Upland Software
UPLD
155 hedge funds and large institutions have $443M 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.
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: 153 → 155 (+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: 1 → 1 (0)
0.21% less ownership
Funds ownership: 8.27% → 8.06% (-0.21%)
47% less capital invested
Capital invested by funds: $842M → $443M (-$399M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$71.5M |
| 2 |
Millennium Management
New York
|
+$18.5M |
| 3 |
D.E. Shaw & Co
New York
|
+$10.8M |
| 4 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
+$10.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$7.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CU
CDAM (UK)
London,
United Kingdom
|
-$55.1M |
| 2 |
RA
Royce & Associates
New York
|
-$53.8M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$37.2M |
| 4 |
Swedbank
Stockholm,
Sweden
|
-$26.8M |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$16M |
UPLD Hedge Fund Activity: Q4 2021 in Review
155 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2021, worth a combined $443M — down 47% 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 $443M of Upland Software stock for Q4 2021, down 47% 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.