UPLD icon

Upland Software
UPLD

Overview Fund Activity

69 hedge funds and large institutions have $40.1M invested in Upland Software in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
23
Closed
5
Calls
$28K
Puts
$7K
Net Calls
+$21K
Net Calls Change
+$113K

Top Buyers

1
KLP
1
Kent Lake PR
Puerto Rico
$1.39M
2
RHJA
2
Rice Hall James & Associates
California
$1.47M
3
KCM
3
Kennedy Capital Management
Missouri
$248K
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$636K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$89.2K

Top Sellers

1
HCM
1
Hodges Capital Management
Texas
$264K
2
2C
2
272 Capital
Texas
$1.35M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$747K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.85M
5
BlackRock
5
BlackRock
New York
$1.78M
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 1,433,785 -1,037 -0.1%
Ameriprise
3
Ameriprise
Minnesota
$3.38M 1,359,021 +28,592 +2%
CM
4
CastleKnight Management
New York
$3.32M 1,333,295 +7,986 +0.6%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$3.31M 1,331,381 – –
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$2.85M 1,146,394 -117,919 -9%
BlackRock
7
BlackRock
New York
$1.78M 716,294 -116,568 -14%
RHJA
8
Rice Hall James & Associates
California
$1.47M 589,226 +315,651 +115%
KLP
9
Kent Lake PR
Puerto Rico
$1.39M 559,579 +559,579 New
2C
10
272 Capital
Texas
$1.35M 541,018 -197,403 -27%
RC
11
RBF Capital
California
$1.29M 519,183 – –
BFM
12
Boothbay Fund Management
New York
$1.22M 491,018 – –
Ohio Public Employees Retirement System (OPERS)
13
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.02M 408,860 -2,900 -0.7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$747K 300,033 -193,146 -39%
Man Group
15
Man Group
United Kingdom
$744K 298,643 +30,114 +11%
Renaissance Technologies
16
Renaissance Technologies
New York
$727K 292,124 +3,716 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$682K 273,917 -12,567 -4%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$636K 255,617 +45,705 +22%
RA
19
Royce & Associates
New York
$608K 244,100 – –
RGI
20
River Global Investors
United Kingdom
$507K 204,050 -913 -0.4%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$489K 196,500 +16,000 +9%
BCM
22
Bridgeway Capital Management
Texas
$409K 164,400 – –
Two Sigma Investments
23
Two Sigma Investments
New York
$379K 152,343 +31,906 +26%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$374K 150,219 – –
HCM
25
Hodges Capital Management
Texas
$264K 105,869 -1,118,781 -91%
1
2 3 4