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Upland Software
UPLD

Overview Fund Activity

95 hedge funds and large institutions have $106M invested in Upland Software in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+16
Holders Change %
+20.25%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
24
Reduced
33
Closed
4
Calls
$375K
Puts
$416K
Net Calls
-$41K
Net Calls Change
-$942K

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$16.9M
2
Man Group
2
Man Group
United Kingdom
$904K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.04M
4
Citigroup
4
Citigroup
New York
$758K
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$3.55M

Top Sellers

1
FDS
1
First Dallas Securities
Texas
$184K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.03M
3
PVM
3
Palogic Value Management
Texas
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.35M
5
ICM
5
Invenomic Capital Management
Massachusetts
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
51
HRT Financial
New York
$216K +$216K +51,229 New
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$213K +$213K +50,453 New
6CM
53
683 Capital Management
New York
$207K +$207K +48,930 New
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$203K -$19.6K -4,617 -9%
Walleye Capital
55
Walleye Capital
New York
$195K -$676K -159,789 -78%
Marshall Wace
56
Marshall Wace
United Kingdom
$187K +$187K +44,145 New
FDS
57
First Dallas Securities
Texas
$184K -$5.85M -1,383,814 -97%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$177K – – –
Group One Trading
59
Group One Trading
Illinois
$147K +$35.1K +8,289 +31%
OQS
60
Occudo Quantitative Strategies
Florida
$113K -$46.7K -11,044 -29%
CSS
61
Cubist Systematic Strategies
Connecticut
$104K +$104K +24,653 New
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$103K +$103K +24,407 New
Charles Schwab
63
Charles Schwab
California
$96.3K +$96.3K +22,775 New
American Century Companies
64
American Century Companies
Missouri
$94K +$94K +22,223 New
Vontobel Holding
65
Vontobel Holding
Switzerland
$71.9K – – –
PCM
66
Prelude Capital Management
New York
$64.6K -$49.3K -11,662 -43%
SGCA
67
Steel Grove Capital Advisors
Tennessee
$61K – – –
SSA
68
Schonfeld Strategic Advisors
New York
$59.7K +$59.7K +14,106 New
Simplex Trading
69
Simplex Trading
Illinois
$58K +$58K +13,713 New
B
70
Bridgeworth
Alabama
$57.1K – – –
YIH
71
Y-Intercept (HK)
Hong Kong
$56.8K +$56.8K +13,424 New
OAM
72
Oxford Asset Management
United Kingdom
$52.4K +$52.4K +12,388 New
PP
73
Pingora Partners
Wyoming
$49.9K +$49.9K +11,800 New
Osaic Holdings
74
Osaic Holdings
Arizona
$49.2K +$14.6K +3,450 +42%
ECM
75
ExodusPoint Capital Management
New York
$49K +$49K +11,550 New
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