UPLD icon

Upland Software
UPLD

Overview Fund Activity

163 hedge funds and large institutions have $692M invested in Upland Software in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 30 closing their positions.

Holders
163
Holders Change
-18
Holders Change %
-9.94%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.22%
New
21
Increased
60
Reduced
62
Closed
30
Calls
$19.2M
Puts
$9.01M
Net Calls
+$10.2M
Net Calls Change
-$18.5M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$28.3M
2
WCM
2
Wedge Capital Management
North Carolina
$17.1M
3
BGC
3
Blue Grotto Capital
Georgia
$10.5M
4
RA
4
Royce & Associates
New York
$21.5M
5
RCM
5
Raging Capital Management
New Jersey
$19.4M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
PCM
2
Portolan Capital Management
Massachusetts
$35.6M
3
GIPM
3
G2 Investment Partners Management
New York
$8.89M
4
UBS AM
4
UBS AM
Illinois
$7.51M
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$55.9M 1,564,331 +1,034 +0.1%
CU
2
CDAM (UK)
United Kingdom
$45.1M 1,261,817 +107,306 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$39.8M 1,115,077 -4,848 -0.4%
PCM
4
Portolan Capital Management
Massachusetts
$35.6M 996,565 -210,856 -17%
WA
5
Wasatch Advisors
Utah
$28.3M 793,472 +531,000 +202%
RA
6
Royce & Associates
New York
$21.5M 600,815 +241,397 +67%
GEH
7
General Equity Holdings
New York
$19.5M 545,541 -40,885 -7%
RCM
8
Raging Capital Management
New Jersey
$19.4M 542,213 +235,300 +77%
State Street
9
State Street
Massachusetts
$18.6M 519,908 +46,054 +10%
WCM
10
Wedge Capital Management
North Carolina
$17.1M 478,248 +478,248 New
ACM
11
Ashford Capital Management
Delaware
$16.8M 471,700 +57,700 +14%
PM
12
Pembroke Management
Quebec, Canada
$15.8M 442,469 -116,305 -21%
DMK
13
David M. Knott
$15.6M 438,000 – –
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$15.6M 436,986 -23,726 -5%
WCA
15
Whetstone Capital Advisors
Kansas
$15.5M 434,918 -18,552 -4%
SAM
16
Silvercrest Asset Management
New York
$15.5M 434,297 +48,153 +12%
AAP
17
Ardsley Advisory Partners
Connecticut
$14.8M 415,000 -5,000 -1%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$13.3M 371,239 -10,471 -3%
GIM
19
Granahan Investment Management
Massachusetts
$11.6M 324,211 +32,972 +11%
Goldman Sachs
20
Goldman Sachs
New York
$10.8M 303,790 +50,954 +20%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$10.5M 294,313 +1,112 +0.4%
BGC
22
Blue Grotto Capital
Georgia
$10.5M 293,366 +293,366 New
Northern Trust
23
Northern Trust
Illinois
$10.3M 288,403 -3,790 -1%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$10.2M 285,045 -29,392 -9%
GIPM
25
G2 Investment Partners Management
New York
$8.89M 249,042 -210,294 -46%
1
2 3 4 5