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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 %
FG
51
Formula Growth
Quebec, Canada
$1.61M 59,900 – –
Millennium Management
52
Millennium Management
New York
$1.6M 59,689 -63,016 -51%
TAM
53
Tocqueville Asset Management
New York
$1.59M 59,300 +59,300 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$1.47M 54,910 +8,475 +18%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$1.37M 50,926 -36,000 -41%
PCM
56
PenderFund Capital Management
British Columbia, Canada
$1.34M 35,586 – –
PC
57
PA Capital
Virginia
$1.3M 48,602 +7,704 +19%
KCM
58
Kennedy Capital Management
Missouri
$1.24M 46,154 +46,154 New
RJA
59
Raymond James & Associates
Florida
$1.16M 43,341 -15,357 -26%
Swiss National Bank
60
Swiss National Bank
Switzerland
$1.12M 41,600 +600 +1%
DIA
61
Dana Investment Advisors
Wisconsin
$1.1M 41,004 -476 -1%
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$1.09M 40,470 +26,865 +197%
OAM
63
Oberweis Asset Management
Illinois
$993K 37,035 -83,000 -69%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$927K 34,579 -390 -1%
SI
65
Scout Investments
Missouri
$902K 33,637 +33,637 New
MAM
66
Martingale Asset Management
Massachusetts
$880K 32,755 +32,755 New
LF
67
Lannebo Fonder
Sweden
$877K 32,700 +16,700 +104%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$846K 31,549 -8,849 -22%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$804K 29,997 -39,294 -57%
HighTower Advisors
70
HighTower Advisors
Illinois
$793K 29,566 +14,212 +93%
HT
71
HighTower Trust
Texas
$793K 29,566 +14,286 +93%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$784K 29,225 +263 +0.9%
Deutsche Bank
73
Deutsche Bank
Germany
$784K 29,202 +20,796 +247%
AllianceBernstein
74
AllianceBernstein
Tennessee
$724K 27,000 -600 -2%
VRS
75
Virginia Retirement Systems
Virginia
$705K 26,300 -5,700 -18%
1 2
3
4 5