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Upland Software
UPLD

Overview Fund Activity

127 hedge funds and large institutions have $339M invested in Upland Software in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 31 closing their positions.

Holders
127
Holders Change
-22
Holders Change %
-14.77%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
46
Reduced
48
Closed
31
Calls
$19.7M
Puts
$23.9M
Net Calls
-$4.21M
Net Calls Change
-$2.72M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$12.3M
2
BlackRock
2
BlackRock
New York
$33M
3
NIM
3
Needham Investment Management
New York
$6.32M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.27M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.22M

Top Sellers

1
CI
1
Cooper Investors
Australia
$0
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$530K
4
Norges Bank
4
Norges Bank
Norway
$0
5
DMKJ
5
David M. Knott Jr
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$938K 64,626 +34,326 +113%
KCM
52
Kennedy Capital Management
Missouri
$877K 60,392 -574 -0.9%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$841K 57,946 -6,829 -11%
EGM
54
Engineers Gate Manager
New York
$806K 55,517 +55,517 New
AQR Capital Management
55
AQR Capital Management
Connecticut
$748K 51,549 -9,557 -16%
ERSOT
56
Employees Retirement System of Texas
Texas
$711K 49,000 – –
Invesco
57
Invesco
Georgia
$609K 41,985 +4,747 +13%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$602K 41,465 +12,470 +43%
VI
59
Versor Investments
New York
$538K 37,070 +37,070 New
Goldman Sachs
60
Goldman Sachs
New York
$530K 36,542 -361,311 -91%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$520K 35,782 +1,342 +4%
RGI
62
River Global Investors
United Kingdom
$499K 34,400 +4,000 +13%
M&T Bank
63
M&T Bank
New York
$496K 34,172 +18,544 +119%
RHJA
64
Rice Hall James & Associates
California
$486K 33,473 +1,039 +3%
AllianceBernstein
65
AllianceBernstein
Tennessee
$433K 29,800 +3,600 +14%
FG
66
Formula Growth
Quebec, Canada
$405K 27,900 – –
NYLIM
67
New York Life Investment Management
New York
$385K 26,481 +26,481 New
TRCT
68
Tower Research Capital (TRC)
New York
$366K 25,216 +22,769 +930%
UBS AM
69
UBS AM
Illinois
$365K 25,106 – –
Walleye Trading
70
Walleye Trading
New York
$355K 24,471 -10,174 -29%
Bank of America
71
Bank of America
North Carolina
$339K 23,371 +4,938 +27%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$299K 20,615 -43 -0.2%
FDS
73
First Dallas Securities
Texas
$296K 20,400 +7,500 +58%
CS
74
Credit Suisse
Switzerland
$256K 17,615 -1,047 -6%
Deutsche Bank
75
Deutsche Bank
Germany
$253K 17,441 -3,059 -15%
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