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Upland Software
UPLD

Overview Fund Activity

79 hedge funds and large institutions have $120M invested in Upland Software in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
79
Holders Change
-11
Holders Change %
-12.22%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
32
Closed
17
Calls
$1.11M
Puts
$205K
Net Calls
+$901K
Net Calls Change
+$201K

Top Buyers

1
FDS
1
First Dallas Securities
Texas
$6.59M
2
CM
2
CastleKnight Management
New York
$3.86M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$3.21M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.28M
5
Victory Capital Management
5
Victory Capital Management
Texas
$1.1M

Top Sellers

1
HCM
1
Hodges Capital Management
Texas
$7.75M
2
Millennium Management
2
Millennium Management
New York
$1.35M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$161K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$3.53M
5
Citadel Advisors
5
Citadel Advisors
Florida
$927K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.1M 2,615,360 -13,755 -0.5%
HCM
2
Hodges Capital Management
Texas
$7.75M 1,676,677 -713,590 -30%
NSCM
3
New South Capital Management
Tennessee
$7.34M 1,588,215 -15,369 -1%
2C
4
272 Capital
Texas
$7.24M 1,567,243 +25,000 +2%
FDS
5
First Dallas Securities
Texas
$6.59M 1,427,314 +1,355,814 +1,896%
Ameriprise
6
Ameriprise
Minnesota
$6.58M 1,423,659 -63,180 -4%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$6.15M 1,331,381 +43,479 +3%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$5.97M 1,292,676 +34,142 +3%
BlackRock
9
BlackRock
New York
$5.04M 1,090,396 -18,273 -2%
CM
10
CastleKnight Management
New York
$3.86M 836,444 +611,621 +272%
BFM
11
Boothbay Fund Management
New York
$3.61M 782,192 +5,224 +0.7%
AQR Capital Management
12
AQR Capital Management
Connecticut
$3.53M 763,455 -244,698 -24%
ICM
13
Invenomic Capital Management
Massachusetts
$3.35M 725,310 +122,032 +20%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$3.21M 693,778 +288,843 +71%
PVM
15
Palogic Value Management
Texas
$2.71M 586,549 -73,485 -11%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$2.68M 580,043 +67,331 +13%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$2.48M 537,306 – –
Ohio Public Employees Retirement System (OPERS)
18
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.39M 516,712 – –
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$2.28M 493,930 +288,657 +141%
RC
20
RBF Capital
California
$2.25M 486,235 +42,448 +10%
RHJA
21
Rice Hall James & Associates
California
$2.01M 434,067 -7,745 -2%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.58M 341,500 +18,500 +6%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.43M 308,660 +15,796 +5%
Millennium Management
24
Millennium Management
New York
$1.35M 293,267 -676,855 -70%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.33M 287,297 +62,874 +28%
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