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UPLAND SOFTWARE (UPLD)
NASDAQ
$4.91+$0.03 (+0.51%)
Price as of Aug 21, 2026 7:30 PM EDT- $14.4MMarket Cap
- -83.51%1-Year Change
- Software - ApplicationIndustry
UPLAND SOFTWARE (UPLD)
$4.91+$0.03 (+0.51%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
MARATHON ASSET MGMT LTD | 95.74% | 2.8M | +2.8M (+100.00%) | Dec 31, 2021 |
VANGUARD GROUP INC | 61.75% | 1.8M | -31,219 (-1.72%) | Dec 31, 2025 |
BLACKROCK INC. | 28.36% | 832,862 | -217,381 (-26.10%) | Jun 30, 2024 |
BLACKROCK FUNDING, INC. /DE | 26.35% | 773,734 | +57,440 (+7.42%) | Dec 31, 2024 |
WCM INVESTMENT MANAGEMENT, LLC | 14.30% | 420,011 | +23,309 (+5.55%) | Mar 31, 2022 |
TWO SIGMA ADVISERS, LP | 11.42% | 335,300 | -49,500 (-14.76%) | Dec 31, 2025 |
KNOTT DAVID M | 10.22% | 300,000 | 0 (0.00%) | Sep 30, 2021 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
GOLDMAN SACHS TRUST | 183.59% | 5.4M | 0 (0.00%) | May 31, 2026 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 | 143.68% | 4.2M | 0 (0.00%) | Nov 28, 2025 |
John Hancock Funds II | 107.48% | 3.2M | 0 (0.00%) | May 31, 2026 |
Virtus Convertible & Income 2024 Target Term Fund | 50.19% | 1.5M | 0 (0.00%) | Jul 31, 2024 |
VANGUARD INDEX FUNDS | 41.00% | 1.2M | 0 (0.00%) | Mar 31, 2026 |
PROFESSIONALLY MANAGED PORTFOLIOS | 29.27% | 859,370 | 0 (0.00%) | Apr 30, 2026 |
MERIDIAN FUND INC | 23.08% | 677,634 | 0 (0.00%) | Mar 31, 2026 |
Current Ownership Distribution
- Institutions368.8M (58.86%)
- Mutual Funds247.7M (39.54%)
- Insiders10.0M (1.60%)
- Other0 (0.00%)
Insider Transactions
- 1.60% (10.0M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 1Number of InsiderSelling (last 12 months)
- $987,095.78Amount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Simon Jennifer L. Chief Financial Officer | Award | Aug 17, 2026 | $0.00 | 6,666 | $0.00 | 6,666 |
Simon Jennifer L. Chief Financial Officer | Award | Aug 17, 2026 | $0.00 | 30,000 | $0.00 | 30,000 |
Mattox Timothy | Sell | Aug 07, 2026 | $3,626.96 | 847 | $4.28 | 36,053 |
Mattox Timothy | Sell | Aug 06, 2026 | $4,270.00 | 1,000 | $4.27 | 36,900 |
Mattox Timothy | Sell | Aug 05, 2026 | $4,530.00 | 1,000 | $4.53 | 37,900 |
Mattox Timothy | Sell | Aug 04, 2026 | $4,330.00 | 1,000 | $4.33 | 38,900 |
Mattox Timothy | Sell | Aug 03, 2026 | $4,450.00 | 1,000 | $4.45 | 39,900 |
Mattox Timothy | Sell | Jul 31, 2026 | $4,480.00 | 1,000 | $4.48 | 40,900 |
Nathaniel Sean CEO and President | In Kind | Jun 16, 2026 | $11,282.07 | 18,605 | $0.61 | 502,146 |
Hill Michael Douglass CFO, Treasurer & Secretary | In Kind | Jun 16, 2026 | $5,415.76 | 8,931 | $0.61 | 383,360 |
Hill Michael Douglass CFO, Treasurer & Secretary | In Kind | Mar 16, 2026 | $4,822.74 | 8,931 | $0.54 | 392,291 |
MCDONALD JOHN T CEO | In Kind | Mar 16, 2026 | $10,046.70 | 18,605 | $0.54 | 2.4M |
Doman Dan Chief Operating & Product Ofcr | In Kind | Mar 16, 2026 | $18,085.14 | 33,491 | $0.54 | 923,766 |
Doman Dan Chief Operating & Product Ofcr | Award | Feb 27, 2026 | $0.00 | 100,000 | $0.00 | 957,257 |
Doman Dan Chief Operating & Product Ofcr | Award | Feb 23, 2026 | $0.00 | 150,000 | $0.00 | 857,257 |
Hill Michael Douglass CFO, Treasurer & Secretary | Award | Feb 23, 2026 | $0.00 | 70,000 | $0.00 | 401,222 |
Doman Dan Chief Operating & Product Ofcr | In Kind | Dec 16, 2025 | $36,523.57 | 24,595 | $1.49 | 707,257 |
Hill Michael Douglass CFO, Treasurer & Secretary | In Kind | Dec 16, 2025 | $13,151.16 | 8,856 | $1.49 | 331,222 |
MCDONALD JOHN T CEO | In Kind | Dec 16, 2025 | $29,220.35 | 19,677 | $1.49 | 2.4M |
Mattox Timothy | Award | Oct 27, 2025 | $0.00 | 25,000 | $0.00 | 419,008 |
Walsh Teresa Miles | Award | Oct 27, 2025 | $0.00 | 25,000 | $0.00 | 144,490 |
Chung David H S | Award | Oct 27, 2025 | $0.00 | 25,000 | $0.00 | 124,484 |
COURTER STEPHEN E | Award | Oct 27, 2025 | $0.00 | 25,000 | $0.00 | 124,232 |
MAY DAVID | Award | Oct 27, 2025 | $0.00 | 25,000 | $0.00 | 191,437 |
Doman Dan Chief Operating & Product Ofcr | In Kind | Sep 16, 2025 | $65,065.28 | 26,236 | $2.48 | 731,852 |
Cummings Karen President and COO | In Kind | Jun 30, 2025 | $79,936.35 | 40,993 | $1.95 | 306,432 |
Smith Matthew Harnden General Counsel and Secretary | In Kind | Jun 16, 2025 | $6,616.64 | 3,596 | $1.84 | 131,908 |
Cummings Karen President and COO | In Kind | Jun 16, 2025 | $21,121.36 | 11,479 | $1.84 | 347,425 |
Hill Michael Douglass CFO & Treasurer | In Kind | Jun 16, 2025 | $20,519.68 | 11,152 | $1.84 | 351,230 |
Doman Dan Chief Product Officer | In Kind | Jun 16, 2025 | $27,154.72 | 14,758 | $1.84 | 758,088 |