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Upland Software
UPLD

63 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.

New
Increased
Maintained
Reduced
Closed

0.67% less ownership

Funds ownership: 6.74% → 6.07% (-0.67%)

20% less funds holding

Funds holding: 79 → 63 (-16)

31% less capital invested

Capital invested by funds: $60.1M → $41.7M (-$18.4M)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

72% less call options, than puts

Call options by funds: $36K | Put options by funds: $128K

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

Holders
63
Holders Change
-16
Holders Change %
-20.25%
% of All Funds
0.91%
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
CastleKnight Management
New York
+$2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$489K
3
HBCM
Heron Bay Capital Management
Michigan
+$195K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$139K
5
Ameriprise
Ameriprise
Minnesota
+$51.2K

Top Sellers

1
2C
272 Capital
Texas
-$2.07M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.84M
3
BFM
Boothbay Fund Management
New York
-$742K
4
Victory Capital Management
Victory Capital Management
Texas
-$732K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
Group One Trading
51
Group One Trading
Illinois
$10.5K -$31.3K -1,188 -74%
TRCT
52
Tower Research Capital (TRC)
New York
$7.3K +$7.71K +293 New
Russell Investments Group
53
Russell Investments Group
United Kingdom
$4.73K – – –
HI
54
Harbour Investments
Wisconsin
$2.49K +$2.63K +100 New
Federated Hermes
55
Federated Hermes
Pennsylvania
$1.93K -$421 -16 -17%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$1.62K -$211 -8 -11%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$685 – – –
GWSG
58
GPS Wealth Strategies Group
Colorado
$623 +$553 +21 +525%
UBS Group
59
UBS Group
Switzerland
$129 -$32.7K -1,244 -100%
BFS
60
Burkett Financial Services
South Carolina
$125 – – –
Citigroup
61
Citigroup
New York
$97 -$172K -6,548 -100%
AIM
62
Anchor Investment Management
South Carolina
$42 – – –
IC
63
Innealta Capital
Texas
$35 +$26 +1 New
HNB
64
Huntington National Bank
Ohio
$2 – – –
First Eagle Investment Management
65
First Eagle Investment Management
New York
– -$1.84M -59,482 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$683K -25,936 Closed
Victory Capital Management
67
Victory Capital Management
Texas
– -$732K -23,704 Closed
AQR Capital Management
68
AQR Capital Management
Connecticut
– -$294K -9,527 Closed
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
– -$252K -8,170 Closed
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
– -$189K -6,119 Closed
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
– -$159K -5,160 Closed
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
– -$127K -4,100 Closed
JP Morgan Chase
73
JP Morgan Chase
New York
– -$123K -3,989 Closed
CSS
74
Cubist Systematic Strategies
Connecticut
– -$105K -3,406 Closed
Walleye Capital
75
Walleye Capital
New York
– -$103K -3,317 Closed
1 2
3
4

UPLD Hedge Fund Activity: Q2 2024 in Review

63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2024, worth a combined $41.7M — down 31% from $60.1M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of UPLD and 6 opened new positions — a net loss of 16 holders — while 30 trimmed existing stakes and 15 added.

The largest buyer was CastleKnight Management, adding an estimated $2M. The largest seller was 272 Capital, cutting an estimated $2.07M.

  • 63 institutional investors held Upland Software (UPLD) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $41.7M of Upland Software stock for Q2 2024, down 31% quarter-over-quarter.
  • 6 funds opened new Upland Software positions in Q2 2024 and 22 closed out, a net change of -16 holders.
  • The largest Upland Software buyer in Q2 2024 was CastleKnight Management, an estimated $2M added.
  • The largest Upland Software seller in Q2 2024 was 272 Capital, an estimated $2.07M sold.

Based on aggregated 13F filings for Q2 2024.