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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 %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$1.31M +$401K +9,730 +44%
BMSSC
77
B. Metzler seel. Sohn & Co
Germany
$1.16M +$152K +3,687 +15%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$1.12M -$43.2K -1,048 -4%
Stifel Financial
79
Stifel Financial
Missouri
$1.12M -$180K -4,375 -14%
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$1.09M +$1.09M +26,561 New
AllianceBernstein
81
AllianceBernstein
Tennessee
$1.08M – – –
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$1M +$1M +24,296 New
UBS AM
83
UBS AM
Illinois
$936K -$36.1K -878 -4%
RG
84
Renaissance Group
Kentucky
$899K -$8.32K -202 -0.9%
Deutsche Bank
85
Deutsche Bank
Germany
$823K +$2.68K +65 +0.3%
HF
86
HRT Financial
New York
$793K +$793K +19,275 New
CS
87
Credit Suisse
Switzerland
$748K -$157K -3,803 -17%
Barclays
88
Barclays
United Kingdom
$712K -$301K -7,302 -30%
Bank of America
89
Bank of America
North Carolina
$710K -$739K -17,945 -51%
Jane Street
90
Jane Street
New York
$702K +$702K +17,046 New
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$677K +$60.2K +1,463 +10%
Invesco
92
Invesco
Georgia
$677K +$92.5K +2,248 +16%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$645K -$6.55K -159 -1%
SGCA
94
Steel Grove Capital Advisors
Tennessee
$593K – – –
MWNA
95
Marshall Wace North America
New York
$574K -$999K -24,285 -64%
CSS
96
Cubist Systematic Strategies
Connecticut
$562K +$266K +6,452 +90%
Two Sigma Advisers
97
Two Sigma Advisers
New York
$552K -$836K -20,300 -60%
AC
98
Apogem Capital
New York
$523K -$97.2K -2,361 -16%
PI
99
PEAK6 Investments
Illinois
$507K +$138K +3,346 +37%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$506K -$364K -8,833 -42%
2 3
4
5 6