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Upland Software
UPLD

Overview Fund Activity

121 hedge funds and large institutions have $116M invested in Upland Software in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-10
Holders Change %
-7.63%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
53
Reduced
29
Closed
30
Calls
$2.04M
Puts
$695K
Net Calls
+$1.35M
Net Calls Change
+$99K

Top Buyers

1
2C
1
272 Capital
Texas
$5.27M
2
BFM
2
Boothbay Fund Management
New York
$2.48M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$2.75M
4
ICM
4
Invenomic Capital Management
Massachusetts
$2.86M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.64M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$0
2
SCA
2
Summit Creek Advisors
Minnesota
$0
3
MAMU
3
Marathon Asset Management (UK)
United Kingdom
$2.75M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
51
Tocqueville Asset Management
New York
$366K -$344K -80,000 -48%
Morgan Stanley
52
Morgan Stanley
New York
$361K -$667K -155,208 -65%
CSS
53
Cubist Systematic Strategies
Connecticut
$286K -$67K -15,571 -19%
Invesco
54
Invesco
Georgia
$274K +$51.5K +11,986 +23%
KCM
55
Kennedy Capital Management
Missouri
$259K – – –
Squarepoint
56
Squarepoint
New York
$258K +$165K +38,454 +178%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$246K +$3.23K +751 +1%
AIMCA
58
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$220K – – –
Barclays
59
Barclays
United Kingdom
$216K +$124K +28,886 +135%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$194K +$1.13K +262 +0.6%
Jane Street
61
Jane Street
New York
$188K -$51.8K -12,042 -22%
HT
62
HighTower Trust
Texas
$185K – – –
UBS Group
63
UBS Group
Switzerland
$179K +$53.5K +12,435 +43%
FDS
64
First Dallas Securities
Texas
$178K +$87.9K +20,500 +98%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$166K – – –
AllianceBernstein
66
AllianceBernstein
Tennessee
$154K – – –
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$153K +$116K +26,869 +312%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$145K +$145K +33,592 New
DTL
69
Dynamic Technology Lab
Singapore
$128K +$20K +4,661 +19%
PCM
70
Prelude Capital Management
New York
$117K +$53.1K +12,358 +84%
QT
71
Quantbot Technologies
New York
$111K +$111K +25,701 New
Two Sigma Investments
72
Two Sigma Investments
New York
$104K +$58.9K +13,703 +132%
BCM
73
Brainard Capital Management
Texas
$101K – – –
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$100K +$70.1K +16,251 +235%
Wolverine Trading
75
Wolverine Trading
Illinois
$98K -$6.93K -1,710 -7%
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3
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