UPLD icon

Upland Software
UPLD

Overview Fund Activity

131 hedge funds and large institutions have $174M invested in Upland Software in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 29 closing their positions.

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
48
Reduced
41
Closed
29
Calls
$2.68M
Puts
$1.43M
Net Calls
+$1.25M
Net Calls Change
+$2.51M

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$8.66M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.38M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$4.33M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.08M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$2.22M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$0
2
BCA
2
Bernzott Capital Advisors
California
$0
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$600K
4
WCM
4
Wedge Capital Management
North Carolina
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$661K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$1.88M -$161K -22,637 -8%
Morgan Stanley
27
Morgan Stanley
New York
$1.71M +$8.36K +1,172 +0.5%
SC
28
Skylands Capital
Wisconsin
$1.64M +$1.64M +230,000 New
Charles Schwab
29
Charles Schwab
California
$1.55M +$23.5K +3,301 +2%
RA
30
Royce & Associates
New York
$1.38M -$227K -31,856 -14%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$1.34M +$1.14M +159,511 +562%
MPAM
32
Monarch Partners Asset Management
Massachusetts
$1.29M +$9.37K +1,314 +0.7%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.27M +$289K +40,593 +30%
MFAM
34
Motley Fool Asset Management
Virginia
$1.21M +$697K +97,748 +136%
TAM
35
Tocqueville Asset Management
New York
$1.18M -$583K -81,800 -33%
LF
36
Lannebo Fonder
Sweden
$1.04M – – –
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.03M -$570K -79,967 -36%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$947K -$235K -33,040 -20%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$890K +$168K +23,585 +23%
Goldman Sachs
40
Goldman Sachs
New York
$759K +$14K +1,970 +2%
GCM
41
Graham Capital Management
Connecticut
$732K +$477K +66,843 +187%
CM
42
CastleKnight Management
New York
$716K +$409K +57,358 +133%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$696K +$114K +16,040 +20%
Bank of America
44
Bank of America
North Carolina
$682K +$266K +37,288 +64%
Renaissance Technologies
45
Renaissance Technologies
New York
$661K -$2.36M -330,969 -78%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$637K -$486K -68,094 -43%
PAM
47
Panagora Asset Management
Massachusetts
$610K +$297K +41,680 +95%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$600K -$3.81M -534,140 -86%
CSS
49
Cubist Systematic Strategies
Connecticut
$585K +$5.83K +817 +1%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$558K +$466K +65,483 +506%
1
2
3 4 5