Upland Software
UPLD
120 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 31 closing their positions.
194% more call options, than puts
Call options by funds: $2.04M | Put options by funds: $695K
83% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 29
0.29% more ownership
Funds ownership: 7.79% → 8.07% (+0.29%)
8% less funds holding
Funds holding: 131 → 120 (-11)
29% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 31
34% less capital invested
Capital invested by funds: $174M → $116M (-$58.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
2C
272 Capital
Dallas,
Texas
|
+$8.49M |
| 2 |
BFM
Boothbay Fund Management
New York
|
+$3.99M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.89M |
| 4 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$2.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$8.64M |
| 2 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$4.39M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$3.18M |
| 4 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
-$3.05M |
| 5 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$2.35M |
UPLD Hedge Fund Activity: Q1 2023 in Review
120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2023, worth a combined $116M — down 34% from $174M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of UPLD and 22 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 53 added.
The largest buyer was 272 Capital, opening a new position worth an estimated $8.49M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $8.64M sold.
- 120 institutional investors held Upland Software (UPLD) as of Q1 2023, down from 131 in Q4 2022.
- Funds reported $116M of Upland Software stock for Q1 2023, down 34% quarter-over-quarter.
- 22 funds opened new Upland Software positions in Q1 2023 and 31 closed out, a net change of -9 holders.
- The largest Upland Software buyer in Q1 2023 was 272 Capital, an estimated $8.49M added.
- The largest Upland Software seller in Q1 2023 was ArrowMark Colorado Holdings, an estimated $8.64M sold.
Based on aggregated 13F filings for Q1 2023.