Upland Software
UPLD
56 hedge funds and large institutions have $18.7M invested in Upland Software in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 13 closing their positions.
3,675% more call options, than puts
Call options by funds: $151K | Put options by funds: $4K
0.29% less ownership
Funds ownership: 4.81% → 4.52% (-0.29%)
16% less funds holding
Funds holding: 67 → 56 (-11)
43% less capital invested
Capital invested by funds: $32.8M → $18.7M (-$14.1M)
48% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 27
77% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$176K |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$145K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$78.1K |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
+$78.1K |
| 5 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$74.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$493K |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$213K |
| 3 |
RRA
Round Rock Advisors
Wilton,
Connecticut
|
-$188K |
| 4 |
RC
RBF Capital
San Francisco,
California
|
-$175K |
| 5 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
-$149K |
UPLD Hedge Fund Activity: Q4 2025 in Review
56 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2025, worth a combined $18.7M — down 43% from $32.8M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of UPLD and 3 opened new positions — a net loss of 10 holders — while 27 trimmed existing stakes and 14 added.
The largest buyer was Assenagon Asset Management, adding an estimated $176K. The largest seller was D.E. Shaw & Co, cutting an estimated $493K.
- 56 institutional investors held Upland Software (UPLD) as of Q4 2025, down from 67 in Q3 2025.
- Funds reported $18.7M of Upland Software stock for Q4 2025, down 43% quarter-over-quarter.
- 3 funds opened new Upland Software positions in Q4 2025 and 13 closed out, a net change of -10 holders.
- The largest Upland Software buyer in Q4 2025 was Assenagon Asset Management, an estimated $176K added.
- The largest Upland Software seller in Q4 2025 was D.E. Shaw & Co, an estimated $493K sold.
Based on aggregated 13F filings for Q4 2025.