Upland Software
UPLD
153 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, 47 reducing their positions, and 21 closing their positions.
52% more call options, than puts
Call options by funds: $15.2M | Put options by funds: $10M
41% more capital inflows, than outflows
Capital inflows: $73.9M | Capital outflows: $52.3M
38% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 47
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
2.3% more ownership
Funds ownership: 78.19% → 80.5% (+2.3%)
1% more funds holding
Funds holding: 151 → 153 (+2)
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New South Capital Management
Memphis,
Tennessee
|
+$15M |
| 2 |
Kennedy Capital Management
St Louis,
Missouri
|
+$6.47M |
| 3 |
General Equity Holdings
Brooklyn,
New York
|
+$5.74M |
| 4 |
Diker Management
New York
|
+$4.11M |
| 5 |
Royce & Associates
New York
|
+$3.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Portolan Capital Management
Boston,
Massachusetts
|
-$11.8M |
| 2 |
G2 Investment Partners Management
New York
|
-$5.4M |
| 3 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$3.32M |
| 4 |
Wasatch Advisors
Salt Lake City,
Utah
|
-$3.09M |
| 5 |
Goldman Sachs
New York
|
-$2.47M |
UPLD Hedge Fund Activity: Q2 2020 in Review
153 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2020, worth a combined $709M — up 34% from $530M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new UPLD positions and 21 closed out — a net gain of 2 holders — while 65 added to existing stakes and 47 trimmed.
The largest buyer was New South Capital Management, adding an estimated $15M. The largest seller was Portolan Capital Management, cutting an estimated $11.8M.
- 153 institutional investors held Upland Software (UPLD) as of Q2 2020, up from 151 in Q1 2020.
- Funds reported $709M of Upland Software stock for Q2 2020, up 34% quarter-over-quarter.
- 23 funds opened new Upland Software positions in Q2 2020 and 21 closed out, a net change of +2 holders.
- The largest Upland Software buyer in Q2 2020 was New South Capital Management, an estimated $15M added.
- The largest Upland Software seller in Q2 2020 was Portolan Capital Management, an estimated $11.8M sold.
Based on aggregated 13F filings for Q2 2020.