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Upland Software
UPLD

Overview Fund Activity

127 hedge funds and large institutions have $339M invested in Upland Software in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 31 closing their positions.

Holders
127
Holders Change
-22
Holders Change %
-14.77%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
46
Reduced
48
Closed
31
Calls
$19.7M
Puts
$23.9M
Net Calls
-$4.21M
Net Calls Change
-$2.72M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$12.3M
2
BlackRock
2
BlackRock
New York
$33M
3
NIM
3
Needham Investment Management
New York
$6.32M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.27M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.22M

Top Sellers

1
CI
1
Cooper Investors
Australia
$0
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$530K
4
Norges Bank
4
Norges Bank
Norway
$0
5
DMKJ
5
David M. Knott Jr
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$35.6M 2,451,702 -103,464 -4%
BlackRock
2
BlackRock
New York
$33M 2,274,844 +383,082 +20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$28.6M 1,970,887 -54,423 -3%
NSCM
4
New South Capital Management
Tennessee
$16.9M 1,163,354 -21,718 -2%
BCA
5
Bernzott Capital Advisors
California
$16.1M 1,106,308 +606 +0.1%
PCP
6
P2 Capital Partners
New York
$13.8M 950,000 – –
Federated Hermes
7
Federated Hermes
Pennsylvania
$12.3M 847,195 +537,658 +174%
State Street
8
State Street
Massachusetts
$11.3M 776,621 +18,501 +2%
HCM
9
Hodges Capital Management
Texas
$10.5M 724,588 +186,699 +35%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$9.27M 638,041 +225,321 +55%
ACH
11
ArrowMark Colorado Holdings
Colorado
$8.85M 609,501 -39,277 -6%
Ameriprise
12
Ameriprise
Minnesota
$7.67M 528,366 +2,059 +0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.45M 513,081 +28,798 +6%
SCA
14
Summit Creek Advisors
Minnesota
$6.62M 455,916 +60 +0%
NIM
15
Needham Investment Management
New York
$6.32M 435,000 +365,000 +521%
GIPM
16
G2 Investment Partners Management
New York
$6.08M 418,707 +72,215 +21%
MFWM
17
Motley Fool Wealth Management
Virginia
$5.57M 383,554 -17,890 -4%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$5.48M 377,699 -224,296 -37%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$5.4M 371,861 -32,915 -8%
Millennium Management
20
Millennium Management
New York
$5.29M 364,049 -26,108 -7%
MPAM
21
Monarch Partners Asset Management
Massachusetts
$5.2M 358,165 +75,383 +27%
SI
22
Scout Investments
Missouri
$5.15M 354,748 +9,738 +3%
WCM
23
Wedge Capital Management
North Carolina
$4.96M 341,585 -16,104 -5%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.36M 300,020 – –
Northern Trust
25
Northern Trust
Illinois
$4.3M 296,054 -8,591 -3%
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