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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 %
Citigroup
101
Citigroup
New York
$496K -$72.6K -1,765 -13%
Osaic Holdings
102
Osaic Holdings
Arizona
$472K -$124K -3,011 -21%
ClearBridge Investments
103
ClearBridge Investments
New York
$467K +$467K +11,350 New
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$452K +$33K +800 +8%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$451K -$26.6K -646 -6%
Holocene Advisors
106
Holocene Advisors
New York
$430K +$430K +10,443 New
MIM
107
MetLife Investment Management
New Jersey
$417K – – –
MAM
108
Martingale Asset Management
Massachusetts
$389K +$75K +1,816 +24%
PFO
109
Pathstone Family Office
New Jersey
$380K +$132K +3,207 +53%
William Blair & Company
110
William Blair & Company
Illinois
$349K -$195K -4,726 -36%
MOS
111
MGO One Seven
Ohio
$344K +$344K +8,350 New
JF
112
Jump Financial
Illinois
$337K +$337K +8,173 New
DTL
113
Dynamic Technology Lab
Singapore
$322K +$322K +7,832 New
Legal & General Group
114
Legal & General Group
United Kingdom
$321K +$2.47K +60 +0.8%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$311K +$22.1K +538 +8%
ProShare Advisors
116
ProShare Advisors
Maryland
$305K +$13.1K +319 +4%
FDS
117
First Dallas Securities
Texas
$303K -$82.4K -2,000 -21%
Luther King Capital Management (LKCM)
118
Luther King Capital Management (LKCM)
Texas
$295K – – –
ASRS
119
Arizona State Retirement System
Arizona
$285K -$14.9K -362 -5%
KMC
120
Kirr Marbach & Co
Indiana
$284K – – –
WG
121
Winton Group
United Kingdom
$259K +$259K +6,289 New
Walleye Trading
122
Walleye Trading
New York
$241K +$173K +4,212 +255%
M&T Bank
123
M&T Bank
New York
$239K – – –
AB
124
Amalgamated Bank
New York
$222K +$222K +5,401 New
AIM
125
Axiom Investment Management
New York
$218K +$218K +5,290 New
3 4
5
6 7