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Upland Software
UPLD

Overview Fund Activity

25 hedge funds and large institutions have $10.7M invested in Upland Software in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PM
1
Precept Management
Texas
$1.79M
2
RJA
2
Raymond James & Associates
Florida
$972K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$256K
4
BCM
4
Bridgeway Capital Management
Texas
$394K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.01M

Top Sellers

1
SC
1
Skylands Capital
Wisconsin
$1.33M
2
EM
2
Emancipation Management
New York
$126K
3
William Blair & Company
3
William Blair & Company
Illinois
$0
4
SCM
4
Sterling Capital Management
North Carolina
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$137K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19M 244,487 +4,609 +2%
PM
2
Precept Management
Texas
$1.79M 200,000 +200,000 New
SC
3
Skylands Capital
Wisconsin
$1.33M 148,248 -80,685 -35%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.01M 113,000 +6,800 +6%
RJA
5
Raymond James & Associates
Florida
$972K 108,586 +30,599 +39%
SGCA
6
Steel Grove Capital Advisors
Tennessee
$581K 64,911 – –
BCM
7
Bridgeway Capital Management
Texas
$394K 44,000 +10,000 +29%
Morgan Stanley
8
Morgan Stanley
New York
$376K 42,002 +5,001 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$328K 36,659 +2,889 +9%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$256K 27,163 +27,163 New
UBS Group
11
UBS Group
Switzerland
$251K 28,020 +3,379 +14%
WPC
12
White Pine Capital
Minnesota
$201K 22,500 – –
SIM
13
Spark Investment Management
New York
$145K 16,300 -1,200 -7%
Deutsche Bank
14
Deutsche Bank
Germany
$144K 16,153 -4,212 -21%
BFA
15
BlackRock Fund Advisors
California
$141K 15,761 +150 +1%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$137K 15,304 -7,900 -34%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$128K 14,268 – –
EM
18
Emancipation Management
New York
$126K 14,146 -37,880 -73%
RC
19
RBF Capital
California
$124K 11,717 – –
BIM
20
BlackRock Investment Management
Delaware
$9K 1,043 – –
Wells Fargo
21
Wells Fargo
California
$9K 1,000 +1,000 New
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K 812 – –
TRCT
23
Tower Research Capital (TRC)
New York
$7K 834 +834 New
GC
24
Globeflex Capital
California
$1K 122 +122 New
William Blair & Company
25
William Blair & Company
Illinois
– – -10,500 Closed
1
2