Stocks Technology UPLD
NASDAQ · TechnologyUpland Software, Inc. (UPLD)
Upland Software, Inc. brought in $197.7M of revenue over the twelve months to June 30, 2026, down 21.5% from a year earlier. It posted a net loss of $36.6M. Operating cash flow minus capital spending left $24.4M of free cash flow in fiscal 2025. At June 30, 2026 it held $31M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 14, 2026.
Key facts about Upland Software, Inc.
- Net worth
- Upland Software, Inc. has a market value (market cap) of $9.1M at the latest share price, and shareholders' equity of -$89.8M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $216.9M (-21.1% year on year), with a net loss of $38.9M. Over the 12 months to June 30, 2026: revenue $197.7M, net loss $36.6M.
- Cash flow
- In fiscal 2025 operations brought in $25.8M of cash; after $1.4M of capital spending, free cash flow was $24.4M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 14, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR
- Next earnings report
- Upland Software, Inc.'s next report was expected around November 5, 2026 and is not on file with the SEC yet.
What Upland Software, Inc. does
Upland Software, Inc. is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NASDAQ under the ticker UPLD.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $216.9M | -$38.9M | -$1.56 | $24.4M |
| 2024 | $274.8M | -$112.7M | -$4.26 | $23.4M |
| 2023 | $297.9M | -$179.9M | -$5.77 | $48.7M |
| 2022 | $317.3M | -$68.4M | -$2.23 | $29.1M |
| 2021 | $302M | -$58.2M | -$1.92 | $40.6M |
| 2020 | $291.8M | -$51.2M | -$1.92 | $34.5M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where UPLD ranks in Technology
Latest SEC filings
What Upland Software, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- August 14, 2026Quarterly report 10-Q · period to June 30, 2026Revenue fell 7.9% to $49.1M versus the same quarter last year; diluted EPS -$12.53 versus -$5.08.
- August 14, 2026
- August 5, 2026
- July 21, 2026
- July 8, 2026Other event 8-K
- July 7, 2026
- June 4, 2026
- June 4, 2026
- May 1, 2026Quarterly report 10-Q · period to March 31, 2026Revenue fell 24% to $48.7M versus the same quarter last year; diluted EPS -$0.09 versus -$0.97.
- May 1, 2026
What is UPLD worth? A DCF from its reported cash flow
Insider trades
What the people running Upland Software, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 4 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 16, 2026 | Nathaniel SeanCEO and President | Shares withheld for tax | 1,640 | $6.5K |
| September 16, 2026 | Doman DanChief Operating & Product Ofcr | Shares withheld for tax | 2,952 | $11.6K |
| September 16, 2026 | Simon Jennifer L.Chief Financial Officer | Shares withheld for tax | 1,117 | $4.4K |
| August 17, 2026 | Simon Jennifer L.Chief Financial Officer | Received as pay | 30,000 | - |
| August 7, 2026 | Mattox TimothyDirector | Soldpre-planned (10b5-1) | 847 | $3.6K |
| August 6, 2026 | Mattox TimothyDirector | Soldpre-planned (10b5-1) | 1,000 | $4.3K |
| August 5, 2026 | Mattox TimothyDirector | Soldpre-planned (10b5-1) | 1,000 | $4.5K |
| August 4, 2026 | Mattox TimothyDirector | Soldpre-planned (10b5-1) | 1,000 | $4.3K |
Who owns UPLD
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| HGGC Fund IV GP, Ltd.13D, may seek influence with 1 related filers | 21.28% | June 17, 2024 |
| Jalak Investments B.V.13G, passive with 1 related filers | 9% | November 10, 2025 |
Largest institutional holders
Insiders
6 insiders reported holding 3,224,230 shares in total, about $9.9M at the last price.
| Holder | Shares |
|---|---|
| Mcdonald John TDirector | 2,640,887 |
| Hill Michael DouglassCFO, Treasurer & Secretary | 383,360 |
| Doman DanChief Operating & Product Ofcr | 86,473 |
| Nathaniel SeanCEO and President | 48,574 |
| Mattox TimothyDirector | 36,053 |
| Simon Jennifer L.Chief Financial Officer | 28,883 |
Questions about UPLD
What does Upland Software, Inc. do?
Upland Software, Inc. is a company in the Technology sector, listed on NASDAQ as UPLD. Its shares trade on NASDAQ under the ticker UPLD.
What is Upland Software, Inc.'s net worth?
Upland Software, Inc. has a market value (market cap) of $9.1M at the latest share price, and shareholders' equity of -$89.8M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Upland Software, Inc. profitable?
No. Over the twelve months to June 30, 2026 it reported a net loss of $36.6M on revenue of $197.7M.
How much revenue does Upland Software, Inc. make?
Over the twelve months to June 30, 2026 Upland Software, Inc. reported revenue of $197.7M. That is 21.5% less than a year earlier.
When did Upland Software, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 14, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the insider trade from September 21, 2026.
When is Upland Software, Inc.'s next earnings report?
Upland Software, Inc.'s next report was expected around November 5, 2026 and is not on file with the SEC yet.
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Where the numbers come from
Financial figures are the values Upland Software, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.