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Upland Software
UPLD

Overview Fund Activity

153 hedge funds and large institutions have $373M invested in Upland Software in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
25
Increased
49
Reduced
63
Closed
18
Calls
$1.72M
Puts
$1.63M
Net Calls
+$87K
Net Calls Change
-$2.47M

Top Buyers

1
PCM
1
Portolan Capital Management
Massachusetts
$19.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
RCM
3
Raging Capital Management
New Jersey
$6.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.73M
5
AIS
5
AlphaOne Investment Services
Pennsylvania
$3.3M

Top Sellers

1
WCA
1
Whetstone Capital Advisors
Kansas
$914K
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$617K
4
BA
4
Boston Advisors
Massachusetts
$2.05M
5
DCM
5
Driehaus Capital Management
Illinois
$9.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$30.8M 1,131,682 +26,968 +2%
CU
2
CDAM (UK)
United Kingdom
$25M 919,507 +70,410 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.9M 843,662 +93,292 +12%
PCM
4
Portolan Capital Management
Massachusetts
$19.2M 706,570 +395,418 +127%
PM
5
Pembroke Management
Quebec, Canada
$16.3M 600,823 -26,538 -4%
GIPM
6
G2 Investment Partners Management
New York
$13.5M 497,844 +7,954 +2%
DMK
7
David M. Knott
$11.4M 420,000 +70,000 +20%
AAP
8
Ardsley Advisory Partners
Connecticut
$11.1M 410,000 +50,000 +14%
Morgan Stanley
9
Morgan Stanley
New York
$10.4M 381,820 +292,241 +326%
UBS AM
10
UBS AM
Illinois
$9.96M 366,469 -28,357 -7%
DCM
11
Driehaus Capital Management
Illinois
$9.8M 360,683 -89,976 -20%
PCM
12
PenderFund Capital Management
British Columbia, Canada
$8.36M 208,834 +60,200 +41%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$8.25M 303,521 +7,381 +2%
State Street
14
State Street
Massachusetts
$8.21M 301,983 +2,576 +0.9%
MFIMFI
15
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.99M 293,855 -59,160 -17%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$6.73M 247,433 +129,622 +110%
RCM
17
Raging Capital Management
New Jersey
$6.6M 242,839 +242,839 New
WA
18
Wasatch Advisors
Utah
$6.19M 227,869 +8,369 +4%
LSC
19
Lyon Street Capital
California
$5.83M 214,487 +68,903 +47%
CM
20
Castleark Management
Illinois
$5.39M 198,394 -45,340 -19%
Northern Trust
21
Northern Trust
Illinois
$5.27M 193,754 -5,805 -3%
Millennium Management
22
Millennium Management
New York
$5.23M 192,486 -61,338 -24%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$5.17M 190,129 +20,536 +12%
PM
24
Precept Management
Texas
$5.16M 190,000 – –
GIM
25
Granahan Investment Management
Massachusetts
$4.71M 173,100 -45,053 -21%
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