Upland Software (UPLD)
Builds AI-powered software for enterprise knowledge and content workflows.
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AI-powered knowledge and content-management software helps enterprise customers unlock information and automate content workflows. An acquisition-led strategy built a cloud-product library that is being refined through selected divestitures.
AI-powered knowledge and content-management software helps enterprise customers unlock knowledge and automate content workflows. The business also maintains a cloud-software library assembled through strategic acquisitions, spanning functions such as sales, contact center, IT, marketing, HR and legal, business operations, and project management.
Formed as an acquisition platform in 2010, it has made acquisitions an important part of its strategy since its first purchase. Recent product-line divestitures are intended to streamline and focus the portfolio, and the company attributes its projected revenue decline primarily to those divestitures in its stated outlook.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 28, 2026 | Needham | Reiterate | Rating: —Target: $25 | Target: $10 |
| Jul 2, 2026 | Canaccord Genuity | Target | Target: — | Target: $15 |
| Aug 21, 2025 | Needham | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $31.0M · Total debt $226.3M · Total assets $356.6M · Shareholders' equity −$89.8M
- Revenue
- $49.1M
- Operating income
- −$29.7M
- Net income
- −$35.3M
No dividends on record.
| Institutions | 30.48% | 901.4K shares | |
|---|---|---|---|
| 29 holders · as of Jun 30, 2026 | |||
| Insiders | 11.75% | 347.6K shares | |
| 12 holders · as of Sep 21, 2026 | |||
| Other | 57.77% | 1.71M shares | |
| remainder | |||
2.96M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
A stock split fell inside the quarter, so quarter-on-quarter changes are not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Ameriprise Financial IncInstitution | 4.66% | 137,919 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.07% | 120,376 | as of Jun 30, 2026 |
Acadian Asset Management LLCInstitution | 3.80% | 112,368 | as of Jun 30, 2026 |
Rice Hall James & Associates, LLCInstitution | 3.42% | 101,143 | as of Jun 30, 2026 |
Dan DomanInsiderofficer: Chief Operating & Product Ofcr | 2.92% | 86,473 | filed Sep 21, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Timothy Mattox | director | −847 | $4.28 |
| Aug 6, 2026 | Timothy Mattox | director | −1,000 | $4.27 |
| Aug 5, 2026 | Timothy Mattox | director | −1,000 | $4.53 |
| Aug 4, 2026 | Timothy Mattox | director | −1,000 | $4.33 |
| Aug 3, 2026 | Timothy Mattox | director | −1,000 | $4.45 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Upland Software | $3.57 | −3.51% | $10.5M | — | 0.6 | 0.1 | −8.0% |
| Microsoft | $500.82 | +0.55% | $3.72T | 27.9 | 25.4 | 11.2 | +17.8% |
| ServiceNow | $137.10 | +0.06% | $142.34B | 86.0 | 30.2 | 9.7 | +24.0% |
| Salesforce | $233.19 | −0.02% | $193.63B | 21.6 | 15.9 | 4.4 | +10.8% |
| NiCE (ADR) | $119.12 | +0.63% | $6.71B | 16.6 | 9.9 | 2.2 | +7.7% |
| OpenText | $22.99 | −0.09% | $5.60B | 5.1 | 5.9 | 0.6 | +0.6% |
| eGain | $5.81 | −0.17% | $158.4M | 18.3 | 102.7 | 1.7 | −4.7% |
| Median | 19.9 | 20.7 | 3.3 | +9.2% |