UPLD icon

Upland Software
UPLD

Overview Fund Activity

95 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.

Holders
95
Holders Change
+16
Holders Change %
+20.25%
% of All Funds
1.39%
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
1
Hodges Capital Management
Texas
$16.9M
2
Man Group
2
Man Group
United Kingdom
$904K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.04M
4
Citigroup
4
Citigroup
New York
$758K
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$3.55M

Top Sellers

1
FDS
1
First Dallas Securities
Texas
$184K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.03M
3
PVM
3
Palogic Value Management
Texas
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.35M
5
ICM
5
Invenomic Capital Management
Massachusetts
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Man Group
26
Man Group
United Kingdom
$904K +$904K +213,650 New
RGI
27
River Global Investors
United Kingdom
$888K -$8.77K -2,074 -1%
Two Sigma Investments
28
Two Sigma Investments
New York
$867K -$68.8K -16,273 -7%
Citadel Advisors
29
Citadel Advisors
Florida
$767K -$81.2K -19,186 -10%
Citigroup
30
Citigroup
New York
$758K +$636K +150,384 +523%
Bank of America
31
Bank of America
North Carolina
$660K +$77.3K +18,271 +13%
Jane Street
32
Jane Street
New York
$615K +$528K +124,923 +613%
Morgan Stanley
33
Morgan Stanley
New York
$560K +$442K +104,475 +373%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$520K +$149K +35,121 +40%
State Street
35
State Street
Massachusetts
$427K – – –
BCM
36
Bridgeway Capital Management
Texas
$424K – – –
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$409K -$787K -186,101 -66%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$364K -$99K -23,400 -21%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$363K +$312K +73,869 +621%
VA
40
Verdad Advisers
Massachusetts
$337K +$337K +79,576 New
Renaissance Technologies
41
Renaissance Technologies
New York
$293K +$146K +34,492 +99%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$290K -$42.7K -10,090 -13%
Northern Trust
43
Northern Trust
Illinois
$288K +$41.5K +9,811 +17%
Barclays
44
Barclays
United Kingdom
$280K -$18.7K -4,421 -6%
JF
45
Jump Financial
Illinois
$272K +$226K +53,400 +494%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$269K +$14.1K +3,345 +6%
Invesco
47
Invesco
Georgia
$266K +$30.3K +7,163 +13%
EGM
48
Engineers Gate Manager
New York
$265K -$15.2K -3,604 -5%
NS
49
NBC Securities
Alabama
$264K +$72.9K +17,250 +38%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$259K -$92.9K -21,938 -26%
1
2
3 4