Upland Software
UPLD
64 hedge funds and large institutions have $27.9M invested in Upland Software in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 12 closing their positions.
78% more call options, than puts
Call options by funds: $180K | Put options by funds: $101K
0.26% less ownership
Funds ownership: 5.28% → 5.02% (-0.26%)
6% less funds holding
Funds holding: 68 → 64 (-4)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
34% less capital invested
Capital invested by funds: $42.6M → $27.9M (-$14.7M)
54% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$345K |
| 2 |
Squarepoint
New York
|
+$190K |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$139K |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$111K |
| 5 |
Goldman Sachs
New York
|
+$95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
-$409K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$313K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$263K |
| 4 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$200K |
| 5 |
Millennium Management
New York
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
76
SJS Investment Consulting
Sylvania,
Ohio
| – | -$858 | -30 | Closed |
|
77
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$51 | -2 | Closed |
|
|
CIAM
78
Caitong International Asset Management
Hong Kong
| – | -$6 | – | – |
|
UPLD Hedge Fund Activity: Q2 2025 in Review
64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2025, worth a combined $27.9M — down 34% from $42.6M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of UPLD and 8 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 12 added.
The largest buyer was UBS Group, adding an estimated $345K. The largest seller was New South Capital Management, cutting an estimated $409K.
- 64 institutional investors held Upland Software (UPLD) as of Q2 2025, down from 68 in Q1 2025.
- Funds reported $27.9M of Upland Software stock for Q2 2025, down 34% quarter-over-quarter.
- 8 funds opened new Upland Software positions in Q2 2025 and 12 closed out, a net change of -4 holders.
- The largest Upland Software buyer in Q2 2025 was UBS Group, an estimated $345K added.
- The largest Upland Software seller in Q2 2025 was New South Capital Management, an estimated $409K sold.
Based on aggregated 13F filings for Q2 2025.