Upland Software
UPLD
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, 66 increasing their positions, 61 reducing their positions, and 12 closing their positions.
526% more call options, than puts
Call options by funds: $84.1M | Put options by funds: $13.4M
233% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 12
24% more capital invested
Capital invested by funds: $863M → $1.07B (+$209M)
15% more funds holding
Funds holding: 163 → 188 (+25)
8% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 61
0.16% more ownership
Funds ownership: 7.77% → 7.93% (+0.16%)
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$36.1M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$9.56M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$9.38M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
+$9.03M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$8.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$17.1M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$11.9M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$11.3M |
| 4 |
GEH
General Equity Holdings
Brooklyn,
New York
|
-$10.6M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$8.81M |
UPLD Hedge Fund Activity: Q4 2020 in Review
188 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2020, worth a combined $1.07B — up 24% from $863M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new UPLD positions and 12 closed out — a net gain of 28 holders — while 66 added to existing stakes and 61 trimmed.
The largest buyer was Channing Capital Management, opening a new position worth an estimated $36.1M. The largest seller was Granahan Investment Management, exiting entirely with an estimated $17.1M sold.
- 188 institutional investors held Upland Software (UPLD) as of Q4 2020, up from 163 in Q3 2020.
- Funds reported $1.07B of Upland Software stock for Q4 2020, up 24% quarter-over-quarter.
- 40 funds opened new Upland Software positions in Q4 2020 and 12 closed out, a net change of +28 holders.
- The largest Upland Software buyer in Q4 2020 was Channing Capital Management, an estimated $36.1M added.
- The largest Upland Software seller in Q4 2020 was Granahan Investment Management, an estimated $17.1M sold.
Based on aggregated 13F filings for Q4 2020.