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Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $842M invested in Upland Software in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
63
Reduced
44
Closed
20
Calls
$31.7M
Puts
$12.4M
Net Calls
+$19.2M
Net Calls Change
-$21.8M

Top Buyers

1
RA
1
Royce & Associates
New York
$80.7M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$13.8M
3
BCA
3
Bernzott Capital Advisors
California
$27.8M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.3M
5
NSCM
5
New South Capital Management
Tennessee
$24.5M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
GEH
2
General Equity Holdings
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
PCP
4
P2 Capital Partners
New York
$39M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$690K
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$80.7M 2,413,015 +368,635 +18%
BlackRock
2
BlackRock
New York
$61.1M 1,828,309 +27,103 +2%
CU
3
CDAM (UK)
United Kingdom
$55.1M 1,648,887 +30,124 +2%
WA
4
Wasatch Advisors
Utah
$54.4M 1,627,004 -18,145 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$46.6M 1,393,858 -12,335 -0.9%
PCP
6
P2 Capital Partners
New York
$39M 1,165,000 -110,000 -9%
BCA
7
Bernzott Capital Advisors
California
$27.8M 830,342 +195,050 +31%
Swedbank
8
Swedbank
Sweden
$26.8M 802,200 -80,700 -9%
NSCM
9
New South Capital Management
Tennessee
$24.5M 731,290 +145,727 +25%
State Street
10
State Street
Massachusetts
$23.3M 696,537 +29,300 +4%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$19.9M 594,993 +7,021 +1%
CI
12
Cooper Investors
Australia
$17.1M 511,035 +57,588 +13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$17M 507,713 +31,582 +7%
ACM
14
Ashford Capital Management
Delaware
$16M 478,696 +6,390 +1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$15.4M 460,009 +783 +0.2%
SCA
16
Summit Creek Advisors
Minnesota
$14.8M 441,745 +35,170 +9%
CI Investments Inc
17
CI Investments Inc
Ontario, Canada
$14.3M 428,282 +159,319 +59%
MFWM
18
Motley Fool Wealth Management
Virginia
$13.8M 412,480 +238,167 +137%
WCM
19
Wedge Capital Management
North Carolina
$13.1M 390,542 -23,633 -6%
WCM Investment Management
20
WCM Investment Management
California
$12M 357,516 +88,172 +33%
ACH
21
ArrowMark Colorado Holdings
Colorado
$11.5M 345,243 +41,267 +14%
Goldman Sachs
22
Goldman Sachs
New York
$10.9M 326,592 -46,354 -12%
Northern Trust
23
Northern Trust
Illinois
$10.7M 321,262 -5,199 -2%
DMK
24
David M. Knott
$10M 300,000 – –
PI
25
Putnam Investments
Massachusetts
$9.93M 296,934 +639 +0.2%
1
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