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Upland Software
UPLD

Overview Fund Activity

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, 7 reducing their positions, and 3 closing their positions.

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
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EM
1
Emancipation Management
New York
$378K
2
SC
2
Skylands Capital
Wisconsin
$807K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$436K
4
BCM
4
Bridgeway Capital Management
Texas
$234K
5
WPC
5
White Pine Capital
Minnesota
$82K

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$0
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$203K
3
BA
3
BlackRock Advisors
Delaware
$0
4
WP
4
WMS Partners
Maryland
$120K
5
UBS Group
5
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$1.89M 274,927 +250 +0.1%
BIT
2
BlackRock Institutional Trust
California
$963K 140,147 -27 -0%
SC
3
Skylands Capital
Wisconsin
$807K 117,500 +17,500 +18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$670K 97,472 +2,011 +2%
SGCA
5
Steel Grove Capital Advisors
Tennessee
$597K 86,911 – –
Morgan Stanley
6
Morgan Stanley
New York
$539K 78,390 -4 -0%
Renaissance Technologies
7
Renaissance Technologies
New York
$436K 63,472 +13,079 +26%
EM
8
Emancipation Management
New York
$378K 55,000 +55,000 New
BCM
9
Bridgeway Capital Management
Texas
$234K 34,000 +12,000 +55%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$203K 29,603 -11,697 -28%
BG
11
BlackRock Group
United Kingdom
$136K 19,822 – –
WP
12
WMS Partners
Maryland
$120K 17,397 -2,000 -10%
Luther King Capital Management (LKCM)
13
Luther King Capital Management (LKCM)
Texas
$98K 14,268 – –
SIM
14
Spark Investment Management
New York
$97K 14,200 – –
WPC
15
White Pine Capital
Minnesota
$82K 12,000 +12,000 New
William Blair & Company
16
William Blair & Company
Illinois
$79K 11,500 – –
SCM
17
Sterling Capital Management
North Carolina
$69K 10,000 +10,000 New
Deutsche Bank
18
Deutsche Bank
Germany
$27K 3,949 +2,262 +134%
BFA
19
BlackRock Fund Advisors
California
$26K 3,761 -146 -4%
BJ
20
BlackRock Japan
Japan
$21K 3,004 -495 -14%
GGHC
21
Gilder Gagnon Howe & Co
New York
$11K 1,650 – –
BIM
22
BlackRock Investment Management
Delaware
$8K 1,197 – –
Geode Capital Management
23
Geode Capital Management
Massachusetts
$182 26,535 +2,353 +10%
Creative Planning
24
Creative Planning
Kansas
– – -25,960 Closed
BA
25
BlackRock Advisors
Delaware
– – -2,240 Closed
1
2