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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 %
Invesco
76
Invesco
Georgia
$1.44M +$1.44M +38,302 New
DIA
77
Dana Investment Advisors
Wisconsin
$1.41M -$563K -14,928 -29%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$1.39M -$72.1K -1,913 -5%
RJA
79
Raymond James & Associates
Florida
$1.3M -$254K -6,732 -16%
RHJA
80
Rice Hall James & Associates
California
$1.29M +$408K +10,807 +46%
Bank of America
81
Bank of America
North Carolina
$1.27M +$569K +15,102 +81%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$1.12M +$1.12M +29,725 New
OAM
83
Oberweis Asset Management
Illinois
$1.12M +$158K +4,200 +16%
PPA
84
Parametric Portfolio Associates
Washington
$1.1M -$116K -3,071 -10%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$1.07M -$103K -2,735 -9%
LPL Financial
86
LPL Financial
California
$1.07M +$37.1K +984 +4%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$1.01M – – –
AI
88
Atom Investors
Texas
$991K +$991K +26,291 New
AllianceBernstein
89
AllianceBernstein
Tennessee
$988K -$30.2K -800 -3%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$848K -$1.85M -49,130 -69%
TRCT
91
Tower Research Capital (TRC)
New York
$837K +$697K +18,493 +499%
MPAM
92
Monarch Partners Asset Management
Massachusetts
$821K +$821K +21,790 New
CS
93
Credit Suisse
Switzerland
$805K +$112K +2,968 +16%
RG
94
Renaissance Group
Kentucky
$804K +$804K +21,316 New
UBS AM
95
UBS AM
Illinois
$762K +$51.5K +1,366 +7%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$733K -$34.8K -922 -5%
GLA
97
Great Lakes Advisors
Illinois
$721K +$721K +19,120 New
MAM
98
Martingale Asset Management
Massachusetts
$616K -$622K -16,455 -50%
LSC
99
Lyon Street Capital
California
$615K +$615K +16,306 New
Deutsche Bank
100
Deutsche Bank
Germany
$606K +$96.1K +2,547 +19%
2 3
4
5 6