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Upland Software
UPLD

157 hedge funds and large institutions have $1.02B invested in Upland Software in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

628% more call options, than puts

Call options by funds: $47.5M | Put options by funds: $6.53M

0.03% less ownership

Funds ownership: 8.28% → 8.25% (-0.03%)

10% less funds holding

Funds holding: 175 → 157 (-18)

13% less capital invested

Capital invested by funds: $1.17B → $1.02B (-$151M)

23% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 62

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
157
Holders Change
-18
Holders Change %
-10.29%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
22
Increased
48
Reduced
62
Closed
40
Calls
$47.5M
Puts
$6.53M
Net Calls
+$41M
Net Calls Change
-$13.4M

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$36.2M
2
BCA
Bernzott Capital Advisors
California
+$12.2M
3
WA
Wasatch Advisors
Utah
+$9.88M
4
PCP
P2 Capital Partners
New York
+$9.32M
5
MFWM
Motley Fool Wealth Management
Virginia
+$7.67M

Top Sellers

Rank Fund Capital Flow
1
CCM
Channing Capital Management
Illinois
-$14.6M
2
SAM
Silvercrest Asset Management
New York
-$10.4M
3
Swedbank
Swedbank
Sweden
-$10.1M
4
GEH
General Equity Holdings
New York
-$9.24M
5
PCM
Portolan Capital Management
Massachusetts
-$8.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
151
SignatureFD
Georgia
$2K +$1.76K +4 New
MAM
152
Meeder Asset Management
Ohio
$1K – – –
AIM
153
Anchor Investment Management
South Carolina
$700 – – –
AIG
154
American International Group
New York
$660 +$23.7K +54 +3%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$101 – – –
SAM
156
Silvercrest Asset Management
New York
– -$10.4M -22,120 Closed
PCM
157
Portolan Capital Management
Massachusetts
– -$8.29M -17,568 Closed
Lord, Abbett & Co
158
Lord, Abbett & Co
New Jersey
– -$7.91M -16,766 Closed
Brown Advisory
159
Brown Advisory
Maryland
– -$5.71M -12,089 Closed
KCM
160
Kennedy Capital Management
Missouri
– -$4.42M -9,357 Closed
FA
161
Friess Associates
Delaware
– -$3.72M -7,886 Closed
AIA
162
Avalon Investment & Advisory
Texas
– -$3.52M -7,457 Closed
VCM
163
Venator Capital Management
Ontario, Canada
– -$3.83M -7,000 Closed
P
164
Paradiem
Louisiana
– -$2.9M -6,105 Closed
California Public Employees Retirement System
165
California Public Employees Retirement System
California
– -$2.5M -5,300 Closed
DIA
166
Dana Investment Advisors
Wisconsin
– -$1.59M -3,366 Closed
BCM
167
Bluefin Capital Management
New York
– -$1.28M -2,922 Closed
OAM
168
Oberweis Asset Management
Illinois
– -$1.35M -2,860 Closed
Millennium Management
169
Millennium Management
New York
– -$1.32M -2,789 Closed
CM
170
Castleark Management
Illinois
– -$1.27M -2,690 Closed
Arrowstreet Capital
171
Arrowstreet Capital
Massachusetts
– -$1.23M -2,601 Closed
JWS
172
Juncture Wealth Strategies
Arizona
– -$943K -2,024 Closed
OC
173
Oppenheimer & Co
New York
– -$630K -1,335 Closed
ACM
174
Argent Capital Management
Missouri
– -$457K -969 Closed
MFIM
175
Mesirow Financial Investment Management
Illinois
– -$416K -881 Closed
4 5 6
7
8

UPLD Hedge Fund Activity: Q2 2021 in Review

157 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2021, worth a combined $1.02B — down 13% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of UPLD and 22 opened new positions — a net loss of 18 holders — while 62 trimmed existing stakes and 48 added.

The largest buyer was Royce & Associates, adding an estimated $36.2M. The largest seller was Channing Capital Management, cutting an estimated $14.6M.

  • 157 institutional investors held Upland Software (UPLD) as of Q2 2021, down from 175 in Q1 2021.
  • Funds reported $1.02B of Upland Software stock for Q2 2021, down 13% quarter-over-quarter.
  • 22 funds opened new Upland Software positions in Q2 2021 and 40 closed out, a net change of -18 holders.
  • The largest Upland Software buyer in Q2 2021 was Royce & Associates, an estimated $36.2M added.
  • The largest Upland Software seller in Q2 2021 was Channing Capital Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2021.