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Upland Software
UPLD

63 hedge funds and large institutions have $41.7M invested in Upland Software in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% less ownership

Funds ownership: 6.74% → 6.07% (-0.67%)

20% less funds holding

Funds holding: 79 → 63 (-16)

31% less capital invested

Capital invested by funds: $60.1M → $41.7M (-$18.4M)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

72% less call options, than puts

Call options by funds: $36K | Put options by funds: $128K

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

Holders
63
Holders Change
-16
Holders Change %
-20.25%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
30
Closed
22
Calls
$36K
Puts
$128K
Net Calls
-$92K
Net Calls Change
+$30K

Top Buyers

1
CM
CastleKnight Management
New York
+$2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$489K
3
HBCM
Heron Bay Capital Management
Michigan
+$195K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$139K
5
Ameriprise
Ameriprise
Minnesota
+$51.2K

Top Sellers

1
2C
272 Capital
Texas
-$2.07M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.84M
3
BFM
Boothbay Fund Management
New York
-$742K
4
Victory Capital Management
Victory Capital Management
Texas
-$732K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$247K -$33.9K -1,287 -11%
Millennium Management
27
Millennium Management
New York
$187K -$15.8K -602 -7%
HBCM
28
Heron Bay Capital Management
Michigan
$185K +$195K +7,411 New
Northern Trust
29
Northern Trust
Illinois
$151K -$1.21K -46 -0.8%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$151K -$6.76K -257 -4%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$151K +$8.97K +341 +6%
NS
32
NBC Securities
Alabama
$141K -$6.58K -250 -4%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$110K – – –
Bank of America
34
Bank of America
North Carolina
$109K -$6.74K -256 -6%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$98K -$6.58K -250 -6%
EGM
36
Engineers Gate Manager
New York
$89.3K -$18.1K -686 -16%
Barclays
37
Barclays
United Kingdom
$81.8K -$2.45K -93 -3%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$75.2K +$34K +1,290 +75%
Goldman Sachs
39
Goldman Sachs
New York
$70.6K +$46.6K +1,769 +166%
American Century Companies
40
American Century Companies
Missouri
$63.8K +$3.4K +129 +5%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$60.1K +$1.79K +68 +3%
Charles Schwab
42
Charles Schwab
California
$56.7K – – –
Citadel Advisors
43
Citadel Advisors
Florida
$52.6K -$222K -8,426 -80%
NA
44
NewEdge Advisors
Louisiana
$48.2K +$51K +1,936 New
Jane Street
45
Jane Street
New York
$43.4K -$512K -19,446 -92%
Vontobel Holding
46
Vontobel Holding
Switzerland
$42.3K – – –
Morgan Stanley
47
Morgan Stanley
New York
$40.3K -$14.6K -554 -25%
SC
48
Savant Capital
Illinois
$33.6K +$35.5K +1,350 New
Osaic Holdings
49
Osaic Holdings
Arizona
$31.4K +$2.63K +100 +9%
PP
50
Pingora Partners
Wyoming
$29.4K – – –
1
2
3 4

UPLD Hedge Fund Activity: Q2 2024 in Review

63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2024, worth a combined $41.7M — down 31% from $60.1M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of UPLD and 6 opened new positions — a net loss of 16 holders — while 30 trimmed existing stakes and 15 added.

The largest buyer was CastleKnight Management, adding an estimated $2M. The largest seller was 272 Capital, cutting an estimated $2.07M.

  • 63 institutional investors held Upland Software (UPLD) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $41.7M of Upland Software stock for Q2 2024, down 31% quarter-over-quarter.
  • 6 funds opened new Upland Software positions in Q2 2024 and 22 closed out, a net change of -16 holders.
  • The largest Upland Software buyer in Q2 2024 was CastleKnight Management, an estimated $2M added.
  • The largest Upland Software seller in Q2 2024 was 272 Capital, an estimated $2.07M sold.

Based on aggregated 13F filings for Q2 2024.