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Upland Software
UPLD

Overview Fund Activity

156 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, 53 increasing their positions, 39 reducing their positions, and 45 closing their positions.

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
53
Reduced
39
Closed
45
Calls
$26.2M
Puts
$19.2M
Net Calls
+$7.04M
Net Calls Change
-$12.2M

Top Buyers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$50.4M
2
Millennium Management
2
Millennium Management
New York
$13.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$7.64M
4
NSCM
4
New South Capital Management
Tennessee
$20.2M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.23M

Top Sellers

1
CU
1
CDAM (UK)
United Kingdom
$0
2
RA
2
Royce & Associates
New York
$5.33M
3
Swedbank
3
Swedbank
Sweden
$0
4
WA
4
Wasatch Advisors
Utah
$2.95M
5
ACM
5
Ashford Capital Management
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$50.4M 2,811,151 +2,811,151 New
BlackRock
2
BlackRock
New York
$33.3M 1,857,864 +29,555 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.1M 1,508,017 +114,159 +8%
NSCM
4
New South Capital Management
Tennessee
$20.2M 1,126,692 +395,402 +54%
BCA
5
Bernzott Capital Advisors
California
$19.6M 1,091,921 +261,579 +32%
PCP
6
P2 Capital Partners
New York
$17M 950,000 -215,000 -18%
State Street
7
State Street
Massachusetts
$14M 779,863 +83,326 +12%
Millennium Management
8
Millennium Management
New York
$13.2M 736,534 +729,160 +9,888%
ACH
9
ArrowMark Colorado Holdings
Colorado
$11.1M 618,570 +273,327 +79%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$10.6M 589,227 -5,766 -1%
CI
11
Cooper Investors
Australia
$9.72M 541,591 +30,556 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.09M 506,921 -792 -0.2%
SCA
13
Summit Creek Advisors
Minnesota
$8.15M 454,086 +12,341 +3%
Ameriprise
14
Ameriprise
Minnesota
$7.72M 430,527 +287,957 +202%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$7.68M 428,246 -31,763 -7%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$7.64M 426,006 +426,006 New
WCM Investment Management
17
WCM Investment Management
California
$7.12M 396,702 +39,186 +11%
MFWM
18
Motley Fool Wealth Management
Virginia
$7.03M 391,916 -20,564 -5%
Goldman Sachs
19
Goldman Sachs
New York
$6.8M 378,886 +52,294 +16%
WCM
20
Wedge Capital Management
North Carolina
$6.64M 370,170 -20,372 -5%
Northern Trust
21
Northern Trust
Illinois
$5.7M 317,507 -3,755 -1%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.38M 300,020 +125,940 +72%
RA
23
Royce & Associates
New York
$5.33M 297,217 -2,115,798 -88%
Marshall Wace
24
Marshall Wace
United Kingdom
$5.23M 291,339 +291,339 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.2M 289,900 +289,900 New
1
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