Upland Software
UPLD
79 hedge funds and large institutions have $60.1M invested in Upland Software in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 42 reducing their positions, and 18 closing their positions.
1.23% less ownership
Funds ownership: 7.96% → 6.74% (-1.2%)
16% less funds holding
Funds holding: 94 → 79 (-15)
43% less capital invested
Capital invested by funds: $106M → $60.1M (-$46.2M)
57% less call options, than puts
Call options by funds: $91K | Put options by funds: $213K
60% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 42
72% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$494K |
| 2 |
Man Group
London,
United Kingdom
|
+$341K |
| 3 |
Jane Street
New York
|
+$241K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$194K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$9.63M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$2.27M |
| 3 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$1.26M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$950K |
| 5 |
First Eagle Investment Management
New York
|
-$885K |
UPLD Hedge Fund Activity: Q1 2024 in Review
79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2024, worth a combined $60.1M — down 43% from $106M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of UPLD and 5 opened new positions — a net loss of 13 holders — while 42 trimmed existing stakes and 17 added.
The largest buyer was Susquehanna International Group, adding an estimated $494K. The largest seller was Hodges Capital Management, cutting an estimated $9.63M.
- 79 institutional investors held Upland Software (UPLD) as of Q1 2024, down from 94 in Q4 2023.
- Funds reported $60.1M of Upland Software stock for Q1 2024, down 43% quarter-over-quarter.
- 5 funds opened new Upland Software positions in Q1 2024 and 18 closed out, a net change of -13 holders.
- The largest Upland Software buyer in Q1 2024 was Susquehanna International Group, an estimated $494K added.
- The largest Upland Software seller in Q1 2024 was Hodges Capital Management, an estimated $9.63M sold.
Based on aggregated 13F filings for Q1 2024.