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Upland Software
UPLD

Overview Fund Activity

176 hedge funds and large institutions have $875M invested in Upland Software in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 22 closing their positions.

Holders
176
Holders Change
+11
Holders Change %
+6.67%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
35
Increased
74
Reduced
52
Closed
22
Calls
$60M
Puts
$15.9M
Net Calls
+$44.1M
Net Calls Change
+$30.4M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$52.5M
2
TEC
2
Tiger Eye Capital
Tennessee
$18.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$31.4M
4
BlackRock
4
BlackRock
New York
$65.4M
5
ACM
5
Ashford Capital Management
Delaware
$15.9M

Top Sellers

1
GIPM
1
G2 Investment Partners Management
New York
$8.31M
2
RCM
2
Raging Capital Management
New Jersey
$4.76M
3
CM
3
Castleark Management
Illinois
$4.75M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.23M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$652K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$65.4M 1,435,965 +350,651 +32%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$52.5M 1,153,296 +1,153,296 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.5M 1,086,580 +214,011 +25%
PCM
4
Portolan Capital Management
Massachusetts
$46M 1,011,121 +181,530 +22%
CU
5
CDAM (UK)
United Kingdom
$41.7M 915,026 -42,557 -4%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$31.4M 689,613 +398,158 +137%
PM
7
Pembroke Management
Quebec, Canada
$25.3M 556,400 -43,163 -7%
State Street
8
State Street
Massachusetts
$22.1M 485,228 +147,270 +44%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$20.4M 448,090 +67,311 +18%
DMK
10
David M. Knott
$19.9M 438,000 – –
DCM
11
Driehaus Capital Management
Illinois
$19M 417,138 +44,351 +12%
TEC
12
Tiger Eye Capital
Tennessee
$18.7M 410,679 +410,679 New
Morgan Stanley
13
Morgan Stanley
New York
$18.5M 405,768 +59,039 +17%
AAP
14
Ardsley Advisory Partners
Connecticut
$17.6M 387,500 +2,200 +0.6%
UBS AM
15
UBS AM
Illinois
$16.9M 371,053 -8,796 -2%
ACM
16
Ashford Capital Management
Delaware
$15.9M 348,600 +348,600 New
RA
17
Royce & Associates
New York
$14.3M 314,618 +61,700 +24%
PCM
18
Penserra Capital Management
California
$13M 284,777 +284,777 New
Stifel Financial
19
Stifel Financial
Missouri
$12.9M 282,406 +273,040 +2,915%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$12.7M 279,428 +79,956 +40%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$12.7M 279,416 +268,468 +2,452%
HRCM
22
Hood River Capital Management
Florida
$11.4M 250,279 +250,279 New
GEH
23
General Equity Holdings
New York
$11M 240,588 +129,888 +117%
Goldman Sachs
24
Goldman Sachs
New York
$10.2M 224,192 +142,346 +174%
GIM
25
Granahan Investment Management
Massachusetts
$9.79M 214,971 +19,998 +10%
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