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Upland Software
UPLD

Overview Fund Activity

65 hedge funds and large institutions have $27.9M invested in Upland Software in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
25
Closed
12
Calls
$90K
Puts
$101K
Net Calls
-$11K
Net Calls Change
+$34K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$387K
2
Squarepoint
2
Squarepoint
New York
$166K
3
ECM
3
Evergreen Capital Management
Washington
$122K
4
RHJA
4
Rice Hall James & Associates
California
$1.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$115K

Top Sellers

1
NSCM
1
New South Capital Management
Tennessee
$1.94M
2
Ameriprise
2
Ameriprise
Minnesota
$2.33M
3
IA
3
Inspire Advisors
Idaho
$55K
4
Millennium Management
4
Millennium Management
New York
$0
5
Man Group
5
Man Group
United Kingdom
$538K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
– – -18 Closed
CIAM
77
Caitong International Asset Management
Hong Kong
– – -2 Closed
Wolverine Trading
78
Wolverine Trading
Illinois
– – – –
1 2 3
4