Companies / Upland Software, Inc.
Upland Software, Inc.
Nasdaq: UPLDCIK 1505155AUSTIN, TX
Financials · FY2025
Ownership
29.4M shares outstanding · as of Apr 29, 2026
Ownership
| Insiders | 10.30% | 3,024,247 |
| Institutions | 39.52% | 11,604,938 |
| Public float | 50.18% | 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
View all →| Insider | % of shares | Shares |
|---|---|---|
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
View all →| Holder | Value | % of shares |
|---|---|---|
| $2.59M | 6.18% | |
| $1.92M | 4.56% | |
| $1.27M | 3.02% | |
| $1.11M | 2.65% | |
| $675.7K | 1.61% | |
| $479.5K | 1.14% | |
| $472.3K | 0.34% | |
| $438.3K | 2.24% | |
| $431.0K | 1.03% | |
| $397.2K | 0.95% |
Activity
Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | New South Capital Management Inc 13F manager | Exit | Common stock | $-1.27M | -887K -100.00% | 0 | low |
| Q2 2026 as of | BlackRock, Inc. 13F manager | Exit | Common stock | $-888.4K | -621K -100.00% | 0 | low |
| Q1 2026 as of | Marshall Wace, LLP 13F manager | Exit | Common stock | $-675.7K | -473K -100.00% | 0 | low |
| Q2 2026 as of | Rice Hall James & Associates, LLC 13F manager | Exit | Common stock | $-649.0K | -974K -100.00% | 0 | low |
| Q2 2026 as of | Rice Hall James & Associates, LLC 13F manager | New | Common Stock | $472.3K | +101K | 101,143 0.34% of shares | low |
| Q1 2026 as of | Public Employees Retirement System of Ohio 13F manager | Exit | Common stock | $-397.2K | -278K -100.00% | 0 | low |
| Q2 2026 as of | BlackRock, Inc. 13F manager | New | Common Stock | $256.7K | +55K | 54,961 0.19% of shares | low |
| Q1 2026 as of | Bridgeway Capital Management, LLC 13F manager | Exit | Common stock | $-222.5K | -156K -100.00% | 0 | low |
5%+ ownership events
Schedule 13D / 13G
| Filer | Stance | % of class |
|---|---|---|
| Vanguard Group Inc | Passive13G/A | — |
Securities
via CUSIP / OpenFIGI
| Symbol | Type | CUSIP |
|---|---|---|
| UPLD | Common Stock | 91544A208 |
| UPLD | — | 91544A109 |