Upland Software
UPLD
68 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.
300% more call options, than puts
Call options by funds: $28K | Put options by funds: $7K
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
8% more funds holding
Funds holding: 63 → 68 (+5)
0.16% less ownership
Funds ownership: 6.07% → 5.91% (-0.16%)
4% less capital invested
Capital invested by funds: $41.7M → $40.1M (-$1.57M)
30% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$728K |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$229K |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$105K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$82.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$75.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$2.58M |
| 2 |
2C
272 Capital
Dallas,
Texas
|
-$455K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$445K |
| 4 |
D.E. Shaw & Co
New York
|
-$272K |
| 5 |
BlackRock
New York
|
-$269K |
UPLD Hedge Fund Activity: Q3 2024 in Review
68 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2024, worth a combined $40.1M — down 3.8% from $41.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UPLD positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 23 trimmed.
The largest buyer was Rice Hall James & Associates, adding an estimated $728K. The largest seller was Hodges Capital Management, cutting an estimated $2.58M.
- 68 institutional investors held Upland Software (UPLD) as of Q3 2024, up from 63 in Q2 2024.
- Funds reported $40.1M of Upland Software stock for Q3 2024, down 3.8% quarter-over-quarter.
- 10 funds opened new Upland Software positions in Q3 2024 and 5 closed out, a net change of +5 holders.
- The largest Upland Software buyer in Q3 2024 was Rice Hall James & Associates, an estimated $728K added.
- The largest Upland Software seller in Q3 2024 was Hodges Capital Management, an estimated $2.58M sold.
Based on aggregated 13F filings for Q3 2024.