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Upland Software

120 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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $695K

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

0.29% more ownership

Funds ownership: 7.79%8.07% (+0.29%)

8% less funds holding

Funds holding: 131120 (-11)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

34% less capital invested

Capital invested by funds: $174M → $116M (-$58.7M)

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
53
Reduced
29
Closed
31
Calls
$2.04M
Puts
$695K
Net Calls
+$1.35M
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$1.25M -$1.33M -19,190 -40%
Ohio Public Employees Retirement System (OPERS)
27
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.25M +$130K +1,880 +7%
PVM
28
Palogic Value Management
Texas
$1.14M
Northern Trust
29
Northern Trust
Illinois
$1.09M -$69K -996 -4%
RA
30
Royce & Associates
New York
$1.05M +$346K +5,000 +26%
Goldman Sachs
31
Goldman Sachs
New York
$993K +$862K +12,447 +117%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$896K +$861K +12,424 +148%
Charles Schwab
33
Charles Schwab
California
$873K -$96.2K -1,389 -6%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$778K -$48.4K -699 -4%
GCP
35
GSA Capital Partners
United Kingdom
$764K +$1.07M +15,413 +655%
N
36
Nuveen
North Carolina
$745K +$335K +4,843 +39%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$721K -$69.1K -997 -6%
Bank of America
38
Bank of America
North Carolina
$699K +$463K +6,686 +70%
CM
39
CastleKnight Management
New York
$684K +$407K +5,870 +58%
LF
40
Lannebo Fonder
Sweden
$627K
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$533K -$62.1K -896 -7%
PAM
42
Panagora Asset Management
Massachusetts
$513K +$233K +3,358 +39%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$506K +$139K +2,000 +20%
Walleye Capital
44
Walleye Capital
New York
$475K +$764K +11,035 New
EGM
45
Engineers Gate Manager
New York
$446K +$435K +6,284 +154%
XT
46
XTX Topco
Cayman Islands
$430K +$693K +10,010 New
RGI
47
River Global Investors
United Kingdom
$430K +$194K +2,800 +39%
OQS
48
Occudo Quantitative Strategies
Florida
$409K +$659K +9,512 New
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$375K +$604K +8,721 New
TI
50
Trexquant Investment
Connecticut
$369K +$465K +6,715 +362%

UPLD Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2023, worth a combined $116M — down 34% from $174M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of UPLD and 22 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 53 added.

The largest buyer was 272 Capital, opening a new position worth an estimated $8.49M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $8.64M sold.

  • 120 institutional investors held Upland Software (UPLD) as of Q1 2023, down from 131 in Q4 2022.
  • Funds reported $116M of Upland Software stock for Q1 2023, down 34% quarter-over-quarter.
  • 22 funds opened new Upland Software positions in Q1 2023 and 31 closed out, a net change of -9 holders.
  • The largest Upland Software buyer in Q1 2023 was 272 Capital, an estimated $8.49M added.
  • The largest Upland Software seller in Q1 2023 was ArrowMark Colorado Holdings, an estimated $8.64M sold.

Based on aggregated 13F filings for Q1 2023.