Upland Software
UPLD
131 hedge funds and large institutions have $174M invested in Upland Software in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 29 closing their positions.
88% more call options, than puts
Call options by funds: $2.68M | Put options by funds: $1.43M
17% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 41
0.23% more ownership
Funds ownership: 7.56% → 7.79% (+0.23%)
3% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 29
2% less funds holding
Funds holding: 134 → 131 (-3)
10% less capital invested
Capital invested by funds: $194M → $174M (-$20.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$5.62M |
| 2 |
JP Morgan Chase
New York
|
+$5.5M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$3.93M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.59M |
| 5 |
First Eagle Investment Management
New York
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
P2 Capital Partners
New York
|
-$7.72M |
| 2 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
-$4.65M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$3.98M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$2.75M |
| 5 |
Renaissance Technologies
New York
|
-$2.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$14K | -177 | Closed |
|
|
S
152
SignatureFD
Atlanta,
Georgia
| – | -$12K | -143 | Closed |
|
153
Victory Capital Management
San Antonio,
Texas
| – | -$11K | -139 | Closed |
|
|
ACM
154
Aquatic Capital Management
Chicago,
Illinois
| – | -$3K | -40 | Closed |
|
|
LC
155
Lindbrook Capital
Calabasas,
California
| – | -$2K | -25 | Closed |
|
|
DFCM
156
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$1K | -15 | Closed |
|
|
UB
157
UMB Bank
Kansas City,
Missouri
| – | -$1K | -10 | Closed |
|
|
AF
158
Allworth Financial
Folsom,
California
| – | -$1K | -9 | Closed |
|
|
MPWT
159
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | +$298 | +4 | New |
|
UPLD Hedge Fund Activity: Q4 2022 in Review
131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2022, worth a combined $174M — down 10% from $194M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of UPLD and 28 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 48 added.
The largest buyer was Hodges Capital Management, adding an estimated $5.62M. The largest seller was P2 Capital Partners, exiting entirely with an estimated $7.72M sold.
- 131 institutional investors held Upland Software (UPLD) as of Q4 2022, down from 134 in Q3 2022.
- Funds reported $174M of Upland Software stock for Q4 2022, down 10% quarter-over-quarter.
- 28 funds opened new Upland Software positions in Q4 2022 and 29 closed out, a net change of -1 holder.
- The largest Upland Software buyer in Q4 2022 was Hodges Capital Management, an estimated $5.62M added.
- The largest Upland Software seller in Q4 2022 was P2 Capital Partners, an estimated $7.72M sold.
Based on aggregated 13F filings for Q4 2022.