Upland Software
UPLD
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, 58 increasing their positions, 52 reducing their positions, and 35 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 52
0.16% more ownership
Funds ownership: 7.66% → 7.82% (+0.16%)
7% less funds holding
Funds holding: 163 → 151 (-12)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
23% less capital invested
Capital invested by funds: $692M → $530M (-$162M)
26% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 35
34% less call options, than puts
Call options by funds: $5.11M | Put options by funds: $7.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$18.7M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$16.2M |
| 3 |
GIPM
G2 Investment Partners Management
New York
|
+$11.1M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.22M |
| 5 |
CU
CDAM (UK)
London,
United Kingdom
|
+$7.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
|
-$19.4M |
| 2 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$15.8M |
| 3 |
BGC
Blue Grotto Capital
Atlanta,
Georgia
|
-$10.5M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$6.95M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$5.71M |
UPLD Hedge Fund Activity: Q1 2020 in Review
151 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2020, worth a combined $530M — down 23% from $692M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of UPLD and 26 opened new positions — a net loss of 9 holders — while 52 trimmed existing stakes and 58 added.
The largest buyer was Nantahala Capital Management, opening a new position worth an estimated $18.7M. The largest seller was Raging Capital Management, exiting entirely with an estimated $19.4M sold.
- 151 institutional investors held Upland Software (UPLD) as of Q1 2020, down from 163 in Q4 2019.
- Funds reported $530M of Upland Software stock for Q1 2020, down 23% quarter-over-quarter.
- 26 funds opened new Upland Software positions in Q1 2020 and 35 closed out, a net change of -9 holders.
- The largest Upland Software buyer in Q1 2020 was Nantahala Capital Management, an estimated $18.7M added.
- The largest Upland Software seller in Q1 2020 was Raging Capital Management, an estimated $19.4M sold.
Based on aggregated 13F filings for Q1 2020.