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Upland Software
UPLD

Overview Fund Activity

80 hedge funds and large institutions have $60.1M invested in Upland Software in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-15
Holders Change %
-15.79%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
42
Closed
18
Calls
$91K
Puts
$213K
Net Calls
-$122K
Net Calls Change
-$81K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$801K
2
Man Group
2
Man Group
United Kingdom
$951K
3
Jane Street
3
Jane Street
New York
$655K
4
BCM
4
Bridgeway Capital Management
Texas
$475K
5
Ameriprise
5
Ameriprise
Minnesota
$4.05M

Top Sellers

1
HCM
1
Hodges Capital Management
Texas
$4.1M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
ICM
3
Invenomic Capital Management
Massachusetts
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$446K
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
76
Burkett Financial Services
South Carolina
$155 -$155 -50 -50%
GWSG
77
GPS Wealth Strategies Group
Colorado
$121 – – –
AIM
78
Anchor Investment Management
South Carolina
$53 – – –
HNB
79
Huntington National Bank
Ohio
$3 – – –
HIM
80
Hillsdale Investment Management
Ontario, Canada
– -$2.27M -536,606 Closed
ICM
81
Invenomic Capital Management
Massachusetts
– -$1.26M -297,100 Closed
VA
82
Verdad Advisers
Massachusetts
– -$337K -79,576 Closed
JF
83
Jump Financial
Illinois
– -$272K -64,200 Closed
HF
84
HRT Financial
New York
– -$216K -51,229 Closed
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
– -$213K -50,453 Closed
6CM
86
683 Capital Management
New York
– -$207K -48,930 Closed
Marshall Wace
87
Marshall Wace
United Kingdom
– -$187K -44,145 Closed
OQS
88
Occudo Quantitative Strategies
Florida
– -$113K -26,664 Closed
PCM
89
Prelude Capital Management
New York
– -$64.6K -15,277 Closed
SSA
90
Schonfeld Strategic Advisors
New York
– -$59.7K -14,106 Closed
YIH
91
Y-Intercept (HK)
Hong Kong
– -$56.8K -13,424 Closed
ECM
92
ExodusPoint Capital Management
New York
– -$49K -11,550 Closed
TRCT
93
Tower Research Capital (TRC)
New York
– -$8.11K -1,916 Closed
S
94
SignatureFD
Georgia
– -$3.17K -750 Closed
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
– -$2K -390 Closed
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