Upland Software
UPLD
68 hedge funds and large institutions have $42.6M invested in Upland Software in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 17 closing their positions.
0.19% less ownership
Funds ownership: 5.48% → 5.28% (-0.19%)
8% less funds holding
Funds holding: 74 → 68 (-6)
34% less call options, than puts
Call options by funds: $86K | Put options by funds: $131K
35% less capital invested
Capital invested by funds: $65M → $42.6M (-$22.5M)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$972K |
| 2 |
GC
Globeflex Capital
San Diego,
California
|
+$716K |
| 3 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$449K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$390K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
-$546K |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$440K |
| 3 |
Goldman Sachs
New York
|
-$437K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$400K |
| 5 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$387K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Prudential Financial
Newark,
New Jersey
| – | -$95.3K | -2,195 | Closed |
|
|
CAM
77
Cresset Asset Management
Chicago,
Illinois
| – | -$86.8K | -2,000 | Closed |
|
|
JFG
78
Jefferies Financial Group
New York
| – | -$86.8K | -2,000 | Closed |
|
79
Vontobel Holding
Zurich,
Switzerland
| – | -$73.8K | -1,700 | Closed |
|
|
SPA
80
Sherbrooke Park Advisers
White Plains,
New York
| – | -$58.5K | -1,348 | Closed |
|
|
EP
81
Essential Planning
Portsmouth,
New Hampshire
| – | -$42K | -1,300 | Closed |
|
|
WA
82
WESPAC Advisors
Orinda,
California
| – | -$54.9K | -1,266 | Closed |
|
|
2C
83
272 Capital
Dallas,
Texas
| – | -$37.4K | -861 | Closed |
|
|
TRCT
84
Tower Research Capital (TRC)
New York
| – | -$10.6K | -244 | Closed |
|
|
AWM
85
Avior Wealth Management
Omaha,
Nebraska
| – | -$95 | -2 | Closed |
|
|
NS
86
NBC Securities
Birmingham,
Alabama
| – | -$65 | -2 | Closed |
|
|
PAS
87
Point72 Asia (Singapore)
Singapore
| – | -$48 | -1 | Closed |
|
UPLD Hedge Fund Activity: Q1 2025 in Review
68 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2025, worth a combined $42.6M — down 35% from $65M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of UPLD and 11 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 16 added.
The largest buyer was Marshall Wace, adding an estimated $972K. The largest seller was New South Capital Management, cutting an estimated $546K.
- 68 institutional investors held Upland Software (UPLD) as of Q1 2025, down from 74 in Q4 2024.
- Funds reported $42.6M of Upland Software stock for Q1 2025, down 35% quarter-over-quarter.
- 11 funds opened new Upland Software positions in Q1 2025 and 17 closed out, a net change of -6 holders.
- The largest Upland Software buyer in Q1 2025 was Marshall Wace, an estimated $972K added.
- The largest Upland Software seller in Q1 2025 was New South Capital Management, an estimated $546K sold.
Based on aggregated 13F filings for Q1 2025.