Companies / Upland Software, Inc.

Upland Software, Inc.

Nasdaq: UPLDCIK 1505155AUSTIN, TX

Financials · FY2025

Revenue$216.88M
Net income$-38.90M
Total debt$232.41M
Cash$29.78M
Diluted EPS$-1.56
Shares outstanding29.4M

Ownership

29.4M shares outstanding · as of Apr 29, 2026
10.3%Insiders
Ownership
Insiders10.30%3,024,247
Institutions39.52%11,604,938
Public float50.18%14,734,016

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 3

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Insider% of sharesShares
McDonald John TCEOCEO · Director
8.99%2,640,887
Doman DanFormerChief Operating & Product Ofcr
3.15%923,766
Hill Michael DouglassCFO, Treasurer & Secretary
1.31%383,360

Institutional holders 59

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HolderValue% of shares
Vanguard Group Inc$2.59M6.18%
Ameriprise Financial Inc$1.92M4.56%
New South Capital Management Inc$1.27M3.02%
CastleKnight Management LP$1.11M2.65%
Marshall Wace, LLP$675.7K1.61%
Two Sigma Advisers, LP$479.5K1.14%
Rice Hall James & Associates, LLC$472.3K0.34%
D. E. Shaw & Co., Inc.$438.3K2.24%
Assenagon Asset Management S.A.$431.0K1.03%
Public Employees Retirement System of Ohio$397.2K0.95%
InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Mar 16, 2026Doman Dan
Executive
OtherCommon Stock$18.1K-33K
-3.50%
923,766
3.15% of shares
low
Mar 16, 2026McDonald John T
CEO
OtherCommon Stock$10.0K-19K
-0.77%
2,390,887
8.14% of shares
low
Jun 16, 2026Hill Michael Douglass
Executive
OtherCommon Stock$5.4K-9K
-2.28%
383,360
1.31% of shares
low
Mar 16, 2026Hill Michael Douglass
Executive
OtherCommon Stock$4.8K-9K
-2.23%
392,291
1.34% of shares
low
Apr 30, 2026McDonald John T
CEO
GrantCommon Stock$0+250K
+10.46%
2,640,887
8.99% of shares
low
Feb 27, 2026Doman Dan
Executive
GrantCommon Stock$0+100K
+11.67%
957,257
3.26% of shares
low
Feb 23, 2026Doman Dan
Executive
GrantCommon Stock$0+150K
+21.21%
857,257
2.92% of shares
low
Feb 23, 2026Hill Michael Douglass
Executive
GrantCommon Stock$0+70K
+21.13%
401,222
1.37% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
UPLDCommon StockEquity91544A208BBG005KC3JR5
UPLD——91544A109—