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Upland Software

43 hedge funds and large institutions have $6.72M invested in Upland Software in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% less ownership

Funds ownership: 4.52%3.46% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

23% less funds holding

Funds holding: 5643 (-13)

64% less capital invested

Capital invested by funds: $18.7M → $6.72M (-$12M)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
43
Holders Change
-13
Holders Change %
-23.21%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
13
Closed
18
Calls
$35K
Puts
Net Calls
+$35K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$903K +$16.2K +1,545 +1%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$806K -$49.6K -4,731 -4%
VCM
3
Vanguard Capital Management
Pennsylvania
$802K +$1.26M +120,377 New
RHJA
4
Rice Hall James & Associates
California
$649K +$84.7K +8,075 +9%
CM
5
CastleKnight Management
New York
$518K
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$438K -$200K -19,028 -22%
BlackRock
7
BlackRock
New York
$416K +$3.46K +330 +0.5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$300K +$180K +17,195 +62%
RC
9
RBF Capital
California
$285K
Two Sigma Investments
10
Two Sigma Investments
New York
$274K +$131K +12,512 +44%
VPM
11
Vanguard Portfolio Management
Pennsylvania
$242K +$382K +36,407 New
Russell Investments Group
12
Russell Investments Group
United Kingdom
$178K +$5.01K +477 +2%
Renaissance Technologies
13
Renaissance Technologies
New York
$161K +$8.71K +830 +4%
Man Group
14
Man Group
United Kingdom
$134K -$62.6K -5,969 -23%
VFT
15
Vanguard Fiduciary Trust
Pennsylvania
$95.6K +$151K +14,350 New
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$83.5K -$185K -17,601 -58%
State Street
17
State Street
Massachusetts
$73.2K
Northern Trust
18
Northern Trust
Illinois
$42.7K
ECM
19
Evergreen Capital Management
Washington
$41.6K
GCP
20
GSA Capital Partners
United Kingdom
$30K -$124K -11,806 -73%
Boston Partners
21
Boston Partners
Massachusetts
$29.1K -$1.64K -156 -3%
XT
22
XTX Topco
Cayman Islands
$28.4K +$3.79K +361 +9%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$25.6K
UBS Group
24
UBS Group
Switzerland
$22K -$17.7K -1,687 -34%
Bank of America
25
Bank of America
North Carolina
$20.7K -$777 -74 -2%