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Upland Software
UPLD

94 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

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

21% more funds holding

Funds holding: 78 → 94 (+16)

0.04% more ownership

Funds ownership: 7.93% → 7.96% (+0.04%)

10% less call options, than puts

Call options by funds: $375K | Put options by funds: $416K

11% less capital invested

Capital invested by funds: $120M → $106M (-$13.4M)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.37%
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
Hodges Capital Management
Texas
+$9.97M
2
Man Group
Man Group
United Kingdom
+$924K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$839K
4
Citigroup
Citigroup
New York
+$650K
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$628K

Top Sellers

1
FDS
First Dallas Securities
Texas
-$5.98M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$3.1M
3
PVM
Palogic Value Management
Texas
-$2.71M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$1.92M
5
ICM
Invenomic Capital Management
Massachusetts
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
76
Mackenzie Financial
Ontario, Canada
$47.6K -$3.54K -82 -7%
Goldman Sachs
77
Goldman Sachs
New York
$47.5K -$33.6K -778 -41%
UBS Group
78
UBS Group
Switzerland
$17.4K +$4.58K +106 +35%
QT
79
Quantbot Technologies
New York
$16.9K +$17.2K +399 New
Russell Investments Group
80
Russell Investments Group
United Kingdom
$8.14K -$303 -7 -4%
TRCT
81
Tower Research Capital (TRC)
New York
$8.11K +$173 +4 +2%
PAS
82
Point72 Asia (Singapore)
Singapore
$5.44K +$5.58K +129 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 +$173 +4 +11%
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 -$6.4K -148 -87%
BFS
90
Burkett Financial Services
South Carolina
$423 +$432 +10 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 -58,655 Closed
XT
95
XTX Topco
Cayman Islands
– -$358K -7,742 Closed
Squarepoint
96
Squarepoint
New York
– -$142K -3,065 Closed
EWA
97
EverSource Wealth Advisors
Alabama
– -$1.2K -26 Closed
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
– +$86 +2 New
CG
99
Cutler Group
California
– +$432 +10 New
1 2 3
4

UPLD Hedge Fund Activity: Q4 2023 in Review

94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2023, worth a combined $106M — down 11% from $120M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UPLD positions and 4 closed out — a net gain of 17 holders — while 24 added to existing stakes and 33 trimmed.

The largest buyer was Hodges Capital Management, adding an estimated $9.97M. The largest seller was First Dallas Securities, cutting an estimated $5.98M.

  • 94 institutional investors held Upland Software (UPLD) as of Q4 2023, up from 78 in Q3 2023.
  • Funds reported $106M of Upland Software stock for Q4 2023, down 11% quarter-over-quarter.
  • 21 funds opened new Upland Software positions in Q4 2023 and 4 closed out, a net change of +17 holders.
  • The largest Upland Software buyer in Q4 2023 was Hodges Capital Management, an estimated $9.97M added.
  • The largest Upland Software seller in Q4 2023 was First Dallas Securities, an estimated $5.98M sold.

Based on aggregated 13F filings for Q4 2023.