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Upland Software
UPLD

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, 58 increasing their positions, 52 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

0.16% more ownership

Funds ownership: 7.66% → 7.82% (+0.16%)

7% less funds holding

Funds holding: 163 → 151 (-12)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

23% less capital invested

Capital invested by funds: $692M → $530M (-$162M)

26% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 35

34% less call options, than puts

Call options by funds: $5.11M | Put options by funds: $7.75M

Holders
151
Holders Change
-12
Holders Change %
-7.36%
% of All Funds
3.33%
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
58
Reduced
52
Closed
35
Calls
$5.11M
Puts
$7.75M
Net Calls
-$2.64M
Net Calls Change
-$12.8M

Top Buyers

1
NCM
Nantahala Capital Management
Connecticut
+$18.7M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$16.2M
3
GIPM
G2 Investment Partners Management
New York
+$11.1M
4
WA
Wasatch Advisors
Utah
+$8.22M
5
CU
CDAM (UK)
United Kingdom
+$7.53M

Top Sellers

1
RCM
Raging Capital Management
New Jersey
-$19.4M
2
PM
Pembroke Management
Quebec, Canada
-$15.8M
3
BGC
Blue Grotto Capital
Georgia
-$10.5M
4
UBS AM
UBS AM
Illinois
-$6.95M
5
Stifel Financial
Stifel Financial
Missouri
-$5.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$40.3M -$2.2M -6,072 -4%
CU
2
CDAM (UK)
United Kingdom
$39.4M +$7.53M +20,830 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.7M +$1.05M +2,907 +3%
WA
4
Wasatch Advisors
Utah
$27.4M +$8.22M +22,729 +29%
PCM
5
Portolan Capital Management
Massachusetts
$26.9M +$184K +510 +0.5%
RA
6
Royce & Associates
New York
$21.5M +$7.3M +20,180 +34%
GEH
7
General Equity Holdings
New York
$19.3M +$6.27M +17,345 +32%
WCM
8
Wedge Capital Management
North Carolina
$15.1M +$3.03M +8,381 +18%
GIPM
9
G2 Investment Partners Management
New York
$14.9M +$11.1M +30,723 +123%
ACM
10
Ashford Capital Management
Delaware
$14M +$1.83M +5,071 +11%
State Street
11
State Street
Massachusetts
$13.9M -$82.8K -229 -0.4%
NCM
12
Nantahala Capital Management
Connecticut
$13.9M +$18.7M +51,735 New
SAM
13
Silvercrest Asset Management
New York
$13.7M +$2.77M +7,658 +18%
WCA
14
Whetstone Capital Advisors
Kansas
$13.7M +$2.72M +7,514 +17%
ACH
15
ArrowMark Colorado Holdings
Colorado
$12M +$16.2M +44,839 New
AAP
16
Ardsley Advisory Partners
Connecticut
$11.3M +$271K +750 +2%
DMK
17
David M. Knott
$11.1M -$904K -2,500 -6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$10.8M -$1.27M -3,507 -8%
N
19
Nuveen
North Carolina
$10.4M +$584K +1,616 +4%
GIM
20
Granahan Investment Management
Massachusetts
$9.9M +$1.63M +4,512 +14%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$8.56M +$902K +2,494 +8%
Northern Trust
22
Northern Trust
Illinois
$7.84M +$137K +379 +1%
Goldman Sachs
23
Goldman Sachs
New York
$7.48M -$902K -2,495 -8%
SCA
24
Summit Creek Advisors
Minnesota
$6.87M +$951K +2,630 +11%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$6.73M -$1.24M -3,426 -12%
1
2 3 4 5

UPLD Hedge Fund Activity: Q1 2020 in Review

151 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2020, worth a combined $530M — down 23% from $692M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of UPLD and 26 opened new positions — a net loss of 9 holders — while 52 trimmed existing stakes and 58 added.

The largest buyer was Nantahala Capital Management, opening a new position worth an estimated $18.7M. The largest seller was Raging Capital Management, exiting entirely with an estimated $19.4M sold.

  • 151 institutional investors held Upland Software (UPLD) as of Q1 2020, down from 163 in Q4 2019.
  • Funds reported $530M of Upland Software stock for Q1 2020, down 23% quarter-over-quarter.
  • 26 funds opened new Upland Software positions in Q1 2020 and 35 closed out, a net change of -9 holders.
  • The largest Upland Software buyer in Q1 2020 was Nantahala Capital Management, an estimated $18.7M added.
  • The largest Upland Software seller in Q1 2020 was Raging Capital Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2020.