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Upland Software

20 hedge funds and large institutions have $12.1M invested in Upland Software in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

17% less funds holding

Funds holding: 2420 (-4)

43% less capital invested

Capital invested by funds: $21.3M → $12.1M (-$9.18M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Granahan Investment Management
Massachusetts
$4.81M -$217K -2,790 -4%
TAM
2
THB Asset Management
Connecticut
$2.06M -$40.4K -519 -2%
SC
3
Skylands Capital
Wisconsin
$1.72M +$778K +10,000 +69%
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$1.51M +$123K +1,587 +8%
USAA
5
United Services Automobile Association
Texas
$515K -$23.2K -298 -4%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$399K
William Blair & Company
7
William Blair & Company
Illinois
$188K -$166K -2,130 -44%
PCM
8
Palisade Capital Management
New Jersey
$175K +$195K +2,500 New
Goldman Sachs
9
Goldman Sachs
New York
$171K +$80.1K +1,029 +73%
BCM
10
Bourgeon Capital Management
Connecticut
$140K +$156K +2,000 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$136K +$28.9K +371 +23%
Vanguard Group
12
Vanguard Group
Pennsylvania
$108K +$120K +1,546 New
BCM
13
Bridgeway Capital Management
Texas
$105K +$117K +1,500 New
TRCT
14
Tower Research Capital (TRC)
New York
$20K +$21.3K +274 +5,480%
GGHC
15
Gilder Gagnon Howe & Co
New York
$12K
Morgan Stanley
16
Morgan Stanley
New York
$8K -$156 -2 -2%
UBS Group
17
UBS Group
Switzerland
$8K +$3.42K +44 +69%
BIM
18
BlackRock Investment Management
Delaware
$4K
MTIP
19
Magee Thomson Investment Partners
California
$4K
NIP
20
Nicholas Investment Partners
California
-$2.6M -27,218 Closed
AIC
21
AWM Investment Company
New York
-$1.54M -16,106 Closed
TCM
22
Timpani Capital Management
Wisconsin
-$717K -7,500 Closed
Bank of New York Mellon
23
Bank of New York Mellon
New York
-$589K -6,162 Closed
Deutsche Bank
24
Deutsche Bank
Germany
-$404K -4,231 Closed
RJA
25
Raymond James & Associates
Florida
-$214K -2,235 Closed

UPLD Hedge Fund Activity: Q1 2015 in Review

20 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2015, worth a combined $12.1M — down 43% from $21.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UPLD and 5 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Skylands Capital, adding an estimated $778K. The largest seller was Nicholas Investment Partners, exiting entirely with an estimated $2.6M sold.

  • 20 institutional investors held Upland Software (UPLD) as of Q1 2015, down from 24 in Q4 2014.
  • Funds reported $12.1M of Upland Software stock for Q1 2015, down 43% quarter-over-quarter.
  • 5 funds opened new Upland Software positions in Q1 2015 and 9 closed out, a net change of -4 holders.
  • The largest Upland Software buyer in Q1 2015 was Skylands Capital, an estimated $778K added.
  • The largest Upland Software seller in Q1 2015 was Nicholas Investment Partners, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2015.