Upland Software, Inc.
US ˙ NasdaqGM ˙ US91544A1097

SecurityUPLD / Upland Software, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Dimensional Fund Advisors Lp closes position in UPLD / Upland Software, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 0 shares of Upland Software, Inc. (US:UPLD) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,774 shares of Upland Software, Inc.. The current value of the position is $0 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.

Upgrade to unlock premium data and export to Excel .

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 COM 91544A109 0 -100.00 0
2026-02-12 2025-12-31 13F UPLAND SOFTWARE COM 91544A109 11,774 -1,887 -13.81 17 -50.00 0.0000
2025-11-12 2025-09-30 13F UPLAND SOFTWARE COM 91544A109 13,661 13,661 32 0.0000
2025-05-13 2025-03-31 13F UPLAND SOFTWARE COM 91544A109 0 -92,151 -100.00 0 -100.00
2025-02-13 2024-12-31 13F UPLAND SOFTWARE COM 91544A109 92,151 -207,882 -69.29 400 -46.59 0.0001
2024-11-07 2024-09-30 13F UPLAND SOFTWARE COM 91544A109 300,033 -193,146 -39.16 747 -39.17 0.0002
2024-08-09 2024-06-30 13F UPLAND SOFTWARE COM 91544A109 493,179 -35,797 -6.77 1,228 -24.85 0.0003
2024-05-10 2024-03-31 13F UPLAND SOFTWARE COM 91544A109 528,976 47,567 9.88 1,635 -19.74 0.0004
2024-02-07 2023-12-31 13F UPLAND SOFTWARE COM 91544A109 481,409 194,112 67.56 2,037 53.43 0.0006
2023-11-09 2023-09-30 13F UPLAND SOFTWARE COM 91544A109 287,297 62,874 28.02 1,327 64.44 0.0004
2023-08-09 2023-06-30 13F UPLAND SOFTWARE COM 91544A109 224,423 -80,422 -26.38 808 -38.40 0.0003
2023-05-12 2023-03-31 13F UPLAND SOFTWARE COM 91544A109 304,845 -4,718 -1.52 1,311 65,400.00 0.0004
2023-02-09 2022-12-31 13F UPLAND SOFTWARE COM 91544A109 309,563 -51,761 -14.33 2 -99.93 0.0007
2022-11-10 2022-09-30 13F UPLAND SOFTWARE COM 91544A109 361,324 -276,717 -43.37 2,938 -68.29 0.0011
2022-08-12 2022-06-30 13F UPLAND SOFTWARE COM 91544A109 638,041 225,321 54.59 9,265 27.48 0.0033
2022-05-13 2022-03-31 13F UPLAND SOFTWARE COM 91544A109 412,720 -15,526 -3.63 7,268 -5.40 0.0022
2022-02-09 2021-12-31 13F UPLAND SOFTWARE COM 91544A109 428,246 -31,763 -6.90 7,683 -50.06 0.0023
2021-11-12 2021-09-30 13F UPLAND SOFTWARE COM 91544A109 460,009 783 0.17 15,384 -18.63 0.0050
2021-08-12 2021-06-30 13F UPLAND SOFTWARE COM 91544A109 459,226 29,594 6.89 18,907 -6.74 0.0060
2021-05-14 2021-03-31 13F UPLAND SOFTWARE COM 91544A109 429,632 4,194 0.99 20,274 3.84 0.0067
2021-03-08 2020-12-31 13F/A-2 UPLAND SOFTWARE COM 91544A109 425,438 4,443 1.06 19,524 23.02 0.0071
2021-02-11 2020-12-31 13F UPLAND SOFTWARE COM 91544A109 425,438 4,443 19,524 7,051.0310
2020-11-12 2020-09-30 13F UPLAND SOFTWARE COM 91544A109 420,995 -1,491 -0.35 15,871 8.08 0.0067
2020-08-13 2020-06-30 13F UPLAND SOFTWARE COM 91544A109 422,486 20,565 5.12 14,684 36.23 0.0065
2020-05-14 2020-03-31 13F UPLAND SOFTWARE COM 91544A109 401,921 -35,065 -8.02 10,779 -30.93 0.0056
2020-02-14 2019-12-31 13F UPLAND SOFTWARE COM 91544A109 436,986 -23,726 -5.15 15,605 -2.83 0.0057
2019-11-12 2019-09-30 13F UPLAND SOFTWARE COM 91544A109 460,712 12,622 2.82 16,060 -21.28 0.0062
2019-08-13 2019-06-30 13F UPLAND SOFTWARE COM 91544A109 448,090 67,311 17.68 20,401 26.48 0.0079
2019-08-12 2019-03-31 13F/A-2 UPLAND SOFTWARE COM 91544A109 380,779 133,346 53.89 16,130 139.85 0.0064
2019-05-10 2019-03-31 13F UPLAND SOFTWARE COM 91544A109 380,779 133,346 16,130
2019-02-26 2018-12-31 13F/A-1 UPLAND SOFTWARE COM 91544A109 247,433 129,622 110.03 6,725 76.69 0.0030
2019-02-13 2018-12-31 13F UPLAND SOFTWARE COM 91544A109 247,433 129,622 6,725
2018-11-13 2018-09-30 13F UPLAND SOFTWARE COM 91544A109 117,811 117,811 3,806 0.0014
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.