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Upland Software

43 hedge funds and large institutions have $6.72M invested in Upland Software in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% less ownership

Funds ownership: 4.52%3.46% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

23% less funds holding

Funds holding: 5643 (-13)

64% less capital invested

Capital invested by funds: $18.7M → $6.72M (-$12M)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
43
Holders Change
-13
Holders Change %
-23.21%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
13
Closed
18
Calls
$35K
Puts
Net Calls
+$35K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$20.1K
HBCM
27
Heron Bay Capital Management
Michigan
$18.1K -$58.8K -5,599 -67%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$16K
FHC
29
First Heartland Consultants
Missouri
$13.3K +$2.28K +217 +12%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$11.5K -$2.65K -253 -13%
SGCA
31
Steel Grove Capital Advisors
Tennessee
$9.6K
TSS
32
Two Sigma Securities
New York
$9.1K +$14.3K +1,367 New
SC
33
Savant Capital
Illinois
$8.99K
VGA
34
Vanguard Global Advisers
Pennsylvania
$6.44K +$10.1K +967 New
Osaic Holdings
35
Osaic Holdings
Arizona
$4.5K -$1.73K -165 -20%
Federated Hermes
36
Federated Hermes
Pennsylvania
$888 -$944 -90 -40%
Morgan Stanley
37
Morgan Stanley
New York
$392
CA
38
CoreCap Advisors
Michigan
$336
TRCT
39
Tower Research Capital (TRC)
New York
$298 +$472 +45 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$148 +$52 +5 +29%
SPIA
41
Steward Partners Investment Advisory
New York
$13
AIM
42
Anchor Investment Management
South Carolina
$11
SS
43
SBI Securities
Japan
$3
CIAM
44
Caitong International Asset Management
Hong Kong
$1
HNB
45
Huntington National Bank
Ohio
$1
NSCM
46
New South Capital Management
Tennessee
-$1.27M -88,709 Closed
Marshall Wace
47
Marshall Wace
United Kingdom
-$676K -47,250 Closed
Two Sigma Advisers
48
Two Sigma Advisers
New York
-$479K -33,530 Closed
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
-$397K -27,779 Closed
BCM
50
Bridgeway Capital Management
Texas
-$223K -15,560 Closed