Upland Software
UPLD
112 hedge funds and large institutions have $310M 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.
320% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 10
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
40% more funds holding
Funds holding: 80 → 112 (+32)
37% more capital invested
Capital invested by funds: $226M → $310M (+$83.9M)
1.73% more ownership
Funds ownership: 50.15% → 51.88% (+1.7%)
18% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
+$5.18M |
| 2 |
DMK
David M. Knott
|
+$4.19M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$3.38M |
| 4 |
WCA
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
+$3.25M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$15.2M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.78M |
| 3 |
Renaissance Technologies
New York
|
-$2.31M |
| 4 |
PM
Precept Management
Dallas,
Texas
|
-$2.22M |
| 5 |
LSC
Lyon Street Capital
Sausalito,
California
|
-$2.22M |
UPLD Hedge Fund Activity: Q1 2018 in Review
112 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2018, worth a combined $310M — up 37% from $226M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new UPLD positions and 10 closed out — a net gain of 32 holders — while 27 added to existing stakes and 33 trimmed.
The largest buyer was Ardsley Advisory Partners, opening a new position worth an estimated $5.18M. The largest seller was Park West Asset Management, cutting an estimated $15.2M.
- 112 institutional investors held Upland Software (UPLD) as of Q1 2018, up from 80 in Q4 2017.
- Funds reported $310M of Upland Software stock for Q1 2018, up 37% quarter-over-quarter.
- 42 funds opened new Upland Software positions in Q1 2018 and 10 closed out, a net change of +32 holders.
- The largest Upland Software buyer in Q1 2018 was Ardsley Advisory Partners, an estimated $5.18M added.
- The largest Upland Software seller in Q1 2018 was Park West Asset Management, an estimated $15.2M sold.
Based on aggregated 13F filings for Q1 2018.