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Upland Software

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.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36K
Puts
$128K
Net Calls
Net Calls Change

Top Buyers

1 +$1.89M
2 +$462K
3 +$185K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$131K
5
Ameriprise
Ameriprise
Minnesota
+$48.4K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$4.72M
2
$3.57M
3
$3.31M
4
$3.31M
5
$3.3M
6
$3.15M
7
$3.05M
8
$2.07M
9
$1.84M
10
$1.29M
11
$1.23M
12
$1.22M
13
$1.03M
14
$718K
15
$714K
16
$681K
17
$669K
18
$608K
19
$523K
20
$511K
21
$449K
22
$409K
23
$374K
24
$300K
25
$254K