Stock Taper
SCREENER COMPARE ANY 2 STOCKS
UPLD
UPLAND SOFTWARE, INC.
NASDAQ
$4.70
▲ UP 1.51% (0.07)

KEY STATISTICS

Market Cap$13.80 M
52w High$30.30
52w Low$4.00
Dividend Yield—
Frequency—
P/E2.05
Volume15.69K
Shares Out.2.94M

COMPANY

LEADERSHIP

Sean Nathaniel
CHIEF EXECUTIVE
Sean Nathaniel

COMPENSATION 2026

Salary$500,000
Stock Awards$4,235,000
Incentive Plan Pay$0
All Other Comp.$39,820
Total$4,774,820

ABOUT

SECTOR
Technology
WENT PUBLIC
November 6, 2014
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
760

PRICE TARGET

Target High$15.00
Target Low$10.00
Target Median$12.50
Target Consensus$12.50

UPCOMING EARNINGS

DateNov 5, 2026
DayThursday
Rev. Est.$48.37M
NOV
5
THU

SPLIT RECORD

DATETYPERATIO
2026-06-17Reverse1:10

PRICE

$4.70 ▲ UP 1.51% (+$0.07)
OVERLAYS
$4.58$4.65$4.73$4.809:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM4.70

About Upland Software, Inc.

https://www.uplandsoftware.com ↗

Upland Software, Inc. offers cloud-based enterprise work management software and professional services globally across various industries, serving large corporations, government agencies, and SMBs.

INDUSTRY

Software - Application

A PRODUCT UPLAND SOFTWARE, INC. IS KNOWN FOR

Upland BA Insight Platform
Upland BA Insight Platform

An AI-powered enterprise search platform that uses knowledge graphs and retrieval-augmented generation to deliver connected, contextual insights, enabling companies to scale their AI initiatives effectively.

COMPETITORS

COMPETITOR
APPN COMPARE
ASAN COMPARE
OTEX COMPARE
TEAM COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Subscription And Support$75.3M $19.12M ▼$46.09M ▲$51.7M ▲
Product$48.88M $48.01M ▼$47.39M ▼$47.89M ▲
Perpetual License$1.16M $1.31M ▲$1.29M ▼$1.74M ▲
Professional Services$1.64M — $1.3M ▼$1.25M ▼

Revenue by Geography

MapREGIONQ1-2025Q2-2025Q3-2025Q4-2025
UNITED STATES$43.72M $37.05M ▼$35.33M ▼$34.47M ▼
CANADA$3.01M $3.01M ▼$2.92M ▼$2.87M ▼

ETFS HOLDING THIS STOCK

ETFS HOLDING
13
LISTED HERE
2
RANKED BY POSITION SIZE
VTS.AX
0.00% · 92.0K
PQ
PQSG
0.15% · 528

INSTITUTIONAL OWNERSHIP

SHARES OWNED
100.00%
HOLDERS
114
TOP 12 OF 114 · RANKED BY POSITION SIZE
Vanguard Group Inc
1.8M sh · $4.37M
Ameriprise Financial Inc
1.4M sh · $902.86K
Acadian Asset Management LLC
1.3M sh · $3.15M
D. E. Shaw & Co., Inc.
1.1M sh · $2.62M
Rice Hall James & Associates, LLC
974.4K sh · $648.98K
New South Capital Management Inc
965.3K sh · $2.29M
Blackrock Inc.
832.9K sh · $2.07M
Castleknight Management LP
823.1K sh · $1.95M
Blackrock, Inc.
624.5K sh · $415.94K
Rbf Capital, LLC
519.2K sh · $1.23M
Marshall Wace, Llp
472.5K sh · $675.68K
Geode Capital Management, LLC
450.1K sh · $299.82K

RATINGS SNAPSHOT

Overall rating: C

DCFROEROAD/EP/EP/B
Discounted Cash Flow2
Return On Equity5
Return On Assets1
Debt To Equity1
Price To Earnings1
Price To Book1
Overall Score2

TRADES BY CONGRESS

HOUSE TRADES
Greg Gianforte
Greg Gianforte
Purchase
2020-04-08

INSIDER TRADES

★
OFFICER: CHIEF FINANCIAL OFFICER
Simon Jennifer L.
Purchase · 30.0K shares
2026-08-17
★
OFFICER: CHIEF FINANCIAL OFFICER
Simon Jennifer L.
Purchase · 6.7K shares
2026-08-17
★
OFFICER
Simon Jennifer L.
— · —
2026-08-17
★
DIRECTOR
Mattox Timothy
Sale · 847 shares
2026-08-07

MOST RECENT ANALYST GRADES

GRADE SUMMARY
BUY 1
1 GRADES IN THE LAST 12 MONTHS
Canaccord Genuity BUY

SECTORS PEERS

PEERPRICE
WFCF$13.15COMPARE
ATHR$2.88COMPARE
YXT$2.75COMPARE
MFI$9.18COMPARE
RCT$0.22COMPARE
NXTT$6.02COMPARE
SURG$0.17COMPARE
NOTE$0.06COMPARE