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Upland Software
UPLD

Overview Fund Activity

176 hedge funds and large institutions have $1.17B invested in Upland Software in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
176
Holders Change
-12
Holders Change %
-6.38%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
14
Increased
71
Reduced
66
Closed
23
Calls
$59.4M
Puts
$4.98M
Net Calls
+$54.4M
Net Calls Change
-$16.2M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$52.5M
2
PCP
2
P2 Capital Partners
New York
$50.2M
3
BCA
3
Bernzott Capital Advisors
California
$16.9M
4
WA
4
Wasatch Advisors
Utah
$67M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.3M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$0
2
GEH
2
General Equity Holdings
New York
$18.1M
3
SAM
3
Silvercrest Asset Management
New York
$10.4M
4
WCA
4
Whetstone Capital Advisors
Kansas
$14.3M
5
PM
5
Precept Management
Texas
$2.15M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$87.4M 1,851,254 +30,333 +2%
CU
2
CDAM (UK)
United Kingdom
$76.2M 1,615,705 +56,541 +4%
WA
3
Wasatch Advisors
Utah
$67M 1,420,590 +345,778 +32%
Vanguard Group
4
Vanguard Group
Pennsylvania
$64.3M 1,362,738 +45,184 +3%
RA
5
Royce & Associates
New York
$57.6M 1,220,945 +118,830 +11%
Swedbank
6
Swedbank
Sweden
$52.5M 1,113,000 +1,113,000 New
PCP
7
P2 Capital Partners
New York
$50.2M 1,063,081 +465,081 +78%
CCM
8
Channing Capital Management
Illinois
$39.7M 841,242 +20,873 +3%
State Street
9
State Street
Massachusetts
$29.6M 627,872 -14,864 -2%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$28.9M 611,720 +47,413 +8%
NSCM
11
New South Capital Management
Tennessee
$28M 593,284 -10,743 -2%
ACM
12
Ashford Capital Management
Delaware
$22.3M 473,541 +4,155 +0.9%
Goldman Sachs
13
Goldman Sachs
New York
$22.3M 473,167 +283,677 +150%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$20.8M 441,578 +42,989 +11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$20.3M 429,632 +4,194 +1%
SCA
16
Summit Creek Advisors
Minnesota
$19.9M 421,575 +123,499 +41%
WCM
17
Wedge Capital Management
North Carolina
$19.7M 418,333 -75,227 -15%
GEH
18
General Equity Holdings
New York
$18.1M 382,626 -358,373 -48%
AAP
19
Ardsley Advisory Partners
Connecticut
$17.9M 380,000 -500 -0.1%
BCA
20
Bernzott Capital Advisors
California
$16.9M 358,583 +358,583 New
GIPM
21
G2 Investment Partners Management
New York
$16.5M 348,655 +22,199 +7%
Northern Trust
22
Northern Trust
Illinois
$15.1M 319,705 -6,103 -2%
ACH
23
ArrowMark Colorado Holdings
Colorado
$15M 318,056 +57,561 +22%
WCA
24
Whetstone Capital Advisors
Kansas
$14.3M 303,245 -201,192 -40%
DMK
25
David M. Knott
$14.2M 300,000 -106,500 -26%
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