Upland Software
UPLD
31 hedge funds and large institutions have $33.2M invested in Upland Software in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.
212% more capital invested
Capital invested by funds: $10.7M → $33.2M (+$22.6M)
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
29% more funds holding
Funds holding: 24 → 31 (+7)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0.51% more ownership
Funds ownership: 0.67% → 1.17% (+0.51%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| $123K | +$93.5K | +771 | New |
|
|
TDC
27
Thompson Davis & Co
Richmond,
Virginia
| $79K | +$60.6K | +500 | New |
|
28
Wells Fargo
San Francisco,
California
| $32K | +$12.1K | +100 | +100% |
|
29
UBS Group
Zurich,
Switzerland
| $22K | -$323K | -2,665 | -95% |
|
30
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $13K | – | – | – |
|
|
SIM
31
Spark Investment Management
New York
| – | -$145K | -1,630 | Closed |
|
32
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$137K | -1,530 | Closed |
|
|
EM
33
Emancipation Management
New York
| – | -$126K | -1,415 | Closed |
|
|
RC
34
RBF Capital
San Francisco,
California
| – | -$124K | -1,172 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$7K | -83 | Closed |
|
|
GC
36
Globeflex Capital
San Diego,
California
| – | -$1K | -12 | Closed |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$121 | +1 | New |
|
UPLD Hedge Fund Activity: Q1 2017 in Review
31 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2017, worth a combined $33.2M — up 212% from $10.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UPLD positions and 6 closed out — a net gain of 9 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Pembroke Management, opening a new position worth an estimated $2.59M. The largest seller was Skylands Capital, cutting an estimated $1.03M.
- 31 institutional investors held Upland Software (UPLD) as of Q1 2017, up from 24 in Q4 2016.
- Funds reported $33.2M of Upland Software stock for Q1 2017, up 212% quarter-over-quarter.
- 15 funds opened new Upland Software positions in Q1 2017 and 6 closed out, a net change of +9 holders.
- The largest Upland Software buyer in Q1 2017 was Pembroke Management, an estimated $2.59M added.
- The largest Upland Software seller in Q1 2017 was Skylands Capital, an estimated $1.03M sold.
Based on aggregated 13F filings for Q1 2017.