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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.

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 %
SC
126
Skylands Capital
Wisconsin
– -$1.64M -230,000 Closed
MFAM
127
Motley Fool Asset Management
Virginia
– -$1.21M -169,438 Closed
GCM
128
Graham Capital Management
Connecticut
– -$732K -102,616 Closed
M&T Bank
129
M&T Bank
New York
– -$515K -72,206 Closed
NYLIM
130
New York Life Investment Management
New York
– -$230K -32,212 Closed
SCP
131
Seizert Capital Partners
Michigan
– -$222K -31,181 Closed
AC
132
Aristides Capital
Kentucky
– -$207K -29,085 Closed
FG
133
Formula Growth
Quebec, Canada
– -$199K -27,900 Closed
Simplex Trading
134
Simplex Trading
Illinois
– -$169K -23,805 Closed
Norges Bank
135
Norges Bank
Norway
– -$140K -19,600 Closed
Stifel Financial
136
Stifel Financial
Missouri
– -$108K -15,087 Closed
AGM
137
Alpine Global Management
New York
– -$107K -15,043 Closed
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
– -$91.2K -12,790 Closed
LCM
139
Landscape Capital Management
New Jersey
– -$74K -10,377 Closed
GCM
140
Gladius Capital Management
Illinois
– -$36.6K -5,133 Closed
EWA
141
EverSource Wealth Advisors
Alabama
– -$10.6K -1,491 Closed
TWA
142
TCI Wealth Advisors
Arizona
– -$3.19K -447 Closed
CASC
143
Coppell Advisory Solutions Corp
Texas
– -$2.85K -400 Closed
CAS
144
Coppell Advisory Solutions
Texas
– -$2.85K -400 Closed
EI
145
Ellevest Inc
New York
– -$1.9K -267 Closed
CAM
146
ClariVest Asset Management
California
– -$2K -265 Closed
PA
147
Parallel Advisors
California
– -$357 -50 Closed
QCG
148
Quadrant Capital Group
Ohio
– -$193 -27 Closed
CS
149
Credit Suisse
Switzerland
– -$178 -25 Closed
NA
150
NewEdge Advisors
Louisiana
– -$128 -18 Closed
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