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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.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

21% more funds holding

Funds holding: 78 → 94 (+16)

0.04% more ownership

Funds ownership: 7.93% → 7.96% (+0.04%)

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 (-$13.4M)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
24
Reduced
33
Closed
4
Calls
$375K
Puts
$416K
Net Calls
-$41K
Net Calls Change
-$942K

Top Buyers

1
HCM
Hodges Capital Management
Texas
+$9.97M
2
Man Group
Man Group
United Kingdom
+$924K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$839K
4
Citigroup
Citigroup
New York
+$650K
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$628K

Top Sellers

1
FDS
First Dallas Securities
Texas
-$5.98M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$3.1M
3
PVM
Palogic Value Management
Texas
-$2.71M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$1.92M
5
ICM
Invenomic Capital Management
Massachusetts
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Hodges Capital Management
Texas
$16.9M +$9.97M +230,734 +138%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.03M -$3.1M -71,813 -27%
2C
3
272 Capital
Texas
$7.6M +$446K +10,320 +7%
NSCM
4
New South Capital Management
Tennessee
$6.44M -$281K -6,493 -4%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$5.63M – – –
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$5.37M -$101K -2,337 -2%
Ameriprise
7
Ameriprise
Minnesota
$5.33M -$706K -16,334 -11%
BlackRock
8
BlackRock
New York
$4.49M -$126K -2,904 -3%
BFM
9
Boothbay Fund Management
New York
$3.67M +$373K +8,624 +11%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$3.55M +$628K +14,540 +21%
CM
11
CastleKnight Management
New York
$2.66M -$896K -20,738 -25%
HIM
12
Hillsdale Investment Management
Ontario, Canada
$2.27M -$3.03K -70 -0.1%
Ohio Public Employees Retirement System (OPERS)
13
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.19M – – –
RC
14
RBF Capital
California
$2.07M +$12.7K +294 +0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.04M +$839K +19,411 +68%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$1.91M -$181K -4,196 -8%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$1.72M -$750K -17,359 -30%
RHJA
18
Rice Hall James & Associates
California
$1.63M -$212K -4,914 -11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.36M +$51.8K +1,198 +4%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.35M -$1.92M -44,329 -58%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$1.29M -$160K -3,710 -11%
ICM
22
Invenomic Capital Management
Massachusetts
$1.26M -$1.85M -42,821 -59%
RA
23
Royce & Associates
New York
$1.03M – – –
Victory Capital Management
24
Victory Capital Management
Texas
$1M -$2.98K -69 -0.3%
Millennium Management
25
Millennium Management
New York
$908K -$340K -7,857 -27%
1
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UPLD Hedge Fund Activity: Q4 2023 in Review

94 of the 6,859 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.