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Upland Software
UPLD

24 hedge funds and large institutions have $21.3M invested in Upland Software in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+24
Holders Change %
–
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
Granahan Investment Management
Massachusetts
+$7.49M
2
TAM
THB Asset Management
Connecticut
+$3.14M
3
NIP
Nicholas Investment Partners
California
+$2.86M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$2.1M
5
SC
Skylands Capital
Wisconsin
+$1.52M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1
Granahan Investment Management
Massachusetts
$6.82M +$7.49M +71,382 New
TAM
2
THB Asset Management
Connecticut
$2.86M +$3.14M +29,934 New
NIP
3
Nicholas Investment Partners
California
$2.6M +$2.86M +27,218 New
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$1.91M +$2.1M +20,000 New
AIC
5
AWM Investment Company
New York
$1.54M +$1.69M +16,106 New
SC
6
Skylands Capital
Wisconsin
$1.38M +$1.52M +14,470 New
USAA
7
United Services Automobile Association
Texas
$730K +$802K +7,639 New
TCM
8
Timpani Capital Management
Wisconsin
$717K +$787K +7,500 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$589K +$647K +6,162 New
William Blair & Company
10
William Blair & Company
Illinois
$461K +$506K +4,820 New
Deutsche Bank
11
Deutsche Bank
Germany
$404K +$444K +4,231 New
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$399K +$522K +4,972 New
RJA
13
Raymond James & Associates
Florida
$214K +$235K +2,235 New
Jane Street
14
Jane Street
New York
$153K +$168K +1,598 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$151K +$166K +1,582 New
Goldman Sachs
16
Goldman Sachs
New York
$135K +$148K +1,407 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$128K +$141K +1,341 New
MAA
18
Managed Account Advisors
New Jersey
$20K +$21.8K +208 New
GGHC
19
Gilder Gagnon Howe & Co
New York
$16K +$17.3K +165 New
Morgan Stanley
20
Morgan Stanley
New York
$11K +$12.8K +122 New
BIM
21
BlackRock Investment Management
Delaware
$6K +$6.51K +62 New
UBS Group
22
UBS Group
Switzerland
$6K +$6.72K +64 New
MTIP
23
Magee Thomson Investment Partners
California
$4K +$4.62K +44 New
TRCT
24
Tower Research Capital (TRC)
New York
– +$525 +5 New

UPLD Hedge Fund Activity: Q4 2014 in Review

24 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2014, worth a combined $21.3M.

Buyers outnumbered sellers: 24 funds opened new UPLD positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Granahan Investment Management, opening a new position worth an estimated $7.49M.

  • 24 institutional investors held Upland Software (UPLD) as of Q4 2014, up from 0 in Q3 2014.
  • Funds reported $21.3M of Upland Software stock for Q4 2014.
  • 24 funds opened new Upland Software positions in Q4 2014 and 0 closed out, a net change of +24 holders.
  • The largest Upland Software buyer in Q4 2014 was Granahan Investment Management, an estimated $7.49M added.

Based on aggregated 13F filings for Q4 2014.