Upland Software, Inc. (UPLD)

Price$3.70Cached quote
UPLDNasdaq
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Financial charts

Revenue

Net income

Free cash flow

Total cash / debt

CashTotal debt

Financial statements

14 annual periodsNewest to oldest
20252024202320222021202020192018201720162015201420132012
Revenue$216.9M$274.8M$297.9M$317.3M$302.0M$291.8M$222.6M$149.9M$98.0M$74.8M$69.9M$64.6M$41.2M$22.8M
Gross profit$162.1M$193.7M$201.5M$213.6M$202.6M$193.3M$153.5M$101.3M$64.3M$47.2M$43.2M$41.5M$27.7M$15.5M
Gross margin74.75%70.49%67.65%67.31%67.07%66.26%68.96%67.58%65.65%63.13%61.85%64.19%67.31%67.89%
Research & development$36.5M$47.4M$49.4M$46.2M$42.7M$39.0M$29.0M$20.9M$15.8M$14.9M$15.8M$26.2M$10.3M$5.3M
Operating expenses$157.7M$296.0M$365.4M$253.8M$237.2M$217.1M$177.8M$106.9M$75.4M$55.7M$53.5M$59.8M$32.3M$19.2M
Operating income$4.4M−$102.3M−$163.9M−$40.2M−$34.7M−$23.8M−$24.3M−$5.6M−$11.1M−$8.5M−$10.2M−$18.3M−$4.6M−$3.8M
Operating margin2.04%−37.23%−55.03%−12.68%−11.48%−8.16%−10.92%−3.73%−11.37%−11.40%−14.62%−28.41%−11.21%−16.59%
EBITDA$36.6M−$47.3M−$91.9M$15.9M$18.3M$23.4M$10.3M$15.8M$778,000$1.3M−$1.8M−$10.9M$976,000−$960,000
EBITDA margin16.86%−17.22%−30.87%5.02%6.04%8.00%4.63%10.51%0.79%1.70%−2.53%−16.86%2.37%−4.22%
Net income−$38.9M−$112.7M−$179.9M−$68.4M−$58.2M−$51.2M−$45.4M−$10.8M−$18.7M−$13.5M−$13.7M−$20.1M−$9.2M−$2.5M
Net profit margin−17.94%−41.02%−60.39%−21.56%−19.27%−17.55%−20.38%−7.23%−19.12%−18.07%−19.54%−31.15%−22.33%−11.01%
Basic EPSper basic share-$15.60-$42.60-$57.70-$22.30-$19.20-$19.20-$19.60-$5.40-$10.20-$8.20-$9.10-$44.30-$77.70-$33.90
Diluted EPSper diluted share-$15.60-$42.60-$57.70-$22.30-$19.20-$19.20-$19.60-$5.40-$10.20-$8.20-$9.10-$44.30-$77.70-$33.90

Owners

Reported shareholders

Reference date Jun 30, 2026
Doman Dan · ≈30.24% of listed shares
≈30.24%of listed shares
Doman Dan894.25K shares · Jun 16, 2026
View holders
Top 20 reported holders of UPLD
Holder% owned
MCDONALD JOHN T
—3M shares
Doman Dan
≈30.24%894.25K shares
Hill Michael Douglass
≈18.38%543.4K shares
Nathaniel Sean
≈16.98%502.15K shares
Mattox Timothy
≈14.17%419.01K shares
Cummings Karen
≈10.36%306.43K shares
MAY DAVID
≈6.47%191.44K shares
Walsh Teresa Miles
≈4.89%144.49K shares
AMERIPRISE FINANCIAL INC
4.66%137.92K shares
Smith Matthew Harnden
≈4.46%131.91K shares
Chung David H S
≈4.21%124.48K shares
COURTER STEPHEN E
≈4.20%124.23K shares
VANGUARD CAPITAL MANAGEMENT LLC
4.07%120.38K shares
ACADIAN ASSET MANAGEMENT LLC
3.80%112.37K shares
RICE HALL JAMES & ASSOCIATES, LLC
3.42%101.14K shares
CastleKnight Management LP
2.63%77.72K shares
BlackRock, Inc.
1.86%54.96K shares
D. E. Shaw & Co., Inc.
1.62%47.87K shares
RBF Capital, LLC
1.45%42.75K shares
GEODE CAPITAL MANAGEMENT, LLC
1.21%35.84K shares

Percentages use 2.96M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.

Reported positions exceed 100% in total, so the circle shows the selected holder only.

Source: SEC Form 4 ↗Updated Sep 29, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys2$196.7K disclosed value
Sells (SEC code S)5$160.8K disclosed value
7 recent transactions
TransactionInsiderTypeSharesPriceValueOwned after
Sep 11, 2025Form 4MCDONALD JOHN TCEOSellCommon Stock14.4K$2.36$34.1K2.45M
Mar 17, 2025Form 4 · 10b5-1Mattox TimothyDirectorSellCommon Stock20.0K$3.19$63.8K394.0K
Dec 17, 2024Form 4 · 10b5-1Mattox TimothyDirectorSellCommon Stock2.8K$4.56$12.6K414.0K
Nov 14, 2024Form 4Mattox TimothyDirectorSellCommon Stock18.0K$2.50$45.0K416.8K
Nov 13, 2024Form 4Mattox TimothyDirectorSellCommon Stock2.0K$2.64$5.3K434.8K

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