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Upland Software
UPLD

Overview Fund Activity

149 hedge funds and large institutions have $426M invested in Upland Software in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 32 closing their positions.

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
48
Reduced
55
Closed
32
Calls
$16.6M
Puts
$18.1M
Net Calls
-$1.5M
Net Calls Change
-$8.54M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.7M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.45M
3
HCM
3
Hodges Capital Management
Texas
$9.47M
4
GIPM
4
G2 Investment Partners Management
New York
$6.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$5.06M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.87M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$45M
3
RCMC
3
RK Capital Management (Colorado)
Colorado
$0
4
WA
4
Wasatch Advisors
Utah
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
26
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.28M 300,020 – –
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$5.06M 287,099 +259,660 +946%
MPAM
28
Monarch Partners Asset Management
Massachusetts
$4.98M 282,782 +155,418 +122%
Norges Bank
29
Norges Bank
Norway
$4.46M 253,400 +40,200 +19%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$4.4M 247,624 +3,243 +1%
RA
31
Royce & Associates
New York
$3.71M 210,556 -86,661 -29%
DMKJ
32
David M. Knott Jr
$3.52M 200,000 – –
Charles Schwab
33
Charles Schwab
California
$3.49M 197,966 +5,151 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
34
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.8M 159,200 -130,700 -45%
Prudential Financial
35
Prudential Financial
New Jersey
$2.69M 152,755 +36,800 +32%
LF
36
Lannebo Fonder
Sweden
$2.57M 145,865 +8,865 +6%
Marshall Wace
37
Marshall Wace
United Kingdom
$2.25M 127,857 -163,482 -56%
PPA
38
Parametric Portfolio Associates
Washington
$2.24M 127,417 +2,284 +2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$2.23M 126,674 +4,439 +4%
Victory Capital Management
40
Victory Capital Management
Texas
$2.15M 121,901 -15,820 -11%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$2.01M 117,723 -3,462 -3%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$2.01M 114,009 -13,684 -11%
Rafferty Asset Management
43
Rafferty Asset Management
New York
$1.85M 104,769 +34,457 +49%
Comerica Bank
44
Comerica Bank
Texas
$1.56M 100,158 -9,440 -9%
MFAM
45
Motley Fool Asset Management
Virginia
$1.46M 82,938 -20,128 -20%
TAM
46
Tocqueville Asset Management
New York
$1.44M 81,800 – –
PI
47
PEAK6 Investments
Illinois
$1.44M 81,661 -117,069 -59%
Citadel Advisors
48
Citadel Advisors
Florida
$1.41M 80,041 -47,722 -37%
PI
49
Putnam Investments
Massachusetts
$1.39M 79,099 -19,026 -19%
CM
50
Caption Management
Oklahoma
$1.33M 75,527 -938 -1%
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