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Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $842M invested in Upland Software in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
63
Reduced
44
Closed
20
Calls
$31.7M
Puts
$12.4M
Net Calls
+$19.2M
Net Calls Change
-$21.8M

Top Buyers

1
RA
1
Royce & Associates
New York
$80.7M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$13.8M
3
BCA
3
Bernzott Capital Advisors
California
$27.8M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.3M
5
NSCM
5
New South Capital Management
Tennessee
$24.5M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
GEH
2
General Equity Holdings
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
PCP
4
P2 Capital Partners
New York
$39M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$690K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIPM
26
G2 Investment Partners Management
New York
$8.86M -$836K -25,000 -9%
MPAM
27
Monarch Partners Asset Management
Massachusetts
$8.7M +$2.26M +67,627 +35%
AAP
28
Ardsley Advisory Partners
Connecticut
$8.56M -$3.14M -94,000 -27%
HCM
29
Hodges Capital Management
Texas
$8.32M +$3.97M +118,570 +91%
RCMC
30
RK Capital Management (Colorado)
Colorado
$7.92M – – –
Comerica Bank
31
Comerica Bank
Texas
$7.67M +$3.8M +109,751 +98%
WCA
32
Whetstone Capital Advisors
Kansas
$7.61M -$943K -28,197 -11%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$7.38M +$1.98M +59,145 +37%
SI
34
Scout Investments
Missouri
$7.2M -$76.4K -2,285 -1%
Charles Schwab
35
Charles Schwab
California
$6.26M +$99.1K +2,964 +2%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.82M +$1.4M +41,945 +32%
Ameriprise
37
Ameriprise
Minnesota
$4.77M -$6.02K -180 -0.1%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$4.74M -$23.5K -641 -0.5%
ORI
39
Oak Ridge Investments
Illinois
$4.59M -$408K -12,210 -8%
Victory Capital Management
40
Victory Capital Management
Texas
$4.54M – – –
Citadel Advisors
41
Citadel Advisors
Florida
$4.48M +$805K +24,087 +22%
1CM
42
1492 Capital Management
Wisconsin
$4.33M +$1.34K +40 +0%
LF
43
Lannebo Fonder
Sweden
$4.25M +$903K +27,000 +27%
TCM
44
Thames Capital Management
New Jersey
$4.21M -$559K -16,710 -12%
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$4.19M -$126K -3,774 -3%
MFAM
46
Motley Fool Asset Management
Virginia
$3.63M -$59.4K -1,776 -2%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$3.07M -$935K -27,969 -23%
Prudential Financial
48
Prudential Financial
New Jersey
$2.98M +$1.58M +47,340 +113%
RJA
49
Raymond James & Associates
Florida
$2.77M -$1.15M -34,474 -29%
Rafferty Asset Management
50
Rafferty Asset Management
New York
$2.48M +$574K +17,154 +30%
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