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Upland Software
UPLD

Overview Fund Activity

112 hedge funds and large institutions have $309M invested in Upland Software in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+32
Holders Change %
+40%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
42
Increased
27
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAP
Ardsley Advisory Partners
Connecticut
$6.04M
2
DMK
David M. Knott
$10.1M
3
PCM
Portolan Capital Management
Massachusetts
$3.94M
4
WCA
Whetstone Capital Advisors
Kansas
$3.8M
5
AI
Axiom Investors
Connecticut
$3.55M

Top Sellers

1
PWAM
Park West Asset Management
California
$41M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$7.77M
4
PM
Precept Management
Texas
$5.76M
5
LSC
Lyon Street Capital
California
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAM
1
Park West Asset Management
California
$41M -$17.7M -615,545 -30%
PM
2
Pembroke Management
Quebec, Canada
$21.6M -$585K -20,335 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18M +$1.94M +67,443 +12%
GIPM
4
G2 Investment Partners Management
New York
$12.2M -$1.6M -55,610 -12%
UBS AM
5
UBS AM
Illinois
$11.9M -$792K -27,504 -6%
Millennium Management
6
Millennium Management
New York
$11.6M -$1.97M -68,388 -15%
BlackRock
7
BlackRock
New York
$11.1M +$401K +13,913 +4%
DCM
8
Driehaus Capital Management
Illinois
$10.2M +$3.37M +117,112 +49%
DMK
9
David M. Knott
$10.1M +$4.89M +170,000 +94%
LSC
10
Lyon Street Capital
California
$10M -$2.59M -89,947 -21%
FSCM
11
First Sabrepoint Capital Management
Texas
$7.84M +$1.62M +56,338 +26%
Renaissance Technologies
12
Renaissance Technologies
New York
$7.77M -$2.7M -93,800 -26%
GIM
13
Granahan Investment Management
Massachusetts
$7M +$1.2M +41,716 +21%
Deutsche Bank
14
Deutsche Bank
Germany
$6.5M +$1.2M +41,730 +23%
BA
15
Boston Advisors
Massachusetts
$6.14M -$1.42M -49,436 -19%
AAP
16
Ardsley Advisory Partners
Connecticut
$6.04M +$6.04M +210,000 New
PM
17
Precept Management
Texas
$5.76M -$2.59M -90,000 -31%
WA
18
Wasatch Advisors
Utah
$5.28M -$989K -34,350 -16%
Allianz Asset Management
19
Allianz Asset Management
Germany
$4.33M -$24K -834 -0.6%
PCM
20
Portolan Capital Management
Massachusetts
$3.94M +$3.94M +136,977 New
PCM
21
PenderFund Capital Management
British Columbia, Canada
$3.93M +$546K +19,960 +16%
WCA
22
Whetstone Capital Advisors
Kansas
$3.8M +$3.8M +131,930 New
TCM
23
Thames Capital Management
New Jersey
$3.61M – – –
AI
24
Axiom Investors
Connecticut
$3.55M +$3.55M +123,290 New
State Street
25
State Street
Massachusetts
$3.46M -$17.3K -600 -0.5%
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