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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.

New
Increased
Maintained
Reduced
Closed
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 %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$604K -$9.43K -250 -2%
AIG
102
American International Group
New York
$587K +$60.8K +1,612 +12%
JWS
103
Juncture Wealth Strategies
Arizona
$567K +$146K +3,862 +35%
Morgan Stanley
104
Morgan Stanley
New York
$563K -$833K -22,088 -60%
SGCA
105
Steel Grove Capital Advisors
Tennessee
$543K – – –
PI
106
PEAK6 Investments
Illinois
$542K +$542K +14,386 New
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$537K +$21.3K +565 +4%
Osaic Holdings
108
Osaic Holdings
Arizona
$533K -$14.8K -392 -3%
BC
109
Brookfield Corp
Ontario, Canada
$531K +$531K +14,096 New
Baird Financial Group
110
Baird Financial Group
Wisconsin
$530K +$78.3K +2,077 +17%
CSS
111
Cubist Systematic Strategies
Connecticut
$484K +$484K +12,842 New
Barclays
112
Barclays
United Kingdom
$449K -$23.9K -634 -5%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$389K – – –
MIM
114
MetLife Investment Management
New Jersey
$382K – – –
CCM
115
Cadence Capital Management
Massachusetts
$380K +$380K +10,088 New
Stifel Financial
116
Stifel Financial
Missouri
$370K -$286K -7,602 -44%
MIFH
117
Migdal Insurance & Financial Holdings
Israel
$345K +$93K +2,465 +37%
MFIM
118
Mesirow Financial Investment Management
Illinois
$341K +$25K +663 +8%
Creative Planning
119
Creative Planning
Kansas
$337K -$142K -3,759 -30%
CCA
120
Catalyst Capital Advisors
New York
$334K -$58.1K -1,540 -15%
FDS
121
First Dallas Securities
Texas
$320K +$320K +8,500 New
P
122
Pitcairn
Pennsylvania
$319K -$37.5K -997 -11%
William Blair & Company
123
William Blair & Company
Illinois
$311K -$102K -2,702 -25%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$310K – – –
Legal & General Group
125
Legal & General Group
United Kingdom
$289K -$21.1K -562 -7%
3 4
5
6 7