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Upland Software
UPLD

Overview Fund Trends Analyst Outlook Journalist POV

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

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

57% less call options, than puts

Call options by funds: $91K | Put options by funds: $213K

72% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 18

Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$91K
Puts
$213K
Net Calls
Net Calls Change

Top Buyers

1
+$421K
2
+$291K
3
+$206K
4
BCM
Bridgeway Capital Management
Texas
+$165K
5
Ameriprise
Ameriprise
Minnesota
+$157K

Top Sellers

1
-$8.22M
2
-$2.27M
3
-$1.26M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$810K
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$755K
Name Holding Trade Value Shares
Change 		Change in
Stake
76
$155
77
$121
78
$53
79
$3
80
–
81
–
82
–
83
–
84
–
85
–
86
–
87
–
88
–
89
–
90
–
91
–
92
–
93
–
94
–
95
–
1 2 3
4