Upland Software
UPLD
94 hedge funds and large institutions have $106M invested in Upland Software in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
21% more funds holding
Funds holding: 78 → 94 (+16)
0.02% more ownership
Funds ownership: 7.93% → 7.94% (+0.02%)
10% less call options, than puts
Call options by funds: $375K | Put options by funds: $416K
11% less capital invested
Capital invested by funds: $120M → $106M (-$13.7M)
27% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$9.97M |
| 2 |
Man Group
London,
United Kingdom
|
+$924K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$839K |
| 4 |
Citigroup
New York
|
+$650K |
| 5 |
First Eagle Investment Management
New York
|
+$628K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDS
First Dallas Securities
Dallas,
Texas
|
-$5.98M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.1M |
| 3 |
PVM
Palogic Value Management
Dallas,
Texas
|
-$2.71M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.92M |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$1.85M |
UPLD Hedge Fund Activity: Q4 2023 in Review
94 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2023, worth a combined $106M — down 11% from $120M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UPLD positions and 4 closed out — a net gain of 17 holders — while 24 added to existing stakes and 33 trimmed.
The largest buyer was Hodges Capital Management, adding an estimated $9.97M. The largest seller was First Dallas Securities, cutting an estimated $5.98M.
- 94 institutional investors held Upland Software (UPLD) as of Q4 2023, up from 78 in Q3 2023.
- Funds reported $106M of Upland Software stock for Q4 2023, down 11% quarter-over-quarter.
- 21 funds opened new Upland Software positions in Q4 2023 and 4 closed out, a net change of +17 holders.
- The largest Upland Software buyer in Q4 2023 was Hodges Capital Management, an estimated $9.97M added.
- The largest Upland Software seller in Q4 2023 was First Dallas Securities, an estimated $5.98M sold.
Based on aggregated 13F filings for Q4 2023.