityDE:16U / Upland Software, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership1,355,641 shares
Latest Disclosed Value $ 902,857
Ameriprise Financial Inc reports 1.15% increase in ownership of 16U / Upland Software, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 1,355,641 shares of Upland Software, Inc. (DE:16U) valued at $735,435 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,340,193 shares of Upland Software, Inc.. This represents a change in shares of 1.15% during the quarter. The current value of the position is $1,084,513 USD.

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)
2026-05-15 2026-03-31 13F UPLAND SOFTWARE COM 91544A109 1,355,641 15,448 1.15 903 -52.92 0.0000
2026-02-17 2025-12-31 13F UPLAND SOFTWARE COM 91544A109 1,340,193 19,497 1.48 1,916 -38.79 0.0004
2025-11-14 2025-09-30 13F UPLAND SOFTWARE COM 91544A109 1,320,696 128,200 10.75 3,130 34.62 0.0007
2025-08-14 2025-06-30 13F UPLAND SOFTWARE COM 91544A109 1,192,496 -118,143 -9.01 2,325 -37.97 0.0006
2025-05-14 2025-03-31 13F UPLAND SOFTWARE COM 91544A109 1,310,639 54,160 4.31 3,748 -31.27 0.0010
2025-02-14 2024-12-31 13F UPLAND SOFTWARE COM 91544A109 1,256,479 -102,542 -7.55 5,453 61.19 0.0014
2024-11-14 2024-09-30 13F UPLAND SOFTWARE COM 91544A109 1,359,021 28,592 2.15 3,384 2.14 0.0009
2024-08-14 2024-06-30 13F UPLAND SOFTWARE COM 91544A109 1,330,429 19,456 1.48 3,313 -18.22 0.0009
2024-05-15 2024-03-31 13F UPLAND SOFTWARE COM 91544A109 1,310,973 50,653 4.02 4,051 -24.03 0.0011
2024-02-14 2023-12-31 13F UPLAND SOFTWARE COM 91544A109 1,260,320 -163,339 -11.47 5,331 -18.94 0.0016
2023-11-14 2023-09-30 13F UPLAND SOFTWARE COM 91544A109 1,423,659 -63,180 -4.25 6,577 22.89 0.0022
2023-08-14 2023-06-30 13F UPLAND SOFTWARE COM 91544A109 1,486,839 607,256 69.04 5,353 41.51 0.0017
2023-05-22 2023-03-31 13F/A-1 UPLAND SOFTWARE COM 91544A109 879,583 1,216 0.14 3,782 -39.62 0.0012
2023-05-15 2023-03-31 13F UNUM GROUP COM 91544A109 879,583 1,216 3,782 0.0002
2023-02-14 2022-12-31 13F UPLAND SOFTWARE COM 91544A109 878,367 156,265 21.64 6,264 6.73 0.0021
2022-11-14 2022-09-30 13F UPLAND SOFTWARE COM 91544A109 722,102 193,736 36.67 5,869 -23.49 0.0022
2022-08-15 2022-06-30 13F UPLAND SOFTWARE COM 91544A109 528,366 2,059 0.39 7,671 -17.24 0.0027
2022-05-16 2022-03-31 13F UPLAND SOFTWARE COM 91544A109 526,307 95,780 22.25 9,269 20.02 0.0027
2022-02-14 2021-12-31 13F UPLAND SOFTWARE COM 91544A109 430,527 287,957 201.98 7,723 62.01 0.0021
2021-11-15 2021-09-30 13F UPLAND SOFTWARE COM 91544A109 142,570 -180 -0.13 4,767 -18.89 0.0015
2021-08-16 2021-06-30 13F UPLAND SOFTWARE COM 91544A109 142,750 -6,922 -4.62 5,877 -16.79 0.0018
2021-05-17 2021-03-31 13F UPLAND SOFTWARE COM 91544A109 149,672 13,038 9.54 7,063 12.63 0.0023
2021-02-12 2020-12-31 13F UPLAND SOFTWARE COM 91544A109 136,634 13,337 10.82 6,271 34.92 0.0022
2020-11-16 2020-09-30 13F UPLAND SOFTWARE COM 91544A109 123,297 71,271 136.99 4,648 157.08 0.0019
2020-08-14 2020-06-30 13F UPLAND SOFTWARE COM 91544A109 52,026 39,150 304.05 1,808 422.54 0.0008
2020-05-15 2020-03-31 13F UPLAND SOFTWARE COM 91544A109 12,876 12,876 346 0.0002
2019-05-15 2019-03-31 13F UPLAND SOFTWARE COM 91544A109 0 -111 -100.00 0 -100.00
2019-02-14 2018-12-31 13F UPLAND SOFTWARE COM 91544A109 111 0 0.00 3 -25.00 0.0000
2018-11-14 2018-09-30 13F UPLAND SOFTWARE COM 91544A109 111 111 4 0.0000
2018-08-14 2018-06-30 13F UPLAND SOFTWARE COM 91544A109 0 -42,805 -100.00 0 -100.00
2018-05-14 2018-03-31 13F UPLAND SOFTWARE COM 91544A109 42,805 42,805 1,232 0.0006
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.