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Upland Software
UPLD

Overview Fund Activity

64 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.

Holders
64
Holders Change
-16
Holders Change %
-20%
% of All Funds
0.93%
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
1
CastleKnight Management
New York
$3.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$718K
3
HBCM
3
Heron Bay Capital Management
Michigan
$185K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.15M
5
Ameriprise
5
Ameriprise
Minnesota
$3.31M

Top Sellers

1
2C
1
272 Capital
Texas
$1.84M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
BFM
5
Boothbay Fund Management
New York
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$247K -$32.1K -12,874 -11%
Millennium Management
27
Millennium Management
New York
$187K -$15K -6,020 -7%
HBCM
28
Heron Bay Capital Management
Michigan
$185K +$185K +74,114 New
Northern Trust
29
Northern Trust
Illinois
$151K -$1.14K -456 -0.7%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$151K -$6.4K -2,571 -4%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$151K +$8.49K +3,410 +6%
NS
32
NBC Securities
Alabama
$141K -$6.18K -2,500 -4%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$110K – – –
Bank of America
34
Bank of America
North Carolina
$109K -$6.38K -2,564 -6%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$98K -$6.29K -2,494 -6%
EGM
36
Engineers Gate Manager
New York
$89.3K -$17.1K -6,864 -16%
Barclays
37
Barclays
United Kingdom
$82K -$2.32K -929 -3%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$75.2K +$32.1K +12,898 +75%
Goldman Sachs
39
Goldman Sachs
New York
$70.6K +$44.1K +17,691 +166%
American Century Companies
40
American Century Companies
Missouri
$63.8K +$3.2K +1,285 +5%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$60.1K +$1.68K +676 +3%
Charles Schwab
42
Charles Schwab
California
$56.7K – – –
Citadel Advisors
43
Citadel Advisors
Florida
$52.6K -$210K -84,258 -80%
NA
44
NewEdge Advisors
Louisiana
$48.2K +$48.2K +19,357 New
Jane Street
45
Jane Street
New York
$43.4K -$484K -194,452 -92%
Vontobel Holding
46
Vontobel Holding
Switzerland
$42.3K – – –
Morgan Stanley
47
Morgan Stanley
New York
$40.3K -$13.8K -5,541 -25%
SC
48
Savant Capital
Illinois
$33.6K +$33.6K +13,500 New
Osaic Holdings
49
Osaic Holdings
Arizona
$31.4K +$2.49K +1,000 +9%
PP
50
Pingora Partners
Wyoming
$29.4K – – –
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2
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