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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 Market Value Shares Shares
Change 		Shares
Change %
FG
76
Formula Growth
Quebec, Canada
$1.88M 40,900 -19,000 -32%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$1.84M 40,192 +787 +2%
PCM
78
PenderFund Capital Management
British Columbia, Canada
$1.73M 29,586 -6,000 -17%
DIA
79
Dana Investment Advisors
Wisconsin
$1.72M 37,364 +86 +0.2%
RHJA
80
Rice Hall James & Associates
California
$1.68M 36,645 +2,491 +7%
AC
81
Apogem Capital
New York
$1.56M 34,083 +34,083 New
LPL Financial
82
LPL Financial
California
$1.54M 33,478 +5,210 +18%
Morgan Stanley
83
Morgan Stanley
New York
$1.5M 32,767 +17,846 +120%
ECM
84
EMC Capital Management
Texas
$1.46M 31,698 +31,698 New
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$1.41M 30,643 +2,185 +8%
CS
86
Credit Suisse
Switzerland
$1.4M 30,598 +9,260 +43%
PPA
87
Parametric Portfolio Associates
Washington
$1.32M 28,862 -251 -0.9%
OAM
88
Oberweis Asset Management
Illinois
$1.31M 28,600 -1,100 -4%
RJA
89
Raymond James & Associates
Florida
$1.3M 28,341 -6,177 -18%
PI
90
PEAK6 Investments
Illinois
$1.24M 26,975 +12,589 +88%
Bank of America
91
Bank of America
North Carolina
$1.22M 26,681 -7,058 -21%
AllianceBernstein
92
AllianceBernstein
Tennessee
$1.2M 26,200 – –
CSS
93
Cubist Systematic Strategies
Connecticut
$1.13M 24,686 +11,844 +92%
ACM
94
AlphaCrest Capital Management
New York
$1.07M 23,400 +17,100 +271%
Barclays
95
Barclays
United Kingdom
$1.06M 23,068 +11,148 +94%
Deutsche Bank
96
Deutsche Bank
Germany
$1.03M 22,539 +6,470 +40%
RG
97
Renaissance Group
Kentucky
$980K 21,365 +49 +0.2%
UBS AM
98
UBS AM
Illinois
$930K 20,271 +61 +0.3%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$925K 20,161 -2,331 -10%
Two Sigma Investments
100
Two Sigma Investments
New York
$903K 19,680 +19,680 New
2 3
4
5 6