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Upland Software
UPLD

Overview Fund Activity

80 hedge funds and large institutions have $60.1M invested in Upland Software in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 42 reducing their positions, and 18 closing their positions.

Holders
80
Holders Change
-15
Holders Change %
-15.79%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
42
Closed
18
Calls
$91K
Puts
$213K
Net Calls
-$122K
Net Calls Change
-$81K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$801K
2
Man Group
2
Man Group
United Kingdom
$951K
3
Jane Street
3
Jane Street
New York
$655K
4
BCM
4
Bridgeway Capital Management
Texas
$475K
5
Ameriprise
5
Ameriprise
Minnesota
$4.05M

Top Sellers

1
HCM
1
Hodges Capital Management
Texas
$4.1M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
ICM
3
Invenomic Capital Management
Massachusetts
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$446K
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$1.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.86M 1,897,228 – –
2C
2
272 Capital
Texas
$4.71M 1,525,783 -144,653 -9%
NSCM
3
New South Capital Management
Tennessee
$4.55M 1,473,037 -50,252 -3%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$4.11M 1,331,381 – –
HCM
5
Hodges Capital Management
Texas
$4.1M 1,325,513 -2,658,508 -67%
Ameriprise
6
Ameriprise
Minnesota
$4.05M 1,310,973 +50,653 +4%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$3.74M 1,211,541 -57,766 -5%
BlackRock
8
BlackRock
New York
$3.25M 1,050,243 -11,117 -1%
BFM
9
Boothbay Fund Management
New York
$2.39M 773,025 -95,402 -11%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$1.84M 594,819 -244,364 -29%
CM
11
CastleKnight Management
New York
$1.75M 565,845 -63,213 -10%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.63M 528,976 +47,567 +10%
RC
13
RBF Capital
California
$1.6M 519,183 +30,000 +6%
Ohio Public Employees Retirement System (OPERS)
14
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.37M 443,677 -73,035 -14%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$1.25M 403,307 -48,659 -11%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$994K 321,576 +932 +0.3%
Man Group
17
Man Group
United Kingdom
$951K 307,663 +94,013 +44%
RHJA
18
Rice Hall James & Associates
California
$815K 263,820 -121,113 -31%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$801K 259,361 +136,386 +111%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$778K 251,700 -52,700 -17%
RA
21
Royce & Associates
New York
$754K 244,100 – –
Victory Capital Management
22
Victory Capital Management
Texas
$732K 237,037 – –
Jane Street
23
Jane Street
New York
$655K 211,865 +66,554 +46%
RGI
24
River Global Investors
United Kingdom
$641K 207,620 -2,334 -1%
BCM
25
Bridgeway Capital Management
Texas
$475K 153,800 +53,500 +53%
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