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Upland Software
UPLD

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, 45 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 7.78% → 7.47% (-0.31%)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

15% less funds holding

Funds holding: 149 → 127 (-22)

18% less call options, than puts

Call options by funds: $19.7M | Put options by funds: $23.9M

20% less capital invested

Capital invested by funds: $426M → $339M (-$86.9M)

61% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 31

Holders
127
Holders Change
-22
Holders Change %
-14.77%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
45
Reduced
49
Closed
31
Calls
$19.7M
Puts
$23.9M
Net Calls
-$4.21M
Net Calls Change
-$2.72M

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$7.85M
2
BlackRock
BlackRock
New York
+$5.59M
3
NIM
Needham Investment Management
New York
+$5.33M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.29M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.29M

Top Sellers

1
CI
Cooper Investors
Australia
-$10.3M
2
WCM Investment Management
WCM Investment Management
California
-$7.4M
3
Goldman Sachs
Goldman Sachs
New York
-$5.28M
4
Norges Bank
Norges Bank
Norway
-$4.46M
5
DMKJ
David M. Knott Jr
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$4.21M +$3.29M +22,503 +345%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$3.42M -$757K -5,182 -18%
RA
28
Royce & Associates
New York
$3.21M +$153K +1,050 +5%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$3.1M -$383K -2,623 -11%
Charles Schwab
30
Charles Schwab
California
$2.79M -$88.2K -604 -3%
Morgan Stanley
31
Morgan Stanley
New York
$2.34M +$1.45M +9,916 +161%
Citadel Advisors
32
Citadel Advisors
Florida
$2.14M +$984K +6,737 +84%
LF
33
Lannebo Fonder
Sweden
$2.12M – – –
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.83M -$5.55K -38 -0.3%
Prudential Financial
35
Prudential Financial
New Jersey
$1.83M -$391K -2,680 -18%
TAM
36
Tocqueville Asset Management
New York
$1.55M +$365K +2,500 +31%
Renaissance Technologies
37
Renaissance Technologies
New York
$1.53M +$845K +5,790 +121%
N
38
Nuveen
North Carolina
$1.53M -$181K -1,239 -11%
HT
39
HAP Trading
New York
$1.42M +$495K +3,387 +53%
Jane Street
40
Jane Street
New York
$1.4M +$687K +4,708 +95%
CM
41
Caption Management
Oklahoma
$1.32M +$229K +1,570 +21%
Rafferty Asset Management
42
Rafferty Asset Management
New York
$1.29M -$229K -1,568 -15%
Comerica Bank
43
Comerica Bank
Texas
$1.2M – – –
MFAM
44
Motley Fool Asset Management
Virginia
$1.15M -$112K -770 -9%
BCM
45
Bluefin Capital Management
New York
$1.13M +$144K +988 +14%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$1.13M +$526K +3,602 +87%
CIC
47
Cornercap Investment Counsel
Georgia
$1.09M +$1.1M +7,540 New
PI
48
PEAK6 Investments
Illinois
$1.08M -$106K -728 -9%
GCP
49
GSA Capital Partners
United Kingdom
$1.05M +$314K +2,151 +42%
Swiss National Bank
50
Swiss National Bank
Switzerland
$939K +$48.2K +330 +5%
1
2
3 4 5

UPLD Hedge Fund Activity: Q2 2022 in Review

127 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2022, worth a combined $339M — down 20% from $426M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of UPLD and 12 opened new positions — a net loss of 19 holders — while 49 trimmed existing stakes and 45 added.

The largest buyer was Federated Hermes, adding an estimated $7.85M. The largest seller was Cooper Investors, exiting entirely with an estimated $10.3M sold.

  • 127 institutional investors held Upland Software (UPLD) as of Q2 2022, down from 149 in Q1 2022.
  • Funds reported $339M of Upland Software stock for Q2 2022, down 20% quarter-over-quarter.
  • 12 funds opened new Upland Software positions in Q2 2022 and 31 closed out, a net change of -19 holders.
  • The largest Upland Software buyer in Q2 2022 was Federated Hermes, an estimated $7.85M added.
  • The largest Upland Software seller in Q2 2022 was Cooper Investors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2022.