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Upland Software
UPLD

Overview Fund Activity

90 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.

Holders
90
Holders Change
-31
Holders Change %
-25.62%
% of All Funds
1.42%
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
1
Hodges Capital Management
Texas
$12.3M
2
NSCM
2
New South Capital Management
Tennessee
$5.77M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.64M
4
Ameriprise
4
Ameriprise
Minnesota
$5.35M
5
RC
5
RBF Capital
California
$1.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.99M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$682K
4
NIM
4
Needham Investment Management
New York
$360K
5
State Street
5
State Street
Massachusetts
$367K
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1
Hodges Capital Management
Texas
$12.3M 2,390,267 +1,256,281 +111%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.46M 2,629,115 +53,284 +2%
NSCM
3
New South Capital Management
Tennessee
$5.77M 1,603,584 +690,417 +76%
2C
4
272 Capital
Texas
$5.55M 1,542,243 +316,392 +26%
Ameriprise
5
Ameriprise
Minnesota
$5.35M 1,486,839 +607,256 +69%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$4.64M 1,287,902 +647,709 +101%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$4.53M 1,258,534 +175,894 +16%
BlackRock
8
BlackRock
New York
$3.99M 1,108,669 -1,348,296 -55%
AQR Capital Management
9
AQR Capital Management
Connecticut
$3.63M 1,008,153 +243,297 +32%
Millennium Management
10
Millennium Management
New York
$3.49M 970,122 +81,866 +9%
BFM
11
Boothbay Fund Management
New York
$2.8M 776,968 +200,703 +35%
PVM
12
Palogic Value Management
Texas
$2.38M 660,034 +395,034 +149%
ICM
13
Invenomic Capital Management
Massachusetts
$2.17M 603,278 -60,722 -9%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$1.93M 537,306 -57,500 -10%
Ohio Public Employees Retirement System (OPERS)
15
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.86M 516,712 +227,135 +78%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$1.85M 512,712 +130,576 +34%
RC
17
RBF Capital
California
$1.6M 443,787 +443,787 New
RHJA
18
Rice Hall James & Associates
California
$1.59M 441,812 +17,879 +4%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$1.46M 404,935 +76,731 +23%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.31M 363,047 +15,130 +4%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.28M 356,809 +332,706 +1,380%
Citadel Advisors
22
Citadel Advisors
Florida
$1.25M 345,973 -158,599 -31%
Walleye Capital
23
Walleye Capital
New York
$1.17M 325,173 +214,822 +195%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.16M 323,000 +323,000 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.05M 292,864 -281,471 -49%
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