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Upland Software
UPLD

Overview Fund Activity

149 hedge funds and large institutions have $426M invested in Upland Software in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 32 closing their positions.

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
48
Reduced
55
Closed
32
Calls
$16.6M
Puts
$18.1M
Net Calls
-$1.5M
Net Calls Change
-$8.54M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.7M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.45M
3
HCM
3
Hodges Capital Management
Texas
$9.47M
4
GIPM
4
G2 Investment Partners Management
New York
$6.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$5.06M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.87M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$45M
3
RCMC
3
RK Capital Management (Colorado)
Colorado
$0
4
WA
4
Wasatch Advisors
Utah
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$45M 2,555,166 -255,985 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.7M 2,025,310 +517,293 +34%
BlackRock
3
BlackRock
New York
$33.3M 1,891,762 +33,898 +2%
NSCM
4
New South Capital Management
Tennessee
$20.9M 1,185,072 +58,380 +5%
BCA
5
Bernzott Capital Advisors
California
$19.5M 1,105,702 +13,781 +1%
PCP
6
P2 Capital Partners
New York
$16.7M 950,000 – –
State Street
7
State Street
Massachusetts
$13.4M 758,120 -21,743 -3%
ACH
8
ArrowMark Colorado Holdings
Colorado
$11.4M 648,778 +30,208 +5%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$10.6M 601,995 +12,768 +2%
CI
10
Cooper Investors
Australia
$10.3M 585,020 +43,429 +8%
HCM
11
Hodges Capital Management
Texas
$9.47M 537,889 +306,645 +133%
Ameriprise
12
Ameriprise
Minnesota
$9.27M 526,307 +95,780 +22%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.53M 484,283 -22,638 -4%
SCA
14
Summit Creek Advisors
Minnesota
$8.03M 455,856 +1,770 +0.4%
WCM Investment Management
15
WCM Investment Management
California
$7.4M 420,011 +23,309 +6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$7.27M 412,720 -15,526 -4%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$7.13M 404,776 -21,230 -5%
MFWM
18
Motley Fool Wealth Management
Virginia
$7.07M 401,444 +9,528 +2%
Goldman Sachs
19
Goldman Sachs
New York
$7.01M 397,853 +18,967 +5%
Millennium Management
20
Millennium Management
New York
$6.87M 390,157 -346,377 -47%
WCM
21
Wedge Capital Management
North Carolina
$6.3M 357,689 -12,481 -3%
GIPM
22
G2 Investment Partners Management
New York
$6.1M 346,492 +264,492 +323%
SI
23
Scout Investments
Missouri
$6.08M 345,010 +94,828 +38%
Federated Hermes
24
Federated Hermes
Pennsylvania
$5.45M 309,537 +309,537 New
Northern Trust
25
Northern Trust
Illinois
$5.37M 304,645 -12,862 -4%
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