Upland Software (UPLD)
Market Price (9/21/2026): $3.67 | Market Cap: $10.8 MilSector: Information Technology | Industry: Application Software
Upland Software (UPLD)
Market Price (9/21/2026): $3.67Market Cap: $10.8 MilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 13%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -43% Attractive yieldFCF Yield is 229% Megatrend and thematic driversMegatrends include Cloud Computing, and Automation & Robotics. Themes include Software as a Service (SaaS), and Process / Warehouse Automation. | Weak multi-year price returns2Y Excs Rtn is -120%, 3Y Excs Rtn is -162% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 1810% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -21%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -14%, Rev Chg QQuarterly Revenue Change % is -7.9% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -343% High stock price volatilityVol 12M is 100% Key risksUPLD key risks include [1] a significant and persistent revenue decline from waning demand, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 13%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -43% |
| Attractive yieldFCF Yield is 229% |
| Megatrend and thematic driversMegatrends include Cloud Computing, and Automation & Robotics. Themes include Software as a Service (SaaS), and Process / Warehouse Automation. |
| Weak multi-year price returns2Y Excs Rtn is -120%, 3Y Excs Rtn is -162% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 1810% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -21%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -14%, Rev Chg QQuarterly Revenue Change % is -7.9% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -343% |
| High stock price volatilityVol 12M is 100% |
| Key risksUPLD key risks include [1] a significant and persistent revenue decline from waning demand, Show more. |
Qualitative Assessment
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Upland Software (UPLD) stock has lost about 60% since 5/31/2026 because of the following key factors:
1. Reverse Stock Split.
Upland Software implemented a one-for-ten reverse stock split effective June 17, 2026. Reverse stock splits, while intended to increase share price, often signal underlying company distress and can lead to immediate negative market perception and selling pressure, contributing to a decline in stock value.
2. Weak Fiscal Q2 2026 Financial Results and Negative Outlook.
The company reported a significant widening of its GAAP net loss to $35.3 million in fiscal Q2 2026, primarily driven by a non-cash goodwill impairment of $35.2 million recorded in June 2026. Total revenue for fiscal Q2 2026 decreased by 8% year-over-year to $49.1 million, with subscription and support revenue also falling 9% to $46.2 million, largely due to divestitures in 2025. Furthermore, Upland provided a cautious outlook, projecting full-year 2026 total revenue between $190.1 million and $196.1 million (an 11% decline at the midpoint from 2025) and a 12% decline in Adjusted EBITDA to $49.8 million - $52.8 million at the midpoint. Fiscal Q3 2026 revenue guidance was also set lower, between $45.7 million and $48.7 million, indicating continued top-line pressure.
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Upland Software (UPLD) stock has lost about 60% since 5/31/2026 because of the following key factors:
1. Reverse Stock Split.
Upland Software implemented a one-for-ten reverse stock split effective June 17, 2026. Reverse stock splits, while intended to increase share price, often signal underlying company distress and can lead to immediate negative market perception and selling pressure, contributing to a decline in stock value.
2. Weak Fiscal Q2 2026 Financial Results and Negative Outlook.
The company reported a significant widening of its GAAP net loss to $35.3 million in fiscal Q2 2026, primarily driven by a non-cash goodwill impairment of $35.2 million recorded in June 2026. Total revenue for fiscal Q2 2026 decreased by 8% year-over-year to $49.1 million, with subscription and support revenue also falling 9% to $46.2 million, largely due to divestitures in 2025. Furthermore, Upland provided a cautious outlook, projecting full-year 2026 total revenue between $190.1 million and $196.1 million (an 11% decline at the midpoint from 2025) and a 12% decline in Adjusted EBITDA to $49.8 million - $52.8 million at the midpoint. Fiscal Q3 2026 revenue guidance was also set lower, between $45.7 million and $48.7 million, indicating continued top-line pressure.
3. Negative Analyst and AI-driven Sentiment.
Upland Software received negative assessments from analytical models, reflecting diminished investor confidence. On September 3, 2026, an AI model issued a "Sell" signal with a 6-month price target of $3.45, citing factors such as a long-term decrease in job postings, low employee business outlook, and declining social media engagement. Separately, as of September 4, 2026, StockInvest.us rated UPLD as a "Strong Sell Candidate" with a technical score of -7.04 on a scale of -10 to +10. Bearish analyses highlighted a projected decline in the company's EBITDA margin to 29%-30% in 2026 and concerns regarding customer acquisition and retention.
4. Broader Macroeconomic Headwinds for the Technology Sector.
The period since May 2026 witnessed a challenging environment for technology and AI-related stocks. June 2026 saw a notable shift in equity leadership away from these segments. The Federal Reserve adopted a more hawkish stance, increasing its 2026 core Personal Consumption Expenditures (PCE) inflation forecast to 3.3% (from 2.7%) and raising the median policy rate projection. This hawkish monetary policy, implying a reduced likelihood of interest rate cuts and potential for further tightening, generally places downward pressure on longer-duration growth assets like technology stocks due to higher borrowing costs and revaluation of future earnings.
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Stock Movement Drivers
Fundamental Drivers
The -59.4% change in UPLD stock from 5/31/2026 to 9/20/2026 was primarily driven by a -58.1% change in the company's P/S Multiple.| (LTM values as of) | 5312026 | 9202026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.03 | 3.67 | -59.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 202 | 198 | -2.1% |
| P/S Multiple | 0.1 | 0.1 | -58.1% |
| Shares Outstanding (Mil) | 3 | 3 | -0.8% |
| Cumulative Contribution | -59.4% |
Market Drivers
5/31/2026 to 9/20/2026| Return | Correlation | |
|---|---|---|
| UPLD | -59.4% | |
| Market (SPY) | 0.9% | 36.9% |
| Sector (XLK) | -0.7% | 26.1% |
Fundamental Drivers
The -58.4% change in UPLD stock from 2/28/2026 to 9/20/2026 was primarily driven by a -49.4% change in the company's P/S Multiple.| (LTM values as of) | 2282026 | 9202026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.83 | 3.67 | -58.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 236 | 198 | -16.1% |
| P/S Multiple | 0.1 | 0.1 | -49.4% |
| Shares Outstanding (Mil) | 3 | 3 | -2.1% |
| Cumulative Contribution | -58.4% |
Market Drivers
2/28/2026 to 9/20/2026| Return | Correlation | |
|---|---|---|
| UPLD | -58.4% | |
| Market (SPY) | 11.6% | 34.9% |
| Sector (XLK) | 36.8% | 30.7% |
Fundamental Drivers
The -87.0% change in UPLD stock from 8/31/2025 to 9/20/2026 was primarily driven by a -83.0% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 9202026 | Change |
|---|---|---|---|
| Stock Price ($) | 28.30 | 3.67 | -87.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 252 | 198 | -21.5% |
| P/S Multiple | 0.3 | 0.1 | -83.0% |
| Shares Outstanding (Mil) | 3 | 3 | -3.0% |
| Cumulative Contribution | -87.0% |
Market Drivers
8/31/2025 to 9/20/2026| Return | Correlation | |
|---|---|---|
| UPLD | -87.0% | |
| Market (SPY) | 19.4% | 32.8% |
| Sector (XLK) | 45.1% | 30.1% |
Fundamental Drivers
The -89.7% change in UPLD stock from 8/31/2023 to 9/20/2026 was primarily driven by a -85.3% change in the company's P/S Multiple.| (LTM values as of) | 8312023 | 9202026 | Change |
|---|---|---|---|
| Stock Price ($) | 35.50 | 3.67 | -89.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 310 | 198 | -36.2% |
| P/S Multiple | 0.4 | 0.1 | -85.3% |
| Shares Outstanding (Mil) | 3 | 3 | 10.5% |
| Cumulative Contribution | -89.7% |
Market Drivers
8/31/2023 to 9/20/2026| Return | Correlation | |
|---|---|---|
| UPLD | -89.7% | |
| Market (SPY) | 75.6% | 29.3% |
| Sector (XLK) | 119.9% | 27.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| UPLD Return | -61% | -60% | -41% | 3% | -67% | -73% | -99% |
| Peers Return | 19% | -53% | 77% | 29% | -15% | -13% | -5% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 103% |
Monthly Win Rates [3] | |||||||
| UPLD Win Rate | 42% | 17% | 42% | 42% | 17% | 11% | |
| Peers Win Rate | 55% | 23% | 63% | 53% | 40% | 38% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| UPLD Max Drawdown | -65% | -70% | -73% | -61% | -70% | -80% | |
| Peers Max Drawdown | -24% | -58% | -23% | -29% | -42% | -51% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NOW, CRM, ADBE, TEAM, PEGA.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/18/2026 (YTD)
How Low Can It Go
| Event | UPLD | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -15.6% | -7.8% |
| % Gain to Breakeven | 18.5% | 8.5% |
| Time to Breakeven | 14 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -33.1% | -9.5% |
| % Gain to Breakeven | 49.5% | 10.5% |
| Time to Breakeven | 15 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -48.8% | -33.7% |
| % Gain to Breakeven | 95.3% | 50.9% |
| Time to Breakeven | 208 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.6% | -19.2% |
| % Gain to Breakeven | 34.4% | 23.8% |
| Time to Breakeven | 57 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -12.4% | -3.7% |
| % Gain to Breakeven | 14.1% | 3.9% |
| Time to Breakeven | 9 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -25.9% | -12.2% |
| % Gain to Breakeven | 35.0% | 13.9% |
| Time to Breakeven | 158 days | 62 days |
In The Past
Upland Software's stock fell -15.6% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 18.5% gain to breakeven.
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| Event | UPLD | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -33.1% | -9.5% |
| % Gain to Breakeven | 49.5% | 10.5% |
| Time to Breakeven | 15 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -48.8% | -33.7% |
| % Gain to Breakeven | 95.3% | 50.9% |
| Time to Breakeven | 208 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.6% | -19.2% |
| % Gain to Breakeven | 34.4% | 23.8% |
| Time to Breakeven | 57 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -25.9% | -12.2% |
| % Gain to Breakeven | 35.0% | 13.9% |
| Time to Breakeven | 158 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -39.4% | -6.8% |
| % Gain to Breakeven | 65.0% | 7.3% |
| Time to Breakeven | 496 days | 15 days |
In The Past
Upland Software's stock fell -15.6% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 18.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Upland Software (UPLD)
Upland Software (UPLD) is a company that provides cloud-based enterprise work management software. Its primary purpose is to offer a comprehensive suite of applications designed to help organizations streamline and manage various operational tasks and workflows across different departments, ultimately aiming to improve efficiency and productivity for its clients.
The company's main products consist of a family of software applications under the Upland brand, which cater to critical business areas such as marketing, sales, contact center operations, project management, information technology (IT), business operations, human resources, and legal functions. In addition to its core software, Upland provides professional services including implementation, data integration, configuration, and training, alongside ongoing customer support to ensure successful adoption and use of its platforms.
Upland Software serves a broad and diverse customer base, ranging from large global corporations and government agencies to small and medium-sized businesses. Its solutions are utilized across numerous industries, including financial services, consulting, technology, manufacturing, media, telecommunications, healthcare, life sciences, retail, hospitality, and non-profit organizations, with a presence in the United States and international markets.
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Here are 1-3 brief analogies for Upland Software (UPLD):
- Salesforce.com for enterprise work management across many departments.
- A cloud-native Oracle or SAP focused on comprehensive work management solutions.
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- Enterprise Work Management Software Applications: Upland provides a family of cloud-based software applications covering areas such as marketing, sales, contact center, project management, IT, business operations, HR, and legal.
- Professional Services: These services include implementation, data extraction, integration, configuration, and training to support clients in deploying and utilizing Upland's software.
- Customer Support Services: Upland offers ongoing support to customers to assist with their software usage and address any operational needs.
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Based on the provided information, Upland Software (UPLD) primarily sells its cloud-based enterprise work management software to other companies and organizations.
The background description does not list specific names of its major customer companies or their symbols. Instead, it details the types of organizations and industries it serves. Upland Software's customers include:
- Large global corporations
- Various government agencies
- Small and medium-sized businesses
Upland serves a diverse range of industries, including but not limited to:
- Financial
- Consulting
- Technology
- Manufacturing
- Media
- Telecommunication
- Political
- Healthcare
- Life sciences
- Retail and hospitality
- Non-profit industries
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Amazon.com, Inc. (AMZN)
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Jack McDonald, Chief Executive Officer, Chairman, & Founder
Jack McDonald founded Upland Software in July 2010 and has served as its Chief Executive Officer and Chairman since its inception. He is also the company's founder. McDonald has a track record of building successful technology companies, having founded four and creating over $2 billion in shareholder enterprise value. Prior to Upland, he served as CEO of Perficient, Inc., an IT consulting firm, from 1999 to 2009 and as its Chairman until 2010. At Perficient, he scaled the company from a six-person startup to over 1,200 employees, completed 17 acquisitions, and led its IPO. He was also CEO of VideoSite, Inc. from 1996 to 1998. McDonald began his career as a mergers and acquisitions lawyer at Skadden, Arps, Slate, Meagher & Flom LLP. Upland Software was formed through Silverback Acquisitions, which McDonald teamed with Austin Ventures to create in 2010. He led Upland's IPO in 2014 and has overseen 24 acquisitions for the company.
Mike Hill, Chief Financial Officer
Mike Hill has served as Upland Software's Chief Financial Officer and Treasurer since the company's founding in July 2010. Before joining Upland, Hill was the Chief Financial Officer of Perficient, Inc. (Nasdaq: PRFT) from 2004 to 2006. During his time at Perficient, he helped grow the company from approximately $30 million to over $200 million in annualized revenues within three years, guiding it through eight acquisitions and increasing its market capitalization. Hill has held executive management roles in several technology start-up companies. He has executed over 35 technology acquisitions as CFO across three companies and has raised over $1 billion in equity and debt for three companies. He also spent more than seven years with Ernst & Young LLP in their Assurance and Advisory Business Services practice.
Dan Doman, Chief Operating and Product Officer
Dan Doman is Upland Software's Chief Operating and Product Officer. He previously served as Chief Product Officer, a role he assumed in May 2021. Doman brings over 30 years of technical and business leadership experience as both a CTO and COO across various international business sectors. His background includes 13 years of cloud-specific experience. Prior to Upland, he was Chief Technology Officer & Head-Development at Khoros LLC and Senior VP-Corporate & Business Development at Spredfast, Inc. He also served as Director-Business Development at AVP Management Services, Inc., a firm that invests in middle-market companies with a focus on seed, early, and growth capital requirements. Eight of his former clients have either gone to IPO or been acquired.
Rick Rinewalt, Chief Technology Officer
Rick Rinewalt serves as the Chief Technology Officer at Upland Software. He possesses extensive experience in the technology and IT industry, with a strong background in managing global communication networks, IT programs for mergers and acquisitions, and network services. Rinewalt led Upland's transformation from a perimeter-based network architecture with 26 on-premises data centers, which were inherited from M&As, to a fully cloud-first operation centralized in AWS. He successfully transitioned approximately 500 development team users from VPNs to a zero-trust access model using Zscaler Private Access (ZPA) in just over two months. Rinewalt also implemented Zscaler Data Security to ensure data security and visibility across Upland's product development environment.
Rochelle Delley, Chief Security Officer
Rochelle Delley is the Chief Security Officer and Senior Vice President of Compliance at Upland Software, a position she has held since July 2014. In this role, she is responsible for overseeing the company's Information Security & Compliance Program. Before joining Upland, Delley served as General Manager and Chief Security Officer at National Research Corporation, where she developed a comprehensive information security program and focused on protecting intellectual property. Her earlier career also includes serving as Corporate Security Officer at Gallup from 1999 to 2008.
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Key Risks to Upland Software (UPLD)
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High Debt Load and Financial Health
Upland Software carries a substantial debt load, largely accumulated through its strategy of acquiring numerous cloud-based software companies. This has resulted in a high debt-to-equity ratio and a poor Altman Z-Score, signaling potential financial distress. The significant interest expenses associated with this debt constrain the company's ability to invest in crucial areas such as research and development, as well as sales and marketing, which are essential for innovation and growth in the competitive software industry.
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Declining Revenue and Lack of Organic Growth
Upland Software has experienced a significant and ongoing decline in revenue over the past several years, with projections indicating further decreases. This trend is partly attributable to strategic divestitures of non-core assets, but it also highlights fundamental challenges in generating organic growth. The company's acquisition-driven model has led to a fragmented product portfolio, making it difficult to achieve strong product synergies, build a unified platform, or foster robust cross-selling opportunities.
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Intense Competition and AI Obsolescence Risk
Upland Software operates within a highly competitive software market, contending with larger, more integrated SaaS providers and emerging startups. Its individual point solutions face difficulties in differentiation within an increasingly crowded and commoditized landscape. A critical and escalating risk is the rapid advancement of AI-driven automation by competitors. This technological shift poses a threat that Upland's existing solutions could quickly become obsolete, potentially leading to customer churn and hindering future revenue growth, especially as specialized applications risk being reduced to mere features within broader AI models.
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Intensifying competition from large, integrated enterprise software platforms that offer increasingly comprehensive and interconnected suites across multiple business functions, often with strong AI capabilities and deeply embedded ecosystems.
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Upland Software, Inc. (UPLD) operates in several significant addressable markets for its cloud-based enterprise work management software. These markets include marketing, sales, contact center, project management, information technology, business operations, human resources, and legal solutions.
Addressable Market Sizes for Upland Software's Main Products and Services:
- Marketing Cloud Platform: The global marketing cloud platform market was estimated at USD 15.86 billion in 2025 and is projected to reach USD 32.88 billion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 9.8% from 2026 to 2033. North America accounted for a 39.9% revenue share of this market in 2025. Another estimate places the global market at USD 14.5 billion in 2025, predicted to grow to approximately USD 36.6 billion by 2035, with North America holding over a 41.8% share (USD 6.06 billion revenue) in 2025. The U.S. market alone was valued at USD 5.37 billion, growing at a CAGR of 8.12%.
- Cloud-based Contact Center: The global cloud-based contact center market was valued at USD 31.20 billion in 2024 and is projected to reach USD 222.91 billion by 2034, with a CAGR of 21.73% from 2025 to 2034. North America dominated this market in 2024. Another report states the global market reached USD 32.8 billion in 2024 and is expected to reach USD 162.5 billion by 2033, exhibiting a growth rate (CAGR) of 19.5% during 2025-2033. The U.S. cloud-based contact center market size was valued at USD 8.95 billion in 2024 and is predicted to exceed USD 65.22 billion by 2034.
- Sales Platform Software / Cloud CRM: The global sales platform software market was USD 73.5 billion in 2025 and is estimated to reach USD 230.3 billion by 2035, registering a CAGR of 12.1% during the forecast period (2026-2035). North America is predicted to account for a 38.1% share of this market. The global Cloud CRM Market was valued at USD 95.85 billion in 2024 and is poised to grow to USD 285.66 billion by 2033, growing at a CAGR of 12.9% during the forecast period (2026–2033).
- Project Management Software: The global project management software market was valued at USD 10.05 billion in 2025 and is projected to reach USD 17.11 billion by 2034, growing at a CAGR of 6.09%. For cloud-based project portfolio management (PPM), the global market is projected to grow from USD 12.65 billion in 2023 to USD 39.8 billion by 2032, exhibiting a CAGR of 13.58%. North America holds approximately 45% of the global cloud-based PPM market share. The project management software systems market was valued at USD 9.76 billion in 2025 and is estimated to reach USD 23.09 billion by 2031, with cloud services holding 74.20% of the market share in 2025.
- Human Resources (HR) Software and Workforce Management: The global HR software market size was estimated at USD 16.43 billion in 2023 and is projected to reach USD 36.62 billion by 2030, growing at a CAGR of 12.2% from 2024 to 2030. North America accounted for over 34% of this market in 2023. The SaaS-based human resource market was over USD 389.97 billion in 2025 and is anticipated to cross USD 1.28 trillion by 2035, growing at a CAGR of over 12.6%. North America is projected to be the largest region with a 40% share by 2035. The Workforce Management Software Market size is expected to increase from USD 9.36 billion in 2025 to USD 12.04 billion by 2031, with cloud holding 63.81% of the market share in 2025.
- Legal Technology and Operations Software: The global legal technology market was valued at USD 34.4 billion in 2025 and is expected to grow to USD 83.8 billion by 2035, registering a CAGR of 10.4%. In 2026, the industry size of legal technology is estimated at USD 37.9 billion. The Legal Operations Software Market was estimated at USD 17.15 billion in 2024 and is projected to grow to USD 78.14 billion by 2035. The global cloud-based legal AI market size was valued at USD 578.6 million in 2024 and is estimated to grow to USD 1,677.4 million by 2030, with a CAGR of 18.6%. North America was the largest revenue-generating market in 2024.
- Overall Enterprise Software and Cloud Enterprise Applications: The global enterprise software market reached USD 316.69 billion in 2025 and is projected to grow to USD 403.90 billion by 2030. Another estimate states the global enterprise software market size was USD 263.79 billion in 2024 and is projected to reach USD 517.26 billion by 2030, growing at a CAGR of 12.1% from 2025 to 2030. The cloud segment accounted for over 55% of this market in 2024, with North America holding over 41%. The Global Cloud Enterprise Application Software Market size is expected to reach USD 336.45 billion by 2031, rising at a CAGR of 10.2%.
- Software as a Service (SaaS) Market (Component of Cloud Computing): The global public cloud market size was estimated at USD 935.71 billion in 2025 and is projected to reach USD 2,729.95 billion by 2033. The SaaS segment led this market with a revenue share of 53.6% in 2025. The global cloud computing market size was estimated at USD 752,442.2 million in 2024 and is projected to reach USD 2,390,184.5 million by 2030. In terms of segment, software as a service (SaaS) accounted for a revenue of USD 505,342.8 million in 2024.
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Upland Software (UPLD) anticipates several key drivers for its future revenue growth over the next 2-3 years:
- Positive Core Organic Growth: Upland Software is targeting a core organic growth rate of 1%-2% for 2026, building on a positive trend from previous years. This indicates a focus on increasing revenue from its existing core business and customer base.
- AI-Powered Product Portfolio: The company is emphasizing AI-driven innovation across its product offerings. With the appointment of a new CEO whose vision centers on AI initiatives, Upland aims to convert enterprise knowledge, content, and data into operational intelligence, leading to new customer wins and expanded contracts for its AI-enabled solutions.
- Customer Acquisition and Expansion: Upland consistently adds new customers and expands relationships with existing ones. For instance, in Q4 2025, the company acquired 110 new customers, including 15 major accounts, and grew existing relationships with 199 customers, 27 of which were major expansions. This continued focus on both new client acquisition and increasing engagement with current clients is expected to contribute to revenue.
- Strategic Acquisitions: Building its cloud-based software library through strategic acquisitions remains an important part of Upland's overall growth strategy. While recent periods included divestitures to refine its portfolio, the company has historically used acquisitions to expand its product offerings and customer base, a strategy that is expected to continue contributing to growth in the long term.
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Share Repurchases
- Upland Software's board of directors authorized a stock repurchase program of up to $10 million of its outstanding common stock on August 18, 2025.
- This authorization represents approximately 19% of the company's market capitalization at the time of the announcement.
- The program does not have a specified expiration date and remains in effect until the authorized amount is used or terminated by the board.
Share Issuance
- Upland Software had approximately 29 million shares outstanding in Q4 2025, representing a minor increase of 0.8% from the prior quarter.
Inbound Investments
- On July 14, 2022, Upland Software received a $115 million strategic equity investment from private equity firm HGGC.
- The investment was made in the form of convertible preferred stock, convertible into common stock at a premium, and carried a 4.5% dividend.
- This capital infusion was intended to support future merger and acquisition opportunities.
Outbound Investments
- Upland Software made several acquisitions between 2021 and early 2022, including BA Insight (February 2022), Objectif Lune ($29M, January 2022), Panviva ($23.3M, June 2021), BlueVenn ($51.9M, March 2021), and Second Street ($25.4M, January 2021).
- The company has been strategically shifting away from an acquisition-heavy model, completing divestitures of mobile messaging product lines in Q1 and Q2 of 2025.
- Upland's historical growth strategy included building its cloud-based software library through strategic acquisitions.
Capital Expenditures
- Upland Software reported $87K in capital expenditures for Q4 2025.
- The company's strategic focus for 2025 includes enhancing its product portfolio with AI capabilities and streamlining operations.
- One-time expenses in 2025 included office move capital expenditures.
Peer Outperformance in Application Software
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services | 9 | 54.5% | 185.9% | 278.9% | TTMI 845% · FLEX 734% · SANM 435% |
| Technology Distributors | 9 | 30.1% | 72.9% | 99.7% | CLMB 337% · AVT 199% · SNX 156% |
| Semiconductor Materials & Equipment | 26 | 90.9% | 83.7% | 97.5% | AXTI 792% · AEHR 738% · KLAC 421% |
| Communications Equipment | 36 | 16.3% | 86.8% | 75.8% | AAOI 1451% · FEIM 1030% · LITE 1005% |
| Electronic Components | 26 | 31.5% | 70.6% | 70.4% | CLS 4032% · BELFA 1349% · COHR 435% |
| Technology Hardware, Storage & Peripherals | 20 | 31.9% | 90.0% | 47.2% | DELL 1150% · STX 1112% · WDC 969% |
| Semiconductors | 55 | 23.7% | 33.9% | 40.8% | POET 1815% · MU 1344% · NVDA 951% |
| Internet Services & Infrastructure | 6 | 7.5% | 49.3% | 33.5% | DOCN 64% · VRSN 44% · GDDY 38% |
| Electronic Equipment & Instruments | 26 | -16.0% | 9.2% | -10.0% | PI 225% · OSIS 117% · ACFN 108% |
| IT Consulting & Other Services | 28 | -24.6% | -9.9% | -29.0% | CHRN 537268% · APLD 1265% · TSSI 669% |
| Application Software ← | 123 | -30.5% | -13.3% | -45.3% | VIDA 176264% · INLX 5435% · PLTR 567% |
| Systems Software | 68 | -19.6% | 12.4% | -54.0% | QNC 478% · ZETA 406% · PANW 361% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Upland Software Earnings Notes | 12/16/2025 | |
| With Upland Software Stock Sliding, Have You Assessed The Risk? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 163.75 |
| Mkt Cap | 27.2 |
| Rev LTM | 10,652 |
| Op Inc LTM | 938 |
| FCF LTM | 2,945 |
| FCF 3Y Avg | 2,596 |
| CFO LTM | 3,331 |
| CFO 3Y Avg | 3,024 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 11.4% |
| Rev Chg 3Y Avg | 10.7% |
| Rev Chg Q | 11.8% |
| QoQ Delta Rev Chg LTM | 2.8% |
| Op Inc Chg LTM | 11.7% |
| Op Inc Chg 3Y Avg | 54.7% |
| Op Mgn LTM | 11.8% |
| Op Mgn 3Y Avg | 12.7% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 32.7% |
| CFO/Rev 3Y Avg | 30.7% |
| FCF/Rev LTM | 29.7% |
| FCF/Rev 3Y Avg | 28.8% |
Price Behavior
| Market Price | $3.67 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 11/06/2014 | |
| Distance from 52W High | -85.9% | |
| 50 Days | 200 Days | |
| DMA Price | $4.48 | $8.26 |
| DMA Trend | down | down |
| Distance from DMA | -18.1% | -55.6% |
| 3M | 1YR | |
| Volatility | 114.0% | 100.5% |
| Downside Capture | 666.35 | 471.08 |
| Upside Capture | 425.29 | 169.75 |
| Correlation (SPY) | 33.7% | 33.4% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 5.47 | 4.00 | 3.69 | 3.44 | 2.67 | 1.83 |
| Up Beta | 2.65 | 0.55 | 1.34 | 2.69 | 2.63 | 1.67 |
| Down Beta | -10.98 | -2.31 | 0.73 | 1.33 | 1.21 | 1.68 |
| Up Capture | 852% | 813% | 513% | 539% | 230% | 256% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 9 | 20 | 29 | 57 | 102 | 325 |
| Down Capture | 986% | 594% | 436% | 288% | 196% | 113% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 12 | 22 | 35 | 70 | 140 | 389 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UPLD | |
|---|---|---|---|---|
| UPLD | -84.9% | 100.1% | -1.43 | - |
| Sector ETF (XLK) | 40.5% | 26.4% | 1.25 | 30.8% |
| Equity (SPY) | 16.9% | 12.9% | 0.94 | 33.8% |
| Gold (GLD) | 19.1% | 29.3% | 0.60 | 11.9% |
| Commodities (DBC) | 46.3% | 20.6% | 1.73 | -14.1% |
| Real Estate (VNQ) | 4.9% | 13.6% | 0.10 | 4.1% |
| Bitcoin (BTCUSD) | -30.6% | 44.3% | -0.70 | 20.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UPLD | |
|---|---|---|---|---|
| UPLD | -60.2% | 84.5% | -0.71 | - |
| Sector ETF (XLK) | 20.2% | 25.9% | 0.69 | 32.5% |
| Equity (SPY) | 12.9% | 17.2% | 0.57 | 34.1% |
| Gold (GLD) | 19.1% | 18.8% | 0.83 | 7.8% |
| Commodities (DBC) | 11.2% | 19.5% | 0.45 | 3.4% |
| Real Estate (VNQ) | 1.1% | 18.8% | -0.05 | 25.6% |
| Bitcoin (BTCUSD) | 12.5% | 52.5% | 0.42 | 18.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UPLD | |
|---|---|---|---|---|
| UPLD | -27.8% | 67.8% | -0.19 | - |
| Sector ETF (XLK) | 24.4% | 25.0% | 0.88 | 37.0% |
| Equity (SPY) | 15.1% | 18.0% | 0.72 | 36.8% |
| Gold (GLD) | 12.1% | 16.4% | 0.61 | 6.0% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | 8.1% |
| Real Estate (VNQ) | 4.4% | 20.7% | 0.18 | 26.4% |
| Bitcoin (BTCUSD) | 62.6% | 66.2% | 1.02 | 13.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/17/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/14/2026 | -12.3% | -23.3% | -48.9% |
| 5/1/2026 | -2.4% | 55.5% | 58.9% |
| 3/3/2026 | -12.6% | -32.0% | -24.3% |
| 11/6/2025 | -4.2% | -8.1% | -18.2% |
| 7/31/2025 | -2.4% | -4.8% | 31.4% |
| 5/12/2025 | 19.8% | 10.5% | -23.6% |
| 3/12/2025 | 8.4% | 16.1% | -10.8% |
| 11/7/2024 | 15.9% | 14.8% | 119.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 7 | 6 |
| # Negative | 12 | 15 | 16 |
| Median Positive | 8.4% | 14.8% | 33.8% |
| Median Negative | -12.0% | -13.1% | -16.0% |
| Max Positive | 28.2% | 55.5% | 119.3% |
| Max Negative | -36.2% | -36.8% | -51.7% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/14/2026 | -12.3% | -23.3% | -48.9% |
| 5/1/2026 | -2.4% | 55.5% | 58.9% |
| 3/3/2026 | -12.6% | -32.0% | -24.3% |
| 11/6/2025 | -4.2% | -8.1% | -18.2% |
| 7/31/2025 | -2.4% | -4.8% | 31.4% |
| 5/12/2025 | 19.8% | 10.5% | -23.6% |
| 3/12/2025 | 8.4% | 16.1% | -10.8% |
| 11/7/2024 | 15.9% | 14.8% | 119.3% |
| 8/1/2024 | 8.5% | -12.8% | -4.1% |
| 5/2/2024 | 28.2% | 47.0% | 36.1% |
| 2/22/2024 | -36.2% | -33.7% | -36.4% |
| 5/4/2023 | 4.8% | -13.4% | -9.1% |
| 2/23/2023 | -31.0% | -36.8% | -51.7% |
| 11/3/2022 | 2.8% | -5.0% | -5.8% |
| 8/3/2022 | 1.0% | -4.3% | -18.2% |
| 5/4/2022 | -11.9% | -13.1% | -9.9% |
| 2/24/2022 | 15.5% | 3.3% | 0.1% |
| 11/3/2021 | -23.0% | -27.9% | -41.8% |
| 8/4/2021 | 2.1% | 7.9% | 11.7% |
| 5/5/2021 | -12.2% | -12.8% | -13.8% |
| 2/24/2021 | -3.4% | -2.1% | -5.4% |
| 11/5/2020 | -5.9% | -14.7% | -13.5% |
| SUMMARY STATS | |||
| # Positive | 10 | 7 | 6 |
| # Negative | 12 | 15 | 16 |
| Median Positive | 8.4% | 14.8% | 33.8% |
| Median Negative | -12.0% | -13.1% | -16.0% |
| Max Positive | 28.2% | 55.5% | 119.3% |
| Max Negative | -36.2% | -36.8% | -51.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/14/2026 | 10-Q |
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 03/03/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 03/12/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/01/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/14/2026 | 10-Q |
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 03/03/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 03/12/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/01/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
| 12/31/2021 | 02/24/2022 | 10-K |
| 09/30/2021 | 11/03/2021 | 10-Q |
| 06/30/2021 | 08/04/2021 | 10-Q |
| 03/31/2021 | 05/05/2021 | 10-Q |
| 12/31/2020 | 02/25/2021 | 10-K |
| 09/30/2020 | 11/06/2020 | 10-Q |
| 06/30/2020 | 08/07/2020 | 10-Q |
| 03/31/2020 | 05/08/2020 | 10-Q |
| 12/31/2019 | 03/02/2020 | 10-K |
| 09/30/2019 | 11/12/2019 | 10-Q |
Recent Forward Guidance
Updated 9/15/2026Latest: Q2 2026 Earnings Reported 8/14/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 Total Revenue | Reported | 45.70 Mil | 47.20 Mil | 48.70 Mil | -2.9% | Lower New | Guidance: 48.60 Mil for Q2 2026 | |
| Q3 2026 Subscription and Support Revenue | Reported | 43.70 Mil | 44.95 Mil | 46.20 Mil | -3.1% | Lower New | Guidance: 46.40 Mil for Q2 2026 | |
| Q3 2026 Adjusted EBITDA | Reported | 11.90 Mil | 12.65 Mil | 13.40 Mil | -1.2% | Lower New | Guidance: 12.80 Mil for Q2 2026 | |
| 2026 Total Revenue | Reported | 190.10 Mil | 193.10 Mil | 196.10 Mil | -2.0% | Lowered | Guidance: 197.00 Mil for 2026 | |
| 2026 Subscription and Support Revenue | Reported | 180.00 Mil | 182.50 Mil | 185.00 Mil | -2.1% | Lowered | Guidance: 186.50 Mil for 2026 | |
| 2026 Adjusted EBITDA | Reported | 49.80 Mil | 51.30 Mil | 52.80 Mil | -5.0% | Lowered | Guidance: 54.00 Mil for 2026 | |
Prior: Q1 2026 Earnings Reported 5/1/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Total Revenue | Reported | 47.10 Mil | 48.60 Mil | 50.10 Mil | 0.2% | Higher New | Guidance: 48.50 Mil for Q1 2026 | |
| Q2 2026 Subscription and Support Revenue | Reported | 45.10 Mil | 46.40 Mil | 47.70 Mil | 0.8% | Higher New | Guidance: 46.05 Mil for Q1 2026 | |
| Q2 2026 Adjusted EBITDA | Reported | 12.00 Mil | 12.80 Mil | 13.60 Mil | 1.2% | Higher New | Guidance: 12.65 Mil for Q1 2026 | |
| 2026 Total Revenue | Reported | 192.50 Mil | 197.00 Mil | 201.50 Mil | -1.6% | Lowered | Guidance: 200.20 Mil for 2026 | |
| 2026 Subscription and Support Revenue | Reported | 182.70 Mil | 186.50 Mil | 190.30 Mil | -1.1% | Lowered | Guidance: 188.65 Mil for 2026 | |
| 2026 Adjusted EBITDA | Reported | 51.70 Mil | 54.00 Mil | 56.30 Mil | -2.9% | Lowered | Guidance: 55.60 Mil for 2026 | |
Q4 2025 Earnings Reported 3/3/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Total Revenue | Reported | 47.00 Mil | 48.50 Mil | 50.00 Mil | -1.8% | Lower New | Guidance: 49.40 Mil for Q4 2025 | |
| Q1 2026 Subscription and Support Revenue | Reported | 44.80 Mil | 46.05 Mil | 47.30 Mil | -1.2% | Lower New | Guidance: 46.60 Mil for Q4 2025 | |
| Q1 2026 Adjusted EBITDA | Reported | 11.90 Mil | 12.65 Mil | 13.40 Mil | -17.3% | Lower New | Guidance: 15.30 Mil for Q4 2025 | |
| 2026 Total Revenue | Reported | 194.20 Mil | 200.20 Mil | 206.20 Mil | -7.7% | Lower New | Guidance: 217.00 Mil for 2025 | |
| 2026 Subscription and Support Revenue | Reported | 183.60 Mil | 188.65 Mil | 193.70 Mil | -8.0% | Lower New | Guidance: 205.00 Mil for 2025 | |
| 2026 Adjusted EBITDA | Reported | 52.60 Mil | 55.60 Mil | 58.60 Mil | -4.1% | Lower New | Guidance: 58.00 Mil for 2025 | |
Q3 2025 Earnings Reported 11/6/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Total Revenue | Reported | 46.40 Mil | 49.40 Mil | 52.40 Mil | ||||
| Q4 2025 Subscription and Support Revenue | Reported | 44.10 Mil | 46.60 Mil | 49.10 Mil | ||||
| Q4 2025 Adjusted EBITDA | Reported | 13.80 Mil | 15.30 Mil | 16.80 Mil | ||||
| Q4 2025 Adjusted EBITDA Margin | Reported | 31.0% | ||||||
| 2025 Total Revenue | Reported | 214.00 Mil | 217.00 Mil | 220.00 Mil | -0.4% | Lowered | Guidance: 217.80 Mil for 2025 | |
| 2025 Subscription and Support Revenue | Reported | 202.50 Mil | 205.00 Mil | 207.50 Mil | 0 | Affirmed | Guidance: 205.00 Mil for 2025 | |
| 2025 Adjusted EBITDA | Reported | 56.50 Mil | 58.00 Mil | 59.50 Mil | -1.4% | Lowered | Guidance: 58.80 Mil for 2025 | |
| 2025 Adjusted EBITDA Margin | Reported | 27.0% | 0 | Affirmed | Guidance: 27.0% for 2025 | |||
Insider Activity
Updated 8/18/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Mattox, Timothy | Direct | Sell | 8112026 | 4.28 | 847 | 3,627 | 154,309 | Form | |
| 2 | Mattox, Timothy | Direct | Sell | 8102026 | 4.27 | 1,000 | 4,270 | 157,563 | Form | |
| 3 | Mattox, Timothy | Direct | Sell | 8062026 | 4.53 | 1,000 | 4,530 | 171,687 | Form | |
| 4 | Mattox, Timothy | Direct | Sell | 8062026 | 4.33 | 1,000 | 4,330 | 168,437 | Form | |
| 5 | Mattox, Timothy | Direct | Sell | 8042026 | 4.45 | 1,000 | 4,450 | 177,555 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Mattox, Timothy | Direct | Sell | 8112026 | 4.28 | 847 | 3,627 | 154,309 | Form | |
| 2 | Mattox, Timothy | Direct | Sell | 8102026 | 4.27 | 1,000 | 4,270 | 157,563 | Form | |
| 3 | Mattox, Timothy | Direct | Sell | 8062026 | 4.53 | 1,000 | 4,530 | 171,687 | Form | |
| 4 | Mattox, Timothy | Direct | Sell | 8062026 | 4.33 | 1,000 | 4,330 | 168,437 | Form | |
| 5 | Mattox, Timothy | Direct | Sell | 8042026 | 4.45 | 1,000 | 4,450 | 177,555 | Form | |
| 6 | Mattox, Timothy | Direct | Sell | 8042026 | 4.48 | 1,000 | 4,480 | 183,232 | Form | |
| 7 | McDonald, John T | CEO | Direct | Sell | 9112025 | 2.36 | 14,438 | 34,064 | 5,785,299 | Form |
Upland Software — Investor Video Playlist
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Application Software Resources |
| Capterra |
| Software Advice |
| InfoWorld |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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