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Upland Software
UPLD

Overview Fund Activity

64 hedge funds and large institutions have $41.7M invested in Upland Software in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 22 closing their positions.

Holders
64
Holders Change
-16
Holders Change %
-20%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
30
Closed
22
Calls
$36K
Puts
$128K
Net Calls
-$92K
Net Calls Change
+$30K

Top Buyers

1
CM
1
CastleKnight Management
New York
$3.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$718K
3
HBCM
3
Heron Bay Capital Management
Michigan
$185K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.15M
5
Ameriprise
5
Ameriprise
Minnesota
$3.31M

Top Sellers

1
2C
1
272 Capital
Texas
$1.84M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
BFM
5
Boothbay Fund Management
New York
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
51
Group One Trading
Illinois
$10.5K -$29.6K -11,880 -74%
TRCT
52
Tower Research Capital (TRC)
New York
$7.31K +$7.31K +2,934 New
Russell Investments Group
53
Russell Investments Group
United Kingdom
$4.73K – – –
HI
54
Harbour Investments
Wisconsin
$2.49K +$2.49K +1,000 New
Federated Hermes
55
Federated Hermes
Pennsylvania
$1.93K -$413 -166 -18%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$1.62K -$197 -79 -11%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$685 – – –
GWSG
58
GPS Wealth Strategies Group
Colorado
$623 +$526 +211 +541%
UBS Group
59
UBS Group
Switzerland
$129 -$30.9K -12,440 -100%
BFS
60
Burkett Financial Services
South Carolina
$125 – – –
Citigroup
61
Citigroup
New York
$97 -$163K -65,477 -100%
AIM
62
Anchor Investment Management
South Carolina
$42 – – –
IC
63
Innealta Capital
Texas
$35 +$35 +14 New
HNB
64
Huntington National Bank
Ohio
$2 – – –
First Eagle Investment Management
65
First Eagle Investment Management
New York
– -$1.84M -594,819 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$801K -259,361 Closed
Victory Capital Management
67
Victory Capital Management
Texas
– -$732K -237,037 Closed
AQR Capital Management
68
AQR Capital Management
Connecticut
– -$294K -95,266 Closed
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
– -$252K -81,700 Closed
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
– -$189K -61,187 Closed
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
– -$159K -51,600 Closed
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
– -$127K -41,000 Closed
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
– -$123K -39,889 Closed
CSS
74
Cubist Systematic Strategies
Connecticut
– -$105K -34,063 Closed
Walleye Capital
75
Walleye Capital
New York
– -$103K -33,172 Closed
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