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Upland Software
UPLD

Overview Fund Activity

131 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, 41 reducing their positions, and 29 closing their positions.

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
48
Reduced
41
Closed
29
Calls
$2.68M
Puts
$1.43M
Net Calls
+$1.25M
Net Calls Change
+$2.51M

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$8.66M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.38M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$4.33M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.08M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$2.22M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$0
2
BCA
2
Bernzott Capital Advisors
California
$0
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$600K
4
WCM
4
Wedge Capital Management
North Carolina
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$661K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.6M 2,465,451 +279,629 +13%
BlackRock
2
BlackRock
New York
$16M 2,247,557 -199,197 -8%
MAMU
3
Marathon Asset Management (UK)
United Kingdom
$9.08M 1,273,897 -53,124 -4%
HCM
4
Hodges Capital Management
Texas
$8.66M 1,214,258 +753,448 +164%
ACH
5
ArrowMark Colorado Holdings
Colorado
$8.64M 1,211,701 +279,139 +30%
NSCM
6
New South Capital Management
Tennessee
$6.71M 940,814 -220,922 -19%
Ameriprise
7
Ameriprise
Minnesota
$6.26M 878,367 +156,265 +22%
Federated Hermes
8
Federated Hermes
Pennsylvania
$6.06M 850,281 -10,179 -1%
Millennium Management
9
Millennium Management
New York
$6.02M 843,921 +150,990 +22%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$5.76M 808,171 +213,600 +36%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$5.38M 754,080 +738,035 +4,600%
HIM
12
Hillsdale Investment Management
Ontario, Canada
$4.33M 606,706 +527,074 +662%
AQR Capital Management
13
AQR Capital Management
Connecticut
$4.08M 572,015 +348,099 +155%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.97M 556,676 +26,597 +5%
NIM
15
Needham Investment Management
New York
$3.87M 542,500 -182,500 -25%
State Street
16
State Street
Massachusetts
$3.68M 515,445 -281,951 -35%
Prudential Financial
17
Prudential Financial
New Jersey
$3.44M 481,955 +189,700 +65%
SCA
18
Summit Creek Advisors
Minnesota
$3.05M 428,453 -12,178 -3%
RHJA
19
Rice Hall James & Associates
California
$2.9M 407,084 +42,068 +12%
Citadel Advisors
20
Citadel Advisors
Florida
$2.38M 334,140 +47,678 +17%
MFWM
21
Motley Fool Wealth Management
Virginia
$2.35M 329,224 -38,937 -11%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$2.22M 311,504 +311,504 New
ICM
23
Invenomic Capital Management
Massachusetts
$2.16M 303,035 +303,035 New
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.93M 270,777 -83,557 -24%
PVM
25
Palogic Value Management
Texas
$1.89M 265,000 +265,000 New
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