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Upland Software
UPLD

Overview Fund Activity

149 hedge funds and large institutions have $426M invested in Upland Software in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 32 closing their positions.

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
48
Reduced
55
Closed
32
Calls
$16.6M
Puts
$18.1M
Net Calls
-$1.5M
Net Calls Change
-$8.54M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.7M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.45M
3
HCM
3
Hodges Capital Management
Texas
$9.47M
4
GIPM
4
G2 Investment Partners Management
New York
$6.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$5.06M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.87M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$45M
3
RCMC
3
RK Capital Management (Colorado)
Colorado
$0
4
WA
4
Wasatch Advisors
Utah
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIM
151
M&G Investment Management
United Kingdom
– -$1.37K -76,132 Closed
ECM
152
EMC Capital Management
Texas
– -$1.79M -70,332 Closed
DTL
153
Dynamic Technology Lab
Singapore
– -$831K -46,278 Closed
CIC
154
Cornercap Investment Counsel
Georgia
– -$824K -45,931 Closed
JF
155
Jump Financial
Illinois
– -$656K -36,558 Closed
Nomura Holdings
156
Nomura Holdings
Japan
– -$589K -32,715 Closed
PP
157
Paloma Partners
Connecticut
– -$560K -31,189 Closed
RG
158
Renaissance Group
Kentucky
– -$547K -30,495 Closed
Two Sigma Advisers
159
Two Sigma Advisers
New York
– -$497K -27,700 Closed
RJA
160
Raymond James & Associates
Florida
– -$480K -26,751 Closed
ANTB
161
AMG National Trust Bank
Colorado
– -$457K -25,472 Closed
Balyasny Asset Management
162
Balyasny Asset Management
Illinois
– -$432K -24,089 Closed
AC
163
Aristides Capital
Kentucky
– -$213K -11,886 Closed
William Blair & Company
164
William Blair & Company
Illinois
– -$191K -10,643 Closed
PP
165
PDT Partners
New York
– -$185K -10,333 Closed
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
– -$103K -5,730 Closed
EVM
167
Eaton Vance Management
Massachusetts
– -$81K -4,500 Closed
CG
168
Cutler Group
California
– -$71K -4,000 Closed
CMF
169
Counterpoint Mutual Funds
California
– -$23K -1,303 Closed
DFCM
170
Dark Forest Capital Management
Puerto Rico
– -$15K -832 Closed
CFGS
171
Concourse Financial Group Securities
Alabama
– -$8K -428 Closed
UB
172
UMB Bank
Missouri
– -$7K -371 Closed
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
– -$2K -132 Closed
CWS
174
Confluence Wealth Services
Pennsylvania
– -$1K -66 Closed
CCM
175
Chilton Capital Management
Texas
– -$1K -50 Closed
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