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Upland Software Inc

UPLD

2.040USD

-0.210-9.33%
Close 08/04, 16:00ETQuotes delayed by 15 min
58.57MMarket Cap
LossP/E TTM

Upland Software Inc

2.040

-0.210-9.33%
More Details of Upland Software Inc Company
Upland Software, Inc. provides cloud-based software applications. The Company's applications enable its customers to drive digital transformation in various business functions, including marketing, sales, contact center, knowledge management, project management, information technology, business operations, and human resources and legal. Its applications interact with consumers across multiple channels to acquire new customers, drive product and service utilization, and resolve issues. It offers applications that help organizations optimize their sales opportunities and account management processes, coordinate proposal and reference activities, collaborate on the creation and publication of digital content and gain increased control over key sales and marketing workflows, activities and budgets. It offers applications that improve customer experience and reduce call volume and cycle times through customer self-service products and voice of the customer (VoC) technology.
Company Info
Ticker SymbolUPLD
Company nameUpland Software Inc
IPO dateNov 06, 2014
CEOMr. John T. (Jack) Mcdonald
Number of employees998
Security typeOrdinary Share
Fiscal year-endNov 06
Address401 Congress Ave.
CityAUSTIN
Stock exchangeNASDAQ Global Market Consolidated
CountryUnited States of America
Postal code78701-3788
Phone18559447526
Websitehttps://uplandsoftware.com/
Ticker SymbolUPLD
IPO dateNov 06, 2014
CEOMr. John T. (Jack) Mcdonald
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. John T. (Jack) Mcdonald
Mr. John T. (Jack) Mcdonald
Chairman of the Board, President, Chief Executive Officer
Chairman of the Board, President, Chief Executive Officer
2.83M
-0.80%
Mr. Timothy William (Tim) Mattox
Mr. Timothy William (Tim) Mattox
Director
Director
394.01K
--
Mr. David D. May
Mr. David D. May
Lead Independent Director
Lead Independent Director
141.63K
-14.91%
Ms. Teresa Miles Walsh
Ms. Teresa Miles Walsh
Independent Director
Independent Director
119.49K
--
Mr. Stephen E. Courter
Mr. Stephen E. Courter
Independent Director
Independent Director
61.29K
-38.23%
Mr. Michael D. (Mike) Hill, CPA
Mr. Michael D. (Mike) Hill, CPA
Chief Financial Officer, Treasurer
Chief Financial Officer, Treasurer
--
--
Mr. Matthew H. Smith
Mr. Matthew H. Smith
General Counsel, Secretary
General Counsel, Secretary
--
--
Mr. Daniel (Dan) Doman
Mr. Daniel (Dan) Doman
Chief Product and Operating Officer
Chief Product and Operating Officer
--
--
Mr. David H.S. Chung
Mr. David H.S. Chung
Independent Director
Independent Director
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. John T. (Jack) Mcdonald
Mr. John T. (Jack) Mcdonald
Chairman of the Board, President, Chief Executive Officer
Chairman of the Board, President, Chief Executive Officer
2.83M
-0.80%
Mr. Timothy William (Tim) Mattox
Mr. Timothy William (Tim) Mattox
Director
Director
394.01K
--
Mr. David D. May
Mr. David D. May
Lead Independent Director
Lead Independent Director
141.63K
-14.91%
Ms. Teresa Miles Walsh
Ms. Teresa Miles Walsh
Independent Director
Independent Director
119.49K
--
Mr. Stephen E. Courter
Mr. Stephen E. Courter
Independent Director
Independent Director
61.29K
-38.23%
Mr. Michael D. (Mike) Hill, CPA
Mr. Michael D. (Mike) Hill, CPA
Chief Financial Officer, Treasurer
Chief Financial Officer, Treasurer
--
--
Revenue Breakdown
Currency: USDUpdated: Sun, Jul 6
Currency: USDUpdated: Sun, Jul 6
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2022Q1
FY2021
FY2020
FY2019
FY2018
By BusinessUSD
Name
Revenue
Proportion
Subscription and support
60.18M
94.54%
Professional services
1.86M
2.93%
Perpetual license
1.61M
2.53%
By RegionUSD
Name
Revenue
Proportion
U.S.
45.26M
71.10%
United Kingdom
7.97M
12.53%
Other International
7.13M
11.21%
Canada
3.29M
5.17%
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Subscription and support
60.18M
94.54%
Professional services
1.86M
2.93%
Perpetual license
1.61M
2.53%
Shareholding Stats
Updated: Fri, May 16
Updated: Fri, May 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
McDonald (John T)
9.84%
Jalak Investments B.V.
6.95%
The Vanguard Group, Inc.
6.44%
D. E. Shaw & Co., L.P.
4.64%
Acadian Asset Management LLC
4.63%
Other
67.50%
Shareholders
Shareholders
Proportion
McDonald (John T)
9.84%
Jalak Investments B.V.
6.95%
The Vanguard Group, Inc.
6.44%
D. E. Shaw & Co., L.P.
4.64%
Acadian Asset Management LLC
4.63%
Other
67.50%
Shareholder Types
Shareholders
Proportion
Individual Investor
20.21%
Investment Advisor/Hedge Fund
19.36%
Investment Advisor
17.58%
Hedge Fund
14.84%
Corporation
7.02%
Pension Fund
0.98%
Private Equity
0.88%
Research Firm
0.63%
Family Office
0.08%
Other
18.41%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q2
200
23.41M
82.20%
-4.87M
2025Q1
245
23.48M
82.69%
-6.96M
2024Q4
272
21.25M
77.45%
-9.34M
2024Q3
293
22.21M
81.21%
-12.99M
2024Q2
311
22.92M
82.96%
-16.13M
2024Q1
325
25.95M
89.51%
-17.89M
2023Q4
346
30.06M
95.92%
-13.90M
2023Q3
380
30.80M
94.65%
-18.03M
2023Q2
386
30.69M
94.72%
-16.23M
2023Q1
414
32.73M
101.94%
-12.12M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
McDonald (John T)
2.83M
9.94%
-22.96K
-0.80%
Jun 16, 2025
Jalak Investments B.V.
2.00M
7.02%
+557.80K
+38.68%
Mar 31, 2025
The Vanguard Group, Inc.
1.85M
6.51%
-2.65K
-0.14%
Mar 31, 2025
D. E. Shaw & Co., L.P.
1.34M
4.69%
+34.56K
+2.66%
Mar 31, 2025
Acadian Asset Management LLC
1.33M
4.67%
--
--
Mar 31, 2025
Columbia Threadneedle Investments (US)
1.31M
4.6%
+54.16K
+4.31%
Mar 31, 2025
NewSouth Capital Management, Inc.
1.18M
4.13%
-143.84K
-10.89%
Mar 31, 2025
Castleknight Management LP
960.54K
3.37%
-59.60K
-5.84%
Mar 31, 2025
Rice Hall James & Associates, LLC
919.89K
3.23%
-44.73K
-4.64%
Mar 31, 2025
Doman (Dan)
758.09K
2.66%
+335.24K
+79.28%
Jun 16, 2025
View more
Related ETFs
Updated: Sat, Aug 2
Updated: Sat, Aug 2
Name
Proportion
iShares Micro-Cap ETF
0.01%
Fidelity Enhanced Small Cap ETF
0.01%
DFA Dimensional US Sustainability Core 1 ETF
0%
Invesco NASDAQ Future Gen 200 ETF
0%
WisdomTree US SmallCap Fund
0%
Texas Capital Texas Small Cap Equity Index ETF
0%
Dimensional US Core Equity 1 ETF
0%
Invesco RAFI US 1500 Small-Mid ETF
0%
Avantis US Small Cap Equity ETF
0%
iShares Micro-Cap ETF
Proportion0.01%
Fidelity Enhanced Small Cap ETF
Proportion0.01%
DFA Dimensional US Sustainability Core 1 ETF
Proportion0%
Invesco NASDAQ Future Gen 200 ETF
Proportion0%
WisdomTree US SmallCap Fund
Proportion0%
Texas Capital Texas Small Cap Equity Index ETF
Proportion0%
Dimensional US Core Equity 1 ETF
Proportion0%
Invesco RAFI US 1500 Small-Mid ETF
Proportion0%
Avantis US Small Cap Equity ETF
Proportion0%
Dividend
A total of 0.00 USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
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