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Upland Software

24 hedge funds and large institutions have $9.57M invested in Upland Software in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

23% less capital invested

Capital invested by funds: $12.5M → $9.57M (-$2.93M)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$2.35M -$84.7K -1,050 -3%
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$1.85M +$119K +1,480 +7%
BIT
3
BlackRock Institutional Trust
California
$1.14M +$613K +7,599 +111%
SC
4
Skylands Capital
Wisconsin
$873K -$129K -1,596 -13%
Morgan Stanley
5
Morgan Stanley
New York
$729K +$280K +3,468 +60%
SGCA
6
Steel Grove Capital Advisors
Tennessee
$687K
Vanguard Group
7
Vanguard Group
Pennsylvania
$549K +$74.2K +920 +15%
Renaissance Technologies
8
Renaissance Technologies
New York
$240K +$141K +1,744 +135%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$190K +$36.7K +455 +23%
BCM
10
Bridgeway Capital Management
Texas
$174K +$56.5K +700 +47%
WP
11
WMS Partners
Maryland
$170K +$174K +2,155 New
BG
12
BlackRock Group
United Kingdom
$157K
Goldman Sachs
13
Goldman Sachs
New York
$120K -$17.8K -220 -13%
William Blair & Company
14
William Blair & Company
Illinois
$103K +$20.2K +250 +24%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$89K +$91.3K +1,132 New
BJ
16
BlackRock Japan
Japan
$44K +$39.5K +489 +719%
Deutsche Bank
17
Deutsche Bank
Germany
$26K -$3.23K -40 -11%
BA
18
BlackRock Advisors
Delaware
$25K +$4.52K +56 +22%
UBS Group
19
UBS Group
Switzerland
$23K +$23.9K +296 New
GGHC
20
Gilder Gagnon Howe & Co
New York
$13K
BIM
21
BlackRock Investment Management
Delaware
$9K
TRCT
22
Tower Research Capital (TRC)
New York
$6K +$5.49K +68 +680%
MTIP
23
Magee Thomson Investment Partners
California
$4K
PCM
24
Prelude Capital Management
New York
$3K +$3.23K +40 New
GIM
25
Granahan Investment Management
Massachusetts
-$2.14M -23,178 Closed

UPLD Hedge Fund Activity: Q3 2015 in Review

24 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2015, worth a combined $9.57M — down 23% from $12.5M a quarter earlier.

Fund positioning in UPLD was balanced in Q3 2015: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $613K. The largest seller was Granahan Investment Management, exiting entirely with an estimated $2.14M sold.

  • 24 institutional investors held Upland Software (UPLD) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $9.57M of Upland Software stock for Q3 2015, down 23% quarter-over-quarter.
  • 4 funds opened new Upland Software positions in Q3 2015 and 4 closed out, a net change of 0 holders.
  • The largest Upland Software buyer in Q3 2015 was BlackRock Institutional Trust, an estimated $613K added.
  • The largest Upland Software seller in Q3 2015 was Granahan Investment Management, an estimated $2.14M sold.

Based on aggregated 13F filings for Q3 2015.