We are live on ! Find out more
UPLD icon

Upland Software

56 hedge funds and large institutions have $18.7M invested in Upland Software in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,675% more call options, than puts

Call options by funds: $151K | Put options by funds: $4K

0.29% less ownership

Funds ownership: 4.81%4.52% (-0.29%)

16% less funds holding

Funds holding: 6756 (-11)

43% less capital invested

Capital invested by funds: $32.8M → $18.7M (-$14.1M)

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
56
Holders Change
-11
Holders Change %
-16.42%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
27
Closed
13
Calls
$151K
Puts
$4K
Net Calls
+$147K
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$91.6K +$22.9K +1,204 +23%
ECM
27
Evergreen Capital Management
Washington
$89.2K
UBS Group
28
UBS Group
Switzerland
$71.4K -$2.23K -117 -2%
Boston Partners
29
Boston Partners
Massachusetts
$64.8K -$10.7K -559 -11%
QC
30
Quadrature Capital
United Kingdom
$58.6K +$78.1K +4,099 New
XT
31
XTX Topco
Cayman Islands
$55.8K +$74.3K +3,899 New
HSBC Holdings
32
HSBC Holdings
United Kingdom
$55.2K
CC
33
Centiva Capital
New York
$47K +$21K +1,102 +50%
Bank of America
34
Bank of America
North Carolina
$45.6K -$3.49K -183 -5%
Citadel Advisors
35
Citadel Advisors
Florida
$44.5K +$59.3K +3,111 New
Barclays
36
Barclays
United Kingdom
$43.2K
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$34K
Fidelity Investments
38
Fidelity Investments
Massachusetts
$28.2K
FHC
39
First Heartland Consultants
Missouri
$25.5K +$5.16K +271 +18%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$23.7K -$125K -6,542 -80%
SGCA
41
Steel Grove Capital Advisors
Tennessee
$20.6K
SC
42
Savant Capital
Illinois
$19.3K
Walleye Capital
43
Walleye Capital
New York
$19.1K -$11.4K -600 -31%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$16.8K -$3.6K -189 -14%
RWM
45
Ritholtz Wealth Management
New York
$16.7K -$75.4K -3,958 -77%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$15.7K -$68.5K -3,597 -77%
Osaic Holdings
47
Osaic Holdings
Arizona
$12K -$5.53K -290 -26%
Federated Hermes
48
Federated Hermes
Pennsylvania
$3.19K -$572 -30 -12%
NA
49
NewEdge Advisors
Louisiana
$3.04K -$27.2K -1,429 -87%
AAP
50
Arax Advisory Partners
Colorado
$2.86K +$1.91K +100 +100%