Upland Software
UPLD
43 hedge funds and large institutions have $6.72M invested in Upland Software in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 18 closing their positions.
1.05% less ownership
Funds ownership: 4.52% → 3.46% (-1.1%)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
23% less funds holding
Funds holding: 56 → 43 (-13)
64% less capital invested
Capital invested by funds: $18.7M → $6.72M (-$12M)
67% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 18
Top Buyers
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$180K |
| 2 |
Two Sigma Investments
New York
|
+$131K |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$84.7K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.2K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$14.3K |
Top Sellers
UPLD Hedge Fund Activity: Q1 2026 in Review
43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2026, worth a combined $6.72M — down 64% from $18.7M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of UPLD and 6 opened new positions — a net loss of 12 holders — while 13 trimmed existing stakes and 10 added.
The largest buyer was Geode Capital Management, adding an estimated $180K. The largest seller was New South Capital Management, exiting entirely with an estimated $1.27M sold.
- 43 institutional investors held Upland Software (UPLD) as of Q1 2026, down from 56 in Q4 2025.
- Funds reported $6.72M of Upland Software stock for Q1 2026, down 64% quarter-over-quarter.
- 6 funds opened new Upland Software positions in Q1 2026 and 18 closed out, a net change of -12 holders.
- The largest Upland Software buyer in Q1 2026 was Geode Capital Management, an estimated $180K added.
- The largest Upland Software seller in Q1 2026 was New South Capital Management, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2026.