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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.

New
Increased
Maintained
Reduced
Closed
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
Royce & Associates
New York
$84.2M
2
BCA
Bernzott Capital Advisors
California
$26.2M
3
WA
Wasatch Advisors
Utah
$67.7M
4
PCP
P2 Capital Partners
New York
$52.5M
5
MFWM
Motley Fool Wealth Management
Virginia
$7.18M

Top Sellers

1
CCM
Channing Capital Management
Illinois
$21M
2
SAM
Silvercrest Asset Management
New York
$0
3
Swedbank
Swedbank
Sweden
$36.3M
4
GEH
General Equity Holdings
New York
$7.11M
5
PCM
Portolan Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
Manchester Capital Management
Vermont
$2K +$2K +44 New
MAM
152
Meeder Asset Management
Ohio
$1K – – –
AIM
153
Anchor Investment Management
South Carolina
$700 – – –
AIG
154
American International Group
New York
$660 +$22 +539 +3%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$101 – – –
SAM
156
Silvercrest Asset Management
New York
– -$10.4M -221,198 Closed
PCM
157
Portolan Capital Management
Massachusetts
– -$8.29M -175,676 Closed
Lord, Abbett & Co
158
Lord, Abbett & Co
New Jersey
– -$7.91M -167,659 Closed
Brown Advisory
159
Brown Advisory
Maryland
– -$5.71M -120,886 Closed
KCM
160
Kennedy Capital Management
Missouri
– -$4.42M -93,571 Closed
FA
161
Friess Associates
Delaware
– -$3.72M -78,858 Closed
AIA
162
Avalon Investment & Advisory
Texas
– -$3.52M -74,574 Closed
VCM
163
Venator Capital Management
Ontario, Canada
– -$3.83M -70,000 Closed
P
164
Paradiem
Louisiana
– -$2.9M -61,048 Closed
California Public Employees Retirement System
165
California Public Employees Retirement System
California
– -$2.5M -53,000 Closed
DIA
166
Dana Investment Advisors
Wisconsin
– -$1.59M -33,658 Closed
BCM
167
Bluefin Capital Management
New York
– -$1.38M -29,217 Closed
OAM
168
Oberweis Asset Management
Illinois
– -$1.35M -28,600 Closed
Millennium Management
169
Millennium Management
New York
– -$1.32M -27,885 Closed
CM
170
Castleark Management
Illinois
– -$1.27M -26,900 Closed
Arrowstreet Capital
171
Arrowstreet Capital
Massachusetts
– -$1.23M -26,010 Closed
JWS
172
Juncture Wealth Strategies
Arizona
– -$943K -20,239 Closed
OC
173
Oppenheimer & Co
New York
– -$630K -13,353 Closed
ACM
174
Argent Capital Management
Missouri
– -$457K -9,685 Closed
MFIM
175
Mesirow Financial Investment Management
Illinois
– -$416K -8,812 Closed
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