Upland Software
UPLD
165 hedge funds and large institutions have $606M invested in Upland Software in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 20 closing their positions.
350% more call options, than puts
Call options by funds: $17.5M | Put options by funds: $3.9M
70% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 20
62% more capital invested
Capital invested by funds: $373M → $606M (+$233M)
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
9% more funds holding
Funds holding: 152 → 165 (+13)
0.34% more ownership
Funds ownership: 6.3% → 6.65% (+0.34%)
7% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
+$7.35M |
| 2 |
RA
Royce & Associates
New York
|
+$5.57M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.53M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$4.18M |
| 5 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$3.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Lyon Street Capital
Sausalito,
California
|
-$6.51M |
| 2 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
-$5.89M |
| 3 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$4.36M |
| 4 |
GIPM
G2 Investment Partners Management
New York
|
-$3.42M |
| 5 |
Millennium Management
New York
|
-$2.41M |
UPLD Hedge Fund Activity: Q1 2019 in Review
165 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2019, worth a combined $606M — up 62% from $373M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new UPLD positions and 20 closed out — a net gain of 14 holders — while 55 added to existing stakes and 59 trimmed.
The largest buyer was RK Capital Management (Colorado), opening a new position worth an estimated $7.35M. The largest seller was Lyon Street Capital, cutting an estimated $6.51M.
- 165 institutional investors held Upland Software (UPLD) as of Q1 2019, up from 152 in Q4 2018.
- Funds reported $606M of Upland Software stock for Q1 2019, up 62% quarter-over-quarter.
- 34 funds opened new Upland Software positions in Q1 2019 and 20 closed out, a net change of +14 holders.
- The largest Upland Software buyer in Q1 2019 was RK Capital Management (Colorado), an estimated $7.35M added.
- The largest Upland Software seller in Q1 2019 was Lyon Street Capital, an estimated $6.51M sold.
Based on aggregated 13F filings for Q1 2019.