We are live on ! Find out more
UPLD icon

Upland Software

24 hedge funds and large institutions have $7.49M invested in Upland Software in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

3% more capital invested

Capital invested by funds: $7.29M → $7.49M (+$197K)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$1.89M +$1.68K +25 +0.1%
BIT
2
BlackRock Institutional Trust
California
$963K -$135 -2 -0%
SC
3
Skylands Capital
Wisconsin
$807K +$118K +1,750 +18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$670K +$13.5K +201 +2%
SGCA
5
Steel Grove Capital Advisors
Tennessee
$597K
Morgan Stanley
6
Morgan Stanley
New York
$539K
Renaissance Technologies
7
Renaissance Technologies
New York
$436K +$88.1K +1,308 +26%
EM
8
Emancipation Management
New York
$378K +$370K +5,500 New
BCM
9
Bridgeway Capital Management
Texas
$234K +$80.8K +1,200 +55%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$203K -$78.8K -1,170 -28%
BG
11
BlackRock Group
United Kingdom
$136K
WP
12
WMS Partners
Maryland
$120K -$13.5K -200 -10%
Luther King Capital Management (LKCM)
13
Luther King Capital Management (LKCM)
Texas
$98K
SIM
14
Spark Investment Management
New York
$97K
WPC
15
White Pine Capital
Minnesota
$82K +$80.8K +1,200 New
William Blair & Company
16
William Blair & Company
Illinois
$79K
SCM
17
Sterling Capital Management
North Carolina
$69K +$67.3K +1,000 New
Deutsche Bank
18
Deutsche Bank
Germany
$27K +$15.2K +226 +134%
BFA
19
BlackRock Fund Advisors
California
$26K -$1.01K -15 -4%
BJ
20
BlackRock Japan
Japan
$21K -$3.37K -50 -14%
GGHC
21
Gilder Gagnon Howe & Co
New York
$11K
BIM
22
BlackRock Investment Management
Delaware
$8K
Geode Capital Management
23
Geode Capital Management
Massachusetts
$182 +$15.9K +236 +10%
Creative Planning
24
Creative Planning
Kansas
-$183K -2,596 Closed
BA
25
BlackRock Advisors
Delaware
-$16K -224 Closed

UPLD Hedge Fund Activity: Q1 2016 in Review

24 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2016, worth a combined $7.49M — up 2.7% from $7.29M a quarter earlier.

Fund positioning in UPLD was balanced in Q1 2016: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 6 trimmed.

The largest buyer was Emancipation Management, opening a new position worth an estimated $370K. The largest seller was Creative Planning, exiting entirely with an estimated $183K sold.

  • 24 institutional investors held Upland Software (UPLD) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $7.49M of Upland Software stock for Q1 2016, up 2.7% quarter-over-quarter.
  • 3 funds opened new Upland Software positions in Q1 2016 and 3 closed out, a net change of 0 holders.
  • The largest Upland Software buyer in Q1 2016 was Emancipation Management, an estimated $370K added.
  • The largest Upland Software seller in Q1 2016 was Creative Planning, an estimated $183K sold.

Based on aggregated 13F filings for Q1 2016.