Upland Software
UPLD
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.
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: 56 → 43 (-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
Top Buyers
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$180K |
| 2 |
Two Sigma Investments
New York
|
+$131K |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$84.7K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.2K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$14.3K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Squarepoint
New York
| – | -$199K | -13,920 | Closed |
|
52
Goldman Sachs
New York
| – | -$148K | -10,383 | Closed |
|
|
RRA
53
Round Rock Advisors
Wilton,
Connecticut
| – | -$129K | -9,033 | Closed |
|
|
QC
54
Quadrature Capital
London,
United Kingdom
| – | -$58.6K | -4,099 | Closed |
|
|
CC
55
Centiva Capital
New York
| – | -$47K | -3,285 | Closed |
|
56
Citadel Advisors
Miami,
Florida
| – | -$44.5K | -3,111 | Closed |
|
|
OSAM
57
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$23.7K | -1,661 | Closed |
|
58
Walleye Capital
New York
| – | -$19.1K | -1,335 | Closed |
|
59
Dimensional Fund Advisors
Austin,
Texas
| – | -$16.8K | -1,177 | Closed |
|
|
RWM
60
Ritholtz Wealth Management
New York
| – | -$16.7K | -1,169 | Closed |
|
61
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$11.5K | -1,095 | Closed |
|
|
NA
62
NewEdge Advisors
New Orleans,
Louisiana
| – | -$3.04K | -212 | Closed |
|
|
AAP
63
Arax Advisory Partners
Denver,
Colorado
| – | -$2.86K | -200 | Closed |
|
64
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$63 | -6 | -7% |
|
65
Citigroup
New York
| – | -$1 | – | – |
|
UPLD Hedge Fund Activity: Q1 2026 in Review
43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2026, worth a combined $6.72M — down 64% from $18.7M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of UPLD and 6 opened new positions — a net loss of 12 holders — while 13 trimmed existing stakes and 10 added.
The largest buyer was Geode Capital Management, adding an estimated $180K. The largest seller was New South Capital Management, exiting entirely with an estimated $1.27M sold.
- 43 institutional investors held Upland Software (UPLD) as of Q1 2026, down from 56 in Q4 2025.
- Funds reported $6.72M of Upland Software stock for Q1 2026, down 64% quarter-over-quarter.
- 6 funds opened new Upland Software positions in Q1 2026 and 18 closed out, a net change of -12 holders.
- The largest Upland Software buyer in Q1 2026 was Geode Capital Management, an estimated $180K added.
- The largest Upland Software seller in Q1 2026 was New South Capital Management, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2026.