Upland Software
UPLD
24 hedge funds and large institutions have $9.6M 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.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.06% less ownership
Funds ownership: 8.86% → 7.79% (-1.1%)
48% less capital inflows, than outflows
Capital inflows: $1.68M | Capital outflows: $3.22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock Institutional Trust
San Francisco,
California
|
+$613K |
| 2 |
Morgan Stanley
New York
|
+$280K |
| 3 |
WMS Partners
Towson,
Maryland
|
+$174K |
| 4 |
Renaissance Technologies
New York
|
+$141K |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$119K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Granahan Investment Management
Waltham,
Massachusetts
|
-$2.14M |
| 2 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
-$401K |
| 3 |
United Services Automobile Association
San Antonio,
Texas
|
-$230K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$217K |
| 5 |
Skylands Capital
Milwaukee,
Wisconsin
|
-$129K |
UPLD Hedge Fund Activity: Q3 2015 in Review
24 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2015, worth a combined $9.6M — 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 $9.6M 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.