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Upland Software
UPLD

Overview Fund Activity

79 hedge funds and large institutions have $120M invested in Upland Software in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
79
Holders Change
-11
Holders Change %
-12.22%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
32
Closed
17
Calls
$1.11M
Puts
$205K
Net Calls
+$901K
Net Calls Change
+$201K

Top Buyers

1
FDS
1
First Dallas Securities
Texas
$6.59M
2
CM
2
CastleKnight Management
New York
$3.86M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$3.21M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.28M
5
Victory Capital Management
5
Victory Capital Management
Texas
$1.1M

Top Sellers

1
HCM
1
Hodges Capital Management
Texas
$7.75M
2
Millennium Management
2
Millennium Management
New York
$1.35M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$161K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$3.53M
5
Citadel Advisors
5
Citadel Advisors
Florida
$927K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
EverSource Wealth Advisors
Alabama
$1.2K +$1.2K +259 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$1K -$61.3K -21,221 -98%
GWSG
78
GPS Wealth Strategies Group
Colorado
$180 – – –
AIM
79
Anchor Investment Management
South Carolina
$79 – – –
HNB
80
Huntington National Bank
Ohio
$5 – – –
Charles Schwab
81
Charles Schwab
California
– -$569K -158,007 Closed
GCP
82
GSA Capital Partners
United Kingdom
– -$360K -100,118 Closed
NIM
83
Needham Investment Management
New York
– -$360K -100,000 Closed
KCM
84
Kennedy Capital Management
Missouri
– -$217K -60,271 Closed
CSS
85
Cubist Systematic Strategies
Connecticut
– -$123K -34,219 Closed
YIH
86
Y-Intercept (HK)
Hong Kong
– -$113K -31,429 Closed
SOW
87
State of Wyoming
Wyoming
– -$85.9K -23,859 Closed
PMEF
88
Point72 Middle East FZE
United Arab Emirates
– -$84.1K -23,349 Closed
CC
89
Corton Capital
Ontario, Canada
– -$77.2K -21,456 Closed
DTL
90
Dynamic Technology Lab
Singapore
– -$72K -20,176 Closed
SSA
91
Schonfeld Strategic Advisors
New York
– -$40K -11,100 Closed
DU
92
Delphia (USA)
Ontario, Canada
– -$39.9K -11,074 Closed
CM
93
Caption Management
Oklahoma
– -$34.3K -9,523 Closed
QT
94
Quantbot Technologies
New York
– -$6.62K -1,839 Closed
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
– -$1K -233 Closed
IA
96
IFP Advisors
Florida
– -$374 -104 Closed
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