UPLD
Upland Software, Inc.
$0.6830
-7.20%
$20.0M
No data for this timeframe.
Vol
Market Cap$20.0M
Cap SizeNano Cap
Inst. Holders21 funds
Inst. Value$3.8M
Inst. Activity0 buys / 2 sells
Reddit Sentiment67° Warm
SEC Reports4
Recent Activity
Jun 4, 2026
SEC
Upland Software shareholders approved a 1-for-10 reverse stock split (effective June 17) and a 2M-share increase to the
8-K — Impact 6/10
Jun 4, 2026
Insider
Nathaniel Sean was granted 133,333 shares
CEO and President
Jun 4, 2026
Insider
Nathaniel Sean was granted 500,000 shares
CEO and President
May 6, 2026
earnings_calendar
UPLD Q1 2026 Earnings Scheduled — 2026-05-06
Apr 30, 2026
Insider
MCDONALD JOHN T was granted 250,000 shares
Director
Apr 20, 2026
SEC
Upland Software, Inc. filed a definitive proxy statement (DEFA14A) with the SEC, which includes materials related to a s
DEFA14A — Impact 2/10
Apr 10, 2026
SEC
Upland Software (UPLD) received a Nasdaq deficiency notice for failing to maintain a $1.00 minimum bid price for 30 cons
8-K — Impact 7/10
Inst.
Assenagon Asset Management S.A. — TRIM
125,366 shares ($83.5K)
Price Targets
Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$3.75 (Mar 2026)
Current $0.6825
Low $3.00
Median $3.75
High $4.50
2 analysts
$3.00
$4.50
Analyst Ratings
2Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 4, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.16 | $0.16 — $0.16 | 7% YoY | 1 |
| Next Q | $0.19 ▲ +5.6% | $0.19 — $0.19 | -37% YoY | 1 |
| Current FY | $0.71 ▲ +1.4% | $0.71 — $0.71 | -23% YoY | 1 |
| Next FY | $0.79 ▼ -8.7% | $0.71 — $0.86 | 11% YoY | 2 |
Latest Reports
BEARISH
8-K
6/10
Upland Software shareholders approved a 1-for-10 reverse stock split (effective June 17) and a 2M-share increase to the
Jun 4, 2026
NEUTRAL
DEFA14A
2/10
Upland Software, Inc. filed a definitive proxy statement (DEFA14A) with the SEC, which includes materials related to a s
Apr 20, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| ROYAL BANK OF CANADA | — | — |
| AMERIPRISE FINANCIAL INC | $902.9K | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $801.7K | — |
| D. E. Shaw & | $438.3K | — |
| BlackRock, Inc. | $415.9K | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | Nathaniel Sean | A | $0.00 |
| Jun 4, 2026 | Nathaniel Sean | A | $0.00 |
| Apr 30, 2026 | MCDONALD JOHN | A | $0.00 |
| Apr 30, 2026 | MCDONALD JOHN | D | $0.00 |
| Mar 16, 2026 | Doman Dan | F | $18.1K |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
21 institutional holders with $3.8M total value (5,693,740 shares) as of 2026-Q1. Top holders: ROYAL, AMERIPRISE, VANGUARD. Net selling activity: 2 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 785 | $0.00 | 0.0% | — |
| 2 | AMERIPRISE FINANCIAL INC | 1,355,641 | $902.9K | 23.9% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,203,774 | $801.7K | 21.2% | — |
| 4 | D. E. Shaw & Co., Inc. | 658,110 | $438.3K | 11.6% | — |
| 5 | BlackRock, Inc. | 624,539 | $415.9K | 11.0% | — |
| 6 | TWO SIGMA INVESTMENTS, LP | 412,114 | $274.5K | 7.3% | ADD +35.4% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 364,068 | $242.5K | 6.4% | — |
| 8 | Russell Investments Group, Ltd. | 267,156 | $177.9K | 4.7% | ADD +41.0% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 242,391 | $161.4K | 4.3% | — |
| 10 | VANGUARD FIDUCIARY TRUST CO | 143,502 | $95.6K | 2.5% | — |
| 11 | Assenagon Asset Management S.A. | 125,366 | $83.5K | 2.2% | TRIM -58.4% |
| 12 | STATE STREET CORP | 109,951 | $73.2K | 1.9% | — |
| 13 | HSBC HOLDINGS PLC | 38,874 | $25.6K | 0.7% | — |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,800 | $22.6K | 0.6% | — |
| 15 | BANK OF AMERICA CORP /DE/ | 31,149 | $20.7K | 0.5% | TRIM -48.9% |
| 16 | BARCLAYS PLC | 30,211 | $20.1K | 0.5% | — |
| 17 | FMR LLC | 17,202 | $11.5K | 0.3% | NEAR_EXIT -77.4% |
| 18 | Vanguard Global Advisers, LLC | 9,665 | $6.4K | 0.2% | — |
| 19 | FEDERATED HERMES, INC. | 1,334 | $888.00 | 0.0% | TRIM -40.2% |
| 20 | MORGAN STANLEY | 588 | $392.00 | 0.0% | NEAR_EXIT -91.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | TRIM | 301,377 | 125,366 | -58.4% | $83.5K | 2026-Q1 |
| FEDERATED HERMES, INC. | TRIM | 2,229 | 1,334 | -40.2% | $888.00 | 2026-Q1 |
| Assenagon Asset Management S.A. | ADD | 208,849 | 301,377 | +44.3% | $431.0K | 2025-Q4 |
| Russell Investments Group, Ltd. | ADD | 186,048 | 262,389 | +41.0% | $375.2K | 2025-Q4 |
| Centiva Capital, LP | ADD | 21,834 | 32,854 | +50.5% | $47.0K | 2025-Q4 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | NEAR_EXIT | 82,031 | 16,606 | -79.8% | $23.7K | 2025-Q4 |
| MORGAN STANLEY | NEAR_EXIT | 7,244 | 588 | -91.9% | $841.00 | 2025-Q4 |
| MARSHALL WACE, LLP | ADD | 346,588 | 448,648 | +29.4% | $1.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 260,433 | 352,699 | +35.4% | $835.9K | 2025-Q3 |
| Russell Investments Group, Ltd. | DOUBLED | 31,750 | 186,048 | +486.0% | $440.9K | 2025-Q3 |
| UBS Group AG | TRIM | 198,452 | 51,116 | -74.2% | $121.1K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 65,981 | 33,724 | -48.9% | $79.9K | 2025-Q3 |
| Invesco Ltd. | TRIM | 47,966 | 23,670 | -50.7% | $56.1K | 2025-Q3 |
| FMR LLC | NEAR_EXIT | 87,331 | 19,729 | -77.4% | $46.8K | 2025-Q3 |
| Walleye Capital LLC | TRIM | 63,867 | 19,353 | -69.7% | $45.9K | 2025-Q3 |
| GROUP ONE TRADING LLC | DOUBLED | 230 | 1,728 | +651.3% | $4.1K | 2025-Q3 |
| PRICE T ROWE ASSOCIATES INC /MD/ | TRIM | 43,620 | 23,520 | -46.1% | $56.00 | 2025-Q3 |
| UBS Group AG | DOUBLED | 43,255 | 198,452 | +358.8% | $387.0K | 2025-Q2 |
| Walleye Capital LLC | TRIM | 90,681 | 63,867 | -29.6% | $124.5K | 2025-Q2 |
| Invesco Ltd. | TRIM | 75,366 | 47,966 | -36.4% | $93.5K | 2025-Q2 |
| MACKENZIE FINANCIAL CORP | TRIM | 71,523 | 33,666 | -52.9% | $65.6K | 2025-Q2 |
| Russell Investments Group, Ltd. | DOUBLED | 1,205 | 31,750 | +2534.9% | $61.9K | 2025-Q2 |
| MARSHALL WACE, LLP | DOUBLED | 135,431 | 391,450 | +189.0% | $1.1M | 2025-Q1 |
| UBS Group AG | TRIM | 73,355 | 43,255 | -41.0% | $123.7K | 2025-Q1 |
| FEDERATED HERMES, INC. | ADD | 1,370 | 2,527 | +84.5% | $7.2K | 2025-Q1 |
4 unique insiders with 10 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Nathaniel Sean | CEO and President | AWARD | 133,333 | — | — |
| Jun 4, 2026 | Nathaniel Sean | CEO and President | AWARD | 500,000 | — | — |
| Apr 30, 2026 | MCDONALD JOHN T | Director | AWARD | 250,000 | — | — |
| Apr 30, 2026 | MCDONALD JOHN T | Director | D | 250,000 | — | — |
| Mar 16, 2026 | Doman Dan | Chief Operating & Product Ofcr | TAX W/H | 33,491 | $0.5400 | $18.1K |
| Mar 16, 2026 | MCDONALD JOHN T | CEO | TAX W/H | 18,605 | $0.5400 | $10.0K |
| Mar 16, 2026 | Hill Michael Douglass | CFO, Treasurer & Secretary | TAX W/H | 8,931 | $0.5400 | $4.8K |
| Feb 27, 2026 | Doman Dan | Chief Operating & Product Ofcr | AWARD | 100,000 | — | — |
| Feb 23, 2026 | Hill Michael Douglass | CFO, Treasurer & Secretary | AWARD | 70,000 | — | — |
| Feb 23, 2026 | Doman Dan | Chief Operating & Product Ofcr | AWARD | 150,000 | — | — |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
BEARISH
8-K
6/10
Upland Software shareholders approved a 1-for-10 reverse stock split (effective June 17) and a 2M-sh
Jun 4, 2026
NEUTRAL
DEFA14A
2/10
Upland Software, Inc. filed a definitive proxy statement (DEFA14A) with the SEC, which includes mate
Apr 20, 2026
BEARISH
8-K
7/10
Upland Software (UPLD) received a Nasdaq deficiency notice for failing to maintain a $1.00 minimum b
Apr 10, 2026
NEUTRAL
8-K
5/10
Upland Software announced the retirement of CEO John T. McDonald, who will transition to Chairman of
Feb 25, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Mar 2026): 88% buy across 8 analysts — 2 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$3.75 mean target (Mar 2026)
$3.00 Low
$4.50 High
| Metric | Value |
|---|---|
| Current Price | $0.6825 |
| Target Low | $3.00 |
| Target Mean | $3.75 |
| Target Median | $3.75 |
| Target High | $4.50 |
| # Analysts | 2 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.16 | $0.16 | $0.16 | 6.7% | +0.0% | 0↑ 1↓ | $0.0B | -8.2% | 1 |
| Next Q 2026-09-30 |
$0.19 | $0.19 | $0.19 | -36.7% | +5.6% | 1↑ 0↓ | $0.1B | -0.9% | 1 |
| Current FY 2026-12-31 |
$0.71 | $0.71 | $0.71 | -22.8% | +1.4% | 1↑ 0↓ | $0.2B | -8.5% | 1 |
| Next FY 2027-12-31 |
$0.79 | $0.71 | $0.86 | 10.6% | -8.7% | 1↑ 0↓ | $0.2B | 1.6% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.160 | |
| 7d ago | $0.160 | |
| 30d ago | $0.160 | |
| 60d ago | $0.160 | |
| 90d ago | $0.177 | -0.017 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 4, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| May 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Mar 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Jan 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 18, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 18, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
May 6, 2026
earnings_calendar
UPLD Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
short_volume
Short Volume: UPLD — 57.7% short (0.8M / 1.4M)
Short: 780,593 | Exempt: 5,844 | TRF Vol: 1,352,050 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 1, 2026
earnings_calendar
UPLD Q1 2026 Earnings Scheduled — 2026-05-01
Mar 23, 2026
short_volume
Short Volume: UPLD — 57.1% short (0.3M / 0.6M)
Short: 349,044 | Exempt: 0 | TRF Vol: 611,132 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Mar 3, 2026
earnings_calendar
UPLD Q4 2025 Earnings After Market Close — 2026-03-03