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Upland Software
UPLD

Overview Fund Activity

134 hedge funds and large institutions have $194M invested in Upland Software in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 24 closing their positions.

Holders
134
Holders Change
+7
Holders Change %
+5.51%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
50
Reduced
33
Closed
24
Calls
$3.88M
Puts
$5.14M
Net Calls
-$1.26M
Net Calls Change
+$2.95M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$5.03M
2
RHJA
2
Rice Hall James & Associates
California
$2.97M
3
Millennium Management
3
Millennium Management
New York
$5.63M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$7.58M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.45M

Top Sellers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$10.8M
2
GIPM
2
G2 Investment Partners Management
New York
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
SI
4
Scout Investments
Missouri
$0
5
BCA
5
Bernzott Capital Advisors
California
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$80K +$60.4K +7,474 +307%
Walleye Trading
102
Walleye Trading
New York
$79K -$119K -14,713 -60%
Osaic Holdings
103
Osaic Holdings
Arizona
$62K -$2.98K -364 -5%
Citigroup
104
Citigroup
New York
$57K -$13.3K -1,668 -19%
AB
105
Amalgamated Bank
New York
$30K – – –
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$26K – – –
US Bancorp
107
US Bancorp
Minnesota
$24K +$10.4K +1,295 +77%
TRCT
108
Tower Research Capital (TRC)
New York
$18K -$191K -23,041 -91%
AIP
109
Ameritas Investment Partners
Nebraska
$18K – – –
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$14.8K – – –
Canada Life
111
Canada Life
Manitoba, Canada
$14K – – –
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$13K +$13K +1,633 New
QCG
113
Quadrant Capital Group
Ohio
$12K +$7.89K +936 +192%
S
114
SignatureFD
Georgia
$12K +$9.12K +1,085 +317%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$11K -$3.49K -430 -24%
Victory Capital Management
116
Victory Capital Management
Texas
$11K – – –
Wells Fargo
117
Wells Fargo
California
$9K -$795 -102 -8%
Macquarie Group
118
Macquarie Group
Australia
$5K -$10K -668 Closed
EWA
119
EverSource Wealth Advisors
Alabama
$5K +$5K +637 New
ACM
120
Aquatic Capital Management
Illinois
$3K -$750 -100 -20%
LC
121
Lindbrook Capital
California
$2K -$142 -18 -7%
CAM
122
ClariVest Asset Management
California
$2K +$2K +265 New
PA
123
Parallel Advisors
California
$2K +$2K +273 New
WFA
124
Wipfli Financial Advisors
Wisconsin
$2K +$2K +276 New
MIFH
125
Migdal Insurance & Financial Holdings
Israel
$1K – – –
3 4
5
6 7