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Upland Software
UPLD

Overview Fund Activity

134 hedge funds and large institutions have $194M invested in Upland Software in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 24 closing their positions.

Holders
134
Holders Change
+7
Holders Change %
+5.51%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
50
Reduced
33
Closed
24
Calls
$3.88M
Puts
$5.14M
Net Calls
-$1.26M
Net Calls Change
+$2.95M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$5.03M
2
RHJA
2
Rice Hall James & Associates
California
$2.97M
3
Millennium Management
3
Millennium Management
New York
$5.63M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$7.58M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.45M

Top Sellers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$10.8M
2
GIPM
2
G2 Investment Partners Management
New York
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
SI
4
Scout Investments
Missouri
$0
5
BCA
5
Bernzott Capital Advisors
California
$4.65M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$19.9M 2,446,754 +171,910 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.8M 2,185,822 +214,935 +11%
MAMU
3
Marathon Asset Management (UK)
United Kingdom
$10.8M 1,327,021 -1,124,681 -46%
NSCM
4
New South Capital Management
Tennessee
$9.45M 1,161,736 -1,618 -0.1%
PCP
5
P2 Capital Partners
New York
$7.72M 950,000 – –
ACH
6
ArrowMark Colorado Holdings
Colorado
$7.58M 932,562 +323,061 +53%
Federated Hermes
7
Federated Hermes
Pennsylvania
$7M 860,460 +13,265 +2%
State Street
8
State Street
Massachusetts
$6.48M 797,396 +20,775 +3%
NIM
9
Needham Investment Management
New York
$5.89M 725,000 +290,000 +67%
Ameriprise
10
Ameriprise
Minnesota
$5.87M 722,102 +193,736 +37%
Millennium Management
11
Millennium Management
New York
$5.63M 692,931 +328,882 +90%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$5.03M 618,322 +383,045 +163%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$4.83M 594,571 +222,710 +60%
BCA
14
Bernzott Capital Advisors
California
$4.65M 571,966 -534,342 -48%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.31M 530,079 +16,998 +3%
HCM
16
Hodges Capital Management
Texas
$3.75M 460,810 -263,778 -36%
SCA
17
Summit Creek Advisors
Minnesota
$3.58M 440,631 -15,285 -3%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.45M 423,686 +318,069 +301%
MFWM
19
Motley Fool Wealth Management
Virginia
$2.99M 368,161 -15,393 -4%
RHJA
20
Rice Hall James & Associates
California
$2.97M 365,016 +331,543 +990%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$2.94M 361,324 -276,717 -43%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.88M 354,334 +54,314 +18%
WCM
23
Wedge Capital Management
North Carolina
$2.75M 338,495 -3,090 -0.9%
Prudential Financial
24
Prudential Financial
New Jersey
$2.38M 292,255 +166,300 +132%
Northern Trust
25
Northern Trust
Illinois
$2.33M 286,429 -9,625 -3%
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