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Upland Software
UPLD

Overview Fund Activity

80 hedge funds and large institutions have $226M invested in Upland Software in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
33
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAM
1
Park West Asset Management
California
$44.2M
2
BA
2
Boston Advisors
Massachusetts
$5.69M
3
Millennium Management
3
Millennium Management
New York
$10.2M
4
FSCM
4
First Sabrepoint Capital Management
Texas
$4.68M
5
GIM
5
Granahan Investment Management
Massachusetts
$4.36M

Top Sellers

1
GIPM
1
G2 Investment Partners Management
New York
$10.4M
2
VCM
2
Venator Capital Management
Ontario, Canada
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$7.88M
4
EI
4
EAM Investors
California
$1.24M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
PWAM
1
Park West Asset Management
California
$44.2M 2,040,520 +1,638,744 +408%
PM
2
Pembroke Management
Quebec, Canada
$16.7M 768,900 +145,800 +23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.1M 558,326 +124,001 +29%
GIPM
4
G2 Investment Partners Management
New York
$10.4M 479,009 -161,904 -25%
Millennium Management
5
Millennium Management
New York
$10.2M 470,868 +234,191 +99%
UBS AM
6
UBS AM
Illinois
$9.55M 440,828 +186,914 +74%
LSC
7
Lyon Street Capital
California
$9.47M 437,377 +48,466 +12%
BlackRock
8
BlackRock
New York
$8.08M 372,927 +13,401 +4%
Renaissance Technologies
9
Renaissance Technologies
New York
$7.88M 363,800 -65,700 -15%
PM
10
Precept Management
Texas
$6.28M 290,000 +13,601 +5%
BA
11
Boston Advisors
Massachusetts
$5.69M 262,615 +262,615 New
DCM
12
Driehaus Capital Management
Illinois
$5.16M 238,265 +97,303 +69%
WA
13
Wasatch Advisors
Utah
$4.72M 217,813 +26,407 +14%
FSCM
14
First Sabrepoint Capital Management
Texas
$4.68M 216,075 +216,075 New
GIM
15
Granahan Investment Management
Massachusetts
$4.36M 201,309 +201,309 New
Deutsche Bank
16
Deutsche Bank
Germany
$3.99M 184,086 +28,883 +19%
DMK
17
David M. Knott
$3.9M 180,000 +180,000 New
Allianz Asset Management
18
Allianz Asset Management
Germany
$3.28M 151,334 +20,099 +15%
PCM
19
PenderFund Capital Management
British Columbia, Canada
$2.85M 123,840 +123,840 New
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$2.78M 128,174 +128,174 New
TCM
21
Thames Capital Management
New Jersey
$2.71M 125,210 +125,210 New
State Street
22
State Street
Massachusetts
$2.61M 120,749 +17,462 +17%
Morgan Stanley
23
Morgan Stanley
New York
$2.51M 115,768 -33,544 -22%
HLA
24
Hamilton Lane Advisors
Pennsylvania
$2.41M 111,100 +111,100 New
Northern Trust
25
Northern Trust
Illinois
$2.21M 102,063 +5,896 +6%
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