Upland Software
UPLD
134 hedge funds and large institutions have $194M invested in Upland Software in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 24 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 33
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
6% more funds holding
Funds holding: 127 → 134 (+7)
0.09% more ownership
Funds ownership: 7.47% → 7.56% (+0.09%)
25% less call options, than puts
Call options by funds: $3.88M | Put options by funds: $5.14M
43% less capital invested
Capital invested by funds: $339M → $194M (-$145M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$4.24M |
| 2 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$3.67M |
| 3 |
Millennium Management
New York
|
+$3.64M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$3.57M |
| 5 |
Renaissance Technologies
New York
|
+$3.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$12.4M |
| 2 |
GIPM
G2 Investment Partners Management
New York
|
-$6.08M |
| 3 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
-$5.91M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$5.48M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$5.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$3K | -18 | Closed |
|
|
AW
152
ACG Wealth
Atlanta,
Georgia
| – | -$2K | -15 | Closed |
|
|
AIP
153
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$2K | -14 | Closed |
|
|
CAL
154
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$1K | -7 | Closed |
|
|
SIC
155
SJS Investment Consulting
Sylvania,
Ohio
| – | +$332 | +3 | New |
|
156
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$443 | +4 | +400% |
|
|
EI
157
Ellevest Inc
New York
| – | +$553 | +5 | +500% |
|
UPLD Hedge Fund Activity: Q3 2022 in Review
134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2022, worth a combined $194M — down 43% from $339M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new UPLD positions and 24 closed out — a net gain of 7 holders — while 50 added to existing stakes and 33 trimmed.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $4.24M. The largest seller was Marathon Asset Management (UK), cutting an estimated $12.4M.
- 134 institutional investors held Upland Software (UPLD) as of Q3 2022, up from 127 in Q2 2022.
- Funds reported $194M of Upland Software stock for Q3 2022, down 43% quarter-over-quarter.
- 31 funds opened new Upland Software positions in Q3 2022 and 24 closed out, a net change of +7 holders.
- The largest Upland Software buyer in Q3 2022 was Jacobs Levy Equity Management, an estimated $4.24M added.
- The largest Upland Software seller in Q3 2022 was Marathon Asset Management (UK), an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2022.