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Upland Software
UPLD

Overview Fund Activity

80 hedge funds and large institutions have $60.1M invested in Upland Software in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 42 reducing their positions, and 18 closing their positions.

Holders
80
Holders Change
-15
Holders Change %
-15.79%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
42
Closed
18
Calls
$91K
Puts
$213K
Net Calls
-$122K
Net Calls Change
-$81K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$801K
2
Man Group
2
Man Group
United Kingdom
$951K
3
Jane Street
3
Jane Street
New York
$655K
4
BCM
4
Bridgeway Capital Management
Texas
$475K
5
Ameriprise
5
Ameriprise
Minnesota
$4.05M

Top Sellers

1
HCM
1
Hodges Capital Management
Texas
$4.1M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
ICM
3
Invenomic Capital Management
Massachusetts
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$446K
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$75.2K +$6.55K +2,119 +10%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$72.5K -$2.9K -938 -4%
Charles Schwab
53
Charles Schwab
California
$70.4K – – –
Morgan Stanley
54
Morgan Stanley
New York
$67.2K -$342K -110,736 -84%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$53.4K +$18.6K +6,032 +54%
Vontobel Holding
56
Vontobel Holding
Switzerland
$52.5K – – –
Group One Trading
57
Group One Trading
Illinois
$49.8K -$57.6K -18,629 -54%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$47.7K +$47.7K +11,946 New
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$47.2K +$47.2K +10,984 New
SGCA
60
Steel Grove Capital Advisors
Tennessee
$44.5K – – –
PAS
61
Point72 Asia (Singapore)
Singapore
$40.6K +$36.6K +11,856 +923%
OAM
62
Oxford Asset Management
United Kingdom
$39K +$732 +237 +2%
FDS
63
First Dallas Securities
Texas
$39K -$96.7K -31,000 -71%
UBS Group
64
UBS Group
Switzerland
$38.6K +$25.9K +8,385 +204%
PP
65
Pingora Partners
Wyoming
$36.5K – – –
Osaic Holdings
66
Osaic Holdings
Arizona
$35.9K – – –
Goldman Sachs
67
Goldman Sachs
New York
$32.9K -$1.76K -569 -5%
Wolverine Trading
68
Wolverine Trading
Illinois
$31K +$31K +10,024 New
CFM
69
Catalyst Funds Management
Australia
$22.2K +$22.2K +7,200 New
QT
70
Quantbot Technologies
New York
$10.8K -$1.55K -500 -13%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$5.86K -$83 -27 -1%
Federated Hermes
72
Federated Hermes
Pennsylvania
$2.91K +$1.62K +523 +125%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$2.25K – – –
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$850 -$46 -15 -5%
Wells Fargo
75
Wells Fargo
California
$689 +$9 +3 +1%
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