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Upland Software
UPLD

Overview Fund Activity

181 hedge funds and large institutions have $700M invested in Upland Software in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 43 reducing their positions, and 29 closing their positions.

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.98%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
35
Increased
75
Reduced
43
Closed
29
Calls
$50.4M
Puts
$21.7M
Net Calls
+$28.7M
Net Calls Change
-$15.4M

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$13.5M
2
WCA
2
Whetstone Capital Advisors
Kansas
$15.8M
3
GEH
3
General Equity Holdings
New York
$20.4M
4
GIPM
4
G2 Investment Partners Management
New York
$16M
5
CU
5
CDAM (UK)
United Kingdom
$40.2M

Top Sellers

1
TEC
1
Tiger Eye Capital
Tennessee
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$895K
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$11M
4
PCM
4
Penserra Capital Management
California
$0
5
DCM
5
Driehaus Capital Management
Illinois
$5.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$8.81M 252,836 +28,644 +13%
SCA
27
Summit Creek Advisors
Minnesota
$8.05M 230,865 +230,865 New
OAM
28
Oberweis Asset Management
Illinois
$8.01M 229,815 +39,715 +21%
Stifel Financial
29
Stifel Financial
Missouri
$6.9M 198,482 -83,924 -30%
RCMC
30
RK Capital Management (Colorado)
Colorado
$6.17M 177,119 -5,100 -3%
VCM
31
Venator Capital Management
Ontario, Canada
$5.61M 160,900 +11,300 +8%
MFIMFI
32
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.61M 160,880 +7,275 +5%
TCM
33
Thames Capital Management
New Jersey
$5.54M 158,990 +12,820 +9%
DCM
34
Driehaus Capital Management
Illinois
$5.14M 147,474 -269,664 -65%
PM
35
Precept Management
Texas
$4.95M 142,000 – –
FA
36
Friess Associates
Delaware
$4.61M 132,192 -5,862 -4%
Charles Schwab
37
Charles Schwab
California
$4.53M 129,886 +4,360 +3%
HCM
38
Hodges Capital Management
Texas
$4.5M 129,177 +27,580 +27%
HRCM
39
Hood River Capital Management
Florida
$4.47M 128,266 -122,013 -49%
Citadel Advisors
40
Citadel Advisors
Florida
$4.27M 122,372 +111,053 +981%
ACM
41
Argent Capital Management
Missouri
$4.06M 116,415 – –
AIA
42
Avalon Investment & Advisory
Texas
$3.98M 114,168 -1,401 -1%
Wells Fargo
43
Wells Fargo
California
$3.62M 103,749 -14,295 -12%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$3.56M 102,217 -27,012 -21%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.52M 101,100 +17,500 +21%
Renaissance Technologies
46
Renaissance Technologies
New York
$3.39M 97,317 +83,000 +580%
CCM
47
Concourse Capital Management
Georgia
$3.37M 96,690 – –
Millennium Management
48
Millennium Management
New York
$3.37M 96,621 +41,549 +75%
CM
49
Castleark Management
Illinois
$3.35M 96,155 -8,240 -8%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.31M 94,863 -4,025 -4%
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