Upland Software, Inc.
DE ˙ DB ˙ US91544A1097
0,80 € ↑0,10 (13,48%)
2026-06-05
DEL PRIS
SecurityDE:16U / Upland Software, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership450,094 shares
Latest Disclosed Value $ 299,817
Geode Capital Management, Llc reports 61.82% increase in ownership of 16U / Upland Software, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 450,094 shares of Upland Software, Inc. (DE:16U) valued at $244,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 278,139 shares of Upland Software, Inc.. This represents a change in shares of 61.82% during the quarter. The current value of the position is $360,075 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 450,094 171,955 61.82 300 -24.69 0.0000
2026-02-09 2025-12-31 13F UPLAND SOFTWARE COM 91544A109 278,139 -55 -0.02 398 -39.76 0.0000
2025-11-12 2025-09-30 13F UPLAND SOFTWARE COM 91544A109 278,194 0 0.00 660 21.59 0.0000
2025-08-08 2025-06-30 13F UPLAND SOFTWARE COM 91544A109 278,194 338 0.12 543 -31.74 0.0000
2025-05-13 2025-03-31 13F UPLAND SOFTWARE COM 91544A109 277,856 4,776 1.75 795 -33.00 0.0001
2025-02-12 2024-12-31 13F UPLAND SOFTWARE COM 91544A109 273,080 -837 -0.31 1,186 73.75 0.0001
2024-11-12 2024-09-30 13F UPLAND SOFTWARE COM 91544A109 273,917 -12,567 -4.39 682 -4.35 0.0001
2024-08-09 2024-06-30 13F UPLAND SOFTWARE COM 91544A109 286,484 -35,092 -10.91 714 -28.20 0.0001
2024-05-13 2024-03-31 13F UPLAND SOFTWARE COM 91544A109 321,576 932 0.29 994 -26.77 0.0001
2024-02-13 2023-12-31 13F UPLAND SOFTWARE COM 91544A109 320,644 11,984 3.88 1,357 -4.91 0.0001
2023-11-13 2023-09-30 13F UPLAND SOFTWARE COM 91544A109 308,660 15,796 5.39 1,426 35.29 0.0002
2023-08-11 2023-06-30 13F UPLAND SOFTWARE COM 91544A109 292,864 -281,471 -49.01 1,054 -57.31 0.0001
2023-05-15 2023-03-31 13F UPLAND SOFTWARE COM 91544A109 574,335 17,659 3.17 2,470 82,200.00 0.0003
2023-02-13 2022-12-31 13F UPLAND SOFTWARE COM 91544A109 556,676 26,597 5.02 4 -99.93 0.0006
2022-11-14 2022-09-30 13F UPLAND SOFTWARE COM 91544A109 530,079 16,998 3.31 4,309 -42.15 0.0007
2022-08-12 2022-06-30 13F UPLAND SOFTWARE COM 91544A109 513,081 28,798 5.95 7,449 -12.65 0.0011
2022-05-13 2022-03-31 13F UPLAND SOFTWARE COM 91544A109 484,283 -22,638 -4.47 8,528 -6.22 0.0011
2022-02-11 2021-12-31 13F UPLAND SOFTWARE COM 91544A109 506,921 -792 -0.16 9,094 -46.43 0.0011
2021-11-12 2021-09-30 13F UPLAND SOFTWARE COM 91544A109 507,713 31,582 6.63 16,977 -13.39 0.0023
2021-08-13 2021-06-30 13F UPLAND SOFTWARE COM 91544A109 476,131 34,553 7.82 19,602 -5.93 0.0027
2021-05-12 2021-03-31 13F UPLAND SOFTWARE COM 91544A109 441,578 42,989 10.79 20,838 13.92 0.0032
2021-02-12 2020-12-31 13F UPLAND SOFTWARE COM 91544A109 398,589 31,501 8.58 18,291 32.17 0.0031
2020-11-13 2020-09-30 13F UPLAND SOFTWARE COM 91544A109 367,088 39,060 11.91 13,839 21.37 0.0027
2020-08-13 2020-06-30 13F UPLAND SOFTWARE COM 91544A109 328,028 8,781 2.75 11,402 33.17 0.0024
2020-05-14 2020-03-31 13F UPLAND SOFTWARE COM 91544A109 319,247 24,934 8.47 8,562 -18.53 0.0022
2020-02-20 2019-12-31 13F/A-1 UPLAND SOFTWARE COM 91544A109 294,313 1,112 0.38 10,509 2.83 0.0022
2020-02-13 2019-12-31 13F UPLAND SOFTWARE COM 91544A109 294,313 1,112 10,509 1,339.2799
2019-11-12 2019-09-30 13F UPLAND SOFTWARE COM 91544A109 293,201 13,773 4.93 10,220 -19.67 0.0024
2019-08-14 2019-06-30 13F UPLAND SOFTWARE COM 91544A109 279,428 79,956 40.08 12,722 50.57 0.0031
2019-05-14 2019-03-31 13F UPLAND SOFTWARE COM 91544A109 199,472 9,343 4.91 8,449 63.52 0.0022
2019-03-06 2018-12-31 13F/A-1 UPLAND SOFTWARE COM 91544A109 190,129 20,536 12.11 5,167 -5.69 0.0016
2019-02-13 2018-12-31 13F UPLAND SOFTWARE COM 91544A109 190,129 20,536 5,167
2018-11-13 2018-09-30 13F UPLAND SOFTWARE COM 91544A109 169,593 49,951 41.75 5,479 33.24 0.0015
2018-08-14 2018-06-30 13F UPLAND SOFTWARE COM 91544A109 119,642 27,421 29.73 4,112 54.88 0.0013
2018-05-15 2018-03-31 13F UPLAND SOFTWARE COM 91544A109 92,221 1,963 2.17 2,655 35.88 0.0009
2018-02-13 2017-12-31 13F UPLAND SOFTWARE COM 91544A109 90,258 -2,372 -2.56 1,954 -0.26 0.0007
2017-11-14 2017-09-30 13F UPLAND SOFTWARE COM 91544A109 92,630 6,868 8.01 1,959 3.93 0.0007
2017-08-14 2017-06-30 13F UPLAND SOFTWARE COM 91544A109 85,762 48,695 131.37 1,885 220.58 0.0007
2017-06-21 2017-03-31 13F/A-1 UPLAND SOFTWARE COM 91544A109 37,067 408 1.11 588 79.27 0.0002
2017-05-12 2017-03-31 13F UPLAND SOFTWARE COM 91544A109 37,067 588
2017-02-14 2016-12-31 13F UPLAND SOFTWARE COM 91544A109 36,659 2,889 8.55 328 10.44 0.0002
2016-11-10 2016-09-30 13F UPLAND SOFTWARE COM 91544A109 33,770 7,235 27.27 297 47.03 0.0001
2016-08-12 2016-06-30 13F UPLAND SOFTWARE COM 91544A109 26,535 0 0.00 202 10.99 0.0001
2016-05-13 2016-03-31 13F UPLAND SOFTWARE COM 91544A109 26,535 2,353 9.73 182 7.06 0.0001
2016-02-12 2015-12-31 13F UPLAND SOFTWARE COM 91544A109 24,182 100 0.42 170 -10.53 0.0001
2015-11-13 2015-09-30 13F UPLAND SOFTWARE COM 91544A109 24,082 4,549 23.29 190 5.56 0.0001
2015-08-14 2015-06-30 13F UPLAND SOFTWARE COM 91544A109 19,533 0 0.00 180 32.35 0.0001
2015-05-14 2015-03-31 13F UPLAND SOFTWARE COM 91544A109 19,533 3,712 23.46 136 -9.93 0.0001
2015-02-12 2014-12-31 13F UPLAND SOFTWARE COM 91544A109 15,821 15,821 151 0.0001
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.