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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.

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

Top Sellers

1
MAMU
Marathon Asset Management (UK)
United Kingdom
$10.8M
2
GIPM
G2 Investment Partners Management
New York
$0
3
William Blair Investment Management
William Blair Investment Management
Illinois
$0
4
SI
Scout Investments
Missouri
$0
5
BCA
Bernzott Capital Advisors
California
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Allworth Financial
California
$1K +$1K +92 New
UB
127
UMB Bank
Missouri
$1K +$1K +95 New
DFCM
128
Dark Forest Capital Management
Puerto Rico
$1K +$1K +149 New
APA
129
American Portfolios Advisors
New York
$187 – – –
AIM
130
Anchor Investment Management
South Carolina
$138 – – –
GIPM
131
G2 Investment Partners Management
New York
– -$6.08M -418,707 Closed
William Blair Investment Management
132
William Blair Investment Management
Illinois
– -$5.48M -377,699 Closed
SI
133
Scout Investments
Missouri
– -$5.15M -354,748 Closed
HT
134
HAP Trading
New York
– -$1.42M -97,616 Closed
CM
135
Caption Management
Oklahoma
– -$1.33M -91,227 Closed
Rafferty Asset Management
136
Rafferty Asset Management
New York
– -$1.29M -89,088 Closed
CIC
137
Cornercap Investment Counsel
Georgia
– -$1.1M -75,402 Closed
PI
138
PEAK6 Investments
Illinois
– -$1.08M -74,376 Closed
GCP
139
GSA Capital Partners
United Kingdom
– -$1.05M -72,255 Closed
ERSOT
140
Employees Retirement System of Texas
Texas
– -$711K -49,000 Closed
VI
141
Versor Investments
New York
– -$538K -37,070 Closed
OQS
142
Occudo Quantitative Strategies
Florida
– -$237K -16,308 Closed
Voloridge Investment Management
143
Voloridge Investment Management
Florida
– -$228K -15,680 Closed
MOS
144
MGO One Seven
Ohio
– -$201K -13,865 Closed
SSA
145
Schonfeld Strategic Advisors
New York
– -$188K -12,966 Closed
HF
146
HRT Financial
New York
– -$165K -11,403 Closed
SG Americas Securities
147
SG Americas Securities
New York
– -$158K -10,848 Closed
QT
148
Quantbot Technologies
New York
– -$30K -2,127 Closed
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
– -$28K -1,900 Closed
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
– -$3K -175 Closed
3 4 5
6
7