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Upland Software
UPLD

Overview Fund Activity

112 hedge funds and large institutions have $309M invested in Upland Software in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+32
Holders Change %
+40%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
42
Increased
27
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAP
Ardsley Advisory Partners
Connecticut
$6.04M
2
DMK
David M. Knott
$10.1M
3
PCM
Portolan Capital Management
Massachusetts
$3.94M
4
WCA
Whetstone Capital Advisors
Kansas
$3.8M
5
AI
Axiom Investors
Connecticut
$3.55M

Top Sellers

1
PWAM
Park West Asset Management
California
$41M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$7.77M
4
PM
Precept Management
Texas
$5.76M
5
LSC
Lyon Street Capital
California
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
26
Castleark Management
Illinois
$3.18M +$3.18M +110,605 New
Northern Trust
27
Northern Trust
Illinois
$3.12M +$182K +6,328 +6%
Wells Fargo
28
Wells Fargo
California
$3.08M +$1.53M +53,224 +99%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$3.07M +$1.07M +37,248 +54%
FA
30
Friess Associates
Delaware
$3.03M +$147K +5,123 +5%
Two Sigma Investments
31
Two Sigma Investments
New York
$3.01M +$1.35M +46,755 +81%
ACM
32
Argent Capital Management
Missouri
$2.97M +$765K +26,565 +35%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$2.66M +$56.5K +1,963 +2%
Morgan Stanley
34
Morgan Stanley
New York
$2.62M -$717K -24,922 -22%
FG
35
Formula Growth
Quebec, Canada
$2.58M – – –
MAG
36
Millrace Asset Group
Pennsylvania
$2.41M -$215K -7,466 -8%
VCM
37
Venator Capital Management
Ontario, Canada
$2.36M +$2.36M +82,108 New
CCM
38
Cadence Capital Management
Massachusetts
$2.11M +$2.11M +73,405 New
TCIM
39
TIAA CREF Investment Management
New York
$1.85M +$1.01M +35,100 +120%
Citadel Advisors
40
Citadel Advisors
Florida
$1.61M +$727K +25,246 +83%
RJA
41
Raymond James & Associates
Florida
$1.38M -$471K -16,378 -25%
OAM
42
Oxford Asset Management
United Kingdom
$1.33M +$198K +6,870 +17%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$1.26M +$1.26M +43,896 New
Ameriprise
44
Ameriprise
Minnesota
$1.23M +$1.23M +42,805 New
EGI
45
EAM Global Investors
California
$1.18M +$179K +6,228 +18%
LCG
46
Lisanti Capital Growth
New York
$1.18M +$1.18M +41,090 New
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$1.14M -$349K -12,114 -23%
AIA
48
Avalon Investment & Advisory
Texas
$1.12M +$1.12M +38,779 New
MAM
49
Martingale Asset Management
Massachusetts
$1.05M +$92.2K +3,199 +10%
EI
50
EAM Investors
California
$1.04M -$607K -21,090 -37%
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