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Upland Software
UPLD

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

52% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 33

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

6% more funds holding

Funds holding: 127 → 134 (+7)

0.09% more ownership

Funds ownership: 7.47% → 7.56% (+0.09%)

25% less call options, than puts

Call options by funds: $3.88M | Put options by funds: $5.14M

43% less capital invested

Capital invested by funds: $339M → $194M (-$145M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
134
Holders Change
+7
Holders Change %
+5.51%
% of All Funds
2.31%
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

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$4.24M
2
RHJA
Rice Hall James & Associates
California
+$3.67M
3
Millennium Management
Millennium Management
New York
+$3.64M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$3.57M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.52M

Top Sellers

Rank Fund Capital Flow
1
MAMU
Marathon Asset Management (UK)
United Kingdom
-$12.4M
2
GIPM
G2 Investment Partners Management
New York
-$6.08M
3
BCA
Bernzott Capital Advisors
California
-$5.91M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$5.48M
5
SI
Scout Investments
Missouri
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
126
Migdal Insurance & Financial Holdings
Israel
$1K – – –
AF
127
Allworth Financial
California
$1K +$996 +9 New
UB
128
UMB Bank
Missouri
$1K +$1.11K +10 New
DFCM
129
Dark Forest Capital Management
Puerto Rico
$1K +$1.66K +15 New
APA
130
American Portfolios Advisors
New York
$187 – – –
AIM
131
Anchor Investment Management
South Carolina
$138 – – –
GIPM
132
G2 Investment Partners Management
New York
– -$6.08M -41,871 Closed
William Blair Investment Management
133
William Blair Investment Management
Illinois
– -$5.48M -37,770 Closed
SI
134
Scout Investments
Missouri
– -$5.15M -35,475 Closed
HT
135
HAP Trading
New York
– -$1.42M -9,762 Closed
CM
136
Caption Management
Oklahoma
– -$1.32M -9,123 Closed
Rafferty Asset Management
137
Rafferty Asset Management
New York
– -$1.29M -8,909 Closed
CIC
138
Cornercap Investment Counsel
Georgia
– -$1.09M -7,540 Closed
PI
139
PEAK6 Investments
Illinois
– -$1.08M -7,438 Closed
GCP
140
GSA Capital Partners
United Kingdom
– -$1.05M -7,226 Closed
ERSOT
141
Employees Retirement System of Texas
Texas
– -$711K -4,900 Closed
VI
142
Versor Investments
New York
– -$538K -3,707 Closed
OQS
143
Occudo Quantitative Strategies
Florida
– -$237K -1,631 Closed
Voloridge Investment Management
144
Voloridge Investment Management
Florida
– -$228K -1,568 Closed
MOS
145
MGO One Seven
Ohio
– -$201K -1,387 Closed
SSA
146
Schonfeld Strategic Advisors
New York
– -$188K -1,297 Closed
HF
147
HRT Financial
New York
– -$165K -1,140 Closed
SG Americas Securities
148
SG Americas Securities
New York
– -$158K -1,085 Closed
QT
149
Quantbot Technologies
New York
– -$30K -213 Closed
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
– -$28K -190 Closed
3 4 5
6
7

UPLD Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2022, worth a combined $194M — down 43% from $339M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UPLD positions and 24 closed out — a net gain of 7 holders — while 50 added to existing stakes and 33 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $4.24M. The largest seller was Marathon Asset Management (UK), cutting an estimated $12.4M.

  • 134 institutional investors held Upland Software (UPLD) as of Q3 2022, up from 127 in Q2 2022.
  • Funds reported $194M of Upland Software stock for Q3 2022, down 43% quarter-over-quarter.
  • 31 funds opened new Upland Software positions in Q3 2022 and 24 closed out, a net change of +7 holders.
  • The largest Upland Software buyer in Q3 2022 was Jacobs Levy Equity Management, an estimated $4.24M added.
  • The largest Upland Software seller in Q3 2022 was Marathon Asset Management (UK), an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2022.