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Upland Software
UPLD

Overview Fund Activity

163 hedge funds and large institutions have $863M invested in Upland Software in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
3.3%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
28
Increased
63
Reduced
53
Closed
19
Calls
$38.1M
Puts
$20.2M
Net Calls
+$17.9M
Net Calls Change
+$12.7M

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$26.4M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$13.1M
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$11.9M
4
ACM
4
Ashford Capital Management
Delaware
$24.7M
5
RA
5
Royce & Associates
New York
$39.7M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$3.95M
2
PCM
2
Portolan Capital Management
Massachusetts
$17.9M
3
ZCM
3
Ziegler Capital Management
Illinois
$0
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$9.89M
5
LCG
5
Lisanti Capital Growth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$3.48M +$830K +22,089 +31%
Wells Fargo
52
Wells Fargo
California
$3.39M -$1.22M -32,401 -26%
CI
53
Cooper Investors
Australia
$3.35M +$720K +19,105 +27%
LF
54
Lannebo Fonder
Sweden
$3.32M +$811K +21,500 +32%
MAG
55
Millrace Asset Group
Pennsylvania
$3.29M +$474K +12,584 +17%
HCM
56
Hodges Capital Management
Texas
$3.06M +$3.06M +81,075 New
Rafferty Asset Management
57
Rafferty Asset Management
New York
$3.01M +$2.36M +62,659 +368%
SCM
58
SG Capital Management
Illinois
$2.94M +$2.94M +77,913 New
AIA
59
Avalon Investment & Advisory
Texas
$2.77M -$376K -9,967 -12%
Parallax Volatility Advisers
60
Parallax Volatility Advisers
California
$2.52M +$2.39M +63,489 +1,837%
HighTower Advisors
61
HighTower Advisors
Illinois
$2.47M +$751K +19,914 +44%
HT
62
HighTower Trust
Texas
$2.45M +$736K +19,524 +43%
FG
63
Formula Growth
Quebec, Canada
$2.26M – – –
TAM
64
Tocqueville Asset Management
New York
$2.24M – – –
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.09M +$286K +7,600 +16%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$2.04M +$298K +7,900 +17%
Marshall Wace
67
Marshall Wace
United Kingdom
$1.86M +$1.86M +49,407 New
ACM
68
Argent Capital Management
Missouri
$1.81M -$189K -5,020 -9%
PCM
69
PenderFund Capital Management
British Columbia, Canada
$1.79M – – –
ECM
70
ExodusPoint Capital Management
New York
$1.75M +$1.75M +46,274 New
MWNA
71
Marshall Wace North America
New York
$1.65M +$1.65M +43,716 New
Squarepoint
72
Squarepoint
New York
$1.56M +$1.31M +34,738 +531%
PC
73
PA Capital
Virginia
$1.5M – – –
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.49M +$182K +4,826 +14%
First Trust Advisors
75
First Trust Advisors
Illinois
$1.48M +$248K +6,584 +20%
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