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Upland Software
UPLD

Overview Fund Activity

156 hedge funds and large institutions have $441M invested in Upland Software in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 45 closing their positions.

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
53
Reduced
39
Closed
45
Calls
$26.2M
Puts
$19.2M
Net Calls
+$7.04M
Net Calls Change
-$12.2M

Top Buyers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$50.4M
2
Millennium Management
2
Millennium Management
New York
$13.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$7.64M
4
NSCM
4
New South Capital Management
Tennessee
$20.2M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.23M

Top Sellers

1
CU
1
CDAM (UK)
United Kingdom
$0
2
RA
2
Royce & Associates
New York
$5.33M
3
Swedbank
3
Swedbank
Sweden
$0
4
WA
4
Wasatch Advisors
Utah
$2.95M
5
ACM
5
Ashford Capital Management
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
– -$379K -11,341 Closed
SG Americas Securities
177
SG Americas Securities
New York
– -$360K -10,763 Closed
PFO
178
Pathstone Family Office
New Jersey
– -$328K -9,796 Closed
AC
179
Apogem Capital
New York
– -$324K -9,699 Closed
FDS
180
First Dallas Securities
Texas
– -$304K -9,100 Closed
Holocene Advisors
181
Holocene Advisors
New York
– -$279K -8,332 Closed
Wellington Management Group
182
Wellington Management Group
Massachusetts
– -$263K -7,850 Closed
Luther King Capital Management (LKCM)
183
Luther King Capital Management (LKCM)
Texas
– -$240K -7,163 Closed
HF
184
HRT Financial
New York
– -$237K -7,095 Closed
ASRS
185
Arizona State Retirement System
Arizona
– -$233K -6,969 Closed
KMC
186
Kirr Marbach & Co
Indiana
– -$231K -6,900 Closed
WG
187
Winton Group
United Kingdom
– -$216K -6,452 Closed
Principal Financial Group
188
Principal Financial Group
Iowa
– -$203K -6,067 Closed
Walleye Trading
189
Walleye Trading
New York
– -$135K -4,025 Closed
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
– -$82 -2,450 Closed
PCG
191
Private Capital Group
Connecticut
– -$27K -810 Closed
WTC
192
WhitTier Trust Company
Nevada
– -$21K -620 Closed
HIIFS
193
Harel Insurance Investments & Financial Services
Israel
– -$20K -592 Closed
Simplex Trading
194
Simplex Trading
Illinois
– -$11K -278 Closed
GRP
195
Global Retirement Partners
California
– -$3K -100 Closed
CTC
196
Central Trust Company
Missouri
– -$1K -43 Closed
MAM
197
Meeder Asset Management
Ohio
– -$1K -18 Closed
4 5 6 7
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