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Upland Software
UPLD

Overview Fund Activity

153 hedge funds and large institutions have $373M invested in Upland Software in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
25
Increased
49
Reduced
63
Closed
18
Calls
$1.72M
Puts
$1.63M
Net Calls
+$87K
Net Calls Change
-$2.47M

Top Buyers

1
PCM
1
Portolan Capital Management
Massachusetts
$19.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
RCM
3
Raging Capital Management
New Jersey
$6.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.73M
5
AIS
5
AlphaOne Investment Services
Pennsylvania
$3.3M

Top Sellers

1
WCA
1
Whetstone Capital Advisors
Kansas
$914K
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$617K
4
BA
4
Boston Advisors
Massachusetts
$2.05M
5
DCM
5
Driehaus Capital Management
Illinois
$9.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
26
Millrace Asset Group
Pennsylvania
$4.3M +$1.17M +42,981 +37%
Allianz Asset Management
27
Allianz Asset Management
Germany
$4.27M -$175K -6,441 -4%
VCM
28
Venator Capital Management
Ontario, Canada
$3.99M +$1.28M +47,265 +47%
FA
29
Friess Associates
Delaware
$3.91M +$757K +27,857 +24%
TCM
30
Thames Capital Management
New Jersey
$3.4M – – –
CCM
31
Cadence Capital Management
Massachusetts
$3.4M +$263K +9,691 +8%
AIS
32
AlphaOne Investment Services
Pennsylvania
$3.3M +$3.3M +121,289 New
AIA
33
Avalon Investment & Advisory
Texas
$3.02M -$78.4K -2,885 -3%
ACM
34
Argent Capital Management
Missouri
$2.8M -$4.76K -175 -0.2%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.54M -$16.7K -613 -0.7%
Wells Fargo
36
Wells Fargo
California
$2.5M +$96.2K +3,538 +4%
RA
37
Royce & Associates
New York
$2.42M +$2.42M +89,179 New
FSCM
38
First Sabrepoint Capital Management
Texas
$2.4M +$1.42M +52,386 +146%
Charles Schwab
39
Charles Schwab
California
$2.31M -$6.96K -256 -0.3%
3C
40
361 Capital
Colorado
$2.28M +$2.28M +83,809 New
BA
41
Boston Advisors
Massachusetts
$2.05M -$3.47M -127,820 -63%
FG
42
Formula Growth
Quebec, Canada
$1.99M -$272K -10,000 -12%
HCM
43
Hodges Capital Management
Texas
$1.96M +$1.96M +71,997 New
KIA
44
Kopp Investment Advisors
Minnesota
$1.82M +$1.82M +66,885 New
DIA
45
Dana Investment Advisors
Wisconsin
$1.76M -$103K -3,782 -6%
VRS
46
Virginia Retirement Systems
Virginia
$1.71M +$89.7K +3,300 +6%
SG Americas Securities
47
SG Americas Securities
New York
$1.69M -$345K -12,679 -17%
American Century Companies
48
American Century Companies
Missouri
$1.58M -$674K -24,804 -30%
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.57M +$166K +6,100 +12%
Invesco
50
Invesco
Georgia
$1.49M -$2.27M -83,599 -60%
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