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Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $709M invested in Upland Software in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
3.17%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.21%
New
23
Increased
65
Reduced
48
Closed
20
Calls
$15.2M
Puts
$10M
Net Calls
+$5.18M
Net Calls Change
+$7.82M

Top Buyers

1
NSCM
1
New South Capital Management
Tennessee
$17.6M
2
KCM
2
Kennedy Capital Management
Missouri
$8.82M
3
GEH
3
General Equity Holdings
New York
$31.4M
4
DM
4
Diker Management
New York
$4.59M
5
RA
5
Royce & Associates
New York
$31.7M

Top Sellers

1
PCM
1
Portolan Capital Management
Massachusetts
$21.6M
2
GIPM
2
G2 Investment Partners Management
New York
$13.3M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$11.9M
4
WA
4
Wasatch Advisors
Utah
$32M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.94M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$53.9M 1,551,427 +47,815 +3%
CU
2
CDAM (UK)
United Kingdom
$51.1M 1,469,148 -970 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$41M 1,178,952 +34,800 +3%
WA
4
Wasatch Advisors
Utah
$32M 921,744 -99,011 -10%
RA
5
Royce & Associates
New York
$31.7M 911,115 +108,500 +14%
GEH
6
General Equity Holdings
New York
$31.4M 903,149 +184,156 +26%
PCM
7
Portolan Capital Management
Massachusetts
$21.6M 622,447 -379,219 -38%
SAM
8
Silvercrest Asset Management
New York
$20.9M 602,308 +91,433 +18%
WCM
9
Wedge Capital Management
North Carolina
$20.8M 597,001 +34,937 +6%
State Street
10
State Street
Massachusetts
$19.3M 554,853 +37,233 +7%
NCM
11
Nantahala Capital Management
Connecticut
$18.2M 523,946 +6,600 +1%
NSCM
12
New South Capital Management
Tennessee
$17.6M 505,621 +480,325 +1,899%
WCA
13
Whetstone Capital Advisors
Kansas
$17.4M 500,845 -9,217 -2%
ACM
14
Ashford Capital Management
Delaware
$16.4M 470,420 -51,990 -10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$14.7M 422,486 +20,565 +5%
DMK
16
David M. Knott
$14.1M 406,500 -6,500 -2%
GIPM
17
G2 Investment Partners Management
New York
$13.3M 382,861 -173,412 -31%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$12.9M 371,220 -16,183 -4%
AAP
19
Ardsley Advisory Partners
Connecticut
$12.1M 347,500 -75,000 -18%
GIM
20
Granahan Investment Management
Massachusetts
$12.1M 347,114 -22,217 -6%
ACH
21
ArrowMark Colorado Holdings
Colorado
$11.9M 341,911 -106,483 -24%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$11.4M 328,028 +8,781 +3%
SCA
23
Summit Creek Advisors
Minnesota
$10.7M 309,205 +52,910 +21%
Northern Trust
24
Northern Trust
Illinois
$10.7M 307,997 +15,805 +5%
RCMC
25
RK Capital Management (Colorado)
Colorado
$9.77M 281,100 +68,200 +32%
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