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Upland Software
UPLD

Overview Fund Activity

188 hedge funds and large institutions have $1.07B invested in Upland Software in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
188
Holders Change
+25
Holders Change %
+15.34%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
40
Increased
67
Reduced
61
Closed
12
Calls
$84.1M
Puts
$13.4M
Net Calls
+$70.7M
Net Calls Change
+$52.8M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$37.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$25.9M
3
WA
3
Wasatch Advisors
Utah
$49.3M
4
WCM Investment Management
4
WCM Investment Management
California
$9.41M
5
PI
5
Putnam Investments
Massachusetts
$8.35M

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$0
2
IECM
2
Intrinsic Edge Capital Management
Illinois
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$10.1M
4
GEH
4
General Equity Holdings
New York
$34M
5
SAM
5
Silvercrest Asset Management
New York
$22.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
26
Portolan Capital Management
Massachusetts
$10.1M 220,481 -255,596 -54%
PM
27
Precept Management
Texas
$9.89M 215,548 +1,300 +0.6%
SI
28
Scout Investments
Missouri
$9.69M 211,070 +5,700 +3%
WCM Investment Management
29
WCM Investment Management
California
$9.41M 205,010 +205,010 New
Goldman Sachs
30
Goldman Sachs
New York
$8.7M 189,490 +40,524 +27%
PI
31
Putnam Investments
Massachusetts
$8.35M 181,897 +181,897 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$8.34M 181,741 +144,842 +393%
Charles Schwab
33
Charles Schwab
California
$7.79M 169,821 +4,219 +3%
Comerica Bank
34
Comerica Bank
Texas
$7.35M 147,393 -22,900 -13%
MPAM
35
Monarch Partners Asset Management
Massachusetts
$7.33M 159,683 +137,893 +633%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$7.18M 156,502 +59,210 +61%
ORI
37
Oak Ridge Investments
Illinois
$7.09M 154,553 -31,159 -17%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$6.79M 148,053 -4,378 -3%
TAM
39
THB Asset Management
Connecticut
$6.79M 147,913 -18,131 -11%
TCM
40
Thames Capital Management
New Jersey
$6.54M 142,538 – –
Ameriprise
41
Ameriprise
Minnesota
$6.27M 136,634 +13,337 +11%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.06M 132,135 – –
1CM
43
1492 Capital Management
Wisconsin
$6.02M 131,266 -1,659 -1%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$5.56M 121,115 +28,640 +31%
JAM
45
Jupiter Asset Management
United Kingdom
$5.55M 120,886 – –
MFIMFI
46
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.32M 115,973 -19,495 -14%
CTA
47
Carillon Tower Advisers
Florida
$5.31M 115,642 -5,700 -5%
CI Investments Inc
48
CI Investments Inc
Ontario, Canada
$5.25M 114,465 -7,500 -6%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$4.79M 104,472 -311 -0.3%
Citadel Advisors
50
Citadel Advisors
Florida
$4.75M 103,433 -10,679 -9%
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