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Upland Software
UPLD

Overview Fund Activity

151 hedge funds and large institutions have $530M invested in Upland Software in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 35 closing their positions.

Holders
151
Holders Change
-12
Holders Change %
-7.36%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
26
Increased
59
Reduced
52
Closed
35
Calls
$5.11M
Puts
$7.75M
Net Calls
-$2.64M
Net Calls Change
-$12.8M

Top Buyers

1
NCM
1
Nantahala Capital Management
Connecticut
$13.9M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$12M
3
GIPM
3
G2 Investment Partners Management
New York
$14.9M
4
WA
4
Wasatch Advisors
Utah
$27.4M
5
CU
5
CDAM (UK)
United Kingdom
$39.4M

Top Sellers

1
RCM
1
Raging Capital Management
New Jersey
$0
2
PM
2
Pembroke Management
Quebec, Canada
$0
3
BGC
3
Blue Grotto Capital
Georgia
$0
4
UBS AM
4
UBS AM
Illinois
$491K
5
Stifel Financial
5
Stifel Financial
Missouri
$457K
Name Market Value Shares Shares
Change 		Shares
Change %
ORI
26
Oak Ridge Investments
Illinois
$6.18M 230,292 -5,718 -2%
RCMC
27
RK Capital Management (Colorado)
Colorado
$5.71M 212,900 +10,600 +5%
PM
28
Precept Management
Texas
$4.57M 170,294 -29,706 -15%
TAM
29
THB Asset Management
Connecticut
$4.53M 168,917 +75,701 +81%
ZCM
30
Ziegler Capital Management
Illinois
$4.18M 155,727 +155,727 New
Comerica Bank
31
Comerica Bank
Texas
$4.17M 150,635 +33,314 +28%
TCM
32
Thames Capital Management
New Jersey
$3.82M 142,538 -16,452 -10%
MFIMFI
33
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.69M 137,523 -39,597 -22%
FA
34
Friess Associates
Delaware
$3.68M 137,228 -5,012 -4%
Charles Schwab
35
Charles Schwab
California
$3.61M 134,723 +2,523 +2%
Wells Fargo
36
Wells Fargo
California
$3.21M 119,519 +15,486 +15%
JAM
37
Jupiter Asset Management
United Kingdom
$2.9M 108,886 – –
AIA
38
Avalon Investment & Advisory
Texas
$2.89M 107,734 -7,095 -6%
CI Investments Inc
39
CI Investments Inc
Ontario, Canada
$2.51M 93,400 +93,400 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.45M 91,378 -13,645 -13%
HCM
41
Hodges Capital Management
Texas
$2.07M 77,019 -52,500 -41%
Citadel Advisors
42
Citadel Advisors
Florida
$2.03M 75,539 +31,775 +73%
CI
43
Cooper Investors
Australia
$1.98M 73,890 +23,242 +46%
ACM
44
Argent Capital Management
Missouri
$1.91M 71,365 -45,050 -39%
VCM
45
Venator Capital Management
Ontario, Canada
$1.87M 69,800 -102,700 -60%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.84M 68,515 +43,197 +171%
1CM
47
1492 Capital Management
Wisconsin
$1.76M 65,547 +35,888 +121%
MAG
48
Millrace Asset Group
Pennsylvania
$1.75M 65,102 +16,600 +34%
Allianz Asset Management
49
Allianz Asset Management
Germany
$1.65M 61,578 +104 +0.2%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$1.65M 61,570 – –
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2
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