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Upland Software
UPLD

Overview Fund Activity

151 hedge funds and large institutions have $530M invested in Upland Software in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 35 closing their positions.

Holders
151
Holders Change
-12
Holders Change %
-7.36%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
26
Increased
59
Reduced
52
Closed
35
Calls
$5.11M
Puts
$7.75M
Net Calls
-$2.64M
Net Calls Change
-$12.8M

Top Buyers

1
NCM
1
Nantahala Capital Management
Connecticut
$13.9M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$12M
3
GIPM
3
G2 Investment Partners Management
New York
$14.9M
4
WA
4
Wasatch Advisors
Utah
$27.4M
5
CU
5
CDAM (UK)
United Kingdom
$39.4M

Top Sellers

1
RCM
1
Raging Capital Management
New Jersey
$0
2
PM
2
Pembroke Management
Quebec, Canada
$0
3
BGC
3
Blue Grotto Capital
Georgia
$0
4
UBS AM
4
UBS AM
Illinois
$491K
5
Stifel Financial
5
Stifel Financial
Missouri
$457K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$40.3M 1,503,612 -60,719 -4%
CU
2
CDAM (UK)
United Kingdom
$39.4M 1,470,118 +208,301 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.7M 1,144,152 +29,075 +3%
WA
4
Wasatch Advisors
Utah
$27.4M 1,020,755 +227,283 +29%
PCM
5
Portolan Capital Management
Massachusetts
$26.9M 1,001,666 +5,101 +0.5%
RA
6
Royce & Associates
New York
$21.5M 802,615 +201,800 +34%
GEH
7
General Equity Holdings
New York
$19.3M 718,993 +173,452 +32%
WCM
8
Wedge Capital Management
North Carolina
$15.1M 562,064 +83,816 +18%
GIPM
9
G2 Investment Partners Management
New York
$14.9M 556,273 +307,231 +123%
ACM
10
Ashford Capital Management
Delaware
$14M 522,410 +50,710 +11%
State Street
11
State Street
Massachusetts
$13.9M 517,620 -2,288 -0.4%
NCM
12
Nantahala Capital Management
Connecticut
$13.9M 517,346 +517,346 New
SAM
13
Silvercrest Asset Management
New York
$13.7M 510,875 +76,578 +18%
WCA
14
Whetstone Capital Advisors
Kansas
$13.7M 510,062 +75,144 +17%
ACH
15
ArrowMark Colorado Holdings
Colorado
$12M 448,394 +448,394 New
AAP
16
Ardsley Advisory Partners
Connecticut
$11.3M 422,500 +7,500 +2%
DMK
17
David M. Knott
$11.1M 413,000 -25,000 -6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$10.8M 401,921 -35,065 -8%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$10.4M 387,403 +16,164 +4%
GIM
20
Granahan Investment Management
Massachusetts
$9.91M 369,331 +45,120 +14%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$8.56M 319,247 +24,934 +8%
Northern Trust
22
Northern Trust
Illinois
$7.84M 292,192 +3,789 +1%
Goldman Sachs
23
Goldman Sachs
New York
$7.48M 278,837 -24,953 -8%
SCA
24
Summit Creek Advisors
Minnesota
$6.87M 256,295 +26,300 +11%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$6.73M 250,785 -34,260 -12%
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