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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 %
Deutsche Bank
101
Deutsche Bank
Germany
$941K -$123K -2,608 -12%
ACM
102
AlphaCrest Capital Management
New York
$870K -$235K -4,974 -21%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$747K -$47.2K -1,000 -6%
AC
104
Apogem Capital
New York
$711K -$897K -19,015 -56%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$707K -$40.8K -864 -5%
Osaic Holdings
106
Osaic Holdings
Arizona
$683K +$72.1K +1,527 +12%
SGCA
107
Steel Grove Capital Advisors
Tennessee
$680K – – –
Invesco
108
Invesco
Georgia
$670K +$252K +5,342 +60%
Citigroup
109
Citigroup
New York
$652K -$247K -5,234 -27%
OC
110
Oppenheimer & Co
New York
$630K +$156K +3,299 +33%
William Blair & Company
111
William Blair & Company
Illinois
$623K +$233K +4,942 +60%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$547K +$20.6K +437 +4%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$480K – – –
MIM
114
MetLife Investment Management
New Jersey
$478K – – –
ACM
115
Argent Capital Management
Missouri
$457K -$28.5K -605 -6%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$447K -$26.1K -553 -6%
FDS
117
First Dallas Securities
Texas
$441K – – –
PI
118
PEAK6 Investments
Illinois
$423K -$849K -18,003 -67%
MFIM
119
Mesirow Financial Investment Management
Illinois
$416K -$13.3K -282 -3%
ACI
120
AMP Capital Investors
Australia
$387K +$61.3K +1,300 +19%
P
121
Pitcairn
Pennsylvania
$374K +$2.5K +53 +0.7%
Creative Planning
122
Creative Planning
Kansas
$371K +$1.42K +30 +0.4%
Legal & General Group
123
Legal & General Group
United Kingdom
$365K +$4.81K +102 +1%
SEI Investments
124
SEI Investments
Pennsylvania
$359K -$23.6K -500 -6%
MAM
125
Martingale Asset Management
Massachusetts
$359K +$37.9K +802 +12%
3 4
5
6 7