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Upland Software

24 hedge funds and large institutions have $7.49M invested in Upland Software in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

0% more capital invested

Capital invested by funds: $7.49M → $7.49M (+$1.82K)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

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
4
Increased
9
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Skylands Capital
Wisconsin
$1.56M +$627K +8,745 +74%
RJA
2
Raymond James & Associates
Florida
$907K -$1.12M -15,585 -57%
Vanguard Group
3
Vanguard Group
Pennsylvania
$828K +$80.3K +1,120 +11%
Renaissance Technologies
4
Renaissance Technologies
New York
$730K +$232K +3,233 +51%
SGCA
5
Steel Grove Capital Advisors
Tennessee
$662K
Morgan Stanley
6
Morgan Stanley
New York
$528K -$65.8K -917 -12%
EM
7
Emancipation Management
New York
$483K +$60.5K +844 +15%
BCM
8
Bridgeway Capital Management
Texas
$259K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$202K
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$181K -$42.3K -590 -20%
UBS Group
11
UBS Group
Switzerland
$174K +$163K +2,277 New
WPC
12
White Pine Capital
Minnesota
$171K +$75.3K +1,050 +88%
Deutsche Bank
13
Deutsche Bank
Germany
$151K +$114K +1,589 +402%
SIM
14
Spark Investment Management
New York
$140K +$30.8K +430 +30%
BFA
15
BlackRock Fund Advisors
California
$120K +$85.6K +1,194 +318%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$109K
RC
17
RBF Capital
California
$89K +$83.4K +1,163 New
William Blair & Company
18
William Blair & Company
Illinois
$88K
SCM
19
Sterling Capital Management
North Carolina
$76K
GGHC
20
Gilder Gagnon Howe & Co
New York
$13K
BIM
21
BlackRock Investment Management
Delaware
$9K
AIM
22
Acrospire Investment Management
Illinois
$5K +$5.02K +70 New
TRCT
23
Tower Research Capital (TRC)
New York
$5K +$5.02K +70 +7,000%
BIT
24
BlackRock Institutional Trust
California
-$963K -14,015 Closed
BG
25
BlackRock Group
United Kingdom
-$136K -1,982 Closed

UPLD Hedge Fund Activity: Q2 2016 in Review

24 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2016, worth a combined $7.49M — up 0.02% from $7.49M a quarter earlier.

Fund positioning in UPLD was balanced in Q2 2016: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 3 trimmed.

The largest buyer was Skylands Capital, adding an estimated $627K. The largest seller was Raymond James & Associates, cutting an estimated $1.12M.

  • 24 institutional investors held Upland Software (UPLD) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $7.49M of Upland Software stock for Q2 2016, up 0.02% quarter-over-quarter.
  • 4 funds opened new Upland Software positions in Q2 2016 and 4 closed out, a net change of 0 holders.
  • The largest Upland Software buyer in Q2 2016 was Skylands Capital, an estimated $627K added.
  • The largest Upland Software seller in Q2 2016 was Raymond James & Associates, an estimated $1.12M sold.

Based on aggregated 13F filings for Q2 2016.