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UPLD Institutional Ownership

Top institutional (13F) holders of UPLD and activist (13D/G) positions, sourced from SEC EDGAR.

Institutional owners
14
Institutional value
$2.51M
Top holder
Ameriprise Financial, Inc.

Top holders

HolderStakeFiledValue
Ameriprise Financial, Inc.holding company4.9%Aug 14, 2026$644.1K
Vanguard Capital Managementinvestment advisor4.2%Aug 13, 2026$562.2K
BlackRock, Inc.holding company1.9%Aug 7, 2026$256.7K
D. E. Shaw & Co., Inc.investment advisor1.7%Aug 14, 2026$223.5K
GEODE CAPITAL MANAGEMENT, LLCinvestment advisor1.3%Aug 12, 2026$167.4K
TWO SIGMA INVESTMENTS, LPinvestment advisor0.9%Aug 14, 2026$125.1K
Man Group plcinvestment advisor0.9%Aug 14, 2026$118K
RENAISSANCE TECHNOLOGIES LLCinvestment advisor0.9%Aug 13, 2026$114.8K
Vanguard Portfolio Managementinvestment advisor0.8%Aug 13, 2026$109K
JANE STREET GROUP, LLCholding company0.5%Aug 14, 2026$72.8K
UBS Group AGbank0.4%Aug 13, 2026$54.4K
STATE STREET CORPORATIONholding company0.4%Sep 22, 2026$51.3K
FMR LLCinvestment advisor0.1%Aug 13, 2026$8K
MORGAN STANLEYholding company0.0%Aug 13, 2026$280

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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.