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Upland Software

120 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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $695K

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

0.29% more ownership

Funds ownership: 7.79%8.07% (+0.29%)

8% less funds holding

Funds holding: 131120 (-11)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

34% less capital invested

Capital invested by funds: $174M → $116M (-$58.7M)

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
53
Reduced
29
Closed
31
Calls
$2.04M
Puts
$695K
Net Calls
+$1.35M
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.1M +$765K +11,038 +4%
BlackRock
2
BlackRock
New York
$10.6M +$1.45M +20,941 +9%
HCM
3
Hodges Capital Management
Texas
$8.42M -$556K -8,027 -7%
2C
4
272 Capital
Texas
$5.27M +$8.49M +122,585 New
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$4.66M +$1.9M +27,447 +34%
NSCM
6
New South Capital Management
Tennessee
$3.93M -$191K -2,764 -3%
Millennium Management
7
Millennium Management
New York
$3.82M +$307K +4,434 +5%
Ameriprise
8
Ameriprise
Minnesota
$3.78M +$8.38K +121 +0.1%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.72M +$775K +11,183 +15%
AQR Capital Management
10
AQR Capital Management
Connecticut
$3.29M +$1.34M +19,284 +34%
ICM
11
Invenomic Capital Management
Massachusetts
$2.86M +$2.5M +36,096 +119%
NIM
12
Needham Investment Management
New York
$2.79M +$745K +10,750 +20%
MAMU
13
Marathon Asset Management (UK)
United Kingdom
$2.75M -$4.39M -63,390 -50%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$2.75M +$3.89M +56,176 +716%
HIM
15
Hillsdale Investment Management
Ontario, Canada
$2.56M -$82.4K -1,190 -2%
BFM
16
Boothbay Fund Management
New York
$2.48M +$3.99M +57,627 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.47M +$122K +1,766 +3%
State Street
18
State Street
Massachusetts
$2.27M +$79K +1,141 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$2.17M +$1.18M +17,043 +51%
RHJA
20
Rice Hall James & Associates
California
$1.82M +$117K +1,685 +4%
Federated Hermes
21
Federated Hermes
Pennsylvania
$1.68M -$3.18M -45,887 -54%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$1.64M +$2.25M +32,428 +560%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.5M +$1.77M +25,520 +275%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$1.41M +$116K +1,670 +5%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.31M -$32.6K -471 -2%

UPLD Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2023, worth a combined $116M — down 34% from $174M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of UPLD and 22 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 53 added.

The largest buyer was 272 Capital, opening a new position worth an estimated $8.49M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $8.64M sold.

  • 120 institutional investors held Upland Software (UPLD) as of Q1 2023, down from 131 in Q4 2022.
  • Funds reported $116M of Upland Software stock for Q1 2023, down 34% quarter-over-quarter.
  • 22 funds opened new Upland Software positions in Q1 2023 and 31 closed out, a net change of -9 holders.
  • The largest Upland Software buyer in Q1 2023 was 272 Capital, an estimated $8.49M added.
  • The largest Upland Software seller in Q1 2023 was ArrowMark Colorado Holdings, an estimated $8.64M sold.

Based on aggregated 13F filings for Q1 2023.