Upland Software, Inc.
DE ˙ DB ˙ US91544A1097
0,80 € ↓ -0,04 (-4,76%)
2026-06-03
DEL PRIS
SecurityDE:16U / Upland Software, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership109,951 shares
Latest Disclosed Value $ 73,227
State Street Corp ownership in 16U / Upland Software, Inc.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 109,951 shares of Upland Software, Inc. (DE:16U) valued at $59,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 109,951 shares of Upland Software, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $87,961 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 109,951 0 0.00 73 -53.50 0.0000
2026-02-13 2025-12-31 13F UPLAND SOFTWARE COM 91544A109 109,951 0 0.00 157 -39.62 0.0000
2025-11-14 2025-09-30 13F UPLAND SOFTWARE COM 91544A109 109,951 0 0.00 261 21.50 0.0000
2025-08-14 2025-06-30 13F UPLAND SOFTWARE COM 91544A109 109,951 0 0.00 214 -31.85 0.0000
2025-05-15 2025-03-31 13F UPLAND SOFTWARE COM 91544A109 109,951 0 0.00 314 -34.17 0.0000
2025-02-14 2024-12-31 13F UPLAND SOFTWARE COM 91544A109 109,951 7,900 7.74 477 87.80 0.0000
2024-11-14 2024-09-30 13F UPLAND SOFTWARE COM 91544A109 102,051 0 0.00 254 0.00 0.0000
2024-08-14 2024-06-30 13F UPLAND SOFTWARE COM 91544A109 102,051 3,800 3.87 254 -16.17 0.0000
2024-05-15 2024-03-31 13F UPLAND SOFTWARE COM 91544A109 98,251 -2,800 -2.77 304 -29.04 0.0000
2024-02-14 2023-12-31 13F UPLAND SOFTWARE COM 91544A109 101,051 0 0.00 427 -8.37 0.0000
2023-11-14 2023-09-30 13F UPLAND SOFTWARE COM 91544A109 101,051 -1,000 -0.98 467 26.98 0.0000
2023-08-14 2023-06-30 13F UPLAND SOFTWARE COM 91544A109 102,051 -424,810 -80.63 367 -83.80 0.0000
2023-05-15 2023-03-31 13F UPLAND SOFTWARE COM 91544A109 526,861 11,416 2.21 2,266 -38.37 0.0001
2023-05-15 2022-12-31 13F/A-99 UPLAND SOFTWARE COM 91544A109 515,445 -281,951 -35.36 3,675 -43.31 0.0002
2023-05-15 2022-12-31 13F UPLAND SOFTWARE COM 91544A109 515,445 -281,951 3,675 0.0002
2022-11-15 2022-09-30 13F UPLAND SOFTWARE COM 91544A109 797,396 20,775 2.68 6,483 -42.51 0.0004
2022-08-15 2022-06-30 13F UPLAND SOFTWARE COM 91544A109 776,621 18,501 2.44 11,277 -15.53 0.0007
2022-05-16 2022-03-31 13F UPLAND SOFTWARE COM 91544A109 758,120 -21,743 -2.79 13,350 -4.58 0.0007
2022-02-14 2021-12-31 13F UPLAND SOFTWARE COM 91544A109 779,863 83,326 11.96 13,991 -39.93 0.0007
2021-11-15 2021-09-30 13F UPLAND SOFTWARE COM 91544A109 696,537 29,300 4.39 23,292 -15.21 0.0012
2021-08-16 2021-06-30 13F UPLAND SOFTWARE COM 91544A109 667,237 39,365 6.27 27,470 -7.29 0.0014
2021-07-09 2021-03-31 13F/A-1 UPLAND SOFTWARE COM 91544A109 627,872 -14,864 -2.31 29,629 0.45 0.0017
2021-05-17 2021-03-31 13F UPLAND SOFTWARE COM 91544A109 627,872 -14,864 29,629 0.0017
2021-02-16 2020-12-31 13F UPLAND SOFTWARE COM 91544A109 642,736 81,095 14.44 29,495 39.30 0.0018
2020-11-10 2020-09-30 13F UPLAND SOFTWARE COM 91544A109 561,641 6,788 1.22 21,174 9.78 0.0014
2020-08-14 2020-06-30 13F UPLAND SOFTWARE COM 91544A109 554,853 37,233 7.19 19,287 38.93 0.0014
2020-06-19 2020-03-31 13F/A-1 UPLAND SOFTWARE COM 91544A109 517,620 -2,288 -0.44 13,883 -25.22 0.0012
2020-05-11 2020-03-31 13F UPLAND SOFTWARE COM 91544A109 517,620 -2,288 13,883 1,219.2069
2020-02-06 2019-12-31 13F UPLAND SOFTWARE COM 91544A109 519,908 46,054 9.72 18,566 12.39 0.0013
2019-11-14 2019-09-30 13F UPLAND SOFTWARE COM 91544A109 473,854 -11,374 -2.34 16,519 -25.23 0.0012
2019-08-14 2019-06-30 13F UPLAND SOFTWARE COM 91544A109 485,228 147,270 43.58 22,092 54.32 0.0016
2019-05-15 2019-03-31 13F UPLAND SOFTWARE COM 91544A109 337,958 35,975 11.91 14,316 74.42 0.0011
2019-02-12 2018-12-31 13F UPLAND SOFTWARE COM 91544A109 301,983 2,576 0.86 8,208 -15.16 0.0007
2018-11-09 2018-09-30 13F UPLAND SOFTWARE Common equity shares 91544A109 299,407 63,141 26.72 9,675 19.11 0.0007
2018-08-14 2018-06-30 13F UPLAND SOFTWARE Common equity shares 91544A109 236,266 116,117 96.64 8,123 134.77 0.0007
2018-05-15 2018-03-31 13F UPLAND SOFTWARE Common equity shares 91544A109 120,149 -600 -0.50 3,460 32.41 0.0003
2018-02-14 2017-12-31 13F UPLAND SOFTWARE Common equity shares 91544A109 120,749 17,462 16.91 2,613 19.70 0.0002
2017-11-14 2017-09-30 13F UPLAND SOFTWARE Common equity shares 91544A109 103,287 17,195 19.97 2,183 15.14 0.0002
2017-08-14 2017-06-30 13F UPLAND SOFTWARE Common equity shares 91544A109 86,092 86,092 1,896 0.0002
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.