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Upland Software
UPLD

94 hedge funds and large institutions have $106M invested in Upland Software in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

21% more funds holding

Funds holding: 78 → 94 (+16)

0.04% more ownership

Funds ownership: 7.93% → 7.96% (+0.04%)

10% less call options, than puts

Call options by funds: $375K | Put options by funds: $416K

11% less capital invested

Capital invested by funds: $120M → $106M (-$13.4M)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
24
Reduced
33
Closed
4
Calls
$375K
Puts
$416K
Net Calls
-$41K
Net Calls Change
-$942K

Top Buyers

1
HCM
Hodges Capital Management
Texas
+$9.97M
2
Man Group
Man Group
United Kingdom
+$924K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$839K
4
Citigroup
Citigroup
New York
+$650K
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$628K

Top Sellers

1
FDS
First Dallas Securities
Texas
-$5.98M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$3.1M
3
PVM
Palogic Value Management
Texas
-$2.71M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$1.92M
5
ICM
Invenomic Capital Management
Massachusetts
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
26
Man Group
United Kingdom
$904K +$924K +21,365 New
RGI
27
River Global Investors
United Kingdom
$888K -$8.99K -208 -1%
Two Sigma Investments
28
Two Sigma Investments
New York
$867K -$70.3K -1,627 -7%
Citadel Advisors
29
Citadel Advisors
Florida
$767K -$82.9K -1,918 -10%
Citigroup
30
Citigroup
New York
$758K +$650K +15,039 +523%
Bank of America
31
Bank of America
North Carolina
$660K +$79K +1,827 +13%
Jane Street
32
Jane Street
New York
$615K +$540K +12,492 +613%
Morgan Stanley
33
Morgan Stanley
New York
$560K +$452K +10,447 +373%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$520K +$152K +3,513 +40%
State Street
35
State Street
Massachusetts
$427K – – –
BCM
36
Bridgeway Capital Management
Texas
$424K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$409K -$804K -18,611 -66%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$364K -$101K -2,340 -21%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$363K +$319K +7,387 +621%
VA
40
Verdad Advisers
Massachusetts
$337K +$344K +7,958 New
Renaissance Technologies
41
Renaissance Technologies
New York
$293K +$149K +3,449 +99%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$290K -$43.6K -1,009 -13%
Northern Trust
43
Northern Trust
Illinois
$288K +$42.4K +981 +17%
Barclays
44
Barclays
United Kingdom
$280K -$19.1K -442 -6%
JF
45
Jump Financial
Illinois
$272K +$231K +5,340 +494%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$269K +$14.5K +335 +6%
Invesco
47
Invesco
Georgia
$266K +$30.9K +716 +13%
EGM
48
Engineers Gate Manager
New York
$265K -$15.6K -361 -5%
NS
49
NBC Securities
Alabama
$264K +$74.6K +1,725 +38%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$259K -$94.8K -2,194 -26%
1
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UPLD Hedge Fund Activity: Q4 2023 in Review

94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2023, worth a combined $106M — down 11% from $120M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UPLD positions and 4 closed out — a net gain of 17 holders — while 24 added to existing stakes and 33 trimmed.

The largest buyer was Hodges Capital Management, adding an estimated $9.97M. The largest seller was First Dallas Securities, cutting an estimated $5.98M.

  • 94 institutional investors held Upland Software (UPLD) as of Q4 2023, up from 78 in Q3 2023.
  • Funds reported $106M of Upland Software stock for Q4 2023, down 11% quarter-over-quarter.
  • 21 funds opened new Upland Software positions in Q4 2023 and 4 closed out, a net change of +17 holders.
  • The largest Upland Software buyer in Q4 2023 was Hodges Capital Management, an estimated $9.97M added.
  • The largest Upland Software seller in Q4 2023 was First Dallas Securities, an estimated $5.98M sold.

Based on aggregated 13F filings for Q4 2023.