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Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $842M invested in Upland Software in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
63
Reduced
44
Closed
20
Calls
$31.7M
Puts
$12.4M
Net Calls
+$19.2M
Net Calls Change
-$21.8M

Top Buyers

1
RA
1
Royce & Associates
New York
$80.7M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$13.8M
3
BCA
3
Bernzott Capital Advisors
California
$27.8M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.3M
5
NSCM
5
New South Capital Management
Tennessee
$24.5M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
GEH
2
General Equity Holdings
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
PCP
4
P2 Capital Partners
New York
$39M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$690K
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$381K +$14.4K +431 +4%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$379K -$31.5K -942 -8%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$367K – – –
SG Americas Securities
104
SG Americas Securities
New York
$360K +$360K +10,763 New
MIM
105
MetLife Investment Management
New Jersey
$339K – – –
PFO
106
Pathstone Family Office
New Jersey
$328K +$19.1K +571 +6%
AC
107
Apogem Capital
New York
$324K -$100K -3,008 -24%
William Blair & Company
108
William Blair & Company
Illinois
$317K +$33.3K +995 +12%
Two Sigma Investments
109
Two Sigma Investments
New York
$306K -$2.39M -71,312 -89%
FDS
110
First Dallas Securities
Texas
$304K +$58.5K +1,750 +24%
Holocene Advisors
111
Holocene Advisors
New York
$279K -$70.7K -2,111 -20%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$271K -$541K -16,185 -67%
Wellington Management Group
113
Wellington Management Group
Massachusetts
$263K +$263K +7,850 New
M&T Bank
114
M&T Bank
New York
$255K +$60.6K +1,813 +31%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$253K – – –
Millennium Management
116
Millennium Management
New York
$247K +$247K +7,374 New
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$240K – – –
HF
118
HRT Financial
New York
$237K -$407K -12,180 -63%
ASRS
119
Arizona State Retirement System
Arizona
$233K +$1.34K +40 +0.6%
KMC
120
Kirr Marbach & Co
Indiana
$231K – – –
WG
121
Winton Group
United Kingdom
$216K +$5.46K +163 +3%
Principal Financial Group
122
Principal Financial Group
Iowa
$203K +$203K +6,067 New
CG
123
Cutler Group
California
$200K +$70K +2,100 +54%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$192K +$21K +627 +12%
EVM
125
Eaton Vance Management
Massachusetts
$150K – – –
3 4
5
6 7