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Upland Software
UPLD

94 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

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

21% more funds holding

Funds holding: 78 → 94 (+16)

0.04% more ownership

Funds ownership: 7.93% → 7.96% (+0.04%)

10% less call options, than puts

Call options by funds: $375K | Put options by funds: $416K

11% less capital invested

Capital invested by funds: $120M → $106M (-$13.4M)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.37%
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
Hodges Capital Management
Texas
+$9.97M
2
Man Group
Man Group
United Kingdom
+$924K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$839K
4
Citigroup
Citigroup
New York
+$650K
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$628K

Top Sellers

1
FDS
First Dallas Securities
Texas
-$5.98M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$3.1M
3
PVM
Palogic Value Management
Texas
-$2.71M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$1.92M
5
ICM
Invenomic Capital Management
Massachusetts
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
51
HRT Financial
New York
$216K +$221K +5,123 New
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$213K +$218K +5,045 New
6CM
53
683 Capital Management
New York
$207K +$212K +4,893 New
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$203K -$20K -462 -9%
Walleye Capital
55
Walleye Capital
New York
$195K -$691K -15,979 -78%
Marshall Wace
56
Marshall Wace
United Kingdom
$187K +$191K +4,415 New
FDS
57
First Dallas Securities
Texas
$184K -$5.98M -138,381 -97%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$177K – – –
Group One Trading
59
Group One Trading
Illinois
$147K +$35.8K +829 +31%
OQS
60
Occudo Quantitative Strategies
Florida
$113K -$47.8K -1,105 -29%
CSS
61
Cubist Systematic Strategies
Connecticut
$104K +$107K +2,465 New
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$103K +$106K +2,441 New
Charles Schwab
63
Charles Schwab
California
$96.3K +$98.5K +2,278 New
American Century Companies
64
American Century Companies
Missouri
$94K +$96K +2,222 New
Vontobel Holding
65
Vontobel Holding
Switzerland
$71.9K – – –
PCM
66
Prelude Capital Management
New York
$64.6K -$50.4K -1,166 -43%
SGCA
67
Steel Grove Capital Advisors
Tennessee
$61K – – –
SSA
68
Schonfeld Strategic Advisors
New York
$59.7K +$61K +1,411 New
Simplex Trading
69
Simplex Trading
Illinois
$58K +$59.3K +1,371 New
B
70
Bridgeworth
Alabama
$57.1K – – –
YIH
71
Y-Intercept (HK)
Hong Kong
$56.8K +$58K +1,342 New
OAM
72
Oxford Asset Management
United Kingdom
$52.4K +$53.6K +1,239 New
PP
73
Pingora Partners
Wyoming
$49.9K +$51K +1,180 New
Osaic Holdings
74
Osaic Holdings
Arizona
$49.2K +$14.9K +345 +42%
ECM
75
ExodusPoint Capital Management
New York
$49K +$49.9K +1,155 New
1 2
3
4

UPLD Hedge Fund Activity: Q4 2023 in Review

94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2023, worth a combined $106M — down 11% from $120M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UPLD positions and 4 closed out — a net gain of 17 holders — while 24 added to existing stakes and 33 trimmed.

The largest buyer was Hodges Capital Management, adding an estimated $9.97M. The largest seller was First Dallas Securities, cutting an estimated $5.98M.

  • 94 institutional investors held Upland Software (UPLD) as of Q4 2023, up from 78 in Q3 2023.
  • Funds reported $106M of Upland Software stock for Q4 2023, down 11% quarter-over-quarter.
  • 21 funds opened new Upland Software positions in Q4 2023 and 4 closed out, a net change of +17 holders.
  • The largest Upland Software buyer in Q4 2023 was Hodges Capital Management, an estimated $9.97M added.
  • The largest Upland Software seller in Q4 2023 was First Dallas Securities, an estimated $5.98M sold.

Based on aggregated 13F filings for Q4 2023.