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Upland Software
UPLD

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.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 33

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

6% more funds holding

Funds holding: 127 → 134 (+7)

0.09% more ownership

Funds ownership: 7.47% → 7.56% (+0.09%)

25% less call options, than puts

Call options by funds: $3.88M | Put options by funds: $5.14M

43% less capital invested

Capital invested by funds: $339M → $194M (-$145M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
134
Holders Change
+7
Holders Change %
+5.51%
% of All Funds
2.31%
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

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$4.24M
2
RHJA
Rice Hall James & Associates
California
+$3.67M
3
Millennium Management
Millennium Management
New York
+$3.64M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$3.57M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.52M

Top Sellers

Rank Fund Capital Flow
1
MAMU
Marathon Asset Management (UK)
United Kingdom
-$12.4M
2
GIPM
G2 Investment Partners Management
New York
-$6.08M
3
BCA
Bernzott Capital Advisors
California
-$5.91M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$5.48M
5
SI
Scout Investments
Missouri
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.33M +$1.54M +13,905 +94%
TAM
27
Tocqueville Asset Management
New York
$2.01M +$1.55M +14,000 +131%
Morgan Stanley
28
Morgan Stanley
New York
$1.94M +$854K +7,717 +48%
RA
29
Royce & Associates
New York
$1.84M +$54.2K +490 +2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.82M +$2.48M +22,438 New
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.82M +$1.91M +17,237 +334%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$1.8M -$61.5K -556 -3%
Charles Schwab
33
Charles Schwab
California
$1.74M +$240K +2,169 +11%
MPAM
34
Monarch Partners Asset Management
Massachusetts
$1.46M -$1.98M -17,886 -50%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$1.35M +$1.84M +16,592 New
Russell Investments Group
36
Russell Investments Group
United Kingdom
$1.28M +$884K +7,987 +103%
Norges Bank
37
Norges Bank
Norway
$1.26M +$1.71M +15,490 New
LF
38
Lannebo Fonder
Sweden
$1.19M – – –
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.11M +$118K +1,069 +8%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$1.01M -$1.83M -16,545 -57%
Goldman Sachs
41
Goldman Sachs
New York
$850K +$752K +6,796 +186%
N
42
Nuveen
North Carolina
$823K -$45K -407 -4%
Comerica Bank
43
Comerica Bank
Texas
$698K – – –
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$663K +$187K +1,693 +26%
CSS
45
Cubist Systematic Strategies
Connecticut
$660K +$768K +6,943 +588%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$647K +$881K +7,963 New
EGM
47
Engineers Gate Manager
New York
$620K +$229K +2,070 +37%
MFAM
48
Motley Fool Asset Management
Virginia
$583K -$39.3K -355 -5%
Swiss National Bank
49
Swiss National Bank
Switzerland
$543K +$23.2K +210 +3%
KCM
50
Kennedy Capital Management
Missouri
$490K -$1.22K -11 -0.2%
1
2
3 4 5

UPLD Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2022, worth a combined $194M — down 43% from $339M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UPLD positions and 24 closed out — a net gain of 7 holders — while 50 added to existing stakes and 33 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $4.24M. The largest seller was Marathon Asset Management (UK), cutting an estimated $12.4M.

  • 134 institutional investors held Upland Software (UPLD) as of Q3 2022, up from 127 in Q2 2022.
  • Funds reported $194M of Upland Software stock for Q3 2022, down 43% quarter-over-quarter.
  • 31 funds opened new Upland Software positions in Q3 2022 and 24 closed out, a net change of +7 holders.
  • The largest Upland Software buyer in Q3 2022 was Jacobs Levy Equity Management, an estimated $4.24M added.
  • The largest Upland Software seller in Q3 2022 was Marathon Asset Management (UK), an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2022.