Upland Software
UPLD
163 hedge funds and large institutions have $863M invested in Upland Software in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 18 closing their positions.
89% more call options, than puts
Call options by funds: $38.1M | Put options by funds: $20.2M
56% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 18
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
22% more capital invested
Capital invested by funds: $709M → $863M (+$154M)
19% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 53
7% more funds holding
Funds holding: 153 → 163 (+10)
0.28% less ownership
Funds ownership: 8.05% → 7.77% (-0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
P2 Capital Partners
New York
|
+$25.2M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$12.5M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$8.99M |
| 4 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$6.62M |
| 5 |
RA
Royce & Associates
New York
|
+$5.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$9.6M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$5.28M |
| 3 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
-$5.01M |
| 4 |
LCG
Lisanti Capital Growth
New York
|
-$2.92M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$2.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Truist Financial
Charlotte,
North Carolina
| – | -$68K | -197 | Closed |
|
|
FC
177
FORA Capital
Miami,
Florida
| – | -$21K | -60 | Closed |
|
178
Lazard Asset Management
New York
| – | -$3K | -9 | Closed |
|
|
PAG
179
Private Advisor Group
Morristown,
New Jersey
| – | -$3K | -7 | Closed |
|
|
OPS
180
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$2K | -5 | Closed |
|
UPLD Hedge Fund Activity: Q3 2020 in Review
163 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2020, worth a combined $863M — up 22% from $709M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new UPLD positions and 18 closed out — a net gain of 10 holders — while 63 added to existing stakes and 53 trimmed.
The largest buyer was P2 Capital Partners, opening a new position worth an estimated $25.2M. The largest seller was Nuveen, cutting an estimated $9.6M.
- 163 institutional investors held Upland Software (UPLD) as of Q3 2020, up from 153 in Q2 2020.
- Funds reported $863M of Upland Software stock for Q3 2020, up 22% quarter-over-quarter.
- 28 funds opened new Upland Software positions in Q3 2020 and 18 closed out, a net change of +10 holders.
- The largest Upland Software buyer in Q3 2020 was P2 Capital Partners, an estimated $25.2M added.
- The largest Upland Software seller in Q3 2020 was Nuveen, an estimated $9.6M sold.
Based on aggregated 13F filings for Q3 2020.