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Upland Software
UPLD

Overview Fund Activity

159 hedge funds and large institutions have $1.02B invested in Upland Software in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 40 closing their positions.

Holders
159
Holders Change
-17
Holders Change %
-9.66%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
49
Reduced
63
Closed
40
Calls
$47.5M
Puts
$6.53M
Net Calls
+$41M
Net Calls Change
-$13.4M

Top Buyers

1
RA
1
Royce & Associates
New York
$84.2M
2
BCA
2
Bernzott Capital Advisors
California
$26.2M
3
WA
3
Wasatch Advisors
Utah
$67.7M
4
PCP
4
P2 Capital Partners
New York
$52.5M
5
MFWM
5
Motley Fool Wealth Management
Virginia
$7.18M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$21M
2
SAM
2
Silvercrest Asset Management
New York
$0
3
Swedbank
3
Swedbank
Sweden
$36.3M
4
GEH
4
General Equity Holdings
New York
$7.11M
5
PCM
5
Portolan Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFAM
51
Motley Fool Asset Management
Virginia
$4.54M +$4.54M +110,170 New
Citadel Advisors
52
Citadel Advisors
Florida
$4.52M +$1.85M +44,858 +69%
LF
53
Lannebo Fonder
Sweden
$4.12M -$329K -8,000 -7%
Comerica Bank
54
Comerica Bank
Texas
$4M -$1.05M -29,501 -21%
Two Sigma Investments
55
Two Sigma Investments
New York
$3.31M -$2.58M -62,570 -44%
HighTower Advisors
56
HighTower Advisors
Illinois
$2.73M +$39.2K +952 +1%
HT
57
HighTower Trust
Texas
$2.73M +$50.1K +1,216 +2%
ACM
58
AlphaCrest Capital Management
New York
$2.7M +$1.94M +47,100 +256%
Rafferty Asset Management
59
Rafferty Asset Management
New York
$2.35M -$446K -10,839 -16%
TAM
60
Tocqueville Asset Management
New York
$2.34M – – –
Swiss National Bank
61
Swiss National Bank
Switzerland
$2.31M -$41.2K -1,000 -2%
Wells Fargo
62
Wells Fargo
California
$2.2M +$324K +7,863 +17%
MAG
63
Millrace Asset Group
Pennsylvania
$2.15M -$477K -11,589 -18%
PM
64
Precept Management
Texas
$1.82M -$53.5K -1,300 -3%
Prudential Financial
65
Prudential Financial
New Jersey
$1.72M +$1.72M +41,823 New
FG
66
Formula Growth
Quebec, Canada
$1.68M – – –
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.62M -$25.6K -622 -2%
PPA
68
Parametric Portfolio Associates
Washington
$1.57M -$139K -3,375 -8%
First Trust Advisors
69
First Trust Advisors
Illinois
$1.54M -$787K -19,123 -34%
Marshall Wace
70
Marshall Wace
United Kingdom
$1.5M -$3.54M -85,884 -70%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$1.5M +$132K +3,209 +10%
RHJA
72
Rice Hall James & Associates
California
$1.44M -$66.2K -1,607 -4%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$1.41M +$1.38M +32,720 +3,900%
ECM
74
EMC Capital Management
Texas
$1.41M -$34.4K -837 -2%
LPL Financial
75
LPL Financial
California
$1.32M -$34.9K -847 -3%
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