Upland Software Inc
UPLD1.460USD
0.000
Close 12/19, 16:00（ET）Quotes delayed by 15 min
42.18MMarket Cap
LossP/E TTM
More Details of Upland Software Inc Company
Upland Software, Inc. provides artificial intelligence (AI)-powered knowledge and content management software. The Company provides cloud-based software applications. Its solutions cover knowledge management, content lifecycle and workflow automation, and digital marketing. It provides knowledge management solutions designed to help organizations capture, organize, and distribute information to employees and customers. It also offers content lifecycle and workflow automation solutions that support document management, compliance, and process efficiency across various industries. Digital marketing solutions provide tools for audience engagement, campaign management, and content distribution across digital channels. The Company’s customers operate in a range of industries, including financial services, consulting services, technology, manufacturing, media, telecommunications, government, insurance, non-profit, healthcare, life sciences, legal, retail and hospitality.
Upland Software Inc Info
Ticker SymbolUPLD
Company nameUpland Software Inc
IPO dateNov 06, 2014
CEOMcdonald (John T)
Number of employees998
Security typeOrdinary Share
Fiscal year-endNov 06
Address401 Congress Ave.
CityAUSTIN
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code78701-3788
Phone18559447526
Websitehttps://uplandsoftware.com/
Ticker SymbolUPLD
IPO dateNov 06, 2014
CEOMcdonald (John T)
Company Executives of Upland Software Inc
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
2.79M
-1.32%
Mr. Timothy William (Tim) Mattox
Mr. Timothy William (Tim) Mattox
Director
Director
419.01K
+6.35%
Mr. David D. May
Mr. David D. May
Lead Independent Director
Lead Independent Director
166.63K
+17.65%
Ms. Teresa Miles Walsh
Ms. Teresa Miles Walsh
Independent Director
Independent Director
144.49K
+20.92%
Mr. Stephen E. Courter
Mr. Stephen E. Courter
Independent Director
Independent Director
86.29K
+40.79%
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
2.79M
-1.32%
Mr. Timothy William (Tim) Mattox
Mr. Timothy William (Tim) Mattox
Director
Director
419.01K
+6.35%
Mr. David D. May
Mr. David D. May
Lead Independent Director
Lead Independent Director
166.63K
+17.65%
Ms. Teresa Miles Walsh
Ms. Teresa Miles Walsh
Independent Director
Independent Director
144.49K
+20.92%
Mr. Stephen E. Courter
Mr. Stephen E. Courter
Independent Director
Independent Director
86.29K
+40.79%
Mr. Michael D. (Mike) Hill, CPA
Mr. Michael D. (Mike) Hill, CPA
Chief Financial Officer, Treasurer
Chief Financial Officer, Treasurer
--
--
Revenue Breakdown
Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
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
50.47M
94.54%
Professional services
1.72M
3.22%
Perpetual license
1.20M
2.25%
By RegionUSD
Name
Revenue
Proportion
U.S.
38.61M
72.33%
Other International
6.08M
11.40%
United Kingdom
5.46M
10.23%
Canada
3.23M
6.04%
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Subscription and support
50.47M
94.54%
Professional services
1.72M
3.22%
Perpetual license
1.20M
2.25%
Shareholding Stats
Updated: Sun, Nov 16
Updated: Sun, Nov 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
McDonald (John T)
9.60%
Jalak Investments B.V.
9.00%
The Vanguard Group, Inc.
6.38%
Acadian Asset Management LLC
4.61%
Columbia Threadneedle Investments (US)
4.57%
Other
65.84%
Shareholders
Shareholders
Proportion
McDonald (John T)
9.60%
Jalak Investments B.V.
9.00%
The Vanguard Group, Inc.
6.38%
Acadian Asset Management LLC
4.61%
Columbia Threadneedle Investments (US)
4.57%
Other
65.84%
Shareholder Types
Shareholders
Proportion
Individual Investor
19.91%
Investment Advisor/Hedge Fund
18.99%
Investment Advisor
16.70%
Hedge Fund
12.49%
Corporation
9.00%
Pension Fund
0.96%
Private Equity
0.87%
Research Firm
0.44%
Family Office
0.08%
Other
20.55%
Institutional Shareholding
Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
180
15.12M
52.33%
-5.37M
2025Q2
200
23.42M
81.33%
-4.88M
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
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
McDonald (John T)
2.79M
9.71%
-37.39K
-1.32%
Sep 16, 2025
Jalak Investments B.V.
2.00M
6.95%
+557.80K
+38.68%
Mar 31, 2025
The Vanguard Group, Inc.
1.85M
6.44%
--
--
Jun 30, 2025
Acadian Asset Management LLC
1.33M
4.63%
--
--
Jun 30, 2025
Columbia Threadneedle Investments (US)
1.19M
4.14%
-118.14K
-9.01%
Jun 30, 2025
D. E. Shaw & Co., L.P.
1.33M
4.63%
-2.26K
-0.17%
Jun 30, 2025
NewSouth Capital Management, Inc.
993.25K
3.45%
-183.69K
-15.61%
Jun 30, 2025
Rice Hall James & Associates, LLC
969.91K
3.37%
+50.02K
+5.44%
Jun 30, 2025
Castleknight Management LP
960.54K
3.34%
--
--
Jun 30, 2025
Two Sigma Investments, LP
647.73K
2.25%
-84.42K
-11.53%
Jun 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
iShares Micro-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%
Fidelity Enhanced Small Cap ETF
0%
Avantis US Small Cap Equity ETF
0%
iShares Micro-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%
Fidelity Enhanced Small Cap 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
FAQs
Who are the top five shareholders of Upland Software Inc?
The top five shareholders of Upland Software Inc are:
McDonald (John T) holds 2.79M shares, accounting for 9.71% of the total shares.
Jalak Investments B.V. holds 2.00M shares, accounting for 6.95% of the total shares.
The Vanguard Group, Inc. holds 1.85M shares, accounting for 6.44% of the total shares.
Acadian Asset Management LLC holds 1.33M shares, accounting for 4.63% of the total shares.
Columbia Threadneedle Investments (US) holds 1.19M shares, accounting for 4.14% of the total shares.
McDonald (John T) holds 2.79M shares, accounting for 9.71% of the total shares.
Jalak Investments B.V. holds 2.00M shares, accounting for 6.95% of the total shares.
The Vanguard Group, Inc. holds 1.85M shares, accounting for 6.44% of the total shares.
Acadian Asset Management LLC holds 1.33M shares, accounting for 4.63% of the total shares.
Columbia Threadneedle Investments (US) holds 1.19M shares, accounting for 4.14% of the total shares.
What are the top three shareholder types of Upland Software Inc?
The top three shareholder types of Upland Software Inc are:
McDonald (John T)
Jalak Investments B.V.
The Vanguard Group, Inc.
McDonald (John T)
Jalak Investments B.V.
The Vanguard Group, Inc.
How many institutions hold shares of Upland Software Inc (UPLD)?
As of 2025Q3, 180 institutions hold shares of Upland Software Inc, with a combined market value of approximately 15.12M, accounting for 52.33% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -28.99%.
What is the biggest source of revenue for Upland Software Inc?
In FY2025Q2, the Subscription and support business generated the highest revenue for Upland Software Inc, amounting to 50.47M and accounting for 94.54% of total revenue.
