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The company

Upland Software, Inc.

UPLD · Nasdaq

TechnologySoftwareNot moving yet

UPLD stood above a rising 150-day average in 0 of the last 52 weekly readings. It is 38.7% below that average now. Software: 42% of its 234 stocks in an uptrend (+4 points in four weeks); Technology: 29% (−3 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 52
Industry in uptrend
42% +4 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$51K
Officials’ trades on record
3
Institutions holding
27 (-15)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 0 of 52 weeks.

17 Apr – 16 Oct
10%26%42%Apr 26Jun 26Jul 26Sep 26Oct 26

Software: About half its stocks are in an uptrend and the share has been climbing. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$62K$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

3 disclosed lines: House 3, Senate 0, executive 0; 1 people.

WhoDidAmountTraded
Greg Gianforte House: U.S. House ClerkMT00bought$15k–$50k8 Apr 2020filed 14 Apr 2020
Greg Gianforte House: U.S. House ClerkMT00bought$15k–$50k6 Apr 2020filed 14 Apr 2020
Greg Gianforte House: U.S. House ClerkMT00bought$50k–$100k2 Apr 2020filed 14 Apr 2020

Insiders

Buy orders, 12 months0
Sale orders, 12 months6
Buyers · sellers0 · 1
WhoDidSharesTraded
Timothy MattoxDirectorsold847.4at $4.287 Aug 2026filed 11 Aug 2026
Timothy MattoxDirectorsold1,000at $4.276 Aug 2026filed 10 Aug 2026
Timothy MattoxDirectorsold1,000at $4.535 Aug 2026filed 6 Aug 2026
Timothy MattoxDirectorsold1,000at $4.334 Aug 2026filed 6 Aug 2026
Timothy MattoxDirectorsold1,000at $4.453 Aug 2026filed 4 Aug 2026
Timothy MattoxDirectorsold1,000at $4.4831 Jul 2026filed 4 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders27-15 on the quarter
New · exited1 · 16
Reported value$3.7M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
AMERIPRISE FINANCIAL INCreduced · filed 14 Aug 2026137,919$644K-1,217,722−89.8%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026120,376$562K-1,083,398−90.0%
RICE HALL JAMES & ASSOCIATES, LLCreduced · filed 7 Aug 2026101,143$472K-873,305−89.6%
CastleKnight Management LPreduced · filed 14 Aug 202677,720$363K-699,481−90.0%
BlackRock, Inc.reduced · filed 7 Aug 202654,961$257K-569,578−91.2%
D. E. Shaw & Co., Inc.reduced · filed 14 Aug 202647,867$224K-610,243−92.7%
RBF Capital, LLCreduced · filed 14 Aug 202642,754$200K-384,794−90.0%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 202635,839$167K-414,255−92.0%
TWO SIGMA INVESTMENTS, LPreduced · filed 14 Aug 202626,790$125K-385,324−93.5%
Man Group plcreduced · filed 14 Aug 202625,265$118K-175,630−87.4%
31 Mar 2023 – 30 Jun 2026
296193Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Dan Doman Company insiderChief Operating & Product Ofcr · last 16 Sep 20260 · 1
Jennifer L. Simon Company insiderChief Financial Officer · last 16 Sep 20260 · 0
Sean Nathaniel Company insiderCEO and President · last 16 Sep 20260 · 0
Timothy Mattox Company insiderDirector · last 7 Aug 20260 · 27
Michael Douglass Hill Company insiderCFO, Treasurer & Secretary · last 16 Jun 20260 · 27
John T. McDonald Company insiderDirector · last 30 Apr 202613 · 45
David H. S. Chung Company insiderDirector · last 27 Oct 20250 · 0
David May Company insiderDirector · last 27 Oct 20252 · 7
Stephen E. Courter Company insiderDirector · last 27 Oct 20250 · 5
Teresa Miles Walsh Company insiderDirector · last 27 Oct 20250 · 0
Karen Cummings Company insiderPresident and COO · last 30 Jun 20250 · 0
Matthew Harnden Smith Company insiderGeneral Counsel and Secretary · last 16 Jun 20250 · 0

Same industry

GTLB GitLabLeading+56%
RSKD RiskifiedLeading+52%
EXFY ExpensifyLeading+48%
SMWB SimilarwebLeading+47%
RBRK RubrikLeading+43%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202574.8%
Operating profit marginFY 2025 · to 31 Dec 20252.0%
Free cash flow marginFY 2025 · to 31 Dec 202511.3%
Return on capital employedFY 2025 · to 31 Dec 20251.4%
Research spendFY 2025 · to 31 Dec 202516.8%
Share count trendFY 2025 · to 2 Mar 20260.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$29.4M
Free cash flowFY 2025 · to 31 Dec 2025$24.4M

Analyst forecasts

No analyst forecasts yet.