Upland Software, Inc.
Hedge Funds Holdings

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Upland Software, Inc.‘s stocks are currently a part of 64 hedge funds’ portfolios, which represents 38.05% of the total amount of its stocks outstanding. This makes up a total of 11.99M shares of Upland Software, Inc.. Compared to the previous quarter, the number fell by -51.52% or -12.74M shares fewer. As for the holding position changes, 42.19% (27) of current hedge fund investors increased the number of shares held, 28.13% (18) of current holders sold a part of the shares held, and 35.94% (23) closed the holdings completely. 10 hedge funds are new holders of Upland Software, Inc. stock in Q1 2023, it is 15.63% of total holders.

Hedge funds holding Upland Software (Q2 2018 – Q1 2023)

Number of hedge funds
Q2 2018 139
Q3 2018 146
Q4 2018 152
Q1 2019 164
Q2 2019 174
Q3 2019 180
Q4 2019 162
Q1 2020 150
Q2 2020 151
Q3 2020 162
Q4 2020 186
Q1 2021 172
Q2 2021 152
Q3 2021 149
Q4 2021 151
Q1 2022 143
Q2 2022 123
Q3 2022 127
Q4 2022 128
Q1 2023 64

Hedge funds changes in Upland Software positions (Q2 2018 – Q1 2023)

Changes in positions
Q2 2018 49463518-9
Q3 2018 265346183
Q4 2018 24516418-5
Q1 2019 32565920-3
Q2 2019 36715124-8
Q3 2019 36744329-2
Q4 2019 22586231-11
Q1 2020 26575336-22
Q2 2020 22654621-3
Q3 2020 286253172
Q4 2020 396761127
Q1 2021 127066231
Q2 2021 22476242-21
Q3 2021 1662421811
Q4 2021 46523943-29
Q1 2022 26465333-15
Q2 2022 12454728-9
Q3 2022 29483325-8
Q4 2022 29474027-15
Q1 2023 10271823-14

Hedge funds changes in Upland Software stock options (Q2 2018 – Q1 2023)

Changes in stock options
Q2 2018 4,478,000 666,000
Q3 2018 4,032,000 1,476,000
Q4 2018 1,721,000 1,634,000
Q1 2019 17,523,000 3,898,000
Q2 2019 60,015,000 15,949,000
Q3 2019 50,387,000 21,707,000
Q4 2019 19,219,000 9,010,000
Q1 2020 5,109,000 7,746,000
Q2 2020 15,203,000 10,024,000
Q3 2020 38,051,000 20,168,000
Q4 2020 84,101,000 13,432,000
Q1 2021 59,414,000 4,984,000
Q2 2021 47,520,000 6,529,000
Q3 2021 31,654,000 12,439,000
Q4 2021 26,230,000 19,189,000
Q1 2022 16,579,000 18,077,000
Q2 2022 19,637,000 23,905,000
Q3 2022 3,880,000 5,144,000
Q4 2022 2,677,619 1,428,492
Q1 2023 506,228,000 220,596,000

Top 50 hedge fund holders of Upland Software, Inc. (NASDAQ:UPLD)

Hedge fund Value Shares owned Portfolio share
BLACKROCK INC. Larry Fink 19.89M 2.44M 0.001%
VANGUARD GROUP INC 17.77M 2.18M 0.001%
MARATHON ASSET MANAGEMENT LTD 10.78M 1.32M 0.322%
NEW SOUTH CAPITAL MANAGEMENT INC 9.44M 1.16M 0.457%
P2 CAPITAL PARTNERS, LLC 7.72M 950K 0.953%
ARROWMARK COLORADO HOLDINGS LLC 7.58M 932.56K 0.093%
FEDERATED HERMES, INC. 6.99M 860.46K 0.021%
STATE STREET CORP 6.48M 797.39K 0.000%
NEEDHAM INVESTMENT MANAGEMENT LLC 5.89M 725K 1.155%
AMERIPRISE FINANCIAL INC 5.86M 722.10K 0.002%
MILLENNIUM MANAGEMENT LLC Israel Englander 5.63M 692.93K 0.003%
JACOBS LEVY EQUITY MANAGEMENT, INC 5.02M 618.32K 0.040%
D. E. SHAW & CO., INC. David E. Shaw 4.83M 594.57K 0.006%
BERNZOTT CAPITAL ADVISORS 4.65M 571.96K 0.627%
GEODE CAPITAL MANAGEMENT, LLC 4.30M 530.07K 0.001%
HODGES CAPITAL MANAGEMENT INC. 3.74M 460.81K 0.617%
SUMMIT CREEK ADVISORS LLC 3.58M 440.63K 0.493%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 3.44M 423.68K 0.005%
MOTLEY FOOL WEALTH MANAGEMENT, LLC 2.99M 368.16K 0.196%
RICE HALL JAMES & ASSOCIATES, LLC 2.96M 365.01K 0.172%
DIMENSIONAL FUND ADVISORS LP 2.93M 361.32K 0.001%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2.88M 354.33K 0.013%
WEDGE CAPITAL MANAGEMENT L L P/NC 2.75M 338.49K 0.047%
PRUDENTIAL FINANCIAL INC 2.37M 292.25K 0.004%
NORTHERN TRUST CORP 2.32M 286.42K 0.001%
CITADEL ADVISORS LLC Ken Griffin 2.32M 286.46K 0.001%
SIMPLEX TRADING, LLC 2.03M 250.1K 0.002%
TOCQUEVILLE ASSET MANAGEMENT L.P. 2.00M 246.8K 0.041%
MORGAN STANLEY 1.93M 238.04K 0.000%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.86M 229K 0.001%
ROYCE & ASSOCIATES LP 1.83M 225.95K 0.021%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.82M 224.37K 0.001%
AQR CAPITAL MANAGEMENT LLC Cliff Asness 1.82M 223.91K 0.004%
NORDEA INVESTMENT MANAGEMENT AB 1.80M 215.83K 0.003%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.73M 213.62K 0.001%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.62M 199.8K 0.000%
MONARCH PARTNERS ASSET MANAGEMENT LLC 1.45M 179.31K 0.438%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.34M 165.92K 0.002%
RUSSELL INVESTMENTS GROUP, LTD. 1.27M 157.41K 0.003%
LANNEBO FONDER AB 1.18M 145.86K 0.237%
BANK OF NEW YORK MELLON CORP 1.11M 136.95K 0.000%
GROUP ONE TRADING, L.P. 1.09M 134.4K 0.002%
ASSENAGON ASSET MANAGEMENT S.A. 1.01M 124.86K 0.004%
CITADEL ADVISORS LLC Ken Griffin 889K 109.4K 0.000%
GOLDMAN SACHS GROUP INC 850K 104.49K 0.000%
NUVEEN ASSET MANAGEMENT, LLC 823K 101.25K 0.000%
COMERICA BANK 698K 100.15K 0.006%
STATE OF WISCONSIN INVESTMENT BOARD 663K 81.56K 0.002%
CUBIST SYSTEMATIC STRATEGIES, LLC 660K 81.23K 0.004%
HILLSDALE INVESTMENT MANAGEMENT INC. 647K 79.63K 0.059%