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Upland Software
UPLD

Overview Fund Activity

64 hedge funds and large institutions have $41.7M invested in Upland Software in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 22 closing their positions.

Holders
64
Holders Change
-16
Holders Change %
-20%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
30
Closed
22
Calls
$36K
Puts
$128K
Net Calls
-$92K
Net Calls Change
+$30K

Top Buyers

1
CM
1
CastleKnight Management
New York
$3.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$718K
3
HBCM
3
Heron Bay Capital Management
Michigan
$185K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.15M
5
Ameriprise
5
Ameriprise
Minnesota
$3.31M

Top Sellers

1
2C
1
272 Capital
Texas
$1.84M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
BFM
5
Boothbay Fund Management
New York
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.72M 1,897,228 – –
NSCM
2
New South Capital Management
Tennessee
$3.57M 1,434,822 -38,215 -3%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.31M 1,331,381 – –
Ameriprise
4
Ameriprise
Minnesota
$3.31M 1,330,429 +19,456 +1%
CM
5
CastleKnight Management
New York
$3.3M 1,325,309 +759,464 +134%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$3.15M 1,264,313 +52,772 +4%
HCM
7
Hodges Capital Management
Texas
$3.05M 1,224,650 -100,863 -8%
BlackRock
8
BlackRock
New York
$2.07M 832,862 -217,381 -21%
2C
9
272 Capital
Texas
$1.84M 738,421 -787,362 -52%
RC
10
RBF Capital
California
$1.29M 519,183 – –
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.23M 493,179 -35,797 -7%
BFM
12
Boothbay Fund Management
New York
$1.22M 491,018 -282,007 -36%
Ohio Public Employees Retirement System (OPERS)
13
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.03M 411,760 -31,917 -7%
Renaissance Technologies
14
Renaissance Technologies
New York
$718K 288,408 +185,617 +181%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$714K 286,484 -35,092 -11%
RHJA
16
Rice Hall James & Associates
California
$681K 273,575 +9,755 +4%
Man Group
17
Man Group
United Kingdom
$669K 268,529 -39,134 -13%
RA
18
Royce & Associates
New York
$608K 244,100 – –
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$523K 209,912 -193,395 -48%
RGI
20
River Global Investors
United Kingdom
$511K 204,963 -2,657 -1%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$449K 180,500 -71,200 -28%
BCM
22
Bridgeway Capital Management
Texas
$409K 164,400 +10,600 +7%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$374K 150,219 +6,018 +4%
Two Sigma Investments
24
Two Sigma Investments
New York
$300K 120,437 -20,682 -15%
State Street
25
State Street
Massachusetts
$254K 102,051 +3,800 +4%
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