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Upland Software

149 hedge funds and large institutions have $426M invested in Upland Software in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% less ownership

Funds ownership: 8.06%7.78% (-0.29%)

3% less capital invested

Capital invested by funds: $441M → $426M (-$14.8M)

8% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $18.1M

4% less funds holding

Funds holding: 155149 (-6)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
149
Holders Change
-6
Holders Change %
-3.87%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
48
Reduced
54
Closed
32
Calls
$16.6M
Puts
$18.1M
Net Calls
-$1.5M
Net Calls Change
-$8.54M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
51
Needham Investment Management
New York
$1.23M -$2.02M -11,000 -61%
BCM
52
Bluefin Capital Management
New York
$1.21M +$519K +2,828 +70%
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$1.15M -$377K -2,053 -24%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.14M +$1.19M +6,478 New
HT
55
HAP Trading
New York
$1.12M +$12.7K +69 +1%
Morgan Stanley
56
Morgan Stanley
New York
$1.09M -$1.77M -9,632 -61%
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.08M +$95.4K +520 +9%
AQR Capital Management
58
AQR Capital Management
Connecticut
$1.08M +$47.3K +258 +4%
KCM
59
Kennedy Capital Management
Missouri
$1.07M +$1.12M +6,097 New
CSS
60
Cubist Systematic Strategies
Connecticut
$910K -$1.77M -9,640 -65%
GCP
61
GSA Capital Partners
United Kingdom
$894K +$258K +1,406 +38%
Jane Street
62
Jane Street
New York
$869K -$929K -5,065 -51%
ERSOT
63
Employees Retirement System of Texas
Texas
$863K +$422K +2,300 +88%
Renaissance Technologies
64
Renaissance Technologies
New York
$840K -$2.07M -11,302 -70%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$730K +$171K +934 +29%
HT
66
HighTower Trust
Texas
$692K +$721K +3,928 New
Invesco
67
Invesco
Georgia
$656K +$342K +1,865 +100%
Walleye Trading
68
Walleye Trading
New York
$610K +$636K +3,465 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$606K -$58K -316 -8%
RHJA
70
Rice Hall James & Associates
California
$571K +$18.3K +100 +3%
Group One Trading
71
Group One Trading
Illinois
$566K -$14.5K -79 -2%
AG
72
Algert Global
California
$549K +$369K +2,013 +183%
RGI
73
River Global Investors
United Kingdom
$535K +$558K +3,040 New
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$534K +$556K +3,030 New
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$532K -$552K -3,008 -50%

UPLD Hedge Fund Activity: Q1 2022 in Review

149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2022, worth a combined $426M — down 3.4% from $441M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UPLD and 27 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 48 added.

The largest buyer was Vanguard Group, adding an estimated $9.49M. The largest seller was Millennium Management, cutting an estimated $6.35M.

  • 149 institutional investors held Upland Software (UPLD) as of Q1 2022, down from 155 in Q4 2021.
  • Funds reported $426M of Upland Software stock for Q1 2022, down 3.4% quarter-over-quarter.
  • 27 funds opened new Upland Software positions in Q1 2022 and 32 closed out, a net change of -5 holders.
  • The largest Upland Software buyer in Q1 2022 was Vanguard Group, an estimated $9.49M added.
  • The largest Upland Software seller in Q1 2022 was Millennium Management, an estimated $6.35M sold.

Based on aggregated 13F filings for Q1 2022.