Upland Software
UPLD
67 hedge funds and large institutions have $32.8M invested in Upland Software in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 10 closing their positions.
377% more call options, than puts
Call options by funds: $467K | Put options by funds: $98K
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
17% more capital invested
Capital invested by funds: $27.9M → $32.8M (+$4.85M)
5% more funds holding
Funds holding: 64 → 67 (+3)
0.22% less ownership
Funds ownership: 5.02% → 4.81% (-0.22%)
41% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$475K |
| 2 |
RRA
Round Rock Advisors
Wilton,
Connecticut
|
+$430K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$351K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$292K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$514K |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$397K |
| 3 |
GC
Globeflex Capital
San Diego,
California
|
-$368K |
| 4 |
BlackRock
New York
|
-$341K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$335K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIM
76
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$27.8K | -1,427 | Closed |
|
77
American Century Companies
Kansas City,
Missouri
| – | -$20.5K | -1,052 | Closed |
|
78
Raymond James Financial
St Petersburg,
Florida
| – | -$187 | -10 | Closed |
|
UPLD Hedge Fund Activity: Q3 2025 in Review
67 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2025, worth a combined $32.8M — up 17% from $27.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new UPLD positions and 10 closed out — a net gain of 3 holders — while 13 added to existing stakes and 22 trimmed.
The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $475K. The largest seller was D.E. Shaw & Co, cutting an estimated $514K.
- 67 institutional investors held Upland Software (UPLD) as of Q3 2025, up from 64 in Q2 2025.
- Funds reported $32.8M of Upland Software stock for Q3 2025, up 17% quarter-over-quarter.
- 13 funds opened new Upland Software positions in Q3 2025 and 10 closed out, a net change of +3 holders.
- The largest Upland Software buyer in Q3 2025 was Assenagon Asset Management, an estimated $475K added.
- The largest Upland Software seller in Q3 2025 was D.E. Shaw & Co, an estimated $514K sold.
Based on aggregated 13F filings for Q3 2025.