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Upland Software
UPLD

Overview Fund Activity

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.

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
48
Reduced
41
Closed
29
Calls
$2.68M
Puts
$1.43M
Net Calls
+$1.25M
Net Calls Change
+$2.51M

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$8.66M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.38M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$4.33M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.08M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$2.22M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$0
2
BCA
2
Bernzott Capital Advisors
California
$0
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$600K
4
WCM
4
Wedge Capital Management
North Carolina
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$661K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
151
SignatureFD
Georgia
– -$12K -1,427 Closed
Victory Capital Management
152
Victory Capital Management
Texas
– -$11K -1,389 Closed
ACM
153
Aquatic Capital Management
Illinois
– -$3K -400 Closed
LC
154
Lindbrook Capital
California
– -$2K -253 Closed
DFCM
155
Dark Forest Capital Management
Puerto Rico
– -$1K -149 Closed
UB
156
UMB Bank
Missouri
– -$1K -95 Closed
AF
157
Allworth Financial
California
– -$1K -92 Closed
Macquarie Group
158
Macquarie Group
Australia
– -$5K – –
3 4 5 6
7