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Upland Software
UPLD

Overview Fund Activity

159 hedge funds and large institutions have $1.02B invested in Upland Software in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 40 closing their positions.

Holders
159
Holders Change
-17
Holders Change %
-9.66%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
49
Reduced
63
Closed
40
Calls
$47.5M
Puts
$6.53M
Net Calls
+$41M
Net Calls Change
-$13.4M

Top Buyers

1
RA
1
Royce & Associates
New York
$84.2M
2
BCA
2
Bernzott Capital Advisors
California
$26.2M
3
WA
3
Wasatch Advisors
Utah
$67.7M
4
PCP
4
P2 Capital Partners
New York
$52.5M
5
MFWM
5
Motley Fool Wealth Management
Virginia
$7.18M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$21M
2
SAM
2
Silvercrest Asset Management
New York
$0
3
Swedbank
3
Swedbank
Sweden
$36.3M
4
GEH
4
General Equity Holdings
New York
$7.11M
5
PCM
5
Portolan Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$84.2M 2,044,380 +823,435 +67%
BlackRock
2
BlackRock
New York
$74.2M 1,801,206 -50,048 -3%
WA
3
Wasatch Advisors
Utah
$67.7M 1,645,149 +224,559 +16%
CU
4
CDAM (UK)
United Kingdom
$66.6M 1,618,763 +3,058 +0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$57.9M 1,406,193 +43,455 +3%
PCP
6
P2 Capital Partners
New York
$52.5M 1,275,000 +211,919 +20%
Swedbank
7
Swedbank
Sweden
$36.3M 882,900 -230,100 -21%
State Street
8
State Street
Massachusetts
$27.5M 667,237 +39,365 +6%
BCA
9
Bernzott Capital Advisors
California
$26.2M 635,292 +276,709 +77%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$24.2M 587,972 -23,748 -4%
NSCM
11
New South Capital Management
Tennessee
$24.1M 585,563 -7,721 -1%
CCM
12
Channing Capital Management
Illinois
$21M 510,262 -330,980 -39%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$19.6M 476,131 +34,553 +8%
ACM
14
Ashford Capital Management
Delaware
$19.4M 472,306 -1,235 -0.3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$18.9M 459,226 +29,594 +7%
CI
16
Cooper Investors
Australia
$18.7M 453,447 +168,060 +59%
WCM
17
Wedge Capital Management
North Carolina
$17.1M 414,175 -4,158 -1%
SCA
18
Summit Creek Advisors
Minnesota
$16.7M 406,575 -15,000 -4%
Goldman Sachs
19
Goldman Sachs
New York
$15.4M 372,946 -100,221 -21%
AAP
20
Ardsley Advisory Partners
Connecticut
$14.4M 350,000 -30,000 -8%
Northern Trust
21
Northern Trust
Illinois
$13.4M 326,461 +6,756 +2%
ACH
22
ArrowMark Colorado Holdings
Colorado
$12.5M 303,976 -14,080 -4%
DMK
23
David M. Knott
$12.4M 300,000 – –
PI
24
Putnam Investments
Massachusetts
$12.2M 296,295 +6,401 +2%
GIPM
25
G2 Investment Partners Management
New York
$11.9M 290,000 -58,655 -17%
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