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Upland Software
UPLD

Overview Fund Activity

70 hedge funds and large institutions have $42.6M invested in Upland Software in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 17 closing their positions.

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
25
Closed
17
Calls
$86K
Puts
$131K
Net Calls
-$45K
Net Calls Change
-$158K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$1.12M
2
GC
2
Globeflex Capital
California
$539K
3
IA
3
Inspire Advisors
Idaho
$338K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$402K
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$291K

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
NSCM
2
New South Capital Management
Tennessee
$3.37M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$46.4K
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$794K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.3M 1,854,207 -2,645 -0.1%
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$3.82M 1,335,625 +34,564 +3%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.81M 1,331,381 – –
Ameriprise
4
Ameriprise
Minnesota
$3.75M 1,310,639 +54,160 +4%
NSCM
5
New South Capital Management
Tennessee
$3.37M 1,176,940 -143,845 -11%
CM
6
CastleKnight Management
New York
$2.75M 960,543 -59,600 -6%
RHJA
7
Rice Hall James & Associates
California
$2.63M 919,892 -44,732 -5%
BlackRock
8
BlackRock
New York
$2.3M 803,702 +29,968 +4%
RC
9
RBF Capital
California
$1.48M 519,183 – –
Two Sigma Advisers
10
Two Sigma Advisers
New York
$1.22M 426,700 +20,300 +5%
Marshall Wace
11
Marshall Wace
United Kingdom
$1.12M 391,450 +256,019 +189%
Man Group
12
Man Group
United Kingdom
$918K 321,023 -77,777 -20%
Two Sigma Investments
13
Two Sigma Investments
New York
$874K 305,448 -16,135 -5%
Renaissance Technologies
14
Renaissance Technologies
New York
$819K 286,208 -72,600 -20%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$795K 277,856 +4,776 +2%
Ohio Public Employees Retirement System (OPERS)
16
Ohio Public Employees Retirement System (OPERS)
Ohio
$794K 277,790 -101,900 -27%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$593K 207,240 +20,053 +11%
BCM
18
Bridgeway Capital Management
Texas
$559K 195,400 -45,800 -19%
GC
19
Globeflex Capital
California
$539K 188,616 +188,616 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$402K 140,691 +102,746 +271%
GCP
21
GSA Capital Partners
United Kingdom
$367K 128,317 +89,753 +233%
IA
22
Inspire Advisors
Idaho
$338K 118,176 +118,176 New
State Street
23
State Street
Massachusetts
$314K 109,951 – –
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$291K 101,668 +101,668 New
HBCM
25
Heron Bay Capital Management
Michigan
$272K 95,183 -1,780 -2%
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