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Upland Software
UPLD

Overview Fund Activity

70 hedge funds and large institutions have $42.6M invested in Upland Software in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
25
Closed
17
Calls
$86K
Puts
$131K
Net Calls
-$45K
Net Calls Change
-$158K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$1.12M
2
GC
2
Globeflex Capital
California
$539K
3
IA
3
Inspire Advisors
Idaho
$338K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$402K
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$291K

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
NSCM
2
New South Capital Management
Tennessee
$3.37M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$46.4K
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
51
First Heartland Consultants
Missouri
$37.9K +$5.64K +1,973 +18%
Osaic Holdings
52
Osaic Holdings
Arizona
$35.1K -$3.86K -1,348 -10%
NA
53
NewEdge Advisors
Louisiana
$34.1K +$29.9K +10,442 +697%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$32.8K -$7.4K -2,587 -18%
SG Americas Securities
55
SG Americas Securities
New York
$31K +$31K +10,897 New
KCM
56
Kathmere Capital Management
Pennsylvania
$30.8K +$30.8K +10,783 New
LCM
57
Legato Capital Management
California
$28.8K – – –
Federated Hermes
58
Federated Hermes
Pennsylvania
$7.23K +$3.31K +1,157 +84%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$3.45K -$458 -160 -12%
HI
60
Harbour Investments
Wisconsin
$2.86K – – –
Group One Trading
61
Group One Trading
Illinois
$2.37K +$2.37K +830 New
SIC
62
SJS Investment Consulting
Ohio
$858 +$858 +300 New
MCM
63
MAI Capital Management
Ohio
$675 – – –
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$541 -$109 -38 -17%
Citigroup
65
Citigroup
New York
$112 -$1.72K -600 -94%
SPIA
66
Steward Partners Investment Advisory
New York
$57 – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$51 +$51 +18 New
AIM
68
Anchor Investment Management
South Carolina
$49 – – –
CIAM
69
Caitong International Asset Management
Hong Kong
$6 +$6 +2 New
HNB
70
Huntington National Bank
Ohio
$3 – – –
Assenagon Asset Management
71
Assenagon Asset Management
Luxembourg
– -$440K -101,340 Closed
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
– -$400K -92,151 Closed
HCM
73
Hodges Capital Management
Texas
– -$185K -42,500 Closed
CSS
74
Cubist Systematic Strategies
Connecticut
– -$181K -41,781 Closed
QC
75
Quadrature Capital
United Kingdom
– -$159K -36,397 Closed
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