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Upland Software
UPLD

Overview Fund Activity

149 hedge funds and large institutions have $426M invested in Upland Software in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 32 closing their positions.

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
48
Reduced
55
Closed
32
Calls
$16.6M
Puts
$18.1M
Net Calls
-$1.5M
Net Calls Change
-$8.54M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.7M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.45M
3
HCM
3
Hodges Capital Management
Texas
$9.47M
4
GIPM
4
G2 Investment Partners Management
New York
$6.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$5.06M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.87M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$45M
3
RCMC
3
RK Capital Management (Colorado)
Colorado
$0
4
WA
4
Wasatch Advisors
Utah
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
NIM
51
Needham Investment Management
New York
$1.23M 70,000 -110,000 -61%
BCM
52
Bluefin Capital Management
New York
$1.21M 68,793 +28,285 +70%
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$1.15M 65,284 -20,527 -24%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.14M 64,775 +64,775 New
HT
55
HAP Trading
New York
$1.12M 63,751 +688 +1%
Morgan Stanley
56
Morgan Stanley
New York
$1.09M 61,733 -96,319 -61%
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.08M 61,400 +5,200 +9%
AQR Capital Management
58
AQR Capital Management
Connecticut
$1.08M 61,106 +2,572 +4%
KCM
59
Kennedy Capital Management
Missouri
$1.07M 60,966 +60,966 New
CSS
60
Cubist Systematic Strategies
Connecticut
$910K 51,651 -96,397 -65%
GCP
61
GSA Capital Partners
United Kingdom
$894K 50,749 +14,063 +38%
Jane Street
62
Jane Street
New York
$869K 49,342 -50,645 -51%
ERSOT
63
Employees Retirement System of Texas
Texas
$863K 49,000 +23,000 +88%
Renaissance Technologies
64
Renaissance Technologies
New York
$840K 47,717 -113,026 -70%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$730K 41,530 +9,339 +29%
HT
66
HighTower Trust
Texas
$692K 39,279 +39,279 New
Invesco
67
Invesco
Georgia
$656K 37,238 +18,647 +100%
Walleye Trading
68
Walleye Trading
New York
$610K 34,645 +34,645 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$606K 34,440 -3,158 -8%
RHJA
70
Rice Hall James & Associates
California
$571K 32,434 +1,001 +3%
Group One Trading
71
Group One Trading
Illinois
$566K 32,147 -792 -2%
AG
72
Algert Global
California
$549K 31,152 +20,132 +183%
RGI
73
River Global Investors
United Kingdom
$535K 30,400 +30,400 New
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$534K 30,300 +30,300 New
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$532K 30,226 -30,080 -50%
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