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Upland Software

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, 66 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $84.1M | Put options by funds: $13.4M

233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $863M → $1.07B (+$209M)

15% more funds holding

Funds holding: 163188 (+25)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.16% more ownership

Funds ownership: 7.77%7.93% (+0.16%)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
188
Holders Change
+25
Holders Change %
+15.34%
% of All Funds
3.33%
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
66
Reduced
61
Closed
12
Calls
$84.1M
Puts
$13.4M
Net Calls
+$70.7M
Net Calls Change
+$52.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$83.6M +$5.82M +13,227 +8%
CU
2
CDAM (UK)
United Kingdom
$71.5M +$4M +9,078 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.5M +$2.68M +6,092 +5%
RA
4
Royce & Associates
New York
$50.6M +$2.14M +4,860 +5%
WA
5
Wasatch Advisors
Utah
$49.3M +$9.38M +21,303 +25%
CCM
6
Channing Capital Management
Illinois
$37.6M +$36.1M +82,037 New
GEH
7
General Equity Holdings
New York
$34M -$10.6M -24,101 -25%
State Street
8
State Street
Massachusetts
$29.5M +$3.57M +8,110 +14%
NSCM
9
New South Capital Management
Tennessee
$27.7M +$316K +717 +1%
PCP
10
P2 Capital Partners
New York
$27.4M -$4.49M -10,200 -15%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$25.9M +$9.56M +21,719 +63%
WCA
12
Whetstone Capital Advisors
Kansas
$23.1M +$321K +729 +1%
NCM
13
Nantahala Capital Management
Connecticut
$23M +$994K +2,258 +5%
SAM
14
Silvercrest Asset Management
New York
$22.7M -$8.81M -20,004 -29%
WCM
15
Wedge Capital Management
North Carolina
$22.6M -$6.24M -14,170 -22%
ACM
16
Ashford Capital Management
Delaware
$21.5M -$8.13M -18,468 -28%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$19.5M +$196K +444 +1%
DMK
18
David M. Knott
$18.7M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$18.3M +$1.39M +3,150 +9%
AAP
20
Ardsley Advisory Partners
Connecticut
$17.5M -$925K -2,100 -5%
GIPM
21
G2 Investment Partners Management
New York
$15M -$2.57M -5,838 -15%
Northern Trust
22
Northern Trust
Illinois
$15M -$93.4K -212 -0.6%
SCA
23
Summit Creek Advisors
Minnesota
$13.7M +$752K +1,708 +6%
RCMC
24
RK Capital Management (Colorado)
Colorado
$12.7M +$273K +620 +2%
ACH
25
ArrowMark Colorado Holdings
Colorado
$12M -$75.7K -172 -0.7%

UPLD Hedge Fund Activity: Q4 2020 in Review

188 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2020, worth a combined $1.07B — up 24% from $863M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UPLD positions and 12 closed out — a net gain of 28 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $36.1M. The largest seller was Granahan Investment Management, exiting entirely with an estimated $17.1M sold.

  • 188 institutional investors held Upland Software (UPLD) as of Q4 2020, up from 163 in Q3 2020.
  • Funds reported $1.07B of Upland Software stock for Q4 2020, up 24% quarter-over-quarter.
  • 40 funds opened new Upland Software positions in Q4 2020 and 12 closed out, a net change of +28 holders.
  • The largest Upland Software buyer in Q4 2020 was Channing Capital Management, an estimated $36.1M added.
  • The largest Upland Software seller in Q4 2020 was Granahan Investment Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2020.