Upland Software
UPLD
175 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, 64 reducing their positions, and 24 closing their positions.
1,092% more call options, than puts
Call options by funds: $59.4M | Put options by funds: $4.98M
70% more capital inflows, than outflows
Capital inflows: $206M | Capital outflows: $121M
11% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 64
3.52% more ownership
Funds ownership: 79.28% → 82.8% (+3.5%)
7% less funds holding
Funds holding: 188 → 175 (-13)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
42% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$53.7M |
| 2 |
P2 Capital Partners
New York
|
+$22.4M |
| 3 |
Bernzott Capital Advisors
Camarillo,
California
|
+$17.3M |
| 4 |
Wasatch Advisors
Salt Lake City,
Utah
|
+$16.7M |
| 5 |
Goldman Sachs
New York
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nantahala Capital Management
New Canaan,
Connecticut
|
-$23M |
| 2 |
General Equity Holdings
Brooklyn,
New York
|
-$17.3M |
| 3 |
Silvercrest Asset Management
New York
|
-$13.1M |
| 4 |
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
-$9.7M |
| 5 |
Precept Management
Dallas,
Texas
|
-$8.2M |
UPLD Hedge Fund Activity: Q1 2021 in Review
175 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2021, worth a combined $1.17B — up 9.3% from $1.07B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of UPLD and 14 opened new positions — a net loss of 10 holders — while 64 trimmed existing stakes and 71 added.
The largest buyer was Swedbank, opening a new position worth an estimated $53.7M. The largest seller was Nantahala Capital Management, exiting entirely with an estimated $23M sold.
- 175 institutional investors held Upland Software (UPLD) as of Q1 2021, down from 188 in Q4 2020.
- Funds reported $1.17B of Upland Software stock for Q1 2021, up 9.3% quarter-over-quarter.
- 14 funds opened new Upland Software positions in Q1 2021 and 24 closed out, a net change of -10 holders.
- The largest Upland Software buyer in Q1 2021 was Swedbank, an estimated $53.7M added.
- The largest Upland Software seller in Q1 2021 was Nantahala Capital Management, an estimated $23M sold.
Based on aggregated 13F filings for Q1 2021.