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Upland Software
UPLD

Overview Fund Activity

121 hedge funds and large institutions have $116M invested in Upland Software in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 30 closing their positions.

Holders
121
Holders Change
-10
Holders Change %
-7.63%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
53
Reduced
29
Closed
30
Calls
$2.04M
Puts
$695K
Net Calls
+$1.35M
Net Calls Change
+$99K

Top Buyers

1
2C
1
272 Capital
Texas
$5.27M
2
BFM
2
Boothbay Fund Management
New York
$2.48M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$2.75M
4
ICM
4
Invenomic Capital Management
Massachusetts
$2.86M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.64M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$0
2
SCA
2
Summit Creek Advisors
Minnesota
$0
3
MAMU
3
Marathon Asset Management (UK)
United Kingdom
$2.75M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.1M 2,575,831 +110,380 +4%
BlackRock
2
BlackRock
New York
$10.6M 2,456,965 +209,408 +9%
HCM
3
Hodges Capital Management
Texas
$8.42M 1,133,986 -80,272 -7%
2C
4
272 Capital
Texas
$5.27M 1,225,851 +1,225,851 New
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$4.66M 1,082,640 +274,469 +34%
NSCM
6
New South Capital Management
Tennessee
$3.93M 913,167 -27,647 -3%
Millennium Management
7
Millennium Management
New York
$3.82M 888,256 +44,335 +5%
Ameriprise
8
Ameriprise
Minnesota
$3.78M 879,583 +1,216 +0.1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$3.72M 865,914 +111,834 +15%
AQR Capital Management
10
AQR Capital Management
Connecticut
$3.29M 764,856 +192,841 +34%
ICM
11
Invenomic Capital Management
Massachusetts
$2.86M 664,000 +360,965 +119%
NIM
12
Needham Investment Management
New York
$2.8M 650,000 +107,500 +20%
MAMU
13
Marathon Asset Management (UK)
United Kingdom
$2.75M 640,000 -633,897 -50%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$2.75M 640,193 +561,765 +716%
HIM
15
Hillsdale Investment Management
Ontario, Canada
$2.56M 594,806 -11,900 -2%
BFM
16
Boothbay Fund Management
New York
$2.48M 576,265 +576,265 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.47M 574,335 +17,659 +3%
State Street
18
State Street
Massachusetts
$2.27M 526,861 +11,416 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$2.17M 504,572 +170,432 +51%
RHJA
20
Rice Hall James & Associates
California
$1.82M 423,933 +16,849 +4%
Federated Hermes
21
Federated Hermes
Pennsylvania
$1.68M 391,410 -458,871 -54%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$1.64M 382,136 +324,277 +560%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.5M 347,917 +255,200 +275%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$1.41M 328,204 +16,700 +5%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.31M 304,845 -4,718 -2%
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