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Upland Software
UPLD

140 hedge funds and large institutions have $388M invested in Upland Software in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $666K

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

26% more capital invested

Capital invested by funds: $309M → $388M (+$78.9M)

25% more funds holding

Funds holding: 112 → 140 (+28)

0.05% more ownership

Funds ownership: 5.19% → 5.23% (+0.05%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
140
Holders Change
+28
Holders Change %
+25%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
47
Increased
46
Reduced
36
Closed
17
Calls
$4.48M
Puts
$666K
Net Calls
+$3.81M
Net Calls Change
+$3.81M

Top Buyers

1
BlackRock
BlackRock
New York
+$19.9M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.11M
3
CM
Castleark Management
Illinois
+$4.29M
4
Invesco
Invesco
Georgia
+$3.83M
5
State Street
State Street
Massachusetts
+$3.64M

Top Sellers

1
PWAM
Park West Asset Management
California
-$23.2M
2
Millennium Management
Millennium Management
New York
-$9.41M
3
FSCM
First Sabrepoint Capital Management
Texas
-$7.84M
4
LSC
Lyon Street Capital
California
-$3.77M
5
Deutsche Bank
Deutsche Bank
Germany
-$3.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$35.1M +$19.9M +63,571 +164%
PM
2
Pembroke Management
Quebec, Canada
$25M -$671K -2,140 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.9M +$2.16M +6,896 +11%
PWAM
4
Park West Asset Management
California
$23.5M -$23.2M -73,997 -52%
GIPM
5
G2 Investment Partners Management
New York
$16.4M +$1.71M +5,457 +13%
DCM
6
Driehaus Capital Management
Illinois
$15.4M +$2.86M +9,129 +26%
UBS AM
7
UBS AM
Illinois
$13.5M -$644K -2,056 -5%
DMK
8
David M. Knott
$12M – – –
Renaissance Technologies
9
Renaissance Technologies
New York
$10M +$665K +2,120 +8%
CM
10
Castleark Management
Illinois
$8.51M +$4.29M +13,690 +124%
State Street
11
State Street
Massachusetts
$8.12M +$3.64M +11,612 +97%
AAP
12
Ardsley Advisory Partners
Connecticut
$8.08M +$784K +2,500 +12%
PCM
13
Portolan Capital Management
Massachusetts
$7.95M +$2.96M +9,441 +69%
LSC
14
Lyon Street Capital
California
$7.81M -$3.77M -12,016 -35%
PCM
15
PenderFund Capital Management
British Columbia, Canada
$7.54M +$616K +1,966 +14%
GIM
16
Granahan Investment Management
Massachusetts
$7.22M -$1.03M -3,281 -14%
BA
17
Boston Advisors
Massachusetts
$7.18M -$134K -428 -2%
WA
18
Wasatch Advisors
Utah
$6.31M – – –
Northern Trust
19
Northern Trust
Illinois
$6.23M +$2.29M +7,291 +67%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$5.6M +$5.11M +16,301 New
Morgan Stanley
21
Morgan Stanley
New York
$5.27M +$1.96M +6,256 +69%
Allianz Asset Management
22
Allianz Asset Management
Germany
$5.14M -$32.6K -104 -0.7%
Wells Fargo
23
Wells Fargo
California
$5.09M +$1.29M +4,114 +38%
WCA
24
Whetstone Capital Advisors
Kansas
$4.91M +$341K +1,087 +8%
Invesco
25
Invesco
Georgia
$4.53M +$3.83M +12,206 +1,247%
1
2 3 4 5

UPLD Hedge Fund Activity: Q2 2018 in Review

140 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2018, worth a combined $388M — up 26% from $309M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new UPLD positions and 17 closed out — a net gain of 30 holders — while 46 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $19.9M. The largest seller was Park West Asset Management, cutting an estimated $23.2M.

  • 140 institutional investors held Upland Software (UPLD) as of Q2 2018, up from 112 in Q1 2018.
  • Funds reported $388M of Upland Software stock for Q2 2018, up 26% quarter-over-quarter.
  • 47 funds opened new Upland Software positions in Q2 2018 and 17 closed out, a net change of +30 holders.
  • The largest Upland Software buyer in Q2 2018 was BlackRock, an estimated $19.9M added.
  • The largest Upland Software seller in Q2 2018 was Park West Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2018.