UPLD Upland Software (UPLD) Insider Trading, Ownership & Congress Trades
Software & IT · Services-prepackaged software · CIK 0001505155
Form 144 · 6
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
2
13F, latest reported quarter
What the filings say about UPLD
Insiders, 180 days
-$25.7K net sold
1 seller · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$25.7K
6 notices
Upland Software insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Upland Software, Inc. insiders sold a net $25.7K of stock across 38 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Aug 6, 2026.
- The trade is 2.4% of the 36,052 shares held after it.
- No other insider sold within 30 days.
- 2 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Mattox Timothy sold about $3.6K of UPLD on Aug 7, 2026; 2 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Aug 5, 2026.
- The trade is 2.7% of the 36,900 shares held after it.
- No other insider sold within 30 days.
- 2 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Mattox Timothy sold about $4.3K of UPLD on Aug 6, 2026; 2 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Aug 4, 2026.
- The trade is 2.6% of the 37,900 shares held after it.
- No other insider sold within 30 days.
- 2 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Mattox Timothy sold about $4.5K of UPLD on Aug 5, 2026; 2 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Aug 3, 2026.
- The trade is 2.6% of the 38,900 shares held after it.
- No other insider sold within 30 days.
- 2 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Mattox Timothy sold about $4.3K of UPLD on Aug 4, 2026; 2 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Jul 31, 2026.
- The trade is 2.5% of the 39,900 shares held after it.
- No other insider sold within 30 days.
- 2 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Mattox Timothy sold about $4.5K of UPLD on Aug 3, 2026; 2 funds added in the latest 13F quarter.38 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$25.7K over 180 days
-$25.7K over 90 days
more than 78% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
2 funds bought in last quarter
below 99% of Software & IT
Revenue
-21.1% year over year
below 87% of Software & IT
Margin
-17.9% net margin
below 66% of Software & IT
Buybacks
no share repurchases reported
Short interest
5.7% of the float short (float per yahoo 2026-10-27) · 4.3 days to cover · settled 2026-10-15
more than 59% of Software & IT
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch UPLD
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-81.9%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns UPLD: institutional holders (13F)
13F holdings, latest reported quarter
137,919 sh
$644.1K
120,376 sh
$562.2K
101,143 sh
$472.3K
77,720 sh
$363.0K
54,961 sh
$256.7K
Congress trades in UPLD
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
UPLD planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
TIMOTHY WILLIAM MATTOX
Filed 2026-08-07
$3.6K
TIMOTHY WILLIAM MATTOX
Filed 2026-08-06
$4.3K
TIMOTHY WILLIAM MATTOX
Filed 2026-08-05
$4.5K
TIMOTHY WILLIAM MATTOX
Filed 2026-08-04
$4.3K
TIMOTHY WILLIAM MATTOX
Filed 2026-08-03
$4.5K
UPLD mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Columbia Variable Portfolio - Small Cap Value Discovery Fund
$90.7K position · as of 2026-06-30
0.0%
Columbia Small Cap Value Discovery Fund
$466.9K position · as of 2026-07-31
0.0%
Clearwater Select Equity Fund
$96.7K position · as of 2026-06-30
0.0%
U.S. Small Cap Equity Fund
$11.6K position · as of 2026-06-30
0.0%
U.S. Small Cap Equity Fund
$23.6K position · as of 2026-07-31
0.0%
VIP Disciplined Small Cap Portfolio
$8.0K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$4.8M
$785.6K
$1.2M
-80%
n/a
2024
$3.9M
$5.0M
$1.1M
-39%
n/a
2023
$2.9M
$1.1M
$1.3M
-41%
n/a
2022
$8.3M
$1.7M
$2.0M
-80%
+33%
2021
$9.1M
-$33.6K
$4.4M
-50%
+107%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $25.7K sold by insiders over 180 days, 2 funds added last quarter, $25.7K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
UPLD financials
Revenue growth
-21.1%
XBRL, annual
Net margin
-17.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$197.7M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM UPLD
| FY Dec 2025 | $216.9M |
| FY Dec 2024 | $274.8M |
| FY Dec 2023 | $297.9M |
| FY Dec 2022 | $317.3M |
| FY Dec 2021 | $302.0M |
| Jun 2026 | $49.1M |
| Mar 2026 | $48.7M |
| Dec 2025 | $49.3M |
| Sep 2025 | $50.5M |
| Jun 2025 | $53.4M |
| Mar 2025 | $63.7M |
| Dec 2024 | $68.0M |
| Sep 2024 | $66.7M |
At each fiscal year end
Single quarter
Net margin, TTM
+21.6%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM UPLD
| FY Dec 2025 | +18.6% |
| FY Dec 2024 | +41.0% |
| FY Dec 2023 | +60.4% |
| FY Dec 2022 | -21.6% |
| FY Dec 2021 | -19.3% |
| Jun 2026 | -71.9% |
| Mar 2026 | -2.5% |
| Dec 2025 | +163.0% |
| Sep 2025 | -2.2% |
| Jun 2025 | -24.4% |
| Mar 2025 | -40.6% |
| Dec 2024 | +326.3% |
| Sep 2024 | -2.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$24.7M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM UPLD
| FY Dec 2025 | $24.4M |
| FY Dec 2024 | $23.4M |
| FY Dec 2023 | $48.7M |
| FY Dec 2022 | $29.1M |
| FY Dec 2021 | $40.6M |
| Jun 2026 | $5.3M |
| Mar 2026 | $5.5M |
| Dec 2025 | $7.2M |
| Sep 2025 | $6.7M |
| Jun 2025 | $2.7M |
| Mar 2025 | $7.9M |
| Dec 2024 | $9.0M |
| Sep 2024 | $4.2M |
At each fiscal year end
Single quarter
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Debt to equity UPLD
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 3.77x |
| FY Dec 2022 | 1.67x |
| FY Dec 2021 | 1.64x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | 525.55x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.11x
TTM operating cash flow over long-term 2025-12-31 (6 months older than the period end) plus current 2025-12-31 (6 months older than the period end)
Cash flow to debt UPLD
| FY Dec 2025 | 0.11x |
| FY Dec 2024 | 0.08x |
| FY Dec 2023 | 0.10x |
| FY Dec 2022 | 0.06x |
| FY Dec 2021 | 0.08x |
| Jun 2026 | 0.11x |
| Mar 2026 | 0.10x |
| Dec 2025 | 0.11x |
| Sep 2025 | 0.10x |
| Jun 2025 | 0.09x |
| Mar 2025 | 0.09x |
| Dec 2024 | 0.08x |
| Sep 2024 | 0.05x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
n/a
average equity is zero or negative
Return on equity UPLD
| FY Dec 2025 | n/a |
| FY Dec 2024 | +208.7% |
| FY Dec 2023 | +82.7% |
| FY Dec 2022 | -21.9% |
| FY Dec 2021 | -18.7% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | +208.7% |
| Sep 2024 | +312.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+10.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets UPLD
| FY Dec 2025 | +8.6% |
| FY Dec 2024 | +16.1% |
| FY Dec 2023 | +18.1% |
| FY Dec 2022 | -6.4% |
| FY Dec 2021 | -5.7% |
| Jun 2026 | +10.7% |
| Mar 2026 | +15.1% |
| Dec 2025 | +8.6% |
| Sep 2025 | +37.8% |
| Jun 2025 | +30.7% |
| Mar 2025 | +30.2% |
| Dec 2024 | +16.1% |
| Sep 2024 | +32.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital UPLD
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-3.9%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed UPLD
| FY Dec 2025 | +1.2% |
| FY Dec 2024 | -17.8% |
| FY Dec 2023 | -19.3% |
| FY Dec 2022 | -4.4% |
| FY Dec 2021 | -3.9% |
| Jun 2026 | -3.9% |
| Mar 2026 | +3.1% |
| Dec 2025 | +1.2% |
| Sep 2025 | -1.2% |
| Jun 2025 | -2.8% |
| Mar 2025 | -2.4% |
| Dec 2024 | -17.8% |
| Sep 2024 | -18.3% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing UPLD
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$213.0M
market value at close 2026-10-27 on 2026-08-10 shares, plus long-term 2025-12-31 (6 months older than the period end) plus current 2025-12-31 (6 months older than the period end), minus cash 2026-06-30
Enterprise value UPLD
| FY Dec 2025 | $616.2M |
| FY Dec 2024 | $1.4B |
| FY Dec 2023 | $1.6B |
| FY Dec 2022 | $2.5B |
| FY Dec 2021 | $5.8B |
| Jun 2026 | $338.5M |
| Mar 2026 | $396.6M |
| Dec 2025 | $616.2M |
| Sep 2025 | $949.3M |
| Jun 2025 | $804.6M |
| Mar 2025 | $1.1B |
| Dec 2024 | $1.4B |
| Sep 2024 | $1.1B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+213.2%
TTM free cash flow over market value at close 2026-10-27
FCF yield UPLD
| FY Dec 2025 | +5.9% |
| FY Dec 2024 | +2.0% |
| FY Dec 2023 | +3.7% |
| FY Dec 2022 | +1.3% |
| FY Dec 2021 | +0.7% |
| Jun 2026 | +18.0% |
| Mar 2026 | +11.4% |
| Dec 2025 | +5.9% |
| Sep 2025 | +3.8% |
| Jun 2025 | +4.3% |
| Mar 2025 | +3.3% |
| Dec 2024 | +2.0% |
| Sep 2024 | +3.4% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing UPLD
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $216.9M | $274.8M | $297.9M | $317.3M |
| Gross profit | $162.1M | $193.7M | $201.5M | $213.6M |
| Operating income | $4.4M | -$102.3M | -$163.9M | -$40.2M |
| Net income | $40.4M | $112.7M | $179.9M | -$68.4M |
| EPS (diluted) | -1.56 | -4.26 | -5.77 | -2.23 |
| Operating cash flow | $25.8M | $24.2M | $49.9M | $30.0M |
| Cash | $29.4M | $56.4M | $236.6M | $248.7M |
| Long-term debt | $224.7M | $287.0M | $473.5M | $511.8M |
SEC XBRL, fiscal years, as known on 2026-10-28
UPLD Stock Sonar score 6/7 axes
Find similar shapesCompareUPLD ranks highest on profitability (63rd percentile) and risk and compliance (41st), and lowest on institutional and government (1st), among Software & IT peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
UPLD filings, in plain words
Are Upland Software insiders buying or selling UPLD?
In the 180 days to 2026-10-28, Upland Software insiders were net sellers, a net $25.7K across purchases and sales reported on Form 4, by 1 seller.
Are there planned insider sales of UPLD?
Yes. 6 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $25.7K of stock; the latest, by TIMOTHY WILLIAM MATTOX, was filed 2026-08-07.
Read the full summary
In the 180 days to 2026-10-28, Upland Software insiders were net sellers of UPLD, a net $25.7K across purchases and sales reported on Form 4 by 1 seller. None of the 6 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 6 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $25.7K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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