Upland Software
UPLD
74 hedge funds and large institutions have $65M invested in Upland Software in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 14 closing their positions.
62% more capital invested
Capital invested by funds: $40.1M → $65M (+$24.9M)
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
38% more call options, than puts
Call options by funds: $408K | Put options by funds: $295K
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
9% more funds holding
Funds holding: 68 → 74 (+6)
0.43% less ownership
Funds ownership: 5.91% → 5.48% (-0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$1.22M |
| 2 |
Two Sigma Advisers
New York
|
+$681K |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$607K |
| 4 |
Two Sigma Investments
New York
|
+$549K |
| 5 |
D.E. Shaw & Co
New York
|
+$502K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
2C
272 Capital
Dallas,
Texas
|
-$1.73M |
| 2 |
KLP
Kent Lake PR
Anasco,
Puerto Rico
|
-$1.39M |
| 3 |
BFM
Boothbay Fund Management
New York
|
-$1.22M |
| 4 |
CM
CastleKnight Management
New York
|
-$1.02M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$675K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KLP
76
Kent Lake PR
Anasco,
Puerto Rico
| – | -$1.39M | -55,958 | Closed |
|
|
BFM
77
Boothbay Fund Management
New York
| – | -$1.22M | -49,102 | Closed |
|
78
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$636K | -25,562 | Closed |
|
|
RA
79
Royce & Associates
New York
| – | -$608K | -24,410 | Closed |
|
|
RGI
80
River Global Investors
London,
United Kingdom
| – | -$507K | -20,405 | Closed |
|
|
KCM
81
Kennedy Capital Management
St Louis,
Missouri
| – | -$248K | -9,949 | Closed |
|
82
Bank of New York Mellon
New York
| – | -$116K | -4,675 | Closed |
|
|
EGM
83
Engineers Gate Manager
New York
| – | -$57.5K | -2,310 | Closed |
|
|
DTL
84
Dynamic Technology Lab
Singapore
| – | -$31K | -1,234 | Closed |
|
|
PP
85
Pingora Partners
Wilson,
Wyoming
| – | -$29.4K | -1,180 | Closed |
|
86
Simplex Trading
Chicago,
Illinois
| – | -$2.53K | -78 | Closed |
|
87
Group One Trading
Chicago,
Illinois
| – | -$1.04K | -32 | Closed |
|
|
BTI
88
Blue Trust Inc
Alpharetta,
Georgia
| – | -$361 | -15 | Closed |
|
|
BFS
89
Burkett Financial Services
Rock Hill,
South Carolina
| – | -$374 | -15 | Closed |
|
UPLD Hedge Fund Activity: Q4 2024 in Review
74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2024, worth a combined $65M — up 62% from $40.1M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UPLD positions and 14 closed out — a net gain of 7 holders — while 24 added to existing stakes and 19 trimmed.
The largest buyer was Rice Hall James & Associates, adding an estimated $1.22M. The largest seller was 272 Capital, cutting an estimated $1.73M.
- 74 institutional investors held Upland Software (UPLD) as of Q4 2024, up from 68 in Q3 2024.
- Funds reported $65M of Upland Software stock for Q4 2024, up 62% quarter-over-quarter.
- 21 funds opened new Upland Software positions in Q4 2024 and 14 closed out, a net change of +7 holders.
- The largest Upland Software buyer in Q4 2024 was Rice Hall James & Associates, an estimated $1.22M added.
- The largest Upland Software seller in Q4 2024 was 272 Capital, an estimated $1.73M sold.
Based on aggregated 13F filings for Q4 2024.