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Upland Software
UPLD

Overview Fund Activity

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.

Holders
134
Holders Change
+7
Holders Change %
+5.51%
% of All Funds
2.32%
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

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$5.03M
2
RHJA
2
Rice Hall James & Associates
California
$2.97M
3
Millennium Management
3
Millennium Management
New York
$5.63M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$7.58M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.45M

Top Sellers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$10.8M
2
GIPM
2
G2 Investment Partners Management
New York
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
SI
4
Scout Investments
Missouri
$0
5
BCA
5
Bernzott Capital Advisors
California
$4.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$474K 58,314 +34,943 +150%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$468K 57,590 -356 -0.6%
BFM
53
Boothbay Fund Management
New York
$438K 53,901 +53,901 New
RGI
54
River Global Investors
United Kingdom
$405K 49,800 +15,400 +45%
M&T Bank
55
M&T Bank
New York
$392K 48,130 +13,958 +41%
DTL
56
Dynamic Technology Lab
Singapore
$362K 44,523 +44,523 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$357K 43,880 +2,415 +6%
PAM
58
Panagora Asset Management
Massachusetts
$357K 43,942 +43,942 New
CM
59
CastleKnight Management
New York
$350K 43,000 +43,000 New
Invesco
60
Invesco
Georgia
$329K 40,433 -1,552 -4%
HT
61
HighTower Trust
Texas
$322K 39,600 +39,600 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$291K 35,759 -23 -0.1%
GCM
63
Graham Capital Management
Connecticut
$290K 35,773 +35,773 New
Simplex Trading
64
Simplex Trading
Illinois
$289K 35,592 +35,592 New
AllianceBernstein
65
AllianceBernstein
Tennessee
$263K 32,300 +2,500 +8%
JF
66
Jump Financial
Illinois
$239K 29,400 +29,400 New
NYLIM
67
New York Life Investment Management
New York
$232K 28,583 +2,102 +8%
Allspring Global Investments
68
Allspring Global Investments
North Carolina
$230K 28,393 +12,860 +83%
BCM
69
Bluefin Capital Management
New York
$229K 28,204 -50,462 -64%
FG
70
Formula Growth
Quebec, Canada
$227K 27,900 – –
TI
71
Trexquant Investment
Connecticut
$222K 27,343 +27,343 New
HSBC Holdings
72
HSBC Holdings
United Kingdom
$214K 25,756 +25,756 New
N
73
Natixis
France
$169K 20,391 +20,391 New
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$168K 20,672 +57 +0.3%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$168K 20,657 +12,221 +145%
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