UPLD
Upland Software, Inc.
NasdaqGMUSDEQUITY
Technology
DELAYED
Neutral
-20/100
Last price
3.74
▼ 0.06 (1.58%)
MARKET · —
Price
Chart style
Interval
Intraday intervals only cover recent history. The site picks the finest interval the range allows.
Overlays
Session levels
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Both series are rebased to 0% at the left edge, so the lines show relative performance rather than price.
Tool
1D
—
H —
L —
Range —
Vol —
vs
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Open
—
Prev close
3.80
Day high
4.00
Day low
3.67
Volume
55.67K
Market cap
$11.06M
P/E (TTM)
—
52W range
3.10 – 27.50
Trailing performance
Returnvs SPY
1W
+16.87%
+14.9%
1M
+1.08%
-0.1%
3M
-20.43%
-24.9%
6M
-45.00%
-63.2%
YTD
-73.85%
-88.1%
1Y
-84.22%
-100.6%
3Y
-91.90%
-174.2%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on UPLD open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
+5.04M
Net buying
Buy transactions
106
7.34M shares
Sell transactions
76
2.31M shares
Net transactions
+182
Buys less sells
Sell : buy shares
0.3 : 1
Mixed
Insider-held shares
885.86K
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Aug 17, 26 | SIMON JENNIFER Chief Financial Officer |
STOCK | 30.00K | $0 | Direct |
| Aug 7, 26 | MATTOX TIMOTHY WILLIAM Director |
SELL | 847 | $3.63K | Direct |
| Aug 6, 26 | MATTOX TIMOTHY WILLIAM Director |
SELL | 1.00K | $4.27K | Direct |
| Aug 5, 26 | MATTOX TIMOTHY WILLIAM Director |
SELL | 2.00K | $8.86K | Direct |
| Aug 3, 26 | MATTOX TIMOTHY WILLIAM Director |
SELL | 2.00K | $8.93K | Direct |
| Jun 4, 26 | NATHANIEL SEAN Chief Executive Officer |
— | 500.00K | — | Direct |
| Feb 27, 26 | DOMAN DAN Chief Operating Officer |
— | 100.00K | — | Direct |
| Feb 23, 26 | HILL MICHAEL DOUGLASS Chief Financial Officer |
— | 70.00K | — | Direct |
| Feb 23, 26 | DOMAN DAN Chief Operating Officer |
— | 150.00K | — | Direct |
| Oct 27, 25 | COURTER STEPHEN E Director |
— | 25.00K | — | Direct |
| Oct 27, 25 | CHUNG DAVID H.S. Director |
— | 25.00K | — | Direct |
| Oct 27, 25 | MAY DAVID D Director |
— | 25.00K | — | Direct |
| Oct 27, 25 | MATTOX TIMOTHY WILLIAM Director |
— | 25.00K | — | Direct |
| Oct 27, 25 | WALSH TERESA MILES Director |
— | 25.00K | — | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
CHUNG DAVID H.S. |
Director | 124.48K | Stock Award(Grant) |
COURTER STEPHEN E |
Director | 124.23K | Stock Award(Grant) |
DOMAN DAN |
Chief Operating Officer | 957.26K | Stock Award(Grant) |
HILL MICHAEL DOUGLASS |
Chief Financial Officer | 561.26K | Stock Award(Grant) |
MATTOX TIMOTHY WILLIAM |
Director | 36.05K | Sale |
MAY DAVID D |
Director | 191.44K | Stock Award(Grant) |
MCDONALD JOHN T |
Chief Executive Officer | 2.82M | Sale |
NATHANIEL SEAN |
Chief Executive Officer | 520.75K | Stock Award(Grant) |
SMITH MATTHEW HARNDEN |
General Counsel | 139.64K | Stock Award(Grant) |
WALSH TERESA MILES |
Director | 144.49K | Stock Award(Grant) |
Fundamentals
Market cap$11.06M
Enterprise value$338.38M
Revenue (TTM)$197.67M
Gross profit$150.79M
EBITDA$51.61M
Net income$-42.55M
EPS (TTM)$-14.42
Free cash flow$35.86M
Total cash$31.04M
Total debt$226.26M
Book value / share$-30.35
Shares outstanding2.96M
Float2.13M
Short % of float3.78%
Dividend yield0.00%
Beta (5Y)1.43
Valuation & profitability ratios
Trailing P/E—
Forward P/E0.59
PEG ratio1.25
Price / sales—
Price / book—
EV / revenue1.71
EV / EBITDA6.56
Gross margin76.28%
Operating margin11.30%
Profit margin-18.50%
Return on equity-58.02%
Return on assets3.79%
Debt / equity534.27
Current ratio0.87
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Total revenue | $216.88M | $274.79M | $297.85M | $317.30M | -21.1% |
| Operating revenue | $216.88M | $274.79M | $297.85M | $317.30M | -21.1% |
| Cost of revenue | $54.76M | $81.09M | $96.36M | $103.74M | -32.5% |
| Gross profit | $162.12M | $193.70M | $201.49M | $213.56M | -16.3% |
| Research & development | $36.51M | $47.37M | $49.38M | $46.19M | -22.9% |
| Selling, general & admin | $82.14M | $115.76M | $125.61M | $129.88M | -29.0% |
| Total operating expense | $145.50M | $208.75M | $233.59M | $219.73M | -30.3% |
| Operating income | $16.62M | -$15.05M | -$32.10M | -$6.17M | +210.4% |
| Net interest income | -$15.79M | -$8.94M | -$18.68M | -$29.14M | -76.6% |
| Pre-tax income | -$38.67M | -$110.09M | -$182.37M | -$70.15M | +64.9% |
| Tax provision | $232.00K | $2.64M | -$2.49M | -$1.74M | -91.2% |
| Net income | -$38.90M | -$112.73M | -$179.87M | -$68.41M | +65.5% |
| Net income to common | -$44.75M | -$118.32M | -$185.22M | -$70.26M | +62.2% |
| Basic EPS | -15.60 | -42.60 | -57.70 | -22.30 | +63.4% |
| Diluted EPS | -15.60 | -42.60 | -57.70 | -22.30 | +63.4% |
| EBIT | -$22.89M | -$101.15M | -$163.68M | -$41.01M | +77.4% |
| EBITDA | $9.25M | -$46.17M | -$91.70M | $15.14M | +120.0% |
| Basic shares | 2.86M | 2.78M | 3.21M | 3.15M | +3.0% |
| Diluted shares | 2.86M | 2.78M | 3.21M | 3.15M | +3.0% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Cash & equivalents | $29.40M | $56.43M | $236.56M | $248.65M | -47.9% |
| Cash & short-term investments | $29.40M | $56.43M | $236.56M | $248.65M | -47.9% |
| Accounts receivable | $25.60M | $38.65M | $38.77M | $47.59M | -33.8% |
| Total current assets | $75.25M | $118.39M | $300.23M | $321.30M | -36.4% |
| Property, plant & equipment | $3.53M | $2.88M | $4.86M | $7.55M | +22.4% |
| Goodwill & intangibles | $321.95M | $384.88M | $536.13M | $725.89M | -16.4% |
| Total assets | $413.18M | $529.52M | $870.02M | $1.11B | -22.0% |
| Total current liabilities | $93.76M | $120.42M | $130.65M | $151.21M | -22.1% |
| Current debt | $7.74M | $3.22M | $3.17M | $3.14M | +140.0% |
| Long-term debt | $224.67M | $286.97M | $473.50M | $511.85M | -21.7% |
| Total debt | $235.19M | $291.96M | $480.62M | $523.13M | -19.4% |
| Total liabilities | $332.47M | $424.60M | $626.09M | $692.30M | -21.7% |
| Retained earnings | -$640.51M | -$601.60M | -$488.87M | -$309.00M | -6.5% |
| Shareholder equity | $80.71M | $104.92M | $243.93M | $421.16M | -23.1% |
| Working capital | -$18.51M | -$2.03M | $169.59M | $170.08M | -812.5% |
| Net tangible assets | -$241.24M | -$279.95M | -$292.19M | -$304.73M | +13.8% |
| Shares issued | 2.91M | 2.82M | 2.99M | 3.22M | +3.4% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Net income | -$38.90M | -$112.73M | -$179.87M | -$68.41M | +65.5% |
| Depreciation & amortisation | $32.14M | $54.99M | $71.98M | $56.15M | -41.6% |
| Stock-based compensation | $9.11M | $15.27M | $22.87M | $41.60M | -40.4% |
| Change in working capital | -$4.78M | -$16.04M | $709.00K | -$19.23M | +70.2% |
| Operating cash flow | $25.80M | $24.24M | $49.94M | $29.98M | +6.4% |
| Capital expenditure | -$1.35M | -$882.00K | -$1.22M | -$866.00K | -53.3% |
| Investing cash flow | $8.80M | -$882.00K | -$1.22M | -$63.22M | +1,097.7% |
| Share buybacks | -$137.00K | -$10.96M | -$14.06M | $0 | +98.7% |
| Financing cash flow | -$63.45M | -$202.31M | -$61.38M | $94.15M | +68.6% |
| Free cash flow | $24.45M | $23.36M | $48.72M | $29.11M | +4.7% |
| End cash position | $30.02M | $57.05M | $236.56M | $248.65M | -47.4% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $49.14M | $48.69M | $49.31M | $50.53M | $53.38M | +0.9% |
| Operating revenue | $49.14M | $48.69M | $49.31M | $50.53M | $53.38M | +0.9% |
| Cost of revenue | $11.67M | $11.93M | $11.60M | $11.68M | $13.44M | -2.2% |
| Gross profit | $37.47M | $36.76M | $37.71M | $38.85M | $39.95M | +1.9% |
| Research & development | $7.77M | $8.04M | $7.32M | $7.87M | $9.78M | -3.5% |
| Selling, general & admin | $18.57M | $18.01M | $17.28M | $18.49M | $20.99M | +3.1% |
| Total operating expense | $31.92M | $31.68M | $30.23M | $32.72M | $37.63M | +0.7% |
| Operating income | $5.55M | $5.07M | $7.49M | $6.13M | $2.31M | +9.5% |
| Net interest income | -$4.53M | -$4.46M | -$5.00M | -$4.20M | -$4.14M | -1.5% |
| Pre-tax income | -$34.48M | -$244.00K | $3.10M | -$1.38M | -$13.20M | -14,029.9% |
| Tax provision | $841.00K | $986.00K | $2.01M | -$259.00K | -$171.00K | -14.7% |
| Net income | -$35.32M | -$1.23M | $1.09M | -$1.12M | -$13.03M | -2,771.4% |
| Net income to common | -$36.84M | -$2.73M | -$391.00K | -$2.59M | -$14.48M | -1,247.9% |
| Basic EPS | -12.53 | -0.90 | -0.10 | -0.90 | -5.10 | -1,292.2% |
| Diluted EPS | -12.53 | -0.90 | -0.10 | -0.90 | -5.10 | -1,292.2% |
| EBIT | -$29.95M | $4.21M | $8.10M | $2.82M | -$9.06M | -810.6% |
| EBITDA | -$23.52M | $10.84M | $14.87M | $10.37M | -$909.00K | -317.0% |
| Basic shares | 2.94M | 2.92M | 2.89M | 2.88M | 2.85M | +0.8% |
| Diluted shares | 2.94M | 2.92M | 2.89M | 2.88M | 2.85M | +0.8% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $31.04M | $29.78M | $29.40M | $22.75M | $41.01M | +4.2% |
| Cash & short-term investments | $31.04M | $29.78M | $29.40M | $22.75M | $41.01M | +4.2% |
| Accounts receivable | $19.85M | $23.62M | $25.60M | $18.94M | $20.13M | -16.0% |
| Total current assets | $70.11M | $73.51M | $75.25M | $65.10M | $83.39M | -4.6% |
| Property, plant & equipment | $2.95M | $3.22M | $3.53M | $3.83M | $4.02M | -8.5% |
| Goodwill & intangibles | $271.51M | $313.63M | $321.95M | $327.59M | $337.22M | -13.4% |
| Total assets | $356.57M | $402.66M | $413.18M | $409.11M | $441.72M | -11.4% |
| Total current liabilities | $80.22M | $87.23M | $93.76M | $83.95M | $89.64M | -8.0% |
| Current debt | $4.12M | $4.13M | $7.74M | $4.80M | $3.24M | -0.2% |
| Long-term debt | $219.72M | $223.54M | $224.67M | $229.05M | $252.46M | -1.7% |
| Total debt | $226.26M | $230.28M | $235.19M | $236.78M | $258.67M | -1.7% |
| Total liabilities | $314.22M | $324.47M | $332.47M | $328.76M | $357.99M | -3.2% |
| Retained earnings | -$677.06M | -$641.74M | -$640.51M | -$641.60M | -$640.48M | -5.5% |
| Shareholder equity | $42.35M | $78.19M | $80.71M | $80.34M | $83.73M | -45.8% |
| Working capital | -$10.11M | -$13.72M | -$18.51M | -$18.85M | -$6.25M | +26.3% |
| Net tangible assets | -$229.16M | -$235.44M | -$241.24M | -$247.25M | -$253.49M | +2.7% |
| Shares issued | 2.96M | 2.94M | 2.91M | 2.89M | 2.87M | +0.7% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | YoY |
|---|---|---|---|---|---|---|---|
| Net income | -$35.32M | -$1.23M | $1.09M | -$1.12M | -$13.03M | — | -2,771.4% |
| Depreciation & amortisation | $6.43M | $6.62M | $6.77M | $7.55M | $8.15M | — | -2.9% |
| Stock-based compensation | $830.00K | $961.00K | $1.04M | $2.32M | $3.07M | — | -13.6% |
| Change in working capital | -$2.76M | -$2.43M | $854.00K | -$4.27M | -$788.00K | — | -13.8% |
| Operating cash flow | $5.37M | $5.60M | $7.32M | $6.89M | $3.29M | — | -4.2% |
| Capital expenditure | -$87.00K | -$81.00K | -$87.00K | -$207.00K | -$634.00K | — | -7.4% |
| Investing cash flow | $97.00K | $96.00K | $835.00K | -$40.00K | $4.22M | — | +1.0% |
| Share buybacks | — | — | $0 | -$137.00K | $0 | $0 | — |
| Financing cash flow | -$4.19M | -$5.11M | -$1.86M | -$25.33M | -$1.54M | — | +18.1% |
| Free cash flow | $5.28M | $5.52M | $7.23M | $6.68M | $2.65M | — | -4.3% |
| End cash position | $31.67M | $30.41M | $30.02M | $23.38M | $41.64M | — | +4.2% |
Options analytics
Put / call volume
0.00
Call-heavy session
Put / call open interest
0.00
Positioning, not flow
Max pain
2.50
-33.2% from spot
ATM implied vol
0.0%
Nearest strike to spot
Skew (10% OTM)
—
—
Call volume
19
Contracts, this expiry
Put volume
0
Contracts, this expiry
Heaviest call OI
7.50
2 contracts
Heaviest put OI
—
—
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | 1.51 | 1.78 | +17.9% |
| Mar 2026 | 1.30 | 1.60 | +23.1% |
| Dec 2025 | 1.93 | 2.40 | +24.1% |
| Sep 2025 | 1.73 | 3.00 | +73.1% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 1.60 | 1 | $47.24M | -6.5% |
| Next quarter | 1.68 | 1 | $48.03M | -2.6% |
| Current year | 6.67 | 1 | $193.10M | -11.0% |
| Next year | 6.34 | 2 | $194.23M | +0.6% |
Analyst targets & ownership
Mean target$12.50
High target$15.00
Low target$10.00
Implied upside234.22%
Analyst count2
ConsensusNONE
Strong buy / Buy1 / 1
Hold0
Sell / Strong sell0 / 0
Held by insiders29.96%
Held by institutions33.40%
Institutions holding50
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
3.55
+5.41% from price
SMA 20
3.54
+5.59% from price
SMA 50
4.17
-10.38% from price
SMA 100
5.16
-27.49% from price
SMA 200
7.50
-50.11% from price
EMA 12
3.63
+2.98% from price
EMA 26
3.77
-0.78% from price
EMA 50
4.16
-10.01% from price
RSI (14)
48.9
Neutral
MACD (12,26,9)
-0.14
Hist 0.08
ATR (14)
0.32
8.68% of price
Realised vol 30D
85.5%
Annualised
Bollinger upper
4.01
20, 2σ
Bollinger lower
3.07
20, 2σ
50 / 200 cross
Death
4.17 vs 7.50
Trend bias
Below 200
-50.11%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
2.53
More volatile than market
Correlation to SPY
0.33
Loosely linked
Realised vol 30D
85.5%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-87.6%
Peak to trough
Max drawdown 5Y
-99.1%
Peak to trough
ATR 14
0.32
8.68% of price
Beta (reported)
1.43
5Y monthly, from filing
Short interest
Shares short
95.75K
Prior 119.77K
Change vs prior
-20.1%
Shorts covering
% of float
3.78%
Normal
% of shares out
3.24%
Against total outstanding
Days to cover
3.1
Liquid
Float
2.13M
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Mar 4, 26 | Canaccord Genuity | MAINTAINED | Buy | Buy |
| Aug 21, 25 | Needham | UPGRADE | Hold | Buy |
| May 13, 25 | Needham | MAINTAINED | Hold | Hold |
| Mar 13, 25 | Needham | MAINTAINED | Hold | Hold |
| Nov 8, 24 | Needham | MAINTAINED | — | Hold |
| Aug 2, 24 | Needham | MAINTAINED | — | Hold |
| May 7, 24 | Roth MKM | MAINTAINED | Sell | Sell |
| May 3, 24 | Canaccord Genuity | MAINTAINED | Buy | Buy |
| May 3, 24 | Needham | MAINTAINED | — | Hold |
| Nov 10, 23 | Roth MKM | DOWNGRADE | Neutral | Sell |
| May 8, 23 | Truist Securities | MAINTAINED | — | Hold |
| May 8, 23 | Canaccord Genuity | MAINTAINED | — | Action List Buy |
Dividends & splits
Forward rate—
Forward yield0.00%
5-year avg yield—
Payout ratio—
Ex-dividend date—
Next pay date—
Last split1:10
Split dateJun 17, 2026
SEC filings
Corporate Changes & Voting Matters
8-K · 2026-08-14
Corporate Changes & Voting Matters
8-K · 2026-08-05
Corporate Changes & Voting Matters
8-K · 2026-07-21
Corporate Changes & Voting Matters
8-K · 2026-07-08
Corporate Changes & Voting Matters
8-K · 2026-07-07
Offering Registrations
S-8 · 2026-06-04
Periodic Financial Reports
10-Q · 2026-05-01
Annual Report to Shareholders
ARS/A · 2026-04-22
Headlines
Sales And Marketing Software Stocks Q1 Recap: Benchmarking Upland Software (NASDAQ:UPLD)
StockStory · 21d ago
BlackLine, Upland Software, Zeta Global, Oracle, and Okta Shares Are Soaring and Falling, What You Need To Know
StockStory · 34d ago
Commvault, Sprinklr, Upland Software, Samsara, and Cadence Design Systems Stocks Trade Down, What You Need To Know
StockStory · 36d ago
3 of Wall Street’s Favorite Stocks We Steer Clear Of
StockStory · 40d ago
Upland Software Earns 43 Badges in G2’s Fall 2026 Market Reports
Business Wire · 43d ago
Upland Software, The Trade Desk, and SoundHound AI Shares Are Falling, What You Need To Know
StockStory · 50d ago
3 Inflated Stocks We Find Risky
StockStory · 51d ago
Upland Software and Carahsoft Partner to Expand Public Sector Impact
Business Wire · 51d ago
PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.