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Upland Software
UPLD

Overview Fund Activity

127 hedge funds and large institutions have $339M invested in Upland Software in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 31 closing their positions.

Holders
127
Holders Change
-22
Holders Change %
-14.77%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
46
Reduced
48
Closed
31
Calls
$19.7M
Puts
$23.9M
Net Calls
-$4.21M
Net Calls Change
-$2.72M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$12.3M
2
BlackRock
2
BlackRock
New York
$33M
3
NIM
3
Needham Investment Management
New York
$6.32M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.27M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.22M

Top Sellers

1
CI
1
Cooper Investors
Australia
$0
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$530K
4
Norges Bank
4
Norges Bank
Norway
$0
5
DMKJ
5
David M. Knott Jr
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$4.22M +$3.27M +225,021 +345%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$3.42M -$752K -51,822 -18%
RA
28
Royce & Associates
New York
$3.21M +$152K +10,500 +5%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$3.1M -$368K -26,234 -11%
Charles Schwab
30
Charles Schwab
California
$2.79M -$87.7K -6,039 -3%
Morgan Stanley
31
Morgan Stanley
New York
$2.34M +$1.44M +99,152 +161%
Citadel Advisors
32
Citadel Advisors
Florida
$2.14M +$978K +67,371 +84%
LF
33
Lannebo Fonder
Sweden
$2.12M – – –
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.83M -$5.56K -383 -0.3%
Prudential Financial
35
Prudential Financial
New Jersey
$1.83M -$389K -26,800 -18%
TAM
36
Tocqueville Asset Management
New York
$1.55M +$363K +25,000 +31%
Renaissance Technologies
37
Renaissance Technologies
New York
$1.53M +$841K +57,900 +121%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$1.53M -$180K -12,392 -11%
HT
39
HAP Trading
New York
$1.42M +$492K +33,865 +53%
Jane Street
40
Jane Street
New York
$1.4M +$684K +47,073 +95%
CM
41
Caption Management
Oklahoma
$1.33M +$228K +15,700 +21%
Rafferty Asset Management
42
Rafferty Asset Management
New York
$1.29M -$228K -15,681 -15%
Comerica Bank
43
Comerica Bank
Texas
$1.2M – – –
MFAM
44
Motley Fool Asset Management
Virginia
$1.15M -$117K -7,696 -9%
BCM
45
Bluefin Capital Management
New York
$1.13M +$142K +9,873 +14%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$1.13M +$523K +36,016 +87%
CIC
47
Cornercap Investment Counsel
Georgia
$1.1M +$1.1M +75,402 New
PI
48
PEAK6 Investments
Illinois
$1.08M -$106K -7,285 -9%
GCP
49
GSA Capital Partners
United Kingdom
$1.05M +$312K +21,506 +42%
Swiss National Bank
50
Swiss National Bank
Switzerland
$939K +$47.9K +3,300 +5%
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