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Upland Software
UPLD

Overview Fund Activity

90 hedge funds and large institutions have $97.4M invested in Upland Software in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 39 closing their positions.

Holders
90
Holders Change
-31
Holders Change %
-25.62%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
38
Closed
39
Calls
$1.34M
Puts
$637K
Net Calls
+$700K
Net Calls Change
-$649K

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$12.3M
2
NSCM
2
New South Capital Management
Tennessee
$5.77M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.64M
4
Ameriprise
4
Ameriprise
Minnesota
$5.35M
5
RC
5
RBF Capital
California
$1.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.99M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$682K
4
NIM
4
Needham Investment Management
New York
$360K
5
State Street
5
State Street
Massachusetts
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
51
Occudo Quantitative Strategies
Florida
$196K -$146K -40,663 -43%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$189K +$68K +18,878 +56%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$178K +$178K +49,415 New
JF
54
Jump Financial
Illinois
$169K +$169K +46,985 New
UBS Group
55
UBS Group
Switzerland
$159K +$9.62K +2,672 +6%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$139K +$22 +6 +0%
PCM
57
Prelude Capital Management
New York
$136K +$38.8K +10,778 +40%
Man Group
58
Man Group
United Kingdom
$134K +$134K +37,269 New
Barclays
59
Barclays
United Kingdom
$127K -$53.9K -14,985 -30%
CSS
60
Cubist Systematic Strategies
Connecticut
$123K -$116K -32,264 -49%
BCM
61
Bridgeway Capital Management
Texas
$116K +$116K +32,300 New
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$115K -$13K -3,603 -10%
YIH
63
Y-Intercept (HK)
Hong Kong
$113K +$113K +31,429 New
SOW
64
State of Wyoming
Wyoming
$85.9K +$59.2K +16,435 +221%
PFO
65
Pathstone Family Office
New Jersey
$84.2K +$84.2K +23,378 New
PMEF
66
Point72 Middle East FZE
United Arab Emirates
$84.1K +$78.9K +21,927 +1,542%
CC
67
Corton Capital
Ontario, Canada
$77.2K +$7.09K +1,970 +10%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$77K -$5.73K -1,605 -7%
DTL
69
Dynamic Technology Lab
Singapore
$72K -$34.2K -9,594 -32%
Vontobel Holding
70
Vontobel Holding
Switzerland
$61.2K – – –
SGCA
71
Steel Grove Capital Advisors
Tennessee
$51.9K – – –
B
72
Bridgeworth
Alabama
$48.6K +$48.6K +13,500 New
SSA
73
Schonfeld Strategic Advisors
New York
$40K -$28.1K -7,800 -41%
DU
74
Delphia (USA)
Ontario, Canada
$39.9K -$17K -4,719 -30%
TRCT
75
Tower Research Capital (TRC)
New York
$39K -$8.53K -2,369 -18%
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3
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