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Upland Software

31 hedge funds and large institutions have $33.2M invested in Upland Software in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more capital invested

Capital invested by funds: $10.7M → $33.2M (+$22.6M)

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

29% more funds holding

Funds holding: 2431 (+7)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0.51% more ownership

Funds ownership: 0.67%1.17% (+0.51%)

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% 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
15
Increased
7
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.13M +$190K +1,566 +6%
PM
2
Pembroke Management
Quebec, Canada
$3.4M +$2.59M +21,400 New
VCM
3
Venator Capital Management
Ontario, Canada
$3.39M +$2.59M +21,357 New
PM
4
Precept Management
Texas
$3.13M -$33K -272 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$2.83M +$790K +6,520 +58%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.79M +$1.8M +14,864 +547%
GIPM
7
G2 Investment Partners Management
New York
$2.62M +$2M +16,482 New
DCM
8
Driehaus Capital Management
Illinois
$1.23M +$936K +7,724 New
SC
9
Skylands Capital
Wisconsin
$1M -$1.03M -8,525 -58%
BCM
10
Bridgeway Capital Management
Texas
$941K +$184K +1,520 +35%
RJA
11
Raymond James & Associates
Florida
$893K -$635K -5,241 -48%
Millennium Management
12
Millennium Management
New York
$769K +$586K +4,837 New
EI
13
EAM Investors
California
$702K +$535K +4,417 New
Morgan Stanley
14
Morgan Stanley
New York
$637K -$23.5K -194 -5%
SGCA
15
Steel Grove Capital Advisors
Tennessee
$634K -$303K -2,500 -39%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$626K +$477K +3,937 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$588K +$4.97K +41 +1%
Deutsche Bank
18
Deutsche Bank
Germany
$513K +$196K +1,620 +100%
Goldman Sachs
19
Goldman Sachs
New York
$441K +$336K +2,775 New
Bank of America
20
Bank of America
North Carolina
$362K +$276K +2,277 New
WPC
21
White Pine Capital
Minnesota
$358K
BlackRock
22
BlackRock
New York
$268K +$205K +1,688 New
Northern Trust
23
Northern Trust
Illinois
$255K +$194K +1,603 New
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$227K
TC
25
TFS Capital
Pennsylvania
$222K +$169K +1,397 New

UPLD Hedge Fund Activity: Q1 2017 in Review

31 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2017, worth a combined $33.2M — up 212% from $10.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UPLD positions and 6 closed out — a net gain of 9 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Pembroke Management, opening a new position worth an estimated $2.59M. The largest seller was Skylands Capital, cutting an estimated $1.03M.

  • 31 institutional investors held Upland Software (UPLD) as of Q1 2017, up from 24 in Q4 2016.
  • Funds reported $33.2M of Upland Software stock for Q1 2017, up 212% quarter-over-quarter.
  • 15 funds opened new Upland Software positions in Q1 2017 and 6 closed out, a net change of +9 holders.
  • The largest Upland Software buyer in Q1 2017 was Pembroke Management, an estimated $2.59M added.
  • The largest Upland Software seller in Q1 2017 was Skylands Capital, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2017.