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Upland Software
UPLD

Overview Fund Activity

188 hedge funds and large institutions have $1.07B invested in Upland Software in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
188
Holders Change
+25
Holders Change %
+15.34%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
40
Increased
67
Reduced
61
Closed
12
Calls
$84.1M
Puts
$13.4M
Net Calls
+$70.7M
Net Calls Change
+$52.8M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$37.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$25.9M
3
WA
3
Wasatch Advisors
Utah
$49.3M
4
WCM Investment Management
4
WCM Investment Management
California
$9.41M
5
PI
5
Putnam Investments
Massachusetts
$8.35M

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$0
2
IECM
2
Intrinsic Edge Capital Management
Illinois
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$10.1M
4
GEH
4
General Equity Holdings
New York
$34M
5
SAM
5
Silvercrest Asset Management
New York
$22.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$83.6M 1,820,921 +132,269 +8%
CU
2
CDAM (UK)
United Kingdom
$71.6M 1,559,164 +90,783 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.5M 1,317,554 +60,925 +5%
RA
4
Royce & Associates
New York
$50.6M 1,102,115 +48,600 +5%
WA
5
Wasatch Advisors
Utah
$49.3M 1,074,812 +213,031 +25%
CCM
6
Channing Capital Management
Illinois
$37.6M 820,369 +820,369 New
GEH
7
General Equity Holdings
New York
$34M 740,999 -241,009 -25%
State Street
8
State Street
Massachusetts
$29.5M 642,736 +81,095 +14%
NSCM
9
New South Capital Management
Tennessee
$27.7M 604,027 +7,165 +1%
PCP
10
P2 Capital Partners
New York
$27.4M 598,000 -102,000 -15%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$25.9M 564,307 +217,187 +63%
WCA
12
Whetstone Capital Advisors
Kansas
$23.1M 504,437 +7,292 +1%
NCM
13
Nantahala Capital Management
Connecticut
$23M 501,100 +22,577 +5%
SAM
14
Silvercrest Asset Management
New York
$22.7M 493,724 -200,031 -29%
WCM
15
Wedge Capital Management
North Carolina
$22.6M 493,560 -141,701 -22%
ACM
16
Ashford Capital Management
Delaware
$21.5M 469,386 -184,684 -28%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$19.5M 425,438 +4,443 +1%
DMK
18
David M. Knott
$18.7M 406,500 – –
Geode Capital Management
19
Geode Capital Management
Massachusetts
$18.3M 398,589 +31,501 +9%
AAP
20
Ardsley Advisory Partners
Connecticut
$17.5M 380,500 -21,000 -5%
GIPM
21
G2 Investment Partners Management
New York
$15M 326,456 -58,379 -15%
Northern Trust
22
Northern Trust
Illinois
$15M 325,808 -2,123 -0.6%
SCA
23
Summit Creek Advisors
Minnesota
$13.7M 298,076 +17,081 +6%
RCMC
24
RK Capital Management (Colorado)
Colorado
$12.7M 276,500 +6,200 +2%
ACH
25
ArrowMark Colorado Holdings
Colorado
$12M 260,495 -1,724 -0.7%
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