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Upland Software
UPLD

Overview Fund Activity

65 hedge funds and large institutions have $27.9M invested in Upland Software in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
25
Closed
13
Calls
$180K
Puts
$101K
Net Calls
+$79K
Net Calls Change
+$124K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$387K
2
Squarepoint
Squarepoint
New York
$166K
3
ECM
Evergreen Capital Management
Washington
$122K
4
RHJA
Rice Hall James & Associates
California
$1.89M
5
Goldman Sachs
Goldman Sachs
New York
$115K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
NSCM
New South Capital Management
Tennessee
$1.94M
3
Ameriprise
Ameriprise
Minnesota
$2.33M
4
IA
Inspire Advisors
Idaho
$55K
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.62M – – –
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$2.6M -$4.41K -2,260 -0.2%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$2.6M – – –
Ameriprise
4
Ameriprise
Minnesota
$2.33M -$230K -118,143 -9%
NSCM
5
New South Capital Management
Tennessee
$1.94M -$358K -183,690 -16%
RHJA
6
Rice Hall James & Associates
California
$1.89M +$97.5K +50,022 +5%
CM
7
CastleKnight Management
New York
$1.87M – – –
BlackRock
8
BlackRock
New York
$1.5M -$64.9K -33,301 -4%
RC
9
RBF Capital
California
$1.01M – – –
Two Sigma Advisers
10
Two Sigma Advisers
New York
$755K -$76.8K -39,400 -9%
Marshall Wace
11
Marshall Wace
United Kingdom
$676K -$87.5K -44,862 -11%
Renaissance Technologies
12
Renaissance Technologies
New York
$601K +$43.1K +22,100 +8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$543K +$659 +338 +0.1%
Ohio Public Employees Retirement System (OPERS)
14
Ohio Public Employees Retirement System (OPERS)
Ohio
$542K – – –
Man Group
15
Man Group
United Kingdom
$538K -$88K -45,113 -14%
Two Sigma Investments
16
Two Sigma Investments
New York
$508K -$87.8K -45,015 -15%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$397K -$6.76K -3,467 -2%
UBS Group
18
UBS Group
Switzerland
$387K +$303K +155,197 +359%
BCM
19
Bridgeway Capital Management
Texas
$381K – – –
GC
20
Globeflex Capital
California
$368K – – –
GCP
21
GSA Capital Partners
United Kingdom
$331K +$81.1K +41,623 +32%
State Street
22
State Street
Massachusetts
$214K – – –
HBCM
23
Heron Bay Capital Management
Michigan
$181K -$5.05K -2,590 -3%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$170K +$6.45K +3,305 +4%
Squarepoint
25
Squarepoint
New York
$166K +$166K +85,285 New
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