UPLD icon

Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $842M invested in Upland Software in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
63
Reduced
44
Closed
20
Calls
$31.7M
Puts
$12.4M
Net Calls
+$19.2M
Net Calls Change
-$21.8M

Top Buyers

1
RA
1
Royce & Associates
New York
$80.7M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$13.8M
3
BCA
3
Bernzott Capital Advisors
California
$27.8M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.3M
5
NSCM
5
New South Capital Management
Tennessee
$24.5M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
GEH
2
General Equity Holdings
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
PCP
4
P2 Capital Partners
New York
$39M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$690K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$2.27M +$51.9K +1,550 +2%
HT
52
HighTower Trust
Texas
$2.26M +$45.1K +1,348 +2%
Renaissance Technologies
53
Renaissance Technologies
New York
$2.24M -$1.58M -47,400 -41%
Nordea Investment Management
54
Nordea Investment Management
Sweden
$2.18M +$2.18M +63,960 New
Wells Fargo
55
Wells Fargo
California
$1.93M +$148K +4,426 +8%
TAM
56
Tocqueville Asset Management
New York
$1.9M – – –
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.88M – – –
PPA
58
Parametric Portfolio Associates
Washington
$1.52M +$240K +7,167 +19%
Morgan Stanley
59
Morgan Stanley
New York
$1.43M -$2.77M -82,818 -66%
FG
60
Formula Growth
Quebec, Canada
$1.37M – – –
LPL Financial
61
LPL Financial
California
$1.35M +$275K +8,234 +26%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$1.33M +$155K +4,410 +13%
PI
63
PEAK6 Investments
Illinois
$1.26M +$846K +25,293 +205%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$1.22M -$103K -3,067 -8%
RHJA
65
Rice Hall James & Associates
California
$1.2M +$28.1K +839 +2%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$1.18M -$36.1K -1,081 -3%
PM
67
Precept Management
Texas
$1.16M -$315K -9,428 -21%
ECM
68
EMC Capital Management
Texas
$1.14M – – –
RG
69
Renaissance Group
Kentucky
$1.02M +$294K +8,779 +40%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$953K +$45.1K +1,350 +5%
MAM
71
Martingale Asset Management
Massachusetts
$930K +$615K +18,355 +195%
BMSSC
72
B. Metzler seel. Sohn & Co
Germany
$880K -$63.8K -1,906 -7%
AllianceBernstein
73
AllianceBernstein
Tennessee
$876K – – –
ERSOT
74
Employees Retirement System of Texas
Texas
$869K +$869K +26,000 New
ANTB
75
AMG National Trust Bank
Colorado
$852K +$852K +25,472 New
1 2
3
4 5