WAVEMAN · COMPANY

UPLD · Upland Software, Inc.

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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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UPLD

Name: Upland Software, Inc. (UPLD) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Upland Software, Inc.

SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001505155

FORM 144 · 6☆ WATCH

INSIDER NET · 180D

-$25.7K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

-21.1%

XBRL, annual

NET MARGIN

-17.9%

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 72% of Software & IT

CONGRESS

no member of Congress has reported trading it

FUNDS

2 funds added or opened last quarter

below 99% of Software & IT

REVENUE

-21.1% year over year

below 89% of Software & IT

MARGIN

-17.9% net margin

below 70% of Software & IT

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

6 insiders have filed intent to sell ($25.7K) and have not sold yet.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -86.8%

-86.8%12M

INSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

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. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred 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 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

Mattox Timothy

Director

SELL

2026-08-07

847.4

$3.6K

Mattox Timothy

Director

SELL

2026-08-06

1,000.0

$4.3K

Mattox Timothy

Director

SELL

2026-08-05

1,000.0

$4.5K

Mattox Timothy

Director

SELL

2026-08-04

1,000.0

$4.3K

Mattox Timothy

Director

SELL

2026-08-03

1,000.0

$4.5K

38 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 33 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

AMERIPRISE FINANCIAL INC

137,919.0 sh

$644.1K

VANGUARD CAPITAL MANAGEMENT LLC

120,376.0 sh

$562.2K

RICE HALL JAMES & ASSOCIATES, LLC

101,143.0 sh

$472.3K

CastleKnight Management LP

77,720.0 sh

$363.0K

BlackRock, Inc.

54,961.0 sh

$256.7K

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

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

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Columbia Variable Portfolio - Small Cap Value Fund

$133.9K POSITION · AS OF 2026-03-31

0.0%

Clearwater Select Equity Fund

$137.8K POSITION · AS OF 2026-03-31

0.0%

Columbia Small Cap Value Discovery Fund

$630.7K POSITION · AS OF 2026-04-30

0.0%

Dunham Small Cap Value Fund

$26.9K POSITION · AS OF 2026-04-30

0.0%

U.S. Small Cap Equity Fund

$16.5K POSITION · AS OF 2026-03-31

0.0%

U.S. Small Cap Equity Fund

$52.0K POSITION · AS OF 2026-04-30

0.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$4.8M

$785.6K

$1.2M

-80%

—

2024

$3.9M

$5.0M

$1.1M

-39%

—

2023

$2.9M

$1.1M

$1.3M

-41%

—

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) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	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-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE