Upland Software
UPLD
130 hedge funds and large institutions have $174M invested in Upland Software in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 29 closing their positions.
88% more call options, than puts
Call options by funds: $2.68M | Put options by funds: $1.43M
20% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 40
13% more capital inflows, than outflows
Capital inflows: $44.6M | Capital outflows: $39.6M
1.3% more ownership
Funds ownership: 75.59% → 76.89% (+1.3%)
3% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 29
3% less funds holding
Funds holding: 134 → 130 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hodges Capital Management
Dallas,
Texas
|
+$5.62M |
| 2 |
JP Morgan Chase
New York
|
+$5.5M |
| 3 |
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$3.93M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.59M |
| 5 |
First Eagle Investment Management
New York
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P2 Capital Partners
New York
|
-$7.72M |
| 2 |
Bernzott Capital Advisors
Camarillo,
California
|
-$4.65M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$3.98M |
| 4 |
Wedge Capital Management
Charlotte,
North Carolina
|
-$2.75M |
| 5 |
Renaissance Technologies
New York
|
-$2.47M |
UPLD Hedge Fund Activity: Q4 2022 in Review
130 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2022, worth a combined $174M — down 10% from $194M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of UPLD and 28 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 48 added.
The largest buyer was Hodges Capital Management, adding an estimated $5.62M. The largest seller was P2 Capital Partners, exiting entirely with an estimated $7.72M sold.
- 130 institutional investors held Upland Software (UPLD) as of Q4 2022, down from 134 in Q3 2022.
- Funds reported $174M of Upland Software stock for Q4 2022, down 10% quarter-over-quarter.
- 28 funds opened new Upland Software positions in Q4 2022 and 29 closed out, a net change of -1 holder.
- The largest Upland Software buyer in Q4 2022 was Hodges Capital Management, an estimated $5.62M added.
- The largest Upland Software seller in Q4 2022 was P2 Capital Partners, an estimated $7.72M sold.
Based on aggregated 13F filings for Q4 2022.