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Upland Software
UPLD

Overview Fund Activity

90 hedge funds and large institutions have $97.4M invested in Upland Software in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 39 closing their positions.

Holders
90
Holders Change
-31
Holders Change %
-25.62%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
38
Closed
39
Calls
$1.34M
Puts
$637K
Net Calls
+$700K
Net Calls Change
-$649K

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$12.3M
2
NSCM
2
New South Capital Management
Tennessee
$5.77M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.64M
4
Ameriprise
4
Ameriprise
Minnesota
$5.35M
5
RC
5
RBF Capital
California
$1.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.99M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$682K
4
NIM
4
Needham Investment Management
New York
$360K
5
State Street
5
State Street
Massachusetts
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
2L
126
25 LLC
Missouri
– -$469 -137 Closed
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
– -$430 -100 Closed
Point72 Asset Management
128
Point72 Asset Management
Connecticut
– -$409 -95 Closed
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
– -$219 -51 Closed
2 3 4 5
6