We are live on ! Find out more
UPLD icon

Upland Software
UPLD

43 hedge funds and large institutions have $6.72M invested in Upland Software in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% less ownership

Funds ownership: 4.52% → 3.46% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

23% less funds holding

Funds holding: 56 → 43 (-13)

64% less capital invested

Capital invested by funds: $18.7M → $6.72M (-$12M)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
43
Holders Change
-13
Holders Change %
-23.21%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
13
Closed
18
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
-$112K

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$180K
2
Two Sigma Investments
Two Sigma Investments
New York
+$131K
3
RHJA
Rice Hall James & Associates
California
+$84.7K
4
Ameriprise
Ameriprise
Minnesota
+$16.2K
5
TSS
Two Sigma Securities
New York
+$14.3K

Top Sellers

1
NSCM
New South Capital Management
Tennessee
-$1.27M
2
Marshall Wace
Marshall Wace
United Kingdom
-$676K
3
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$397K
4
BCM
Bridgeway Capital Management
Texas
-$223K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
51
Squarepoint
New York
– -$199K -13,920 Closed
Goldman Sachs
52
Goldman Sachs
New York
– -$148K -10,383 Closed
RRA
53
Round Rock Advisors
Connecticut
– -$129K -9,033 Closed
QC
54
Quadrature Capital
United Kingdom
– -$58.6K -4,099 Closed
CC
55
Centiva Capital
New York
– -$47K -3,285 Closed
Citadel Advisors
56
Citadel Advisors
Florida
– -$44.5K -3,111 Closed
OSAM
57
O'Shaughnessy Asset Management
Connecticut
– -$23.7K -1,661 Closed
Walleye Capital
58
Walleye Capital
New York
– -$19.1K -1,335 Closed
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
– -$16.8K -1,177 Closed
RWM
60
Ritholtz Wealth Management
New York
– -$16.7K -1,169 Closed
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
– -$11.5K -1,095 Closed
NA
62
NewEdge Advisors
Louisiana
– -$3.04K -212 Closed
AAP
63
Arax Advisory Partners
Colorado
– -$2.86K -200 Closed
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
– -$63 -6 -7%
Citigroup
65
Citigroup
New York
– -$1 – –
1 2
3