We are live on ! Find out more
UPLD icon

Upland Software
UPLD

89 hedge funds and large institutions have $97.4M invested in Upland Software in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $637K

0.05% less ownership

Funds ownership: 8.07% → 8.02% (-0.05%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

16% less capital invested

Capital invested by funds: $116M → $97.4M (-$18.1M)

26% less funds holding

Funds holding: 120 → 89 (-31)

72% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 39

Holders
89
Holders Change
-31
Holders Change %
-25.83%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
38
Closed
39
Calls
$1.34M
Puts
$637K
Net Calls
+$700K
Net Calls Change
-$649K

Top Buyers

1
HCM
Hodges Capital Management
Texas
+$4.33M
2
NSCM
New South Capital Management
Tennessee
+$2.38M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.23M
4
Ameriprise
Ameriprise
Minnesota
+$2.09M
5
RC
RBF Capital
California
+$1.53M

Top Sellers

1
BlackRock
BlackRock
New York
-$4.64M
2
MAMU
Marathon Asset Management (UK)
United Kingdom
-$2.75M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.33M
4
NIM
Needham Investment Management
New York
-$1.89M
5
State Street
State Street
Massachusetts
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
76
Caption Management
Oklahoma
$34.3K – – –
Osaic Holdings
77
Osaic Holdings
Arizona
$27.6K -$3.69K -107 -12%
Federated Hermes
78
Federated Hermes
Pennsylvania
$12.7K -$1.34M -38,788 -99%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$9.66K -$146K -4,247 -94%
Wells Fargo
80
Wells Fargo
California
$9.18K -$12.2K -354 -58%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$7.2K -$36.9K -1,070 -84%
QT
82
Quantbot Technologies
New York
$6.62K -$82.2K -2,386 -93%
Group One Trading
83
Group One Trading
Illinois
$4.46K -$3.27K -95 -43%
CAS
84
Coppell Advisory Solutions
Texas
$1.45K +$1.38K +40 New
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$839 -$31.1K -903 -98%
IA
86
IFP Advisors
Florida
$374 +$344 +10 New
Citigroup
87
Citigroup
New York
$140 -$723 -21 -84%
GWSG
88
GPS Wealth Strategies Group
Colorado
$140 – – –
AIM
89
Anchor Investment Management
South Carolina
$61 – – –
HNB
90
Huntington National Bank
Ohio
$4 – – –
MAMU
91
Marathon Asset Management (UK)
United Kingdom
– -$2.75M -64,000 Closed
Prudential Financial
92
Prudential Financial
New Jersey
– -$1.25M -29,006 Closed
Allspring Global Investments
93
Allspring Global Investments
North Carolina
– -$778K -18,091 Closed
N
94
Nuveen
North Carolina
– -$745K -17,327 Closed
LF
95
Lannebo Fonder
Sweden
– -$627K -14,587 Closed
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
– -$533K -12,392 Closed
PAM
97
Panagora Asset Management
Massachusetts
– -$513K -11,920 Closed
TI
98
Trexquant Investment
Connecticut
– -$369K -8,572 Closed
TAM
99
Tocqueville Asset Management
New York
– -$366K -8,500 Closed
AIMCA
100
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$220K -5,118 Closed
2 3
4
5 6

UPLD Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2023, worth a combined $97.4M — down 16% from $116M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of UPLD and 11 opened new positions — a net loss of 28 holders — while 38 trimmed existing stakes and 33 added.

The largest buyer was Hodges Capital Management, adding an estimated $4.33M. The largest seller was BlackRock, cutting an estimated $4.64M.

  • 89 institutional investors held Upland Software (UPLD) as of Q2 2023, down from 120 in Q1 2023.
  • Funds reported $97.4M of Upland Software stock for Q2 2023, down 16% quarter-over-quarter.
  • 11 funds opened new Upland Software positions in Q2 2023 and 39 closed out, a net change of -28 holders.
  • The largest Upland Software buyer in Q2 2023 was Hodges Capital Management, an estimated $4.33M added.
  • The largest Upland Software seller in Q2 2023 was BlackRock, an estimated $4.64M sold.

Based on aggregated 13F filings for Q2 2023.