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Upland Software
UPLD

134 hedge funds and large institutions have $194M invested in Upland Software in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 33

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

6% more funds holding

Funds holding: 127 → 134 (+7)

0.09% more ownership

Funds ownership: 7.47% → 7.56% (+0.09%)

25% less call options, than puts

Call options by funds: $3.88M | Put options by funds: $5.14M

43% less capital invested

Capital invested by funds: $339M → $194M (-$145M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
134
Holders Change
+7
Holders Change %
+5.51%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
50
Reduced
33
Closed
24
Calls
$3.88M
Puts
$5.14M
Net Calls
-$1.26M
Net Calls Change
+$2.95M

Top Buyers

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$4.24M
2
RHJA
Rice Hall James & Associates
California
+$3.67M
3
Millennium Management
Millennium Management
New York
+$3.64M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$3.57M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.52M

Top Sellers

Rank Fund Capital Flow
1
MAMU
Marathon Asset Management (UK)
United Kingdom
-$12.4M
2
GIPM
G2 Investment Partners Management
New York
-$6.08M
3
BCA
Bernzott Capital Advisors
California
-$5.91M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$5.48M
5
SI
Scout Investments
Missouri
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$474K +$387K +3,494 +150%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$468K -$3.98K -36 -0.6%
BFM
53
Boothbay Fund Management
New York
$438K +$596K +5,390 New
RGI
54
River Global Investors
United Kingdom
$405K +$170K +1,540 +45%
M&T Bank
55
M&T Bank
New York
$392K +$154K +1,396 +41%
DTL
56
Dynamic Technology Lab
Singapore
$362K +$493K +4,452 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$357K +$26.7K +241 +6%
PAM
58
Panagora Asset Management
Massachusetts
$357K +$486K +4,394 New
CM
59
CastleKnight Management
New York
$350K +$476K +4,300 New
Invesco
60
Invesco
Georgia
$329K -$17.3K -156 -4%
HT
61
HighTower Trust
Texas
$322K +$438K +3,960 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$291K -$221 -2 -0.1%
GCM
63
Graham Capital Management
Connecticut
$290K +$396K +3,577 New
Simplex Trading
64
Simplex Trading
Illinois
$289K +$394K +3,559 New
AllianceBernstein
65
AllianceBernstein
Tennessee
$263K +$27.7K +250 +8%
JF
66
Jump Financial
Illinois
$239K +$325K +2,940 New
NYLIM
67
New York Life Investment Management
New York
$232K +$23.2K +210 +8%
Allspring Global Investments
68
Allspring Global Investments
North Carolina
$230K +$142K +1,286 +83%
BCM
69
Bluefin Capital Management
New York
$229K -$558K -5,047 -64%
FG
70
Formula Growth
Quebec, Canada
$227K – – –
TI
71
Trexquant Investment
Connecticut
$222K +$303K +2,734 New
HSBC Holdings
72
HSBC Holdings
United Kingdom
$214K +$285K +2,576 New
N
73
Natixis
France
$169K +$226K +2,039 New
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$168K +$553 +5 +0.2%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$168K +$135K +1,222 +145%
1 2
3
4 5

UPLD Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2022, worth a combined $194M — down 43% from $339M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UPLD positions and 24 closed out — a net gain of 7 holders — while 50 added to existing stakes and 33 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $4.24M. The largest seller was Marathon Asset Management (UK), cutting an estimated $12.4M.

  • 134 institutional investors held Upland Software (UPLD) as of Q3 2022, up from 127 in Q2 2022.
  • Funds reported $194M of Upland Software stock for Q3 2022, down 43% quarter-over-quarter.
  • 31 funds opened new Upland Software positions in Q3 2022 and 24 closed out, a net change of +7 holders.
  • The largest Upland Software buyer in Q3 2022 was Jacobs Levy Equity Management, an estimated $4.24M added.
  • The largest Upland Software seller in Q3 2022 was Marathon Asset Management (UK), an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2022.