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Upland Software
UPLD

Overview Fund Activity

165 hedge funds and large institutions have $606M invested in Upland Software in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 20 closing their positions.

Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
33
Increased
56
Reduced
59
Closed
20
Calls
$17.5M
Puts
$3.9M
Net Calls
+$13.6M
Net Calls Change
+$13.5M

Top Buyers

1
RCMC
1
RK Capital Management (Colorado)
Colorado
$9.16M
2
RA
2
Royce & Associates
New York
$10.7M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.1M
4
PCM
4
Portolan Capital Management
Massachusetts
$35.1M
5
OAM
5
Oberweis Asset Management
Illinois
$6.88M

Top Sellers

1
PCM
1
PenderFund Capital Management
British Columbia, Canada
$2.01M
2
LSC
2
Lyon Street Capital
California
$978K
3
MFIMFI
3
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.02M
4
GIPM
4
G2 Investment Partners Management
New York
$16.8M
5
Millennium Management
5
Millennium Management
New York
$5.15M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$46M 1,085,314 -46,368 -4%
CU
2
CDAM (UK)
United Kingdom
$40.6M 957,583 +38,076 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37M 872,569 +28,907 +3%
PCM
4
Portolan Capital Management
Massachusetts
$35.1M 829,591 +123,021 +17%
PM
5
Pembroke Management
Quebec, Canada
$25.4M 599,563 -1,260 -0.2%
DMK
6
David M. Knott
$18.6M 438,000 +18,000 +4%
GIPM
7
G2 Investment Partners Management
New York
$16.8M 397,186 -100,658 -20%
AAP
8
Ardsley Advisory Partners
Connecticut
$16.3M 385,300 -24,700 -6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$16.1M 380,779 +133,346 +54%
UBS AM
10
UBS AM
Illinois
$16.1M 379,849 +13,380 +4%
DCM
11
Driehaus Capital Management
Illinois
$15.8M 372,787 +12,104 +3%
Morgan Stanley
12
Morgan Stanley
New York
$14.7M 346,729 -35,091 -9%
State Street
13
State Street
Massachusetts
$14.3M 337,958 +35,975 +12%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$12.3M 291,455 -12,066 -4%
RCM
15
Raging Capital Management
New Jersey
$11.1M 262,836 +19,997 +8%
RA
16
Royce & Associates
New York
$10.7M 252,918 +163,739 +184%
RCMC
17
RK Capital Management (Colorado)
Colorado
$9.16M 216,319 +216,319 New
WA
18
Wasatch Advisors
Utah
$8.86M 209,149 -18,720 -8%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$8.45M 199,472 +9,343 +5%
GIM
20
Granahan Investment Management
Massachusetts
$8.26M 194,973 +21,873 +13%
CM
21
Castleark Management
Illinois
$8.25M 194,785 -3,609 -2%
Northern Trust
22
Northern Trust
Illinois
$8.23M 194,164 +410 +0.2%
PM
23
Precept Management
Texas
$7.41M 175,000 -15,000 -8%
MFIMFI
24
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.02M 165,665 -128,190 -44%
OAM
25
Oberweis Asset Management
Illinois
$6.88M 162,390 +111,490 +219%
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