Upland Software
UPLD
149 hedge funds and large institutions have $426M invested in Upland Software in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 32 closing their positions.
0.29% less ownership
Funds ownership: 8.06% → 7.78% (-0.29%)
3% less capital invested
Capital invested by funds: $441M → $426M (-$14.8M)
8% less call options, than puts
Call options by funds: $16.6M | Put options by funds: $18.1M
4% less funds holding
Funds holding: 155 → 149 (-6)
11% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 54
16% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 32
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.49M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$5.68M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$5.63M |
| 4 |
GIPM
G2 Investment Partners Management
New York
|
+$4.85M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$6.35M |
| 2 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$4.7M |
| 3 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$4.47M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$3M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$2.95M |
UPLD Hedge Fund Activity: Q1 2022 in Review
149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2022, worth a combined $426M — down 3.4% from $441M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of UPLD and 27 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 48 added.
The largest buyer was Vanguard Group, adding an estimated $9.49M. The largest seller was Millennium Management, cutting an estimated $6.35M.
- 149 institutional investors held Upland Software (UPLD) as of Q1 2022, down from 155 in Q4 2021.
- Funds reported $426M of Upland Software stock for Q1 2022, down 3.4% quarter-over-quarter.
- 27 funds opened new Upland Software positions in Q1 2022 and 32 closed out, a net change of -5 holders.
- The largest Upland Software buyer in Q1 2022 was Vanguard Group, an estimated $9.49M added.
- The largest Upland Software seller in Q1 2022 was Millennium Management, an estimated $6.35M sold.
Based on aggregated 13F filings for Q1 2022.