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Upland Software
UPLD

Overview Fund Activity

65 hedge funds and large institutions have $27.9M invested in Upland Software in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
25
Closed
13
Calls
$180K
Puts
$101K
Net Calls
+$79K
Net Calls Change
+$124K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$387K
2
Squarepoint
2
Squarepoint
New York
$166K
3
ECM
3
Evergreen Capital Management
Washington
$122K
4
RHJA
4
Rice Hall James & Associates
California
$1.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$115K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
NSCM
2
New South Capital Management
Tennessee
$1.94M
3
Ameriprise
3
Ameriprise
Minnesota
$2.33M
4
IA
4
Inspire Advisors
Idaho
$55K
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$157K -$41.2K -21,149 -21%
Bank of America
27
Bank of America
North Carolina
$129K -$20.1K -10,328 -14%
Walleye Capital
28
Walleye Capital
New York
$125K -$52.3K -26,814 -30%
ECM
29
Evergreen Capital Management
Washington
$122K +$122K +62,390 New
Goldman Sachs
30
Goldman Sachs
New York
$115K +$83.3K +42,722 +263%
Northern Trust
31
Northern Trust
Illinois
$103K -$209 -107 -0.2%
Invesco
32
Invesco
Georgia
$93.5K -$53.4K -27,400 -36%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$86K -$749 -380 -0.9%
RWM
34
Ritholtz Wealth Management
New York
$75.7K -$18.6K -9,561 -20%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$73.5K – – –
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$65.6K -$73.8K -37,857 -53%
Barclays
37
Barclays
United Kingdom
$64K – – –
Russell Investments Group
38
Russell Investments Group
United Kingdom
$61.9K +$59.6K +30,545 +2,535%
Osaic Holdings
39
Osaic Holdings
Arizona
$59.1K +$5.85K +1,348 +11%
XT
40
XTX Topco
Cayman Islands
$56.2K +$21.8K +11,187 +64%
IA
41
Inspire Advisors
Idaho
$55K -$175K -89,961 -76%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$45.6K – – –
Charles Schwab
43
Charles Schwab
California
$44.4K – – –
Citadel Advisors
44
Citadel Advisors
Florida
$42.1K -$5.14K -2,635 -11%
Jane Street
45
Jane Street
New York
$35.8K -$40.5K -20,780 -53%
Simplex Trading
46
Simplex Trading
Illinois
$35K +$35K +18,321 New
SGCA
47
Steel Grove Capital Advisors
Tennessee
$28.1K – – –
FHC
48
First Heartland Consultants
Missouri
$28.1K +$2.26K +1,157 +9%
HIM
49
Hillsdale Investment Management
Ontario, Canada
$27.8K +$27.8K +14,265 New
SC
50
Savant Capital
Illinois
$26.3K – – –
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