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Upland Software
UPLD

Overview Fund Activity

70 hedge funds and large institutions have $42.6M invested in Upland Software in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
25
Closed
17
Calls
$86K
Puts
$131K
Net Calls
-$45K
Net Calls Change
-$158K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$1.12M
2
GC
2
Globeflex Capital
California
$539K
3
IA
3
Inspire Advisors
Idaho
$338K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$402K
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$291K

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
NSCM
2
New South Capital Management
Tennessee
$3.37M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$46.4K
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
26
Walleye Capital
New York
$259K -$69.1K -24,152 -21%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$240K -$9.26K -3,238 -4%
Bank of America
28
Bank of America
North Carolina
$218K -$14.5K -5,077 -6%
Invesco
29
Invesco
Georgia
$216K -$67.8K -23,698 -24%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$205K +$32K +11,173 +19%
Millennium Management
31
Millennium Management
New York
$158K -$146K -51,223 -48%
Northern Trust
32
Northern Trust
Illinois
$151K – – –
RWM
33
Ritholtz Wealth Management
New York
$138K +$138K +48,397 New
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$126K – – –
UBS Group
35
UBS Group
Switzerland
$124K -$86.1K -30,100 -41%
Morgan Stanley
36
Morgan Stanley
New York
$120K -$4.2K -1,470 -3%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$115K – – –
Jane Street
38
Jane Street
New York
$112K -$210K -73,529 -65%
Barclays
39
Barclays
United Kingdom
$94K – – –
SSA
40
Schonfeld Strategic Advisors
New York
$86.8K +$86.8K +30,349 New
Citadel Advisors
41
Citadel Advisors
Florida
$69.3K +$52.6K +18,389 +316%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$66.9K – – –
Charles Schwab
43
Charles Schwab
California
$65.1K -$72 -25 -0.1%
AG
44
Algert Global
California
$65K – – –
American Century Companies
45
American Century Companies
Missouri
$55.1K +$55.1K +19,266 New
XT
46
XTX Topco
Cayman Islands
$50.4K +$11.4K +3,977 +29%
Goldman Sachs
47
Goldman Sachs
New York
$46.4K -$330K -115,217 -88%
SGCA
48
Steel Grove Capital Advisors
Tennessee
$41.2K – – –
RS
49
R Squared
Hong Kong
$38.6K +$33.5K +11,700 +646%
SC
50
Savant Capital
Illinois
$38.6K – – –
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