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Upland Software
UPLD

Overview Fund Activity

90 hedge funds and large institutions have $97.4M invested in Upland Software in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 39 closing their positions.

Holders
90
Holders Change
-31
Holders Change %
-25.62%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
38
Closed
39
Calls
$1.34M
Puts
$637K
Net Calls
+$700K
Net Calls Change
-$649K

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$12.3M
2
NSCM
2
New South Capital Management
Tennessee
$5.77M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.64M
4
Ameriprise
4
Ameriprise
Minnesota
$5.35M
5
RC
5
RBF Capital
California
$1.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.99M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$682K
4
NIM
4
Needham Investment Management
New York
$360K
5
State Street
5
State Street
Massachusetts
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
Royce & Associates
New York
$879K – – –
CM
27
CastleKnight Management
New York
$809K +$237K +65,765 +41%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$808K -$290K -80,422 -26%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$739K -$11.3K -3,149 -2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$682K -$2.44M -676,605 -78%
RGI
31
River Global Investors
United Kingdom
$669K +$309K +85,580 +86%
XT
32
XTX Topco
Cayman Islands
$658K +$298K +82,758 +83%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$584K +$161K +44,600 +38%
Charles Schwab
34
Charles Schwab
California
$569K -$162K -45,026 -22%
Bank of America
35
Bank of America
North Carolina
$486K -$98.5K -27,354 -17%
Squarepoint
36
Squarepoint
New York
$451K +$234K +65,072 +108%
State Street
37
State Street
Massachusetts
$367K -$1.53M -424,810 -81%
NIM
38
Needham Investment Management
New York
$360K -$1.98M -550,000 -85%
GCP
39
GSA Capital Partners
United Kingdom
$360K -$279K -77,554 -44%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$299K -$14.7K -4,082 -5%
EGM
41
Engineers Gate Manager
New York
$298K -$74.8K -20,779 -20%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$273K -$330K -91,644 -55%
FDS
43
First Dallas Securities
Texas
$257K +$108K +30,000 +72%
Goldman Sachs
44
Goldman Sachs
New York
$225K -$607K -168,476 -73%
KCM
45
Kennedy Capital Management
Missouri
$217K – – –
Morgan Stanley
46
Morgan Stanley
New York
$212K -$90.5K -25,132 -30%
Northern Trust
47
Northern Trust
Illinois
$210K -$704K -195,560 -77%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$209K +$3.36K +933 +2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$206K +$160K +44,488 +349%
Invesco
50
Invesco
Georgia
$199K -$30K -8,322 -13%
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