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Upland Software
UPLD

Overview Fund Activity

65 hedge funds and large institutions have $27.9M invested in Upland Software in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
25
Closed
12
Calls
$90K
Puts
$101K
Net Calls
-$11K
Net Calls Change
+$34K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$387K
2
Squarepoint
2
Squarepoint
New York
$166K
3
ECM
3
Evergreen Capital Management
Washington
$122K
4
RHJA
4
Rice Hall James & Associates
California
$1.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$115K

Top Sellers

1
NSCM
1
New South Capital Management
Tennessee
$1.94M
2
Ameriprise
2
Ameriprise
Minnesota
$2.33M
3
IA
3
Inspire Advisors
Idaho
$55K
4
Millennium Management
4
Millennium Management
New York
$0
5
Man Group
5
Man Group
United Kingdom
$538K
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$23.7K 12,162 +222 +2%
American Century Companies
52
American Century Companies
Missouri
$20.5K 10,520 -8,746 -45%
Morgan Stanley
53
Morgan Stanley
New York
$14.1K 7,244 -34,688 -83%
TRCT
54
Tower Research Capital (TRC)
New York
$7.94K 4,071 +4,071 New
Federated Hermes
55
Federated Hermes
Pennsylvania
$4.93K 2,527 – –
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$4K 1,888 +1,888 New
Group One Trading
57
Group One Trading
Illinois
$448 230 -600 -72%
MCM
58
MAI Capital Management
Ohio
$402 206 -30 -13%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$400 205 +16 +8%
Raymond James Financial
60
Raymond James Financial
Florida
$187 96 +96 New
Citigroup
61
Citigroup
New York
$76 39 – –
SPIA
62
Steward Partners Investment Advisory
New York
$39 20 – –
AIM
63
Anchor Investment Management
South Carolina
$33 17 – –
SS
64
SBI Securities
Japan
$20 10 +10 New
HNB
65
Huntington National Bank
Ohio
$2 1 – –
Millennium Management
66
Millennium Management
New York
– – -55,141 Closed
SSA
67
Schonfeld Strategic Advisors
New York
– – -30,349 Closed
AG
68
Algert Global
California
– – -22,860 Closed
RS
69
R Squared
Hong Kong
– – -13,510 Closed
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
– – -11,477 Closed
SG Americas Securities
71
SG Americas Securities
New York
– – -10,897 Closed
KCM
72
Kathmere Capital Management
Pennsylvania
– – -10,783 Closed
LCM
73
Legato Capital Management
California
– – -10,071 Closed
HI
74
Harbour Investments
Wisconsin
– – -1,000 Closed
SIC
75
SJS Investment Consulting
Ohio
– – -300 Closed
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3
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