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Upland Software

22 hedge funds and large institutions have $9.23M invested in Upland Software in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $7.49M → $9.23M (+$1.74M)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

8% less funds holding

Funds holding: 2422 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.11M +$1.1M +13,121 +121%
SC
2
Skylands Capital
Wisconsin
$2.02M +$201K +2,398 +12%
Renaissance Technologies
3
Renaissance Technologies
New York
$936K +$87.2K +1,040 +11%
RJA
4
Raymond James & Associates
Florida
$687K -$345K -4,109 -35%
SGCA
5
Steel Grove Capital Advisors
Tennessee
$572K -$185K -2,200 -25%
EM
6
Emancipation Management
New York
$458K -$95.7K -1,141 -18%
Morgan Stanley
7
Morgan Stanley
New York
$326K -$270K -3,222 -47%
BCM
8
Bridgeway Capital Management
Texas
$300K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$297K +$60.6K +723 +27%
UBS Group
10
UBS Group
Switzerland
$217K +$15.7K +187 +8%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$204K -$4.19K -50 -2%
WPC
12
White Pine Capital
Minnesota
$198K
Deutsche Bank
13
Deutsche Bank
Germany
$179K +$4.45K +53 +3%
SIM
14
Spark Investment Management
New York
$154K -$8.39K -100 -5%
BFA
15
BlackRock Fund Advisors
California
$138K -$755 -9 -0.6%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$126K
RC
17
RBF Capital
California
$103K +$755 +9 +0.8%
William Blair & Company
18
William Blair & Company
Illinois
$93K -$8.39K -100 -9%
SCM
19
Sterling Capital Management
North Carolina
$89K +$1.01K +12 +1%
BIM
20
BlackRock Investment Management
Delaware
$9K -$1.34K -16 -13%
AIM
21
Acrospire Investment Management
Illinois
$7K +$671 +8 +11%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$6.79K +81 New
GGHC
23
Gilder Gagnon Howe & Co
New York
-$13K -165 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$5K -71 Closed

UPLD Hedge Fund Activity: Q3 2016 in Review

22 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2016, worth a combined $9.23M — up 23% from $7.49M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UPLD and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Vanguard Group, adding an estimated $1.1M. The largest seller was Raymond James & Associates, cutting an estimated $345K.

  • 22 institutional investors held Upland Software (UPLD) as of Q3 2016, down from 24 in Q2 2016.
  • Funds reported $9.23M of Upland Software stock for Q3 2016, up 23% quarter-over-quarter.
  • 1 fund opened new Upland Software positions in Q3 2016 and 3 closed out, a net change of -2 holders.
  • The largest Upland Software buyer in Q3 2016 was Vanguard Group, an estimated $1.1M added.
  • The largest Upland Software seller in Q3 2016 was Raymond James & Associates, an estimated $345K sold.

Based on aggregated 13F filings for Q3 2016.