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Upland Software
UPLD

Overview Fund Activity

75 hedge funds and large institutions have $65M invested in Upland Software in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
24
Reduced
19
Closed
14
Calls
$408K
Puts
$295K
Net Calls
+$113K
Net Calls Change
+$92K

Top Buyers

1
RHJA
1
Rice Hall James & Associates
California
$4.19M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$1.76M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$812K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.4M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$5.65M

Top Sellers

1
2C
1
272 Capital
Texas
$37.4K
2
KLP
2
Kent Lake PR
Puerto Rico
$0
3
CM
3
CastleKnight Management
New York
$4.43M
4
BFM
4
Boothbay Fund Management
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$400K
Name Market Value Shares Shares
Change 		Shares
Change %
XT
51
XTX Topco
Cayman Islands
$59.2K 13,633 -3,685 -21%
Osaic Holdings
52
Osaic Holdings
Arizona
$59.1K 13,623 +350 +3%
SC
53
Savant Capital
Illinois
$58.6K 13,500 – –
SPA
54
Sherbrooke Park Advisers
New York
$58.5K 13,477 +13,477 New
WA
55
WESPAC Advisors
California
$54.9K 12,658 +12,658 New
FHC
56
First Heartland Consultants
Missouri
$48.9K 11,267 -819 -7%
LCM
57
Legato Capital Management
California
$43.7K 10,071 +10,071 New
EP
58
Essential Planning
New Hampshire
$42K 13,000 +13,000 New
2C
59
272 Capital
Texas
$37.4K 8,610 -532,408 -98%
Citadel Advisors
60
Citadel Advisors
Florida
$25.3K 5,826 -32,119 -85%
TRCT
61
Tower Research Capital (TRC)
New York
$10.6K 2,438 +1,058 +77%
RS
62
R Squared
Hong Kong
$7.86K 1,810 +1,810 New
NA
63
NewEdge Advisors
Louisiana
$6.5K 1,498 +190 +15%
Federated Hermes
64
Federated Hermes
Pennsylvania
$5.95K 1,370 +594 +77%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$5.92K 1,365 -287 -17%
HI
66
Harbour Investments
Wisconsin
$4.34K 1,000 – –
Citigroup
67
Citigroup
New York
$2.77K 639 +600 +1,538%
MCM
68
MAI Capital Management
Ohio
$1.03K 236 +236 New
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$985 227 -48 -17%
AWM
70
Avior Wealth Management
Nebraska
$95 22 +22 New
SPIA
71
Steward Partners Investment Advisory
New York
$87 20 +20 New
AIM
72
Anchor Investment Management
South Carolina
$74 17 – –
NS
73
NBC Securities
Alabama
$65 15 -14,985 -100%
PAS
74
Point72 Asia (Singapore)
Singapore
$48 11 +11 New
HNB
75
Huntington National Bank
Ohio
$4 1 – –
1 2
3
4