HoldingsChannel.com
Funds Holding UPLD
HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.1,503,612$40,328 03/31/2020
     UPLD1,503,612$40,328 03/31/2020
CDAM UK Ltd1,470,118$39,429 03/31/2020
     UPLD1,470,118$39,429 03/31/2020
Vanguard Group Inc.1,144,152$30,686 03/31/2020
     UPLD1,144,152$30,686 03/31/2020
Wasatch Advisors Inc.1,020,755$27,377 03/31/2020
     UPLD1,020,755$27,377 03/31/2020
Portolan Capital Management LLC1,001,666$26,865 03/31/2020
     UPLD1,001,666$26,865 03/31/2020
Royce & Associates LP802,615$21,526 03/31/2020
     UPLD802,615$21,526 03/31/2020
Wedge Capital Management L L P NC597,001$20,752 06/30/2020
     UPLD597,001$20,752 06/30/2020
General Equity Holdings LP718,993$19,283 03/31/2020
     UPLD718,993$19,283 03/31/2020
G2 Investment Partners Management LLC556,273$14,919 03/31/2020
     UPLD556,273$14,919 03/31/2020
Ashford Capital Management Inc.522,410$14,011 03/31/2020
     UPLD522,410$14,011 03/31/2020
State Street Corp517,620$13,883 03/31/2020
     UPLD517,620$13,883 03/31/2020
Nantahala Capital Management LLC517,346$13,875 03/31/2020
     UPLD517,346$13,875 03/31/2020
Silvercrest Asset Management Group LLC510,875$13,702 03/31/2020
     UPLD510,875$13,702 03/31/2020
Whetstone Capital Advisors LLC510,062$13,680 03/31/2020
     UPLD510,062$13,680 03/31/2020
ArrowMark Colorado Holdings LLC448,394$12,026 03/31/2020
     UPLD448,394$12,026 03/31/2020
Ardsley Advisory Partners LP422,500$11,331 03/31/2020
     UPLD422,500$11,331 03/31/2020
Knott David M413,000$11,077 03/31/2020
     UPLD413,000$11,077 03/31/2020
Dimensional Fund Advisors LP401,921$10,779 03/31/2020
     UPLD401,921$10,779 03/31/2020
Summit Creek Advisors LLC309,205$10,748 06/30/2020
     UPLD309,205$10,748 06/30/2020
Nuveen Asset Management LLC387,403$10,390 03/31/2020
     UPLD387,403$10,390 03/31/2020
Granahan Investment Management Inc. MA369,331$9,905 03/31/2020
     UPLD369,331$9,905 03/31/2020
Geode Capital Management LLC319,247$8,562 03/31/2020
     UPLD319,247$8,562 03/31/2020
Northern Trust Corp292,192$7,837 03/31/2020
     UPLD292,192$7,837 03/31/2020
Goldman Sachs Group Inc.278,837$7,478 03/31/2020
     UPLD278,837$7,478 03/31/2020
Lord Abbett & CO. LLC250,785$6,726 03/31/2020
     UPLD250,785$6,726 03/31/2020
Oak Ridge Investments LLC230,292$6,176 03/31/2020
     UPLD230,292$6,176 03/31/2020
RK Capital Management LLC212,900$5,710 03/31/2020
     UPLD212,900$5,710 03/31/2020
Comerica Bank160,298$5,537 06/30/2020
     UPLD160,298$5,537 06/30/2020
Ziegler Capital Management LLC144,216$5,013 06/30/2020
     UPLD144,216$5,013 06/30/2020
Scout Investments Inc.138,237$4,805 06/30/2020
     UPLD138,237$4,805 06/30/2020
THB Asset Management168,917$4,530 03/31/2020
     UPLD168,917$4,530 03/31/2020
Thames Capital Management LLC142,538$3,823 03/31/2020
     UPLD142,538$3,823 03/31/2020
Mesirow Financial Investment Management Equity Management137,523$3,688 03/31/2020
     UPLD137,523$3,688 03/31/2020
Friess Associates LLC137,228$3,680 03/31/2020
     UPLD137,228$3,680 03/31/2020
Charles Schwab Investment Management Inc.134,723$3,614 03/31/2020
     UPLD134,723$3,614 03/31/2020
Precept Management LLC $3,226 03/31/2020
     UPLD170,294$4,567 03/31/2020
     Put50,000$1,341 03/31/2020
Wells Fargo & Company MN119,519$3,205 03/31/2020
     UPLD119,519$3,205 03/31/2020
Jupiter Asset Management Ltd.108,886$2,897 03/31/2020
     UPLD108,886$2,897 03/31/2020
Avalon Investment & Advisory107,734$2,889 03/31/2020
     UPLD107,734$2,889 03/31/2020
Citadel Advisors LLC $2,619 03/31/2020
     UPLD75,539$2,026 03/31/2020
     Call22,100$593 03/31/2020
Bank of New York Mellon Corp91,378$2,451 03/31/2020
     UPLD91,378$2,451 03/31/2020
Truist Financial Corp82,738$2,219 03/31/2020
     UPLD82,738$2,219 03/31/2020
Susquehanna International Group LLP $2,042 03/31/2020
     Call142,200$3,814 03/31/2020
     Put134,600$3,610 03/31/2020
     UPLD68,515$1,838 03/31/2020
Argent Capital Management LLC71,365$1,914 03/31/2020
     UPLD71,365$1,914 03/31/2020
Venator Capital Management Ltd.69,800$1,872 03/31/2020
     UPLD69,800$1,872 03/31/2020
1492 Capital Management LLC65,547$1,758 03/31/2020
     UPLD65,547$1,758 03/31/2020
Millrace Asset Group Inc.65,102$1,746 03/31/2020
     UPLD65,102$1,746 03/31/2020
Allianz Asset Management GmbH61,578$1,652 03/31/2020
     UPLD61,578$1,652 03/31/2020
Formula Growth Ltd.59,900$1,607 03/31/2020
     UPLD59,900$1,607 03/31/2020
Millennium Management LLC59,689$1,601 03/31/2020
     UPLD59,689$1,601 03/31/2020
Tocqueville Asset Management L.P.59,300$1,590 03/31/2020
     UPLD59,300$1,590 03/31/2020
HighTower Trust Services LTA45,488$1,581 06/30/2020
     UPLD45,488$1,581 06/30/2020
JPMorgan Chase & Co.54,910$1,472 03/31/2020
     UPLD54,910$1,472 03/31/2020
Raymond James & Associates41,250$1,434 06/30/2020
     UPLD41,250$1,434 06/30/2020
California Public Employees Retirement System50,926$1,366 03/31/2020
     UPLD50,926$1,366 03/31/2020
PenderFund Capital Management Ltd.35,586$1,343 03/31/2020
     UPLD35,586$1,343 03/31/2020
Private Advisors LLC48,602$1,304 03/31/2020
     UPLD48,602$1,304 03/31/2020
Kennedy Capital Management Inc.46,154$1,238 03/31/2020
     UPLD46,154$1,238 03/31/2020
First Trust Advisors LP32,609$1,133 06/30/2020
     UPLD32,609$1,133 06/30/2020
Swiss National Bank41,600$1,116 03/31/2020
     UPLD41,600$1,116 03/31/2020
Dana Investment Advisors Inc.41,004$1,100 03/31/2020
     UPLD41,004$1,100 03/31/2020
Balyasny Asset Management LLC40,470$1,085 03/31/2020
     UPLD40,470$1,085 03/31/2020
Oberweis Asset Management Inc.37,035$993 03/31/2020
     UPLD37,035$993 03/31/2020
California State Teachers Retirement System34,579$927 03/31/2020
     UPLD34,579$927 03/31/2020
Martingale Asset Management L P32,755$880 03/31/2020
     UPLD32,755$880 03/31/2020
Lannebo Fonder AB32,700$877 03/31/2020
     UPLD32,700$877 03/31/2020
New York State Common Retirement Fund31,549$846 03/31/2020
     UPLD31,549$846 03/31/2020
Russell Investments Group Ltd.29,997$804 03/31/2020
     UPLD29,997$804 03/31/2020
HighTower Advisors LLC29,566$793 03/31/2020
     UPLD29,566$793 03/31/2020
Deutsche Bank AG29,202$784 03/31/2020
     UPLD29,202$784 03/31/2020
Rhumbline Advisers29,225$784 03/31/2020
     UPLD29,225$784 03/31/2020
Alliancebernstein L.P.27,000$724 03/31/2020
     UPLD27,000$724 03/31/2020
Envestnet Asset Management Inc.20,360$708 06/30/2020
     UPLD20,360$708 06/30/2020
Virginia Retirement Systems ET AL26,300$705 03/31/2020
     UPLD26,300$705 03/31/2020
Public Employees Retirement System of Ohio25,296$678 03/31/2020
     UPLD25,296$678 03/31/2020
New South Capital Management Inc.25,296$678 03/31/2020
     UPLD25,296$678 03/31/2020
Parametric Portfolio Associates LLC24,826$666 03/31/2020
     UPLD24,826$666 03/31/2020
Morgan Stanley23,854$640 03/31/2020
     UPLD23,854$640 03/31/2020
Rice Hall James & Associates LLC23,030$618 03/31/2020
     UPLD23,030$618 03/31/2020
Simplex Trading LLC $589 06/30/2020
     Call139$483 06/30/2020
     UPLD8,239$286 06/30/2020
     Put52$180 06/30/2020
Raymond James Financial Services Advisors Inc.16,265$565 06/30/2020
     UPLD16,265$565 06/30/2020
Carillon Tower Advisers Inc.20,500$550 03/31/2020
     UPLD20,500$550 03/31/2020
Blair William & Co. IL19,393$520 03/31/2020
     UPLD19,393$520 03/31/2020
UBS Asset Management Americas Inc.18,318$491 03/31/2020
     UPLD18,318$491 03/31/2020
Credit Suisse AG17,114$459 03/31/2020
     UPLD17,114$459 03/31/2020
Stifel Financial Corp18,052$457 03/31/2020
     UPLD18,052$457 03/31/2020
Creative Planning12,697$441 06/30/2020
     UPLD12,697$441 06/30/2020
Bessemer Group Inc.16,455$441 03/31/2020
     UPLD16,455$441 03/31/2020
Bank of America Corp DE16,298$438 03/31/2020
     UPLD16,298$438 03/31/2020
SG Americas Securities LLC12,388$431 06/30/2020
     UPLD12,388$431 06/30/2020
AlphaCrest Capital Management LLC16,000$429 03/31/2020
     UPLD16,000$429 03/31/2020
Green Square Capital Advisors LLC15,411$413 03/31/2020
     UPLD15,411$413 03/31/2020
The Manufacturers Life Insurance Company 14,666$393 03/31/2020
     UPLD14,666$393 03/31/2020
Juncture Wealth Strategies LLC11,168$388 06/30/2020
     UPLD11,168$388 06/30/2020
American International Group Inc.13,553$363 03/31/2020
     UPLD13,553$363 03/31/2020
Ameriprise Financial Inc.12,876$346 03/31/2020
     UPLD12,876$346 03/31/2020
Advisor Group Holdings Inc.12,530$336 03/31/2020
     UPLD12,530$336 03/31/2020
Pitcairn Co.9,467$329 06/30/2020
     UPLD9,467$329 06/30/2020
Voya Investment Management LLC11,671$313 03/31/2020
     UPLD11,671$313 03/31/2020
Dynamic Technology Lab Private Ltd10,912$293 03/31/2020
     UPLD10,912$293 03/31/2020
Mesirow Financial Investment Management Inc.8,394$292 06/30/2020
     UPLD8,394$292 06/30/2020
Baird Financial Group Inc.10,768$289 03/31/2020
     UPLD10,768$289 03/31/2020
State Board of Administration of Florida Retirement System10,324$277 03/31/2020
     UPLD10,324$277 03/31/2020
Citigroup Inc.10,174$273 03/31/2020
     UPLD10,174$273 03/31/2020
MetLife Investment Management LLC10,139$272 03/31/2020
     UPLD10,139$272 03/31/2020
Cutler Group LP $271 06/30/2020
     UPLD6,696$232 06/30/2020
     Call18,000$39 06/30/2020
     Put2,600$0 06/30/2020
LPL Financial LLC9,897$265 03/31/2020
     UPLD9,897$265 03/31/2020
AQR Capital Management LLC9,841$264 03/31/2020
     UPLD9,841$264 03/31/2020
Fifth Third Bancorp9,468$254 03/31/2020
     UPLD9,468$254 03/31/2020
Kirr Marbach & Co. LLC IN6,900$240 06/30/2020
     UPLD6,900$240 06/30/2020
Tudor Investment Corp Et Al8,543$229 03/31/2020
     UPLD8,543$229 03/31/2020
Los Angeles Capital Management & Equity Research Inc.8,480$227 03/31/2020
     UPLD8,480$227 03/31/2020
Cubist Systematic Strategies LLC8,352$224 03/31/2020
     UPLD8,352$224 03/31/2020
Legal & General Group Plc8,211$220 03/31/2020
     UPLD8,211$220 03/31/2020
Van Hulzen Asset Management LLC7,699$206 03/31/2020
     UPLD7,699$206 03/31/2020
Barclays PLC7,621$205 03/31/2020
     UPLD7,621$205 03/31/2020
Metropolitan Life Insurance Co NY7,336$197 03/31/2020
     UPLD7,336$197 03/31/2020
BNP Paribas Arbitrage SA7,084$190 03/31/2020
     UPLD7,084$190 03/31/2020
Harel Insurance Investments & Financial Services Ltd.5,000$174 06/30/2020
     UPLD5,000$174 06/30/2020
Royal Bank of Canada5,677$152 03/31/2020
     UPLD5,677$152 03/31/2020
Victory Capital Management Inc.3,321$89 03/31/2020
     UPLD3,321$89 03/31/2020
Zurcher Kantonalbank Zurich Cantonalbank 2,325$81 06/30/2020
     UPLD2,325$81 06/30/2020
Migdal Insurance & Financial Holdings Ltd.3,012$81 03/31/2020
     UPLD3,012$81 03/31/2020
UBS Group AG2,214$77 06/30/2020
     UPLD2,214$77 06/30/2020
Financial Management Professionals Inc.1,929$67 06/30/2020
     UPLD1,929$67 06/30/2020
Citizens Financial Group Inc RI2,035$55 03/31/2020
     UPLD2,035$55 03/31/2020
Ameritas Investment Partners Inc.1,927$52 03/31/2020
     UPLD1,927$52 03/31/2020
Great West Life Assurance Co. Can1,769$47 03/31/2020
     UPLD1,769$47 03/31/2020
Nisa Investment Advisors LLC1,200$42 06/30/2020
     UPLD1,200$42 06/30/2020
US Bancorp DE1,457$39 03/31/2020
     UPLD1,457$39 03/31/2020
Private Capital Group LLC1,185$32 03/31/2020
     UPLD1,185$32 03/31/2020
Ashburton Jersey Ltd1,107$30 03/31/2020
     UPLD1,107$30 03/31/2020
Huntington National Bank651$23 06/30/2020
     UPLD651$23 06/30/2020
PNC Financial Services Group Inc.865$23 03/31/2020
     UPLD865$23 03/31/2020
CWM LLC600$21 06/30/2020
     UPLD600$21 06/30/2020
NumerixS Investment Technologies Inc800$21 03/31/2020
     UPLD800$21 03/31/2020
Point72 Hong Kong Ltd637$17 03/31/2020
     UPLD637$17 03/31/2020
PEAK6 Investments LLC $12 03/31/2020
     Put6,800$182 03/31/2020
     Call4,600$123 03/31/2020
     UPLD2,650$71 03/31/2020
Farmers & Merchants Investments Inc.249$9 06/30/2020
     UPLD249$9 06/30/2020
Winslow Evans & Crocker Inc.196$7 06/30/2020
     UPLD196$7 06/30/2020
CENTRAL TRUST Co173$6 06/30/2020
     UPLD173$6 06/30/2020
Sowell Financial Services LLC205$5 03/31/2020
     UPLD205$5 03/31/2020
IFP Advisors Inc84$3 03/31/2020
     UPLD84$3 03/31/2020
Jacobi Capital Management LLC40$1 06/30/2020
     UPLD40$1 06/30/2020
Proequities Inc. $1 03/31/2020
     UPLD53$1 03/31/2020
     Put0$0 03/31/2020
     Call0$0 03/31/2020
Meeder Asset Management Inc.47$1 03/31/2020
     UPLD47$1 03/31/2020
Orion Portfolio Solutions LLC47$1 03/31/2020
     UPLD47$1 03/31/2020
Lindbrook Capital LLC2$0 06/30/2020
     UPLD2$0 06/30/2020
Sofos Investments Inc.0$0 03/31/2020
     UPLD0$0 03/31/2020
Wolverine Trading LLC $-217 03/31/2020
     Put18,500$472 03/31/2020
     Call10,000$255 03/31/2020
Bluefin Trading LLC $-252 03/31/2020
     Put60,000$517 03/31/2020
     UPLD9,579$257 03/31/2020
     Call40,000$8 03/31/2020
Group One Trading L.P.3,900$-508 03/31/2020
     Put33,400$896 03/31/2020
     UPLD10,562$283 03/31/2020
     Call3,900$105 03/31/2020

See Summary: Institutional Holders of UPLD
See Details: Top 10 Hedge Funds Holding UPLD
Also See: UPLD Insider Buying
Also See: UPLD Holdings Changes

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