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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 Holding Trade Value Shares
Change 		Shares
Change %
KCM
51
Kennedy Capital Management
Missouri
$4.53M -$7.77M -169,228 -63%
Marshall Wace
52
Marshall Wace
United Kingdom
$4.47M +$2.2M +47,878 +97%
CM
53
Castleark Management
Illinois
$4.44M +$4.44M +96,705 New
LF
54
Lannebo Fonder
Sweden
$4.41M +$367K +8,000 +9%
Rafferty Asset Management
55
Rafferty Asset Management
New York
$4.25M +$592K +12,895 +16%
FA
56
Friess Associates
Delaware
$4.22M -$287K -6,251 -6%
CI
57
Cooper Investors
Australia
$4.07M – – –
Parallax Volatility Advisers
58
Parallax Volatility Advisers
California
$4.07M +$1,000K +21,785 +33%
HCM
59
Hodges Capital Management
Texas
$4.06M +$335K +7,304 +9%
MWNA
60
Marshall Wace North America
New York
$3.89M +$1.89M +41,094 +94%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$3.76M +$3.76M +82,000 New
AIA
62
Avalon Investment & Advisory
Texas
$3.29M -$85.8K -1,870 -3%
MAG
63
Millrace Asset Group
Pennsylvania
$3.04M -$964K -21,015 -24%
HighTower Advisors
64
HighTower Advisors
Illinois
$3M – – –
Wells Fargo
65
Wells Fargo
California
$2.99M -$1.14M -24,917 -28%
HT
66
HighTower Trust
Texas
$2.98M – – –
VCM
67
Venator Capital Management
Ontario, Canada
$2.94M -$3.23M -70,300 -52%
Millennium Management
68
Millennium Management
New York
$2.7M +$2.7M +58,845 New
TAM
69
Tocqueville Asset Management
New York
$2.61M -$115K -2,500 -4%
Swiss National Bank
70
Swiss National Bank
Switzerland
$2.55M – – –
P
71
Paradiem
Louisiana
$2.47M +$2.47M +51,544 New
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$2.43M -$50.5K -1,100 -2%
First Trust Advisors
73
First Trust Advisors
Illinois
$2.4M +$605K +13,186 +34%
BCM
74
Bluefin Capital Management
New York
$2.33M +$2.33M +50,860 New
Renaissance Technologies
75
Renaissance Technologies
New York
$2.01M +$2.01M +43,717 New
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3
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