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Upland Software
UPLD

63 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.

New
Increased
Maintained
Reduced
Closed

0.67% less ownership

Funds ownership: 6.74% → 6.07% (-0.67%)

20% less funds holding

Funds holding: 79 → 63 (-16)

31% less capital invested

Capital invested by funds: $60.1M → $41.7M (-$18.4M)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

72% less call options, than puts

Call options by funds: $36K | Put options by funds: $128K

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

Holders
63
Holders Change
-16
Holders Change %
-20.25%
% of All Funds
0.91%
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
CastleKnight Management
New York
+$2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$489K
3
HBCM
Heron Bay Capital Management
Michigan
+$195K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$139K
5
Ameriprise
Ameriprise
Minnesota
+$51.2K

Top Sellers

1
2C
272 Capital
Texas
-$2.07M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.84M
3
BFM
Boothbay Fund Management
New York
-$742K
4
Victory Capital Management
Victory Capital Management
Texas
-$732K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.72M – – –
NSCM
2
New South Capital Management
Tennessee
$3.57M -$101K -3,822 -3%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.31M – – –
Ameriprise
4
Ameriprise
Minnesota
$3.31M +$51.2K +1,946 +1%
CM
5
CastleKnight Management
New York
$3.3M +$2M +75,946 +134%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$3.15M +$139K +5,277 +4%
HCM
7
Hodges Capital Management
Texas
$3.05M -$265K -10,086 -8%
BlackRock
8
BlackRock
New York
$2.07M -$572K -21,738 -21%
2C
9
272 Capital
Texas
$1.84M -$2.07M -78,736 -52%
RC
10
RBF Capital
California
$1.29M – – –
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.23M -$94.2K -3,580 -7%
BFM
12
Boothbay Fund Management
New York
$1.22M -$742K -28,201 -36%
Ohio Public Employees Retirement System (OPERS)
13
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.03M -$84K -3,192 -7%
Renaissance Technologies
14
Renaissance Technologies
New York
$718K +$489K +18,562 +181%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$714K -$92.4K -3,510 -11%
RHJA
16
Rice Hall James & Associates
California
$681K +$25.7K +976 +4%
Man Group
17
Man Group
United Kingdom
$669K -$103K -3,913 -13%
RA
18
Royce & Associates
New York
$608K – – –
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$523K -$509K -19,340 -48%
RGI
20
River Global Investors
United Kingdom
$511K -$7K -266 -1%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$449K -$187K -7,120 -28%
BCM
22
Bridgeway Capital Management
Texas
$409K +$27.9K +1,060 +7%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$374K +$15.8K +602 +4%
Two Sigma Investments
24
Two Sigma Investments
New York
$300K -$54.4K -2,068 -15%
State Street
25
State Street
Massachusetts
$254K +$10K +380 +4%
1
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UPLD Hedge Fund Activity: Q2 2024 in Review

63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2024, worth a combined $41.7M — down 31% from $60.1M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of UPLD and 6 opened new positions — a net loss of 16 holders — while 30 trimmed existing stakes and 15 added.

The largest buyer was CastleKnight Management, adding an estimated $2M. The largest seller was 272 Capital, cutting an estimated $2.07M.

  • 63 institutional investors held Upland Software (UPLD) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $41.7M of Upland Software stock for Q2 2024, down 31% quarter-over-quarter.
  • 6 funds opened new Upland Software positions in Q2 2024 and 22 closed out, a net change of -16 holders.
  • The largest Upland Software buyer in Q2 2024 was CastleKnight Management, an estimated $2M added.
  • The largest Upland Software seller in Q2 2024 was 272 Capital, an estimated $2.07M sold.

Based on aggregated 13F filings for Q2 2024.