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Upland Software
UPLD

Overview Fund Activity

127 hedge funds and large institutions have $339M invested in Upland Software in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 31 closing their positions.

Holders
127
Holders Change
-22
Holders Change %
-14.77%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
46
Reduced
48
Closed
31
Calls
$19.7M
Puts
$23.9M
Net Calls
-$4.21M
Net Calls Change
-$2.72M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$12.3M
2
BlackRock
2
BlackRock
New York
$33M
3
NIM
3
Needham Investment Management
New York
$6.32M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.27M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.22M

Top Sellers

1
CI
1
Cooper Investors
Australia
$0
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$530K
4
Norges Bank
4
Norges Bank
Norway
$0
5
DMKJ
5
David M. Knott Jr
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$247K -$1.09K -75 -0.4%
OQS
77
Occudo Quantitative Strategies
Florida
$237K -$199K -13,690 -46%
MIM
78
MetLife Investment Management
New Jersey
$231K – – –
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$229K +$30K +2,064 +15%
Voloridge Investment Management
80
Voloridge Investment Management
Florida
$228K -$1.43M -98,329 -86%
Allspring Global Investments
81
Allspring Global Investments
North Carolina
$225K -$166K -11,427 -42%
SGCA
82
Steel Grove Capital Advisors
Tennessee
$209K – – –
MOS
83
MGO One Seven
Ohio
$201K -$3.19K -220 -2%
AIG
84
American International Group
New York
$198K -$10.4K -713 -5%
JCG
85
John C. Goff
$189K – – –
SSA
86
Schonfeld Strategic Advisors
New York
$188K -$150K -10,334 -44%
Legal & General Group
87
Legal & General Group
United Kingdom
$181K -$11.8K -807 -6%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$177K -$770 -53 -0.4%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$174K – – –
CSS
90
Cubist Systematic Strategies
Connecticut
$171K -$577K -39,840 -77%
HF
91
HRT Financial
New York
$165K +$165K +11,403 New
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$159K +$145 +10 +0.1%
SG Americas Securities
93
SG Americas Securities
New York
$158K +$158K +10,848 New
Citigroup
94
Citigroup
New York
$128K +$6.06K +416 +5%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$122K -$136K -9,387 -53%
Osaic Holdings
96
Osaic Holdings
Arizona
$116K +$1.58K +108 +1%
Ensign Peak Advisors
97
Ensign Peak Advisors
Utah
$72K – – –
AB
98
Amalgamated Bank
New York
$53K -$15K -1,037 -22%
SOW
99
State of Wyoming
Wyoming
$48K +$48K +3,340 New
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$47K – – –
2 3
4
5 6