Upland Software
UPLD
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.
88% more call options, than puts
Call options by funds: $2.68M | Put options by funds: $1.43M
17% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 41
0.23% more ownership
Funds ownership: 7.56% → 7.79% (+0.23%)
3% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 29
2% less funds holding
Funds holding: 134 → 131 (-3)
10% less capital invested
Capital invested by funds: $194M → $174M (-$20.1M)
Top Buyers
Top Sellers
UPLD Hedge Fund Activity: Q4 2022 in Review
131 of the 6,221 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 41 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.
- 131 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.