Upland Software, Inc.
DE ˙ DB ˙ US91544A1097
0,80 € ↑0,10 (13,48%)
2026-06-05
DEL PRIS
SecurityDE:16U / Upland Software, Inc.
InstitutionGreen Square Capital Advisors Llc
Latest Disclosed Ownership14,411 shares
Latest Disclosed Value $ 9,598
Green Square Capital Advisors Llc ownership in 16U / Upland Software, Inc.

On May 7, 2026 - Green Square Capital Advisors Llc filed a 13F-HR form disclosing ownership of 14,411 shares of Upland Software, Inc. (DE:16U) valued at $7,818 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 14,411 shares of Upland Software, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $11,529 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)
2026-05-07 2026-03-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 10 -55.00 0.0010
2026-02-09 2025-12-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 21 -28.57 0.0021
2025-11-14 2025-09-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 28 0.00 0.0033
2025-07-30 2025-06-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 28 -31.71 0.0033
2025-04-21 2025-03-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 41 -33.87 0.0062
2025-02-14 2024-12-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 63 72.22 0.0086
2024-11-07 2024-09-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 14,411 37 0.0052
2024-08-14 2024-06-30 13F UPLAND SOFTWARE COM 91544A109 0 -14,411 -100.00 0 -100.00
2024-05-15 2024-03-31 13F UPLAND SOFTWARE COM 91544A109 14,411 0 0.00 45 -26.67 0.0059
2024-01-18 2023-12-31 13F UPLAND SOFTWARE COM 91544A109 14,411 0 0.00 61 -9.09 0.0082
2023-10-10 2023-09-30 13F UPLAND SOFTWARE COM 91544A109 14,411 0 0.00 67 29.41 0.0089
2023-07-13 2023-06-30 13F UPLAND SOFTWARE COM 91544A109 14,411 0 0.00 52 -16.39 0.0065
2023-04-14 2023-03-31 13F UPLAND SOFTWARE COM 91544A109 14,411 0 0.00 62 -40.20 0.0083
2023-02-15 2022-12-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 103 -12.82 0.0146
2022-10-31 2022-09-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 117 -44.02 0.0208
2022-07-20 2022-06-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 209 -17.72 0.0382
2022-05-05 2022-03-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 254 -1.93 0.0398
2022-03-08 2021-12-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 259 -46.27 0.0512
2021-10-19 2021-09-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 482 -18.72 0.1094
2021-07-29 2021-06-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 593 -12.79 0.1624
2021-05-17 2021-03-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 680 2.87 0.2220
2021-02-16 2020-12-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 661 21.73 0.2158
2020-11-16 2020-09-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 543 8.38 0.2210
2020-08-14 2020-06-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 -1,000 -6.49 501 21.31 0.2247
2020-05-15 2020-03-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 15,411 1,000 6.94 413 -19.81 0.2695
2020-02-14 2019-12-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 515 2.59 0.2878
2019-11-14 2019-09-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 502 -23.48 0.2972
2019-08-14 2019-06-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 0 0.00 656 7.54 0.4080
2019-05-14 2019-03-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 14,411 -10,500 -42.15 610 -9.90 0.3950
2019-02-14 2018-12-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 24,911 -5,000 -16.72 677 -29.92 0.0957
2018-11-14 2018-09-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 29,911 0 0.00 966 -6.03 0.1350
2018-08-20 2018-06-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 29,911 0 0.00 1,028 19.40 0.1650
2018-05-14 2018-03-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 29,911 -5,000 -14.32 861 13.89 0.1350
2018-02-22 2017-12-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 34,911 -5,000 -12.53 756 -10.53 0.1138
2017-11-15 2017-09-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 39,911 0 0.00 845 -3.76 0.1524
2017-08-14 2017-06-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 39,911 0 0.00 878 38.49 0.1557
2017-05-17 2017-03-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 39,911 -25,000 -38.51 634 9.12 0.1118
2017-02-17 2016-12-31 13F UPLAND SOFTWARE INC COM Stock 91544A109 64,911 0 0.00 581 1.57 0.1162
2016-11-14 2016-09-30 13F UPLAND SOFTWARE INC COM Stock 91544A109 64,911 -22,000 -25.31 572 -13.60 0.1293
2016-07-25 2016-06-30 13F UPLAND SOFTWARE INC COM USD0.0001 Stock 91544A109 86,911 0 0.00 662 10.89 0.1631
2016-05-19 2016-03-31 13F UPLAND SOFTWARE INC COM USD0.0001 Stock 91544A109 86,911 0 0.00 597 -2.61 0.1517
2016-02-10 2015-12-31 13F UPLAND SOFTWARE INC COM USD0.0001 Stock 91544A109 86,911 0 0.00 613 -10.77 0.1516
2015-11-12 2015-09-30 13F UPLAND SOFTWARE INC COM USD0.0001 Stock 91544A109 86,911 0 0.00 687 -14.23 0.1714
2015-08-12 2015-06-30 13F UPLAND SOFTWARE INC COM USD0.0001 Stock 91544A109 86,911 86,911 801 0.1781
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.