Upland Software
UPLD
24 hedge funds and large institutions have $12.5M invested in Upland Software in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
20% more funds holding
Funds holding: 20 → 24 (+4)
3% more capital invested
Capital invested by funds: $12.1M → $12.5M (+$412K)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.27M |
| 2 |
SGCA
Steel Grove Capital Advisors
Memphis,
Tennessee
|
+$642K |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$505K |
| 4 |
Morgan Stanley
New York
|
+$416K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$331K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$3.36M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$2.06M |
| 3 |
SC
Skylands Capital
Milwaukee,
Wisconsin
|
-$874K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$399K |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$358K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
California Public Employees Retirement System
Sacramento,
California
| – | -$399K | -4,972 | Closed |
|
|
PCM
27
Palisade Capital Management
Fort Lee,
New Jersey
| – | -$175K | -2,500 | Closed |
|
|
BCM
28
Bourgeon Capital Management
Darien,
Connecticut
| – | -$140K | -2,000 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$8K | -108 | Closed |
|
UPLD Hedge Fund Activity: Q2 2015 in Review
24 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2015, worth a combined $12.5M — up 3.4% from $12.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UPLD positions and 6 closed out — a net gain of 4 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $2.27M. The largest seller was Granahan Investment Management, cutting an estimated $3.36M.
- 24 institutional investors held Upland Software (UPLD) as of Q2 2015, up from 20 in Q1 2015.
- Funds reported $12.5M of Upland Software stock for Q2 2015, up 3.4% quarter-over-quarter.
- 10 funds opened new Upland Software positions in Q2 2015 and 6 closed out, a net change of +4 holders.
- The largest Upland Software buyer in Q2 2015 was Raymond James & Associates, an estimated $2.27M added.
- The largest Upland Software seller in Q2 2015 was Granahan Investment Management, an estimated $3.36M sold.
Based on aggregated 13F filings for Q2 2015.