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Upland Software
UPLD

Overview Fund Activity

134 hedge funds and large institutions have $194M invested in Upland Software in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 24 closing their positions.

Holders
134
Holders Change
+7
Holders Change %
+5.51%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
50
Reduced
33
Closed
24
Calls
$3.88M
Puts
$5.14M
Net Calls
-$1.26M
Net Calls Change
+$2.95M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$5.03M
2
RHJA
2
Rice Hall James & Associates
California
$2.97M
3
Millennium Management
3
Millennium Management
New York
$5.63M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$7.58M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.45M

Top Sellers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$10.8M
2
GIPM
2
G2 Investment Partners Management
New York
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
SI
4
Scout Investments
Missouri
$0
5
BCA
5
Bernzott Capital Advisors
California
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$2.33M +$1.13M +139,050 +94%
TAM
27
Tocqueville Asset Management
New York
$2.01M +$1.14M +140,000 +131%
Morgan Stanley
28
Morgan Stanley
New York
$1.94M +$627K +77,175 +48%
RA
29
Royce & Associates
New York
$1.84M +$39.8K +4,900 +2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.82M +$1.82M +224,377 New
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.82M +$1.4M +172,367 +334%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$1.8M -$46.4K -5,560 -3%
Charles Schwab
33
Charles Schwab
California
$1.74M +$176K +21,695 +11%
MPAM
34
Monarch Partners Asset Management
Massachusetts
$1.46M -$1.45M -178,852 -50%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$1.35M +$1.35M +165,920 New
Russell Investments Group
36
Russell Investments Group
United Kingdom
$1.28M +$649K +79,872 +103%
Norges Bank
37
Norges Bank
Norway
$1.26M +$1.26M +154,900 New
LF
38
Lannebo Fonder
Sweden
$1.19M – – –
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.11M +$87K +10,692 +8%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$1.02M -$1.34M -165,442 -57%
Goldman Sachs
41
Goldman Sachs
New York
$850K +$553K +67,957 +186%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$823K -$33.1K -4,073 -4%
Comerica Bank
43
Comerica Bank
Texas
$698K – – –
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$663K +$138K +16,934 +26%
CSS
45
Cubist Systematic Strategies
Connecticut
$660K +$564K +69,426 +588%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$647K +$647K +79,632 New
EGM
47
Engineers Gate Manager
New York
$620K +$168K +20,698 +37%
MFAM
48
Motley Fool Asset Management
Virginia
$583K -$28.9K -3,552 -5%
Swiss National Bank
49
Swiss National Bank
Switzerland
$543K +$17.1K +2,100 +3%
KCM
50
Kennedy Capital Management
Missouri
$490K -$910 -112 -0.2%
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