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Upland Software
UPLD

Overview Fund Activity

147 hedge funds and large institutions have $416M invested in Upland Software in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
53
Reduced
45
Closed
17
Calls
$4.03M
Puts
$1.48M
Net Calls
+$2.56M
Net Calls Change
-$1.26M

Top Buyers

1
CU
1
CDAM (UK)
United Kingdom
$27.4M
2
MFIMFI
2
Mesirow Financial Investment Management - Fixed Income
Illinois
$11.4M
3
Millennium Management
3
Millennium Management
New York
$8.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$5.12M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$9.57M

Top Sellers

1
PWAM
1
Park West Asset Management
California
$1.77M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.07M
3
PM
3
Pembroke Management
Quebec, Canada
$20.3M
4
LSC
4
Lyon Street Capital
California
$4.7M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$35.7M 1,104,714 +82,162 +8%
CU
2
CDAM (UK)
United Kingdom
$27.4M 849,097 +849,097 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.2M 750,370 +55,637 +8%
PM
4
Pembroke Management
Quebec, Canada
$20.3M 627,361 -99,804 -14%
GIPM
5
G2 Investment Partners Management
New York
$15.8M 489,890 +11,918 +2%
DCM
6
Driehaus Capital Management
Illinois
$14.6M 450,659 +3,985 +0.9%
UBS AM
7
UBS AM
Illinois
$12.8M 394,826 +2,063 +0.5%
AAP
8
Ardsley Advisory Partners
Connecticut
$11.6M 360,000 +125,000 +53%
MFIMFI
9
Mesirow Financial Investment Management - Fixed Income
Illinois
$11.4M 353,015 +353,015 New
DMK
10
David M. Knott
$11.3M 350,000 – –
PCM
11
Portolan Capital Management
Massachusetts
$10.1M 311,152 +79,763 +34%
State Street
12
State Street
Massachusetts
$9.68M 299,407 +63,141 +27%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$9.57M 296,140 +133,135 +82%
WCA
14
Whetstone Capital Advisors
Kansas
$8.65M 267,599 +124,800 +87%
Millennium Management
15
Millennium Management
New York
$8.2M 253,824 +151,627 +148%
CM
16
Castleark Management
Illinois
$7.88M 243,734 -3,780 -2%
WA
17
Wasatch Advisors
Utah
$7.09M 219,500 +36,037 +20%
GIM
18
Granahan Investment Management
Massachusetts
$7.05M 218,153 +7,933 +4%
BA
19
Boston Advisors
Massachusetts
$6.57M 203,348 -5,551 -3%
PCM
20
PenderFund Capital Management
British Columbia, Canada
$6.5M 148,634 -14,829 -9%
Northern Trust
21
Northern Trust
Illinois
$6.45M 199,559 +18,257 +10%
PM
22
Precept Management
Texas
$6.14M 190,000 +85,000 +81%
Renaissance Technologies
23
Renaissance Technologies
New York
$6.07M 187,800 -103,400 -36%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$5.48M 169,593 +49,951 +42%
Allianz Asset Management
25
Allianz Asset Management
Germany
$5.28M 163,391 +13,936 +9%
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