Upland Software
UPLD
78 hedge funds and large institutions have $120M invested in Upland Software in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 17 closing their positions.
440% more call options, than puts
Call options by funds: $1.11M | Put options by funds: $205K
23% more capital invested
Capital invested by funds: $97.4M → $120M (+$22.3M)
0.1% less ownership
Funds ownership: 8.02% → 7.93% (-0.1%)
12% less funds holding
Funds holding: 89 → 78 (-11)
16% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 32
65% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDS
First Dallas Securities
Dallas,
Texas
|
+$4.95M |
| 2 |
CM
CastleKnight Management
New York
|
+$2.23M |
| 3 |
First Eagle Investment Management
New York
|
+$1.05M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.05M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$867K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$2.6M |
| 2 |
Millennium Management
New York
|
-$2.47M |
| 3 |
Renaissance Technologies
New York
|
-$1.2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$893K |
| 5 |
Charles Schwab
San Francisco,
California
|
-$569K |
UPLD Hedge Fund Activity: Q3 2023 in Review
78 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2023, worth a combined $120M — up 23% from $97.4M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of UPLD and 6 opened new positions — a net loss of 11 holders — while 32 trimmed existing stakes and 27 added.
The largest buyer was First Dallas Securities, adding an estimated $4.95M. The largest seller was Hodges Capital Management, cutting an estimated $2.6M.
- 78 institutional investors held Upland Software (UPLD) as of Q3 2023, down from 89 in Q2 2023.
- Funds reported $120M of Upland Software stock for Q3 2023, up 23% quarter-over-quarter.
- 6 funds opened new Upland Software positions in Q3 2023 and 17 closed out, a net change of -11 holders.
- The largest Upland Software buyer in Q3 2023 was First Dallas Securities, an estimated $4.95M added.
- The largest Upland Software seller in Q3 2023 was Hodges Capital Management, an estimated $2.6M sold.
Based on aggregated 13F filings for Q3 2023.