Upland Software
UPLD
UPLD
70 hedge funds and large institutions have $42.6M invested in Upland Software in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
25
Closed
17
Calls
$86K
Puts
$131K
Net Calls
-$45K
Net Calls Change
-$158K
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
76
Prudential Financial
Newark,
New Jersey
| – | -$95.3K | -21,950 | Closed |
|
|
JFG
77
Jefferies Financial Group
New York
| – | -$86.8K | -20,000 | Closed |
|
|
CAM
78
Cresset Asset Management
Chicago,
Illinois
| – | -$86.8K | -20,000 | Closed |
|
79
Vontobel Holding
Zurich,
Switzerland
| – | -$73.8K | -17,000 | Closed |
|
|
SPA
80
Sherbrooke Park Advisers
White Plains,
New York
| – | -$58.5K | -13,477 | Closed |
|
|
EP
81
Essential Planning
Portsmouth,
New Hampshire
| – | -$42K | -13,000 | Closed |
|
|
WA
82
WESPAC Advisors
Orinda,
California
| – | -$54.9K | -12,658 | Closed |
|
|
2C
83
272 Capital
Dallas,
Texas
| – | -$37.4K | -8,610 | Closed |
|
|
TRCT
84
Tower Research Capital (TRC)
New York
| – | -$10.6K | -2,438 | Closed |
|
|
AWM
85
Avior Wealth Management
Omaha,
Nebraska
| – | -$95 | -22 | Closed |
|
|
NS
86
NBC Securities
Birmingham,
Alabama
| – | -$65 | -15 | Closed |
|
|
PAS
87
Point72 Asia (Singapore)
Singapore
| – | -$48 | -11 | Closed |
|