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Upland Software
UPLD

Overview Fund Activity

188 hedge funds and large institutions have $1.07B invested in Upland Software in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+25
Holders Change %
+15.34%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
40
Increased
67
Reduced
61
Closed
12
Calls
$84.1M
Puts
$13.4M
Net Calls
+$70.7M
Net Calls Change
+$52.8M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$37.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$25.9M
3
WA
3
Wasatch Advisors
Utah
$49.3M
4
WCM Investment Management
4
WCM Investment Management
California
$9.41M
5
PI
5
Putnam Investments
Massachusetts
$8.35M

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$0
2
IECM
2
Intrinsic Edge Capital Management
Illinois
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$10.1M
4
GEH
4
General Equity Holdings
New York
$34M
5
SAM
5
Silvercrest Asset Management
New York
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
176
American Portfolios Advisors
New York
$3.12K +$1.06K +23 +51%
IA
177
IFP Advisors
Florida
$3K – – –
JCM
178
Jacobi Capital Management
Pennsylvania
$2K – – –
S
179
SignatureFD
Georgia
$2K +$2K +37 New
Fidelity Investments
180
Fidelity Investments
Massachusetts
$2K +$2K +53 New
MAM
181
Meeder Asset Management
Ohio
$1K -$1.05K -21 -51%
NFSG
182
Newbridge Financial Services Group
Florida
$1K +$103 +3 +12%
QCG
183
Quadrant Capital Group
Ohio
$1K +$1K +11 New
VFA
184
Valeo Financial Advisors
Indiana
$1K +$1K +24 New
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +29 New
AIG
186
American International Group
New York
$709 -$6 -123 -0.8%
AIM
187
Axiom Investment Management
New York
$229 +$229 +92 New
GIM
188
Granahan Investment Management
Massachusetts
– -$17.1M -454,065 Closed
IECM
189
Intrinsic Edge Capital Management
Illinois
– -$11.9M -314,411 Closed
DM
190
Diker Management
New York
– -$4.98M -132,000 Closed
SCM
191
SG Capital Management
Illinois
– -$2.94M -77,913 Closed
ECM
192
ExodusPoint Capital Management
New York
– -$1.75M -46,274 Closed
AI
193
Atom Investors
Texas
– -$991K -26,291 Closed
GLA
194
Great Lakes Advisors
Illinois
– -$721K -19,120 Closed
BC
195
Brookfield Corp
Ontario, Canada
– -$531K -14,096 Closed
KMC
196
Kirr Marbach & Co
Indiana
– -$268K -7,100 Closed
ASN
197
Advisory Services Network
Georgia
– -$11K -300 Closed
Fidelity International
198
Fidelity International
Bermuda
– -$8K -200 Closed
ZB
199
Zions Bancorporation
Utah
– -$6K -148 Closed
4 5 6 7
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