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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.

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 %
RHJA
76
Rice Hall James & Associates
California
$1.73M +$472 +10 +0%
Bank of America
77
Bank of America
North Carolina
$1.66M +$401K +8,498 +32%
ECM
78
EMC Capital Management
Texas
$1.65M +$158K +3,350 +11%
Two Sigma Advisers
79
Two Sigma Advisers
New York
$1.59M +$1.59M +33,700 New
DIA
80
Dana Investment Advisors
Wisconsin
$1.59M -$175K -3,706 -10%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$1.56M +$780K +16,540 +100%
LPL Financial
82
LPL Financial
California
$1.55M -$29.3K -621 -2%
RJA
83
Raymond James & Associates
Florida
$1.53M +$190K +4,024 +14%
Stifel Financial
84
Stifel Financial
Missouri
$1.48M +$644K +13,661 +77%
BCM
85
Bluefin Capital Management
New York
$1.38M -$1.02M -21,643 -43%
OAM
86
Oberweis Asset Management
Illinois
$1.35M – – –
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$1.33M -$116K -2,447 -8%
Millennium Management
88
Millennium Management
New York
$1.32M -$1.46M -30,960 -53%
CM
89
Castleark Management
Illinois
$1.27M -$3.29M -69,805 -72%
AllianceBernstein
90
AllianceBernstein
Tennessee
$1.24M – – –
Arrowstreet Capital
91
Arrowstreet Capital
Massachusetts
$1.23M +$637K +13,500 +108%
Barclays
92
Barclays
United Kingdom
$1.16M +$72.1K +1,528 +7%
BMSSC
93
B. Metzler seel. Sohn & Co
Germany
$1.16M +$343K +7,267 +42%
Morgan Stanley
94
Morgan Stanley
New York
$1.14M -$402K -8,513 -26%
UBS AM
95
UBS AM
Illinois
$1.11M +$158K +3,352 +17%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$1.05M +$261K +5,525 +33%
RG
97
Renaissance Group
Kentucky
$1.04M +$31.7K +672 +3%
CS
98
Credit Suisse
Switzerland
$1.04M -$407K -8,622 -28%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$996K +$75.1K +1,593 +8%
JWS
100
Juncture Wealth Strategies
Arizona
$943K +$292K +6,272 +45%
2 3
4
5 6