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Upland Software
UPLD

89 hedge funds and large institutions have $97.4M invested in Upland Software in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $637K

0.05% less ownership

Funds ownership: 8.07% → 8.02% (-0.05%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

16% less capital invested

Capital invested by funds: $116M → $97.4M (-$18.1M)

26% less funds holding

Funds holding: 120 → 89 (-31)

72% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 39

Holders
89
Holders Change
-31
Holders Change %
-25.83%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
38
Closed
39
Calls
$1.34M
Puts
$637K
Net Calls
+$700K
Net Calls Change
-$649K

Top Buyers

1
HCM
Hodges Capital Management
Texas
+$4.33M
2
NSCM
New South Capital Management
Tennessee
+$2.38M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.23M
4
Ameriprise
Ameriprise
Minnesota
+$2.09M
5
RC
RBF Capital
California
+$1.53M

Top Sellers

1
BlackRock
BlackRock
New York
-$4.64M
2
MAMU
Marathon Asset Management (UK)
United Kingdom
-$2.75M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.33M
4
NIM
Needham Investment Management
New York
-$1.89M
5
State Street
State Street
Massachusetts
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Hodges Capital Management
Texas
$12.3M +$4.33M +125,628 +111%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.46M +$184K +5,329 +2%
NSCM
3
New South Capital Management
Tennessee
$5.77M +$2.38M +69,041 +76%
2C
4
272 Capital
Texas
$5.55M +$1.09M +31,639 +26%
Ameriprise
5
Ameriprise
Minnesota
$5.35M +$2.09M +60,726 +69%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$4.63M +$2.23M +64,771 +101%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$4.53M +$606K +17,589 +16%
BlackRock
8
BlackRock
New York
$3.99M -$4.64M -134,830 -55%
AQR Capital Management
9
AQR Capital Management
Connecticut
$3.63M +$838K +24,329 +32%
Millennium Management
10
Millennium Management
New York
$3.49M +$282K +8,186 +9%
BFM
11
Boothbay Fund Management
New York
$2.8M +$691K +20,070 +35%
PVM
12
Palogic Value Management
Texas
$2.38M +$1.36M +39,503 +149%
ICM
13
Invenomic Capital Management
Massachusetts
$2.17M -$209K -6,072 -9%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$1.93M -$198K -5,750 -10%
Ohio Public Employees Retirement System (OPERS)
15
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.86M +$782K +22,713 +78%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$1.85M +$450K +13,057 +34%
RC
17
RBF Capital
California
$1.6M +$1.53M +44,379 New
RHJA
18
Rice Hall James & Associates
California
$1.59M +$61.6K +1,788 +4%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$1.46M +$264K +7,674 +23%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.31M +$52.1K +1,513 +4%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.28M +$1.15M +33,271 +1,381%
Citadel Advisors
22
Citadel Advisors
Florida
$1.25M -$546K -15,860 -31%
Walleye Capital
23
Walleye Capital
New York
$1.17M +$740K +21,482 +195%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.16M +$1.11M +32,300 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.05M -$969K -28,148 -49%
1
2 3 4 5

UPLD Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2023, worth a combined $97.4M — down 16% from $116M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of UPLD and 11 opened new positions — a net loss of 28 holders — while 38 trimmed existing stakes and 33 added.

The largest buyer was Hodges Capital Management, adding an estimated $4.33M. The largest seller was BlackRock, cutting an estimated $4.64M.

  • 89 institutional investors held Upland Software (UPLD) as of Q2 2023, down from 120 in Q1 2023.
  • Funds reported $97.4M of Upland Software stock for Q2 2023, down 16% quarter-over-quarter.
  • 11 funds opened new Upland Software positions in Q2 2023 and 39 closed out, a net change of -28 holders.
  • The largest Upland Software buyer in Q2 2023 was Hodges Capital Management, an estimated $4.33M added.
  • The largest Upland Software seller in Q2 2023 was BlackRock, an estimated $4.64M sold.

Based on aggregated 13F filings for Q2 2023.