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Upland Software
UPLD

Overview Fund Activity

149 hedge funds and large institutions have $426M invested in Upland Software in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 32 closing their positions.

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
48
Reduced
55
Closed
32
Calls
$16.6M
Puts
$18.1M
Net Calls
-$1.5M
Net Calls Change
-$8.54M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.7M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.45M
3
HCM
3
Hodges Capital Management
Texas
$9.47M
4
GIPM
4
G2 Investment Partners Management
New York
$6.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$5.06M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.87M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$45M
3
RCMC
3
RK Capital Management (Colorado)
Colorado
$0
4
WA
4
Wasatch Advisors
Utah
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
OQS
76
Occudo Quantitative Strategies
Florida
$528K 29,998 -42,363 -59%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$511K 28,995 +1,007 +4%
FG
78
Formula Growth
Quebec, Canada
$491K 27,900 – –
Allspring Global Investments
79
Allspring Global Investments
North Carolina
$474K 26,960 +5,576 +26%
BMSSC
80
B. Metzler seel. Sohn & Co
Germany
$467K 26,505 +26,505 New
AllianceBernstein
81
AllianceBernstein
Tennessee
$461K 26,200 – –
UBS AM
82
UBS AM
Illinois
$442K 25,106 – –
Two Sigma Investments
83
Two Sigma Investments
New York
$439K 24,903 -155,746 -86%
SSA
84
Schonfeld Strategic Advisors
New York
$411K 23,300 +23,300 New
IA
85
IndexIQ Advisors
New York
$399K 22,638 +22,638 New
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$364K 20,658 +15 +0.1%
Deutsche Bank
87
Deutsche Bank
Germany
$361K 20,500 -1,741 -8%
Wells Fargo
88
Wells Fargo
California
$352K 19,978 -9,451 -32%
CS
89
Credit Suisse
Switzerland
$328K 18,662 +1,402 +8%
Bank of America
90
Bank of America
North Carolina
$325K 18,433 -28,925 -61%
Squarepoint
91
Squarepoint
New York
$315K 17,910 -8,086 -31%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$314K 17,823 +5,944 +50%
BFM
93
Boothbay Fund Management
New York
$311K 17,665 +17,665 New
Stifel Financial
94
Stifel Financial
Missouri
$301K 17,079 +2,460 +17%
MIM
95
MetLife Investment Management
New Jersey
$280K 15,875 +5,736 +57%
M&T Bank
96
M&T Bank
New York
$275K 15,628 +1,298 +9%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$258K 14,656 +1,459 +11%
TI
98
Trexquant Investment
Connecticut
$257K 14,597 +14,597 New
SGCA
99
Steel Grove Capital Advisors
Tennessee
$254K 14,411 – –
AIG
100
American International Group
New York
$253K 14,348 -1,010 -7%
2 3
4
5 6