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Upland Software
UPLD

Overview Fund Activity

69 hedge funds and large institutions have $40.1M invested in Upland Software in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
23
Closed
5
Calls
$28K
Puts
$7K
Net Calls
+$21K
Net Calls Change
+$113K

Top Buyers

1
RHJA
1
Rice Hall James & Associates
California
$1.47M
2
KCM
2
Kennedy Capital Management
Missouri
$248K
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$636K
4
Marshall Wace
4
Marshall Wace
United Kingdom
$89.2K
5
UBS Group
5
UBS Group
Switzerland
$81.9K

Top Sellers

1
HCM
1
Hodges Capital Management
Texas
$264K
2
2C
2
272 Capital
Texas
$1.35M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$747K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.85M
5
BlackRock
5
BlackRock
New York
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$254K – – –
Invesco
27
Invesco
Georgia
$248K +$1.08K +432 +0.4%
KCM
28
Kennedy Capital Management
Missouri
$248K +$248K +99,488 New
HBCM
29
Heron Bay Capital Management
Michigan
$196K +$11.9K +4,792 +6%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$196K +$45.2K +18,134 +30%
Millennium Management
31
Millennium Management
New York
$172K -$15K -6,029 -8%
Northern Trust
32
Northern Trust
Illinois
$141K -$10.6K -4,260 -7%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$116K -$34.8K -13,990 -23%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$110K – – –
Bank of America
35
Bank of America
North Carolina
$108K -$1.09K -438 -1%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$103K +$6.04K +2,416 +6%
Citadel Advisors
37
Citadel Advisors
Florida
$94.5K +$41.9K +16,828 +80%
Marshall Wace
38
Marshall Wace
United Kingdom
$89.2K +$89.2K +35,814 New
Barclays
39
Barclays
United Kingdom
$82K – – –
UBS Group
40
UBS Group
Switzerland
$81.9K +$81.7K +32,826 +63,127%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$58.2K -$1.91K -767 -3%
EGM
42
Engineers Gate Manager
New York
$57.5K -$31.8K -12,779 -36%
Charles Schwab
43
Charles Schwab
California
$56.7K – – –
XT
44
XTX Topco
Cayman Islands
$43.1K +$43.1K +17,318 New
Vontobel Holding
45
Vontobel Holding
Switzerland
$42.3K – – –
NS
46
NBC Securities
Alabama
$37K -$104K -42,000 -74%
SGCA
47
Steel Grove Capital Advisors
Tennessee
$36.7K +$36.7K +14,411 New
SC
48
Savant Capital
Illinois
$33.6K – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$33K +$1.62K +650 +5%
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$33K -$42.2K -16,950 -56%
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