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Upland Software
UPLD

Overview Fund Activity

75 hedge funds and large institutions have $65M invested in Upland Software in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
24
Reduced
19
Closed
14
Calls
$408K
Puts
$295K
Net Calls
+$113K
Net Calls Change
+$92K

Top Buyers

1
RHJA
1
Rice Hall James & Associates
California
$4.19M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$1.76M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$812K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.4M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$5.65M

Top Sellers

1
2C
1
272 Capital
Texas
$37.4K
2
KLP
2
Kent Lake PR
Puerto Rico
$0
3
CM
3
CastleKnight Management
New York
$4.43M
4
BFM
4
Boothbay Fund Management
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$400K
Name Market Value Shares Shares
Change 		Shares
Change %
HBCM
26
Heron Bay Capital Management
Michigan
$421K 96,963 +18,057 +23%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$400K 92,151 -207,882 -69%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$379K 87,264 +8,638 +11%
Bank of America
29
Bank of America
North Carolina
$353K 81,386 +37,855 +87%
UBS Group
30
UBS Group
Switzerland
$318K 73,355 +40,477 +123%
Mackenzie Financial
31
Mackenzie Financial
Ontario, Canada
$262K 60,350 +47,109 +356%
Northern Trust
32
Northern Trust
Illinois
$229K 52,716 -3,788 -7%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$191K 44,000 – –
Morgan Stanley
34
Morgan Stanley
New York
$188K 43,402 +32,448 +296%
HCM
35
Hodges Capital Management
Texas
$185K 42,500 -63,369 -60%
CSS
36
Cubist Systematic Strategies
Connecticut
$181K 41,781 +41,781 New
HSBC Holdings
37
HSBC Holdings
United Kingdom
$173K 38,874 -2,416 -6%
GCP
38
GSA Capital Partners
United Kingdom
$167K 38,564 +38,564 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$165K 37,945 +37,945 New
QC
40
Quadrature Capital
United Kingdom
$159K 36,397 +36,397 New
Barclays
41
Barclays
United Kingdom
$143K 32,858 – –
AG
42
Algert Global
California
$99K 22,860 +22,860 New
Charles Schwab
43
Charles Schwab
California
$99K 22,800 +25 +0.1%
Prudential Financial
44
Prudential Financial
New Jersey
$95.3K 21,950 +21,950 New
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$89.8K 23,378 – –
CAM
46
Cresset Asset Management
Illinois
$86.8K 20,000 +20,000 New
JFG
47
Jefferies Financial Group
New York
$86.8K 20,000 +20,000 New
Vontobel Holding
48
Vontobel Holding
Switzerland
$73.8K 17,000 – –
SGCA
49
Steel Grove Capital Advisors
Tennessee
$62.5K 14,411 – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$61K 14,064 +14,064 New
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