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Upland Software
UPLD

Overview Fund Activity

112 hedge funds and large institutions have $309M invested in Upland Software in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+32
Holders Change %
+40%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
42
Increased
27
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAP
Ardsley Advisory Partners
Connecticut
+$6.04M
2
DMK
David M. Knott
+$4.89M
3
PCM
Portolan Capital Management
Massachusetts
+$3.94M
4
WCA
Whetstone Capital Advisors
Kansas
+$3.8M
5
AI
Axiom Investors
Connecticut
+$3.55M

Top Sellers

1
PWAM
Park West Asset Management
California
-$17.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.78M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.7M
4
PM
Precept Management
Texas
-$2.59M
5
LSC
Lyon Street Capital
California
-$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
51
Assenagon Asset Management
Luxembourg
$994K +$994K +34,522 New
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$916K – – –
SGCA
53
Steel Grove Capital Advisors
Tennessee
$861K -$144K -5,000 -14%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$841K +$841K +29,195 New
AIM
55
Alambic Investment Management
California
$758K -$1.52M -52,703 -67%
TI
56
Trexquant Investment
Connecticut
$746K +$746K +25,926 New
PPA
57
Parametric Portfolio Associates
Washington
$746K +$746K +25,927 New
Bank of New York Mellon
58
Bank of New York Mellon
New York
$744K +$24.7K +859 +3%
Bank of America
59
Bank of America
North Carolina
$678K -$66.2K -2,299 -9%
MC
60
Menta Capital
California
$592K +$592K +20,551 New
AQR Capital Management
61
AQR Capital Management
Connecticut
$586K -$1.26M -43,624 -68%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$539K +$51.8K +1,799 +11%
Goldman Sachs
63
Goldman Sachs
New York
$530K -$1.48M -51,530 -74%
USAA
64
United Services Automobile Association
Texas
$521K +$134K +4,659 +35%
Marshall Wace
65
Marshall Wace
United Kingdom
$515K +$515K +17,900 New
Squarepoint
66
Squarepoint
New York
$505K -$251K -8,701 -33%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$466K -$41K -1,425 -8%
ARTA
68
A.R.T. Advisors
New York
$465K -$395K -13,745 -46%
Charles Schwab
69
Charles Schwab
California
$458K +$121K +4,200 +36%
Bessemer Group
70
Bessemer Group
New Jersey
$449K – – –
William Blair & Company
71
William Blair & Company
Illinois
$436K +$436K +15,132 New
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$428K – – –
Luther King Capital Management (LKCM)
73
Luther King Capital Management (LKCM)
Texas
$411K – – –
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$368K +$368K +12,779 New
TA
75
Teachers Advisors
New York
$366K – – –
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