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Upland Software
UPLD

Overview Fund Activity

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.

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
1
BlackRock
New York
$35.1M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$5.6M
3
CM
3
Castleark Management
Illinois
$8.51M
4
Invesco
4
Invesco
Georgia
$4.53M
5
State Street
5
State Street
Massachusetts
$8.12M

Top Sellers

1
PWAM
1
Park West Asset Management
California
$23.5M
2
Millennium Management
2
Millennium Management
New York
$3.51M
3
FSCM
3
First Sabrepoint Capital Management
Texas
$0
4
LSC
4
Lyon Street Capital
California
$7.81M
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.65M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$35.1M 1,022,552 +635,712 +164%
PM
2
Pembroke Management
Quebec, Canada
$25M 727,165 -21,400 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.9M 694,733 +68,964 +11%
PWAM
4
Park West Asset Management
California
$23.5M 685,012 -739,963 -52%
GIPM
5
G2 Investment Partners Management
New York
$16.4M 477,972 +54,573 +13%
DCM
6
Driehaus Capital Management
Illinois
$15.4M 446,674 +91,297 +26%
UBS AM
7
UBS AM
Illinois
$13.5M 392,763 -20,561 -5%
DMK
8
David M. Knott
$12M 350,000 – –
Renaissance Technologies
9
Renaissance Technologies
New York
$10M 291,200 +21,200 +8%
CM
10
Castleark Management
Illinois
$8.51M 247,514 +136,909 +124%
State Street
11
State Street
Massachusetts
$8.12M 236,266 +116,117 +97%
AAP
12
Ardsley Advisory Partners
Connecticut
$8.08M 235,000 +25,000 +12%
PCM
13
Portolan Capital Management
Massachusetts
$7.95M 231,389 +94,412 +69%
LSC
14
Lyon Street Capital
California
$7.81M 227,273 -120,157 -35%
PCM
15
PenderFund Capital Management
British Columbia, Canada
$7.54M 163,463 +19,663 +14%
GIM
16
Granahan Investment Management
Massachusetts
$7.23M 210,220 -32,805 -13%
BA
17
Boston Advisors
Massachusetts
$7.18M 208,899 -4,280 -2%
WA
18
Wasatch Advisors
Utah
$6.31M 183,463 – –
Northern Trust
19
Northern Trust
Illinois
$6.23M 181,302 +72,911 +67%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$5.6M 163,005 +163,005 New
Morgan Stanley
21
Morgan Stanley
New York
$5.27M 153,410 +62,564 +69%
Allianz Asset Management
22
Allianz Asset Management
Germany
$5.14M 149,455 -1,045 -0.7%
Wells Fargo
23
Wells Fargo
California
$5.1M 148,237 +41,133 +38%
WCA
24
Whetstone Capital Advisors
Kansas
$4.91M 142,799 +10,869 +8%
Invesco
25
Invesco
Georgia
$4.53M 131,853 +122,061 +1,247%
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