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Upland Software
UPLD

Overview Fund Activity

95 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.

Holders
95
Holders Change
+16
Holders Change %
+20.25%
% of All Funds
1.39%
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
1
Hodges Capital Management
Texas
$16.9M
2
Man Group
2
Man Group
United Kingdom
$904K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.04M
4
Citigroup
4
Citigroup
New York
$758K
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$3.55M

Top Sellers

1
FDS
1
First Dallas Securities
Texas
$184K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.03M
3
PVM
3
Palogic Value Management
Texas
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.35M
5
ICM
5
Invenomic Capital Management
Massachusetts
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1
Hodges Capital Management
Texas
$16.9M 3,984,021 +2,307,344 +138%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.03M 1,897,228 -718,132 -27%
2C
3
272 Capital
Texas
$7.6M 1,670,436 +103,193 +7%
NSCM
4
New South Capital Management
Tennessee
$6.44M 1,523,289 -64,926 -4%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$5.63M 1,331,381 – –
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$5.37M 1,269,307 -23,369 -2%
Ameriprise
7
Ameriprise
Minnesota
$5.33M 1,260,320 -163,339 -11%
BlackRock
8
BlackRock
New York
$4.49M 1,061,360 -29,036 -3%
BFM
9
Boothbay Fund Management
New York
$3.67M 868,427 +86,235 +11%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$3.55M 839,183 +145,405 +21%
CM
11
CastleKnight Management
New York
$2.66M 629,058 -207,386 -25%
HIM
12
Hillsdale Investment Management
Ontario, Canada
$2.27M 536,606 -700 -0.1%
Ohio Public Employees Retirement System (OPERS)
13
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.19M 516,712 – –
RC
14
RBF Capital
California
$2.07M 489,183 +2,948 +0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.04M 481,409 +194,112 +68%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$1.91M 451,966 -41,964 -8%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$1.72M 406,447 -173,596 -30%
RHJA
18
Rice Hall James & Associates
California
$1.63M 384,933 -49,134 -11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.36M 320,644 +11,984 +4%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.35M 320,174 -443,281 -58%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$1.29M 304,400 -37,100 -11%
ICM
22
Invenomic Capital Management
Massachusetts
$1.26M 297,100 -428,210 -59%
RA
23
Royce & Associates
New York
$1.03M 244,100 – –
Victory Capital Management
24
Victory Capital Management
Texas
$1M 237,037 -694 -0.3%
Millennium Management
25
Millennium Management
New York
$908K 214,697 -78,570 -27%
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