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Upland Software
UPLD

Overview Fund Activity

163 hedge funds and large institutions have $863M invested in Upland Software in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
3.3%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
28
Increased
63
Reduced
53
Closed
19
Calls
$38.1M
Puts
$20.2M
Net Calls
+$17.9M
Net Calls Change
+$12.7M

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$26.4M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$13.1M
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$11.9M
4
ACM
4
Ashford Capital Management
Delaware
$24.7M
5
RA
5
Royce & Associates
New York
$39.7M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$3.95M
2
PCM
2
Portolan Capital Management
Massachusetts
$17.9M
3
ZCM
3
Ziegler Capital Management
Illinois
$0
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$9.89M
5
LCG
5
Lisanti Capital Growth
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$63.7M 1,688,652 +137,225 +9%
CU
2
CDAM (UK)
United Kingdom
$55.4M 1,468,381 -767 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.4M 1,256,629 +77,677 +7%
RA
4
Royce & Associates
New York
$39.7M 1,053,515 +142,400 +16%
GEH
5
General Equity Holdings
New York
$37M 982,008 +78,859 +9%
WA
6
Wasatch Advisors
Utah
$32.5M 861,781 -59,963 -7%
PCP
7
P2 Capital Partners
New York
$26.4M 700,000 +700,000 New
SAM
8
Silvercrest Asset Management
New York
$26.2M 693,755 +91,447 +15%
ACM
9
Ashford Capital Management
Delaware
$24.7M 654,070 +183,650 +39%
WCM
10
Wedge Capital Management
North Carolina
$23.9M 635,261 +38,260 +6%
NSCM
11
New South Capital Management
Tennessee
$22.5M 596,862 +91,241 +18%
State Street
12
State Street
Massachusetts
$21.2M 561,641 +6,788 +1%
WCA
13
Whetstone Capital Advisors
Kansas
$18.7M 497,145 -3,700 -0.7%
NCM
14
Nantahala Capital Management
Connecticut
$18M 478,523 -45,423 -9%
PCM
15
Portolan Capital Management
Massachusetts
$17.9M 476,077 -146,370 -24%
GIM
16
Granahan Investment Management
Massachusetts
$17.1M 454,065 +106,951 +31%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$15.9M 420,995 -1,491 -0.4%
DMK
18
David M. Knott
$15.3M 406,500 – –
AAP
19
Ardsley Advisory Partners
Connecticut
$15.1M 401,500 +54,000 +16%
GIPM
20
G2 Investment Partners Management
New York
$14.5M 384,835 +1,974 +0.5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$13.8M 367,088 +39,060 +12%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$13.1M 347,120 +347,120 New
Northern Trust
23
Northern Trust
Illinois
$12.4M 327,931 +19,934 +6%
IECM
24
Intrinsic Edge Capital Management
Illinois
$11.9M 314,411 +249,411 +384%
SCA
25
Summit Creek Advisors
Minnesota
$10.6M 280,995 -28,210 -9%
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