Upland Software
UPLD
63 hedge funds and large institutions have $41.7M invested in Upland Software in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 22 closing their positions.
0.67% less ownership
Funds ownership: 6.74% → 6.07% (-0.67%)
20% less funds holding
Funds holding: 79 → 63 (-16)
31% less capital invested
Capital invested by funds: $60.1M → $41.7M (-$18.4M)
50% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 30
72% less call options, than puts
Call options by funds: $36K | Put options by funds: $128K
73% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
CastleKnight Management
New York
|
+$2M |
| 2 |
Renaissance Technologies
New York
|
+$489K |
| 3 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$195K |
| 4 |
D.E. Shaw & Co
New York
|
+$139K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$51.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
2C
272 Capital
Dallas,
Texas
|
-$2.07M |
| 2 |
First Eagle Investment Management
New York
|
-$1.84M |
| 3 |
BFM
Boothbay Fund Management
New York
|
-$742K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$732K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$683K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGCA
76
Steel Grove Capital Advisors
Memphis,
Tennessee
| – | -$44.5K | -1,441 | Closed |
|
|
PAS
77
Point72 Asia (Singapore)
Singapore
| – | -$40.6K | -1,314 | Closed |
|
|
OAM
78
Oxford Asset Management
Oxford,
United Kingdom
| – | -$39K | -1,263 | Closed |
|
|
FDS
79
First Dallas Securities
Dallas,
Texas
| – | -$39K | -1,250 | Closed |
|
80
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$47.7K | -1,195 | Closed |
|
81
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| – | -$47.2K | -1,098 | Closed |
|
82
Wolverine Trading
Chicago,
Illinois
| – | -$31K | -1,002 | Closed |
|
|
CFM
83
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$22.2K | -720 | Closed |
|
|
QT
84
Quantbot Technologies
New York
| – | -$10.8K | -349 | Closed |
|
85
Simplex Trading
Chicago,
Illinois
| – | -$605 | -23 | Closed |
|
86
Wells Fargo
San Francisco,
California
| – | -$689 | -22 | Closed |
|
UPLD Hedge Fund Activity: Q2 2024 in Review
63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2024, worth a combined $41.7M — down 31% from $60.1M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of UPLD and 6 opened new positions — a net loss of 16 holders — while 30 trimmed existing stakes and 15 added.
The largest buyer was CastleKnight Management, adding an estimated $2M. The largest seller was 272 Capital, cutting an estimated $2.07M.
- 63 institutional investors held Upland Software (UPLD) as of Q2 2024, down from 79 in Q1 2024.
- Funds reported $41.7M of Upland Software stock for Q2 2024, down 31% quarter-over-quarter.
- 6 funds opened new Upland Software positions in Q2 2024 and 22 closed out, a net change of -16 holders.
- The largest Upland Software buyer in Q2 2024 was CastleKnight Management, an estimated $2M added.
- The largest Upland Software seller in Q2 2024 was 272 Capital, an estimated $2.07M sold.
Based on aggregated 13F filings for Q2 2024.