Upland Software
UPLD
126 hedge funds and large institutions have $338M invested in Upland Software in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 32 closing their positions.
0.33% less ownership
Funds ownership: 7.78% → 7.44% (-0.33%)
6% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 48
11% less call options, than puts
Call options by funds: $19.7M | Put options by funds: $22.1M
15% less funds holding
Funds holding: 149 → 126 (-23)
21% less capital invested
Capital invested by funds: $426M → $338M (-$87.9M)
63% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$7.85M |
| 2 |
BlackRock
New York
|
+$5.59M |
| 3 |
NIM
Needham Investment Management
New York
|
+$5.33M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.29M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cooper Investors
Melbourne, Victoria,
Australia
|
-$10.3M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
-$7.4M |
| 3 |
Goldman Sachs
New York
|
-$5.28M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$4.46M |
| 5 |
DMKJ
David M. Knott Jr
|
-$3.52M |
UPLD Hedge Fund Activity: Q2 2022 in Review
126 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2022, worth a combined $338M — down 21% from $426M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of UPLD and 12 opened new positions — a net loss of 20 holders — while 48 trimmed existing stakes and 45 added.
The largest buyer was Federated Hermes, adding an estimated $7.85M. The largest seller was Cooper Investors, exiting entirely with an estimated $10.3M sold.
- 126 institutional investors held Upland Software (UPLD) as of Q2 2022, down from 149 in Q1 2022.
- Funds reported $338M of Upland Software stock for Q2 2022, down 21% quarter-over-quarter.
- 12 funds opened new Upland Software positions in Q2 2022 and 32 closed out, a net change of -20 holders.
- The largest Upland Software buyer in Q2 2022 was Federated Hermes, an estimated $7.85M added.
- The largest Upland Software seller in Q2 2022 was Cooper Investors, an estimated $10.3M sold.
Based on aggregated 13F filings for Q2 2022.