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Upland Software
UPLD

Overview Fund Activity

176 hedge funds and large institutions have $1.17B invested in Upland Software in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-12
Holders Change %
-6.38%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
14
Increased
71
Reduced
66
Closed
23
Calls
$59.4M
Puts
$4.98M
Net Calls
+$54.4M
Net Calls Change
-$16.2M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$52.5M
2
PCP
2
P2 Capital Partners
New York
$50.2M
3
BCA
3
Bernzott Capital Advisors
California
$16.9M
4
WA
4
Wasatch Advisors
Utah
$67M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.3M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$0
2
GEH
2
General Equity Holdings
New York
$18.1M
3
SAM
3
Silvercrest Asset Management
New York
$10.4M
4
WCA
4
Whetstone Capital Advisors
Kansas
$14.3M
5
PM
5
Precept Management
Texas
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
51
Lannebo Fonder
Sweden
$5.1M +$566K +12,000 +13%
Nuveen Asset Management
52
Nuveen Asset Management
Illinois
$4.88M -$54.7K -1,159 -1%
Parallax Volatility Advisers
53
Parallax Volatility Advisers
California
$4.87M +$679K +14,397 +16%
Renaissance Technologies
54
Renaissance Technologies
New York
$4.59M +$2.52M +53,500 +122%
KCM
55
Kennedy Capital Management
Missouri
$4.42M -$243K -5,146 -5%
HCM
56
Hodges Capital Management
Texas
$4.29M +$118K +2,498 +3%
VCM
57
Venator Capital Management
Ontario, Canada
$3.83M +$328K +6,000 +9%
FA
58
Friess Associates
Delaware
$3.72M -$613K -12,995 -14%
AIA
59
Avalon Investment & Advisory
Texas
$3.52M +$137K +2,904 +4%
Rafferty Asset Management
60
Rafferty Asset Management
New York
$3.2M -$1.17M -24,724 -27%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.09M – – –
Citadel Advisors
62
Citadel Advisors
Florida
$3.07M -$1.81M -38,420 -37%
HT
63
HighTower Trust
Texas
$3.07M – – –
MAG
64
Millrace Asset Group
Pennsylvania
$3.01M -$123K -2,609 -4%
P
65
Paradiem
Louisiana
$2.9M +$451K +9,504 +18%
Swiss National Bank
66
Swiss National Bank
Switzerland
$2.7M +$80.2K +1,700 +3%
TAM
67
Tocqueville Asset Management
New York
$2.68M – – –
First Trust Advisors
68
First Trust Advisors
Illinois
$2.67M +$195K +4,134 +8%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$2.5M – – –
PM
70
Precept Management
Texas
$2.15M -$8.02M -170,000 -79%
Wells Fargo
71
Wells Fargo
California
$2.15M -$927K -19,643 -30%
PPA
72
Parametric Portfolio Associates
Washington
$1.96M +$602K +12,756 +44%
FG
73
Formula Growth
Quebec, Canada
$1.93M – – –
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.89M -$5.71K -121 -0.3%
MWNA
75
Marshall Wace North America
New York
$1.8M -$2.2M -46,576 -55%
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