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Upland Software
UPLD

Overview Fund Activity

181 hedge funds and large institutions have $700M invested in Upland Software in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 43 reducing their positions, and 29 closing their positions.

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.98%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
35
Increased
75
Reduced
43
Closed
29
Calls
$50.4M
Puts
$21.7M
Net Calls
+$28.7M
Net Calls Change
-$15.4M

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$13.5M
2
WCA
2
Whetstone Capital Advisors
Kansas
$15.8M
3
GEH
3
General Equity Holdings
New York
$20.4M
4
GIPM
4
G2 Investment Partners Management
New York
$16M
5
CU
5
CDAM (UK)
United Kingdom
$40.2M

Top Sellers

1
TEC
1
Tiger Eye Capital
Tennessee
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$895K
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$11M
4
PCM
4
Penserra Capital Management
California
$0
5
DCM
5
Driehaus Capital Management
Illinois
$5.14M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$54.5M 1,563,297 +127,332 +9%
PCM
2
Portolan Capital Management
Massachusetts
$42.1M 1,207,421 +196,300 +19%
CU
3
CDAM (UK)
United Kingdom
$40.2M 1,154,511 +239,485 +26%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$40.2M 1,152,891 -405 -0%
Vanguard Group
5
Vanguard Group
Pennsylvania
$39M 1,119,925 +33,345 +3%
GEH
6
General Equity Holdings
New York
$20.4M 586,426 +345,838 +144%
PM
7
Pembroke Management
Quebec, Canada
$19.5M 558,774 +2,374 +0.4%
State Street
8
State Street
Massachusetts
$16.5M 473,854 -11,374 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$16.1M 460,712 +12,622 +3%
GIPM
10
G2 Investment Partners Management
New York
$16M 459,336 +276,848 +152%
WCA
11
Whetstone Capital Advisors
Kansas
$15.8M 453,470 +384,856 +561%
DMK
12
David M. Knott
$15.3M 438,000 – –
AAP
13
Ardsley Advisory Partners
Connecticut
$14.6M 420,000 +32,500 +8%
ACM
14
Ashford Capital Management
Delaware
$14.4M 414,000 +65,400 +19%
SAM
15
Silvercrest Asset Management
New York
$13.5M 386,144 +386,144 New
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$13.3M 381,710 +102,294 +37%
UBS AM
17
UBS AM
Illinois
$12.6M 362,274 -8,779 -2%
RA
18
Royce & Associates
New York
$12.5M 359,418 +44,800 +14%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$11M 314,437 -375,176 -54%
RCM
20
Raging Capital Management
New Jersey
$10.7M 306,913 +202,450 +194%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$10.2M 293,201 +13,773 +5%
Northern Trust
22
Northern Trust
Illinois
$10.2M 292,193 +77,416 +36%
GIM
23
Granahan Investment Management
Massachusetts
$10.2M 291,239 +76,268 +35%
ORI
24
Oak Ridge Investments
Illinois
$9.52M 272,966 +90,944 +50%
WA
25
Wasatch Advisors
Utah
$9.15M 262,472 +53,405 +26%
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