Upland Software
UPLD
157 hedge funds and large institutions have $1.02B invested in Upland Software in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 40 closing their positions.
628% more call options, than puts
Call options by funds: $47.5M | Put options by funds: $6.53M
0.25% less ownership
Funds ownership: 82.8% → 82.55% (-0.25%)
3% less capital inflows, than outflows
Capital inflows: $135M | Capital outflows: $140M
10% less funds holding
Funds holding: 175 → 157 (-18)
23% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 62
45% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 40
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royce & Associates
New York
|
+$36.2M |
| 2 |
Bernzott Capital Advisors
Camarillo,
California
|
+$12.2M |
| 3 |
Wasatch Advisors
Salt Lake City,
Utah
|
+$9.9M |
| 4 |
P2 Capital Partners
New York
|
+$9.32M |
| 5 |
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$7.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Channing Capital Management
Chicago,
Illinois
|
-$14.6M |
| 2 |
Silvercrest Asset Management
New York
|
-$10.4M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$10.1M |
| 4 |
General Equity Holdings
Brooklyn,
New York
|
-$9.24M |
| 5 |
Portolan Capital Management
Boston,
Massachusetts
|
-$8.29M |
UPLD Hedge Fund Activity: Q2 2021 in Review
157 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2021, worth a combined $1.02B — down 13% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of UPLD and 22 opened new positions — a net loss of 18 holders — while 62 trimmed existing stakes and 48 added.
The largest buyer was Royce & Associates, adding an estimated $36.2M. The largest seller was Channing Capital Management, cutting an estimated $14.6M.
- 157 institutional investors held Upland Software (UPLD) as of Q2 2021, down from 175 in Q1 2021.
- Funds reported $1.02B of Upland Software stock for Q2 2021, down 13% quarter-over-quarter.
- 22 funds opened new Upland Software positions in Q2 2021 and 40 closed out, a net change of -18 holders.
- The largest Upland Software buyer in Q2 2021 was Royce & Associates, an estimated $36.2M added.
- The largest Upland Software seller in Q2 2021 was Channing Capital Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2021.