Upland Software
UPLD
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.
392% more capital inflows, than outflows
Capital inflows: $14.2M | Capital outflows: $2.89M
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
29% more funds holding
Funds holding: 24 → 31 (+7)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
5.07% more ownership
Funds ownership: 6.65% → 11.73% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pembroke Management
Montreal,
Quebec, Canada
|
+$2.59M |
| 2 |
VCM
Venator Capital Management
Toronto,
Ontario, Canada
|
+$2.59M |
| 3 |
GIPM
G2 Investment Partners Management
New York
|
+$2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.8M |
| 5 |
Driehaus Capital Management
Chicago,
Illinois
|
+$936K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skylands Capital
Milwaukee,
Wisconsin
|
-$1.03M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
-$635K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$323K |
| 4 |
Steel Grove Capital Advisors
Memphis,
Tennessee
|
-$303K |
| 5 |
SIM
Spark Investment Management
New York
|
-$145K |
UPLD Hedge Fund Activity: Q1 2017 in Review
31 of the 4,035 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.