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Upland Software
UPLD

74 hedge funds and large institutions have $65M invested in Upland Software in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more capital invested

Capital invested by funds: $40.1M → $65M (+$24.9M)

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

38% more call options, than puts

Call options by funds: $408K | Put options by funds: $295K

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

9% more funds holding

Funds holding: 68 → 74 (+6)

0.43% less ownership

Funds ownership: 5.91% → 5.48% (-0.43%)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
24
Reduced
19
Closed
14
Calls
$408K
Puts
$295K
Net Calls
+$113K
Net Calls Change
+$92K

Top Buyers

Rank Fund Capital Flow
1
RHJA
Rice Hall James & Associates
California
+$1.22M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$681K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$607K
4
Two Sigma Investments
Two Sigma Investments
New York
+$549K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$502K

Top Sellers

Rank Fund Capital Flow
1
2C
272 Capital
Texas
-$1.73M
2
KLP
Kent Lake PR
Puerto Rico
-$1.39M
3
BFM
Boothbay Fund Management
New York
-$1.22M
4
CM
CastleKnight Management
New York
-$1.02M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$675K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.06M -$131K -4,038 -2%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$5.78M – – –
NSCM
3
New South Capital Management
Tennessee
$5.73M -$367K -11,300 -8%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$5.65M +$502K +15,467 +13%
Ameriprise
5
Ameriprise
Minnesota
$5.45M -$333K -10,254 -8%
CM
6
CastleKnight Management
New York
$4.43M -$1.02M -31,316 -23%
RHJA
7
Rice Hall James & Associates
California
$4.19M +$1.22M +37,539 +64%
BlackRock
8
BlackRock
New York
$3.36M +$186K +5,744 +8%
RC
9
RBF Capital
California
$2.08M – – –
Two Sigma Advisers
10
Two Sigma Advisers
New York
$1.76M +$681K +20,990 +107%
Man Group
11
Man Group
United Kingdom
$1.73M +$325K +10,016 +34%
Ohio Public Employees Retirement System (OPERS)
12
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.65M -$94.7K -2,917 -7%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.56M +$216K +6,669 +23%
Two Sigma Investments
14
Two Sigma Investments
New York
$1.4M +$549K +16,924 +111%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.19M -$2.73K -84 -0.3%
BCM
16
Bridgeway Capital Management
Texas
$1.05M +$249K +7,680 +47%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$812K +$607K +18,719 New
Marshall Wace
18
Marshall Wace
United Kingdom
$588K +$323K +9,962 +278%
Goldman Sachs
19
Goldman Sachs
New York
$570K +$427K +13,145 New
Walleye Capital
20
Walleye Capital
New York
$498K +$373K +11,483 New
Jane Street
21
Jane Street
New York
$489K +$323K +9,949 +754%
State Street
22
State Street
Massachusetts
$477K +$25.6K +790 +8%
Millennium Management
23
Millennium Management
New York
$462K +$121K +3,733 +54%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$440K -$159K -4,888 -33%
Invesco
25
Invesco
Georgia
$430K -$2.08K -64 -0.6%
1
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UPLD Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2024, worth a combined $65M — up 62% from $40.1M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UPLD positions and 14 closed out — a net gain of 7 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Rice Hall James & Associates, adding an estimated $1.22M. The largest seller was 272 Capital, cutting an estimated $1.73M.

  • 74 institutional investors held Upland Software (UPLD) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $65M of Upland Software stock for Q4 2024, up 62% quarter-over-quarter.
  • 21 funds opened new Upland Software positions in Q4 2024 and 14 closed out, a net change of +7 holders.
  • The largest Upland Software buyer in Q4 2024 was Rice Hall James & Associates, an estimated $1.22M added.
  • The largest Upland Software seller in Q4 2024 was 272 Capital, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2024.