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Upland Software
UPLD

Overview Fund Activity

31 hedge funds and large institutions have $33.2M invested in Upland Software in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
31
Holders Change
+6
Holders Change %
+24%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
14
Increased
8
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PM
1
Pembroke Management
Quebec, Canada
$3.4M
2
VCM
2
Venator Capital Management
Ontario, Canada
$3.39M
3
GIPM
3
G2 Investment Partners Management
New York
$2.62M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.79M
5
DCM
5
Driehaus Capital Management
Illinois
$1.23M

Top Sellers

1
SC
1
Skylands Capital
Wisconsin
$1M
2
RJA
2
Raymond James & Associates
Florida
$893K
3
UBS Group
3
UBS Group
Switzerland
$22K
4
SGCA
4
Steel Grove Capital Advisors
Tennessee
$634K
5
SIM
5
Spark Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.13M 260,147 +15,660 +6%
PM
2
Pembroke Management
Quebec, Canada
$3.4M 213,998 +213,998 New
VCM
3
Venator Capital Management
Ontario, Canada
$3.39M 213,574 +213,574 New
PM
4
Precept Management
Texas
$3.14M 197,275 -2,725 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$2.83M 178,200 +65,200 +58%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.79M 175,801 +148,638 +547%
GIPM
7
G2 Investment Partners Management
New York
$2.62M 164,816 +164,816 New
DCM
8
Driehaus Capital Management
Illinois
$1.23M 77,240 +77,240 New
SC
9
Skylands Capital
Wisconsin
$1M 63,000 -85,248 -58%
BCM
10
Bridgeway Capital Management
Texas
$941K 59,200 +15,200 +35%
RJA
11
Raymond James & Associates
Florida
$893K 56,177 -52,409 -48%
Millennium Management
12
Millennium Management
New York
$769K 48,366 +48,366 New
EI
13
EAM Investors
California
$702K 44,173 +44,173 New
Morgan Stanley
14
Morgan Stanley
New York
$637K 40,060 -1,942 -5%
SGCA
15
Steel Grove Capital Advisors
Tennessee
$634K 39,911 -25,000 -39%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$626K 39,368 +39,368 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$588K 37,067 +408 +1%
Deutsche Bank
18
Deutsche Bank
Germany
$513K 32,345 +16,192 +100%
Goldman Sachs
19
Goldman Sachs
New York
$441K 27,745 +27,745 New
Bank of America
20
Bank of America
North Carolina
$362K 22,772 +22,772 New
WPC
21
White Pine Capital
Minnesota
$358K 22,500 – –
BlackRock
22
BlackRock
New York
$268K 16,882 +16,882 New
Northern Trust
23
Northern Trust
Illinois
$255K 16,033 +16,033 New
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$227K 14,268 – –
TC
25
TFS Capital
Pennsylvania
$222K 13,974 +13,974 New
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2