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Upland Software
UPLD

Overview Fund Activity

121 hedge funds and large institutions have $116M invested in Upland Software in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-10
Holders Change %
-7.63%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
53
Reduced
29
Closed
30
Calls
$2.04M
Puts
$695K
Net Calls
+$1.35M
Net Calls Change
+$99K

Top Buyers

1
2C
1
272 Capital
Texas
$5.27M
2
BFM
2
Boothbay Fund Management
New York
$2.48M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$2.75M
4
ICM
4
Invenomic Capital Management
Massachusetts
$2.86M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.64M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$0
2
SCA
2
Summit Creek Advisors
Minnesota
$0
3
MAMU
3
Marathon Asset Management (UK)
United Kingdom
$2.75M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$1.25M -$825K -191,900 -40%
Ohio Public Employees Retirement System (OPERS)
27
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.25M +$80.8K +18,800 +7%
PVM
28
Palogic Value Management
Texas
$1.14M – – –
Northern Trust
29
Northern Trust
Illinois
$1.09M -$42.8K -9,961 -4%
RA
30
Royce & Associates
New York
$1.05M +$215K +50,000 +26%
Goldman Sachs
31
Goldman Sachs
New York
$993K +$535K +124,466 +117%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$896K +$534K +124,240 +148%
Charles Schwab
33
Charles Schwab
California
$873K -$59.7K -13,890 -6%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$778K -$30.1K -6,997 -4%
GCP
35
GSA Capital Partners
United Kingdom
$764K +$663K +154,137 +655%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$745K +$208K +48,425 +39%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$721K -$42.8K -9,964 -6%
Bank of America
38
Bank of America
North Carolina
$699K +$287K +66,858 +70%
CM
39
CastleKnight Management
New York
$684K +$252K +58,700 +58%
LF
40
Lannebo Fonder
Sweden
$627K – – –
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$533K -$38.5K -8,957 -7%
PAM
42
Panagora Asset Management
Massachusetts
$513K +$144K +33,581 +39%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$506K +$86K +20,000 +20%
Walleye Capital
44
Walleye Capital
New York
$475K +$475K +110,351 New
EGM
45
Engineers Gate Manager
New York
$446K +$270K +62,844 +154%
XT
46
XTX Topco
Cayman Islands
$430K +$430K +100,101 New
RGI
47
River Global Investors
United Kingdom
$430K +$121K +28,000 +39%
OQS
48
Occudo Quantitative Strategies
Florida
$409K +$409K +95,119 New
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$375K +$375K +87,207 New
TI
50
Trexquant Investment
Connecticut
$369K +$289K +67,156 +362%
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