Upland Software
UPLD
153 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, 43 reducing their positions, and 19 closing their positions.
154% more call options, than puts
Call options by funds: $31.7M | Put options by funds: $12.4M
47% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 43
10% more capital inflows, than outflows
Capital inflows: $86M | Capital outflows: $77.9M
0.17% more ownership
Funds ownership: 82.55% → 82.72% (+0.17%)
3% less funds holding
Funds holding: 157 → 153 (-4)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royce & Associates
New York
|
+$13.8M |
| 2 |
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$8.93M |
| 3 |
Bernzott Capital Advisors
Camarillo,
California
|
+$7.31M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$5.97M |
| 5 |
New South Capital Management
Memphis,
Tennessee
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Channing Capital Management
Chicago,
Illinois
|
-$21M |
| 2 |
General Equity Holdings
Brooklyn,
New York
|
-$7.11M |
| 3 |
Jupiter Asset Management
London,
United Kingdom
|
-$4.97M |
| 4 |
P2 Capital Partners
New York
|
-$4.12M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$3.7M |
UPLD Hedge Fund Activity: Q3 2021 in Review
153 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2021, worth a combined $842M — down 18% from $1.02B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of UPLD and 16 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 63 added.
The largest buyer was Royce & Associates, adding an estimated $13.8M. The largest seller was Channing Capital Management, exiting entirely with an estimated $21M sold.
- 153 institutional investors held Upland Software (UPLD) as of Q3 2021, down from 157 in Q2 2021.
- Funds reported $842M of Upland Software stock for Q3 2021, down 18% quarter-over-quarter.
- 16 funds opened new Upland Software positions in Q3 2021 and 19 closed out, a net change of -3 holders.
- The largest Upland Software buyer in Q3 2021 was Royce & Associates, an estimated $13.8M added.
- The largest Upland Software seller in Q3 2021 was Channing Capital Management, an estimated $21M sold.
Based on aggregated 13F filings for Q3 2021.