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, 57 increasing their positions, 53 reducing their positions, and 34 closing their positions.
16% more capital inflows, than outflows
Capital inflows: $128M | Capital outflows: $110M
1.6% more ownership
Funds ownership: 76.59% → 78.19% (+1.6%)
8% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 53
7% less funds holding
Funds holding: 163 → 151 (-12)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
24% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 34
34% less call options, than puts
Call options by funds: $5.11M | Put options by funds: $7.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nantahala Capital Management
New Canaan,
Connecticut
|
+$18.7M |
| 2 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$16.2M |
| 3 |
G2 Investment Partners Management
New York
|
+$11.1M |
| 4 |
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.22M |
| 5 |
CDAM (UK)
London,
United Kingdom
|
+$7.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raging Capital Management
Rocky Hill,
New Jersey
|
-$19.4M |
| 2 |
Pembroke Management
Montreal,
Quebec, Canada
|
-$15.8M |
| 3 |
Blue Grotto Capital
Atlanta,
Georgia
|
-$10.5M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$6.95M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$5.71M |
UPLD Hedge Fund Activity: Q1 2020 in Review
151 of the 4,549 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: 34 funds closed out of UPLD and 26 opened new positions — a net loss of 8 holders — while 53 trimmed existing stakes and 57 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 34 closed out, a net change of -8 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.