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Upland Software

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.

New
Increased
Maintained
Reduced
Closed

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: 6756 (-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

Holders
56
Holders Change
-11
Holders Change %
-16.42%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
27
Closed
13
Calls
$151K
Puts
$4K
Net Calls
+$147K
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.59M -$59.5K -3,122 -2%
Ameriprise
2
Ameriprise
Minnesota
$1.92M +$37.1K +1,949 +1%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$1.8M -$138K -7,260 -5%
RHJA
4
Rice Hall James & Associates
California
$1.28M +$42.8K +2,244 +3%
NSCM
5
New South Capital Management
Tennessee
$1.27M -$149K -7,817 -8%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$1.21M -$493K -25,895 -23%
CM
7
CastleKnight Management
New York
$1.11M -$87.5K -4,594 -6%
BlackRock
8
BlackRock
New York
$888K +$1.22K +64 +0.1%
Marshall Wace
9
Marshall Wace
United Kingdom
$676K +$45.4K +2,385 +5%
RC
10
RBF Capital
California
$611K -$175K -9,163 -18%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$479K -$94.3K -4,950 -13%
Assenagon Asset Management
12
Assenagon Asset Management
Luxembourg
$431K +$176K +9,253 +44%
Two Sigma Investments
13
Two Sigma Investments
New York
$410K -$125K -6,571 -19%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$398K -$95 -5 -0%
Ohio Public Employees Retirement System (OPERS)
15
Ohio Public Employees Retirement System (OPERS)
Ohio
$397K
Russell Investments Group
16
Russell Investments Group
United Kingdom
$375K +$145K +7,634 +41%
Man Group
17
Man Group
United Kingdom
$373K +$10.4K +545 +2%
Renaissance Technologies
18
Renaissance Technologies
New York
$335K -$45K -2,362 -9%
GCP
19
GSA Capital Partners
United Kingdom
$232K +$78.1K +4,099 +34%
BCM
20
Bridgeway Capital Management
Texas
$223K -$13.3K -700 -4%
Squarepoint
21
Squarepoint
New York
$199K +$68.4K +3,588 +35%
State Street
22
State Street
Massachusetts
$157K
Goldman Sachs
23
Goldman Sachs
New York
$148K +$25.9K +1,359 +15%
RRA
24
Round Rock Advisors
Connecticut
$129K -$188K -9,852 -52%
HBCM
25
Heron Bay Capital Management
Michigan
$119K -$6.4K -336 -4%