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Upland Software

120 hedge funds and large institutions have $116M invested in Upland Software in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $695K

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

0.29% more ownership

Funds ownership: 7.79%8.07% (+0.29%)

8% less funds holding

Funds holding: 131120 (-11)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

34% less capital invested

Capital invested by funds: $174M → $116M (-$58.7M)

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
53
Reduced
29
Closed
31
Calls
$2.04M
Puts
$695K
Net Calls
+$1.35M
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
76
Man Group
United Kingdom
$95.1K -$80.5K -1,162 Closed
Marshall Wace
77
Marshall Wace
United Kingdom
$89.9K +$145K +2,090 New
VF
78
Virtu Financial
New York
$86K +$139K +2,010 New
CC
79
Corton Capital
Ontario, Canada
$83.8K +$35.9K +518 +36%
SSA
80
Schonfeld Strategic Advisors
New York
$81.3K +$131K +1,890 New
Deutsche Bank
81
Deutsche Bank
Germany
$78K +$41.6K +601 +50%
Vontobel Holding
82
Vontobel Holding
Switzerland
$73.1K +$118K +1,700 New
Principal Financial Group
83
Principal Financial Group
Iowa
$68.6K -$12.5K -181 -10%
DU
84
Delphia (USA)
Ontario, Canada
$67.9K +$18.3K +264 +20%
SGCA
85
Steel Grove Capital Advisors
Tennessee
$62K
AIG
86
American International Group
New York
$61.3K +$2.01K +29 +2%
TSS
87
Two Sigma Securities
New York
$60.2K +$97K +1,401 New
TRCT
88
Tower Research Capital (TRC)
New York
$56K +$76.2K +1,100 +498%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$54.8K -$912K -13,166 -91%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$54.6K -$531K -7,662 -86%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.8K
VOYA Investment Management
92
VOYA Investment Management
Georgia
$51.7K
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$51.4K
SG Americas Securities
94
SG Americas Securities
New York
$50K +$79.8K +1,152 New
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$47.3K -$5.61K -81 -7%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$47.2K
CA
97
Cetera Advisors
Colorado
$45.5K +$73.3K +1,058 New
CM
98
Caption Management
Oklahoma
$40.9K +$34.6K +500 +111%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$39.8K -$79K -1,140 -55%
Osaic Holdings
100
Osaic Holdings
Arizona
$37.6K +$3.39K +49 +6%

UPLD Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2023, worth a combined $116M — down 34% from $174M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of UPLD and 22 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 53 added.

The largest buyer was 272 Capital, opening a new position worth an estimated $8.49M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $8.64M sold.

  • 120 institutional investors held Upland Software (UPLD) as of Q1 2023, down from 131 in Q4 2022.
  • Funds reported $116M of Upland Software stock for Q1 2023, down 34% quarter-over-quarter.
  • 22 funds opened new Upland Software positions in Q1 2023 and 31 closed out, a net change of -9 holders.
  • The largest Upland Software buyer in Q1 2023 was 272 Capital, an estimated $8.49M added.
  • The largest Upland Software seller in Q1 2023 was ArrowMark Colorado Holdings, an estimated $8.64M sold.

Based on aggregated 13F filings for Q1 2023.