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Upland Software
UPLD

Overview Fund Activity

58 hedge funds and large institutions have $123M invested in Upland Software in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+27
Holders Change %
+87.1%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
30
Increased
17
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAM
1
Park West Asset Management
California
$10.6M
2
PM
2
Pembroke Management
Quebec, Canada
$13.2M
3
LSC
3
Lyon Street Capital
California
$7.32M
4
BlackRock
4
BlackRock
New York
$7.22M
5
GIPM
5
G2 Investment Partners Management
New York
$10.4M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$422K
5
RJA
5
Raymond James & Associates
Florida
$927K
Name Market Value Shares Shares
Change 		Shares
Change %
PM
1
Pembroke Management
Quebec, Canada
$13.2M 599,100 +385,102 +180%
PWAM
2
Park West Asset Management
California
$10.6M 482,300 +482,300 New
GIPM
3
G2 Investment Partners Management
New York
$10.4M 474,501 +309,685 +188%
Renaissance Technologies
4
Renaissance Technologies
New York
$9.28M 422,000 +243,800 +137%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.88M 403,955 +143,808 +55%
LSC
6
Lyon Street Capital
California
$7.32M 332,946 +332,946 New
BlackRock
7
BlackRock
New York
$7.22M 328,192 +311,310 +1,844%
PM
8
Precept Management
Texas
$6.13M 278,700 +81,425 +41%
UBS AM
9
UBS AM
Illinois
$5.58M 253,914 +253,914 New
VCM
10
Venator Capital Management
Ontario, Canada
$5.06M 230,298 +16,724 +8%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$4.08M 185,500 +9,699 +6%
WA
12
Wasatch Advisors
Utah
$3.33M 151,460 +151,460 New
Deutsche Bank
13
Deutsche Bank
Germany
$3.24M 147,592 +115,247 +356%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$2.75M 125,000 +125,000 New
Allianz Asset Management
15
Allianz Asset Management
Germany
$2.56M 116,184 +116,184 New
MAG
16
Millrace Asset Group
Pennsylvania
$2.2M 100,000 +100,000 New
Northern Trust
17
Northern Trust
Illinois
$1.94M 88,171 +72,138 +450%
State Street
18
State Street
Massachusetts
$1.9M 86,092 +86,092 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.89M 85,762 +48,695 +131%
FG
20
Formula Growth
Quebec, Canada
$1.69M 77,000 +77,000 New
UOC
21
UBS O'Connor
Illinois
$1.45M 65,910 +65,910 New
BCM
22
Bridgeway Capital Management
Texas
$1.15M 52,250 -6,950 -12%
EI
23
EAM Investors
California
$1.14M 51,998 +7,825 +18%
SC
24
Skylands Capital
Wisconsin
$1.08M 49,147 -13,853 -22%
RJA
25
Raymond James & Associates
Florida
$927K 42,177 -14,000 -25%
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