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Public ownership evidence

Upland Software, Inc. (UPLD) Ownership Disclosures

Read UPLD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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2026-08-192026-08-17Simon Jennifer L.A30,000Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-08-17 and its public availability date is 2026-08-19. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0002147950-26-000005 ↗SEC 0002147950-26-000005 ↗13F 0001677044-26-000006 ↗

Recent Form 4 activity

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2026-08-192026-08-17Simon Jennifer L.A30,000Not reported
2026-08-192026-08-17Simon Jennifer L.A6,666Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 28 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OSAIC HOLDINGS, INC.2026-06-302026-08-15378$1,763None
Man Group plc2026-06-302026-08-1525,265$117,988None
JANE STREET GROUP, LLC2026-06-302026-08-156,794$31,728None
JANE STREET GROUP, LLC2026-06-302026-08-158,791$41,054None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15137,919$644,083None
D. E. Shaw & Co., Inc.2026-06-302026-08-1547,867$223,539None
RBF Capital, LLC2026-06-302026-08-1542,754$199,661None
CastleKnight Management LP2026-06-302026-08-1577,720$362,952None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1526,790$125,109None
BARCLAYS PLC2026-06-302026-08-15144$672None
BARCLAYS PLC2026-06-302026-08-153,020$14,103None
VANGUARD PORTFOLIO MANAGEMENT LLC2026-06-302026-08-1423,341$109,002None
VANGUARD CAPITAL MANAGEMENT LLC2026-06-302026-08-14120,376$562,156None
Vanguard Global Advisers, LLC2026-06-302026-08-14966$4,511None
UBS Group AG2026-06-302026-08-145$23None
UBS Group AG2026-06-302026-08-1411,653$54,420None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-1415$70None
ACADIAN ASSET MANAGEMENT LLC2026-06-302026-08-14112,368$524,000None
RENAISSANCE TECHNOLOGIES LLC2026-06-302026-08-1424,584$114,807None
VANGUARD FIDUCIARY TRUST CO2026-06-302026-08-1414,350$67,015None
MORGAN STANLEY2026-06-302026-08-1450$234None
MORGAN STANLEY2026-06-302026-08-142$9None
MORGAN STANLEY2026-06-302026-08-148$37None
FMR LLC2026-06-302026-08-141,720$8,032None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141$1None
FEDERATED HERMES, INC.2026-06-302026-08-1312$56None
GEODE CAPITAL MANAGEMENT, LLC2026-06-302026-08-135,096$23,798None
GEODE CAPITAL MANAGEMENT, LLC2026-06-302026-08-1330,743$143,610None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗Man Group plc ↗JANE STREET GROUP, LLC ↗JANE STREET GROUP, LLC ↗AMERIPRISE FINANCIAL INC ↗D. E. Shaw & Co., Inc. ↗RBF Capital, LLC ↗CastleKnight Management LP ↗TWO SIGMA INVESTMENTS, LP ↗BARCLAYS PLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.