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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 %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$896K 19,523 +85 +0.4%
Citigroup
102
Citigroup
New York
$874K 19,053 +14,503 +319%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$869K 18,928 +18,928 New
Stifel Financial
104
Stifel Financial
Missouri
$817K 17,816 +7,985 +81%
BMSSC
105
B. Metzler seel. Sohn & Co
Germany
$806K 17,262 +17,262 New
RJFSA
106
Raymond James Financial Services Advisors
Florida
$772K 16,829 +814 +5%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$763K 16,619 +2,564 +18%
Russell Investments Group
108
Russell Investments Group
United Kingdom
$762K 16,623 -10,235 -38%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$727K 15,847 +1,604 +11%
SGCA
110
Steel Grove Capital Advisors
Tennessee
$661K 14,411 – –
JWS
111
Juncture Wealth Strategies
Arizona
$641K 13,967 -1,063 -7%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$624K 13,566 +12,306 +977%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$617K 13,450 +13,450 New
Osaic Holdings
114
Osaic Holdings
Arizona
$594K 12,945 -1,197 -8%
Arrowstreet Capital
115
Arrowstreet Capital
Massachusetts
$574K 12,510 +12,510 New
Squarepoint
116
Squarepoint
New York
$515K 11,215 -30,063 -73%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$512K 11,163 +2,942 +36%
Group One Trading
118
Group One Trading
Illinois
$510K 11,107 +11,107 New
QC
119
Quadrature Capital
United Kingdom
$488K 10,620 +3,043 +40%
ACM
120
Argent Capital Management
Missouri
$472K 10,290 -37,830 -79%
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$467K 10,174 -150 -1%
MIM
122
MetLife Investment Management
New Jersey
$465K 10,139 – –
OC
123
Oppenheimer & Co
New York
$461K 10,054 +10,054 New
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$461K 10,035 +4,000 +66%
Walleye Trading
125
Walleye Trading
New York
$430K 9,363 +3,010 +47%
3 4
5
6 7