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Upland Software
UPLD

Overview Fund Activity

127 hedge funds and large institutions have $339M invested in Upland Software in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 31 closing their positions.

Holders
127
Holders Change
-22
Holders Change %
-14.77%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
46
Reduced
48
Closed
31
Calls
$19.7M
Puts
$23.9M
Net Calls
-$4.21M
Net Calls Change
-$2.72M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$12.3M
2
BlackRock
2
BlackRock
New York
$33M
3
NIM
3
Needham Investment Management
New York
$6.32M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.27M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.22M

Top Sellers

1
CI
1
Cooper Investors
Australia
$0
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$530K
4
Norges Bank
4
Norges Bank
Norway
$0
5
DMKJ
5
David M. Knott Jr
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM Investment Management
126
WCM Investment Management
California
– -$7.4M -420,011 Closed
Norges Bank
127
Norges Bank
Norway
– -$4.46M -253,400 Closed
DMKJ
128
David M. Knott Jr
– -$3.52M -200,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
129
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.8M -159,200 Closed
Marshall Wace
130
Marshall Wace
United Kingdom
– -$2.25M -127,857 Closed
PI
131
Putnam Investments
Massachusetts
– -$1.39M -79,099 Closed
HT
132
HighTower Trust
Texas
– -$692K -39,279 Closed
Group One Trading
133
Group One Trading
Illinois
– -$566K -32,147 Closed
AG
134
Algert Global
California
– -$549K -31,152 Closed
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
– -$532K -30,226 Closed
BMSSC
136
B. Metzler seel. Sohn & Co
Germany
– -$467K -26,505 Closed
Two Sigma Investments
137
Two Sigma Investments
New York
– -$439K -24,903 Closed
Squarepoint
138
Squarepoint
New York
– -$315K -17,910 Closed
BFM
139
Boothbay Fund Management
New York
– -$311K -17,665 Closed
Baird Financial Group
140
Baird Financial Group
Wisconsin
– -$258K -14,656 Closed
TI
141
Trexquant Investment
Connecticut
– -$257K -14,597 Closed
Wolverine Trading
142
Wolverine Trading
Illinois
– -$251K -14,015 Closed
BCM
143
Bayesian Capital Management
New York
– -$247K -14,000 Closed
ECM
144
ExodusPoint Capital Management
New York
– -$207K -11,744 Closed
E
145
Ergoteles
New York
– -$181K -10,268 Closed
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
– -$179K -10,181 Closed
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
– -$18K -1,000 Closed
GIA
148
GHP Investment Advisors
Colorado
– -$11K -653 Closed
FHA
149
First Horizon Advisors
Tennessee
– -$6K -345 Closed
TWA
150
TCI Wealth Advisors
Arizona
– -$4K -223 Closed
3 4 5
6
7