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Upland Software

155 hedge funds and large institutions have $441M invested in Upland Software in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $19.2M

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

1% more funds holding

Funds holding: 153155 (+2)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.21% less ownership

Funds ownership: 8.27%8.06% (-0.21%)

48% less capital invested

Capital invested by funds: $842M → $441M (-$401M)

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
52
Reduced
39
Closed
45
Calls
$26.2M
Puts
$19.2M
Net Calls
+$7.04M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$50.4M +$71.5M +281,115 New
BlackRock
2
BlackRock
New York
$33.3M +$752K +2,955 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.1M +$2.9M +11,416 +8%
NSCM
4
New South Capital Management
Tennessee
$20.2M +$10.1M +39,540 +54%
BCA
5
Bernzott Capital Advisors
California
$19.6M +$6.65M +26,158 +32%
PCP
6
P2 Capital Partners
New York
$17M -$5.47M -21,500 -18%
State Street
7
State Street
Massachusetts
$14M +$2.12M +8,332 +12%
Millennium Management
8
Millennium Management
New York
$13.2M +$18.5M +72,916 +9,894%
ACH
9
ArrowMark Colorado Holdings
Colorado
$11.1M +$6.95M +27,333 +79%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$10.6M -$147K -576 -1%
CI
11
Cooper Investors
Australia
$9.72M +$777K +3,055 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.09M -$20.1K -79 -0.2%
SCA
13
Summit Creek Advisors
Minnesota
$8.15M +$314K +1,234 +3%
Ameriprise
14
Ameriprise
Minnesota
$7.72M +$7.32M +28,796 +202%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$7.68M -$808K -3,176 -7%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$7.64M +$10.8M +42,601 New
WCM Investment Management
17
WCM Investment Management
California
$7.12M +$997K +3,918 +11%
MFWM
18
Motley Fool Wealth Management
Virginia
$7.03M -$523K -2,056 -5%
Goldman Sachs
19
Goldman Sachs
New York
$6.8M +$1.33M +5,230 +16%
WCM
20
Wedge Capital Management
North Carolina
$6.64M -$518K -2,037 -5%
Northern Trust
21
Northern Trust
Illinois
$5.7M -$95.4K -375 -1%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.38M +$3.2M +12,594 +72%
RA
23
Royce & Associates
New York
$5.33M -$53.8M -211,580 -88%
Marshall Wace
24
Marshall Wace
United Kingdom
$5.23M +$7.41M +29,134 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.2M +$7.37M +28,990 New

UPLD Hedge Fund Activity: Q4 2021 in Review

155 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2021, worth a combined $441M — down 48% from $842M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UPLD positions and 45 closed out — a net gain of 4 holders — while 52 added to existing stakes and 39 trimmed.

The largest buyer was Marathon Asset Management (UK), opening a new position worth an estimated $71.5M. The largest seller was CDAM (UK), exiting entirely with an estimated $55.1M sold.

  • 155 institutional investors held Upland Software (UPLD) as of Q4 2021, up from 153 in Q3 2021.
  • Funds reported $441M of Upland Software stock for Q4 2021, down 48% quarter-over-quarter.
  • 49 funds opened new Upland Software positions in Q4 2021 and 45 closed out, a net change of +4 holders.
  • The largest Upland Software buyer in Q4 2021 was Marathon Asset Management (UK), an estimated $71.5M added.
  • The largest Upland Software seller in Q4 2021 was CDAM (UK), an estimated $55.1M sold.

Based on aggregated 13F filings for Q4 2021.