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Upland Software
Builds AI-powered software for enterprise knowledge and content workflows.
$4.70
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Breakdown13F · Form 4
Institutions 30.70%901.4K sharesInsiders 21.03%617.4K sharesOther 48.27%1.42M shares
Shares outstanding 2.94M · Float 2.16M · 73.5% free float
A split settled inside the quarter being compared, so quarter-on-quarter change is not shown.
Institutions13F, as of Jun 30, 2026
28 holders · 901.4K shares
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Ameriprise Financial Inc | 137.9K | 4.70% | Aug 14, 2026 | |
| Vanguard Capital Management LLC | 120.4K | 4.10% | Aug 13, 2026 | |
| Acadian Asset Management LLC | 112.4K | 3.83% | Aug 13, 2026 | |
| Rice Hall James & Associates, LLC | 101.1K | 3.44% | Aug 7, 2026 | |
| Castleknight Management LP | 77.7K | 2.65% | Aug 14, 2026 | |
| BlackRock, Inc. | 55.0K | 1.87% | Aug 7, 2026 | |
| D. E. Shaw & Co., Inc. | 47.9K | 1.63% | Aug 14, 2026 | |
| RBF Capital, LLC | 42.8K | 1.46% | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Jalak Investments B.V. | 9.00% | 13G | Nov 10, 2025 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| John T. Mcdonald | director | 264.1K | 8.99% | May 4, 2026 |
| Dan Doman | officer: Chief Operating & Product Ofcr | 89.4K | 3.05% | Jun 16, 2026 |
| Sean Nathaniel | officer: CEO and President | 50.2K | 1.71% | Jun 16, 2026 |
| Michael Douglass Hill | officer: CFO, Treasurer & Secretary | 38.3K | 1.31% | Jun 16, 2026 |
| Timothy Mattox | director | 36.1K | 1.23% | Aug 11, 2026 |
| Karen Cummings | officer: President and COO | 30.6K | 1.04% | Jul 1, 2025 |
| Jennifer L. Simon | officer: Chief Financial Officer | 30.0K | 1.02% | Aug 18, 2026 |
| David May | director | 19.1K | 0.65% | Oct 29, 2025 |
| Teresa Miles Walsh | director | 14.4K | 0.49% | Oct 29, 2025 |
| Matthew Harnden Smith | officer: General Counsel and Secretary | 13.2K | 0.45% | Jun 17, 2025 |
3 ten-percent owners hold 340.6K shares by Form 4, outside the officers-and-directors figure above · 9 people have not refiled in the last 18 months (152.6K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 7, 2026 | Timothy Mattoxdirector | Sale | 847 | $4.28 | 36,053 |
| Aug 6, 2026 | Timothy Mattoxdirector | Sale | 1,000 | $4.27 | 36,900 |
| Aug 5, 2026 | Timothy Mattoxdirector | Sale | 1,000 | $4.53 | 37,900 |
| Aug 4, 2026 | Timothy Mattoxdirector | Sale | 1,000 | $4.33 | 38,900 |
| Aug 3, 2026 | Timothy Mattoxdirector | Sale | 1,000 | $4.45 | 39,900 |
| Jul 31, 2026 | Timothy Mattoxdirector | Sale | 1,000 | $4.48 | 40,900 |
| Sep 11, 2025 | John T. Mcdonalddirector, officer: CEO | Sale | 14,438 | $2.36 | 2,452,125 |
CongressHouse and Senate disclosures
Not reported.