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Upland Software
UPLD

Overview Fund Activity

79 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.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-11
Holders Change %
-12.22%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
32
Closed
17
Calls
$1.11M
Puts
$205K
Net Calls
+$901K
Net Calls Change
+$201K

Top Buyers

1
FDS
1
First Dallas Securities
Texas
$6.59M
2
CM
2
CastleKnight Management
New York
$3.86M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$3.21M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.28M
5
Victory Capital Management
5
Victory Capital Management
Texas
$1.1M

Top Sellers

1
HCM
1
Hodges Capital Management
Texas
$7.75M
2
Millennium Management
2
Millennium Management
New York
$1.35M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$161K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$3.53M
5
Citadel Advisors
5
Citadel Advisors
Florida
$927K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.31M +$432K +93,506 +49%
RA
27
Royce & Associates
New York
$1.13M – – –
Victory Capital Management
28
Victory Capital Management
Texas
$1.1M +$1.1M +237,731 New
Two Sigma Investments
29
Two Sigma Investments
New York
$1.02M -$626K -135,579 -38%
RGI
30
River Global Investors
United Kingdom
$979K +$123K +26,619 +14%
Walleye Capital
31
Walleye Capital
New York
$952K -$551K -119,214 -37%
Citadel Advisors
32
Citadel Advisors
Florida
$927K -$672K -145,431 -42%
Bank of America
33
Bank of America
North Carolina
$636K +$11.9K +2,571 +2%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$506K -$243K -52,700 -32%
State Street
35
State Street
Massachusetts
$467K -$4.62K -1,000 -1%
BCM
36
Bridgeway Capital Management
Texas
$463K +$314K +68,000 +211%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$406K +$141K +30,614 +53%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$384K – – –
Bank of New York Mellon
39
Bank of New York Mellon
New York
$364K +$12.9K +2,782 +4%
XT
40
XTX Topco
Cayman Islands
$358K -$487K -105,440 -58%
Barclays
41
Barclays
United Kingdom
$326K +$163K +35,378 +100%
EGM
42
Engineers Gate Manager
New York
$306K -$77.3K -16,737 -20%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$278K +$10.1K +2,187 +4%
Northern Trust
44
Northern Trust
Illinois
$269K -$152 -33 -0.1%
Invesco
45
Invesco
Georgia
$258K +$2K +432 +0.8%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$243K – – –
NS
47
NBC Securities
Alabama
$209K +$209K +45,250 New
HSBC Holdings
48
HSBC Holdings
United Kingdom
$192K +$12.2K +2,638 +7%
OQS
49
Occudo Quantitative Strategies
Florida
$174K -$77.4K -16,748 -31%
Renaissance Technologies
50
Renaissance Technologies
New York
$161K -$1.52M -328,239 -90%
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