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Upland Software
UPLD

Overview Fund Activity

121 hedge funds and large institutions have $116M invested in Upland Software in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-10
Holders Change %
-7.63%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
53
Reduced
29
Closed
30
Calls
$2.04M
Puts
$695K
Net Calls
+$1.35M
Net Calls Change
+$99K

Top Buyers

1
2C
1
272 Capital
Texas
$5.27M
2
BFM
2
Boothbay Fund Management
New York
$2.48M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$2.75M
4
ICM
4
Invenomic Capital Management
Massachusetts
$2.86M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.64M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$0
2
SCA
2
Summit Creek Advisors
Minnesota
$0
3
MAMU
3
Marathon Asset Management (UK)
United Kingdom
$2.75M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
101
MetLife Investment Management
New Jersey
$33.4K -$34.9K -8,114 -51%
SOW
102
State of Wyoming
Wyoming
$31.9K -$61.7K -14,358 -66%
Wells Fargo
103
Wells Fargo
California
$26.2K +$23.9K +5,566 +1,058%
AB
104
Amalgamated Bank
New York
$13K -$2.8K -651 -18%
Legal & General Group
105
Legal & General Group
United Kingdom
$12.4K – – –
AIP
106
Ameritas Investment Partners
Nebraska
$9.54K – – –
Group One Trading
107
Group One Trading
Illinois
$9.42K -$26.3K -6,126 -74%
DFCM
108
Dark Forest Capital Management
Puerto Rico
$7.36K +$7.36K +1,712 New
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$6.99K -$834 -194 -11%
PMEF
110
Point72 Middle East FZE
United Arab Emirates
$6.12K +$6.12K +1,422 New
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$1.39K +$1.39K +324 New
Citigroup
112
Citigroup
New York
$1.08K -$13K -3,026 -92%
MIFH
113
Migdal Insurance & Financial Holdings
Israel
$1K +$336 +84 +51%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1K +$409 +134 +69%
AIP
115
Ahrens Investment Partners
Louisiana
$581 +$581 +135 New
2L
116
25 LLC
Missouri
$469 +$469 +137 New
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$430 +$430 +100 New
Point72 Asset Management
118
Point72 Asset Management
Connecticut
$409 +$254 +59 +164%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$219 -$82 -19 -27%
GWSG
120
GPS Wealth Strategies Group
Colorado
$168 +$168 +39 New
AIM
121
Anchor Investment Management
South Carolina
$73 – – –
HNB
122
Huntington National Bank
Ohio
$4 – – –
ACH
123
ArrowMark Colorado Holdings
Colorado
– -$8.64M -1,211,701 Closed
SCA
124
Summit Creek Advisors
Minnesota
– -$3.05M -428,453 Closed
MFWM
125
Motley Fool Wealth Management
Virginia
– -$2.35M -329,224 Closed
2 3 4
5
6