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Upland Software
UPLD

Overview Fund Activity

90 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.

Holders
90
Holders Change
-31
Holders Change %
-25.62%
% of All Funds
1.42%
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
1
Hodges Capital Management
Texas
$12.3M
2
NSCM
2
New South Capital Management
Tennessee
$5.77M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.64M
4
Ameriprise
4
Ameriprise
Minnesota
$5.35M
5
RC
5
RBF Capital
California
$1.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.99M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$682K
4
NIM
4
Needham Investment Management
New York
$360K
5
State Street
5
State Street
Massachusetts
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
76
Caption Management
Oklahoma
$34.3K – – –
Osaic Holdings
77
Osaic Holdings
Arizona
$27.6K -$3.83K -1,065 -12%
Federated Hermes
78
Federated Hermes
Pennsylvania
$12.7K -$1.4M -387,876 -99%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$9.66K -$153K -42,465 -94%
Wells Fargo
80
Wells Fargo
California
$9.18K -$12.7K -3,541 -58%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$7.2K -$38.5K -10,700 -84%
QT
82
Quantbot Technologies
New York
$6.62K -$85.9K -23,862 -93%
Group One Trading
83
Group One Trading
Illinois
$4.46K -$3.43K -953 -43%
CAS
84
Coppell Advisory Solutions
Texas
$1.45K +$1.45K +400 New
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$1K -$38.8K -9,030 -97%
IA
86
IFP Advisors
Florida
$374 +$374 +104 New
Citigroup
87
Citigroup
New York
$140 -$757 -211 -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 -640,000 Closed
Prudential Financial
92
Prudential Financial
New Jersey
– -$1.25M -290,055 Closed
Allspring Global Investments
93
Allspring Global Investments
North Carolina
– -$778K -180,907 Closed
Nuveen Asset Management
94
Nuveen Asset Management
Illinois
– -$745K -173,268 Closed
LF
95
Lannebo Fonder
Sweden
– -$627K -145,865 Closed
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
– -$533K -123,923 Closed
PAM
97
Panagora Asset Management
Massachusetts
– -$513K -119,203 Closed
TI
98
Trexquant Investment
Connecticut
– -$369K -85,722 Closed
TAM
99
Tocqueville Asset Management
New York
– -$366K -85,000 Closed
AIMCA
100
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$220K -51,182 Closed
2 3
4
5 6