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Upland Software
UPLD

Overview Fund Activity

95 hedge funds and large institutions have $106M invested in Upland Software in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+16
Holders Change %
+20.25%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
24
Reduced
33
Closed
4
Calls
$375K
Puts
$416K
Net Calls
-$41K
Net Calls Change
-$942K

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$16.9M
2
Man Group
2
Man Group
United Kingdom
$904K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.04M
4
Citigroup
4
Citigroup
New York
$758K
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$3.55M

Top Sellers

1
FDS
1
First Dallas Securities
Texas
$184K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.03M
3
PVM
3
Palogic Value Management
Texas
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.35M
5
ICM
5
Invenomic Capital Management
Massachusetts
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
76
Mackenzie Financial
Ontario, Canada
$47.6K -$3.45K -815 -7%
Goldman Sachs
77
Goldman Sachs
New York
$47.5K -$32.9K -7,778 -41%
UBS Group
78
UBS Group
Switzerland
$17.4K +$4.47K +1,057 +35%
QT
79
Quantbot Technologies
New York
$16.9K +$16.9K +3,994 New
Russell Investments Group
80
Russell Investments Group
United Kingdom
$8.14K -$317 -75 -4%
TRCT
81
Tower Research Capital (TRC)
New York
$8.11K +$144 +34 +2%
PAS
82
Point72 Asia (Singapore)
Singapore
$5.44K +$5.44K +1,285 New
S
83
SignatureFD
Georgia
$3.17K – – –
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$3.08K – – –
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$2K +$226 +44 +13%
Federated Hermes
86
Federated Hermes
Pennsylvania
$1.77K – – –
CAS
87
Coppell Advisory Solutions
Texas
$1.69K – – –
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$1.23K – – –
Wells Fargo
89
Wells Fargo
California
$931 -$6.28K -1,483 -87%
BFS
90
Burkett Financial Services
South Carolina
$423 +$423 +100 New
GWSG
91
GPS Wealth Strategies Group
Colorado
$165 – – –
AIM
92
Anchor Investment Management
South Carolina
$72 – – –
HNB
93
Huntington National Bank
Ohio
$4 – – –
PVM
94
Palogic Value Management
Texas
– -$2.71M -586,549 Closed
XT
95
XTX Topco
Cayman Islands
– -$358K -77,419 Closed
Squarepoint
96
Squarepoint
New York
– -$142K -30,647 Closed
EWA
97
EverSource Wealth Advisors
Alabama
– -$1.2K -259 Closed
1 2 3
4