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Upland Software
UPLD

Overview Fund Activity

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 19 closing their positions.

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
3.3%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
28
Increased
63
Reduced
53
Closed
19
Calls
$38.1M
Puts
$20.2M
Net Calls
+$17.9M
Net Calls Change
+$12.7M

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$26.4M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$13.1M
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$11.9M
4
ACM
4
Ashford Capital Management
Delaware
$24.7M
5
RA
5
Royce & Associates
New York
$39.7M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$3.95M
2
PCM
2
Portolan Capital Management
Massachusetts
$17.9M
3
ZCM
3
Ziegler Capital Management
Illinois
$0
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$9.89M
5
LCG
5
Lisanti Capital Growth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
176
Truist Financial
North Carolina
– -$68K -1,974 Closed
FC
177
FORA Capital
Florida
– -$21K -598 Closed
Lazard Asset Management
178
Lazard Asset Management
New York
– -$3K -87 Closed
PAG
179
Private Advisor Group
New Jersey
– -$3K -73 Closed
OPS
180
Orion Portfolio Solutions
Nebraska
– -$2K -47 Closed
4 5 6 7
8