Upland Software
UPLD
89 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.
110% more call options, than puts
Call options by funds: $1.34M | Put options by funds: $637K
0.05% less ownership
Funds ownership: 8.07% → 8.02% (-0.05%)
13% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 38
16% less capital invested
Capital invested by funds: $116M → $97.4M (-$18.1M)
26% less funds holding
Funds holding: 120 → 89 (-31)
72% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 39
Top Buyers
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$4.33M |
| 2 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
+$2.38M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.23M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.09M |
| 5 |
RC
RBF Capital
San Francisco,
California
|
+$1.53M |
Top Sellers
| 1 |
BlackRock
New York
|
-$4.64M |
| 2 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$2.75M |
| 3 |
JP Morgan Chase
New York
|
-$2.33M |
| 4 |
NIM
Needham Investment Management
New York
|
-$1.89M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
2L
126
25 LLC
St. Louis,
Missouri
| – | -$469 | -14 | Closed |
|
127
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$430 | -10 | Closed |
|
128
Point72 Asset Management
Stamford,
Connecticut
| – | -$409 | -10 | Closed |
|
129
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$219 | -5 | Closed |
|
UPLD Hedge Fund Activity: Q2 2023 in Review
89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2023, worth a combined $97.4M — down 16% from $116M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of UPLD and 11 opened new positions — a net loss of 28 holders — while 38 trimmed existing stakes and 33 added.
The largest buyer was Hodges Capital Management, adding an estimated $4.33M. The largest seller was BlackRock, cutting an estimated $4.64M.
- 89 institutional investors held Upland Software (UPLD) as of Q2 2023, down from 120 in Q1 2023.
- Funds reported $97.4M of Upland Software stock for Q2 2023, down 16% quarter-over-quarter.
- 11 funds opened new Upland Software positions in Q2 2023 and 39 closed out, a net change of -28 holders.
- The largest Upland Software buyer in Q2 2023 was Hodges Capital Management, an estimated $4.33M added.
- The largest Upland Software seller in Q2 2023 was BlackRock, an estimated $4.64M sold.
Based on aggregated 13F filings for Q2 2023.