# Upland Software, Inc.: overview UPLD · Nasdaq · CIK 1505155 · [Technology](/sectors/technology.md) · fiscal year ends Dec 31 Pages: [Overview](/companies/upld.md) · [Financials](/companies/upld/financials.md) · [Filings](/companies/upld/filings.md) · [Insiders](/companies/upld/insiders.md) Latest reported revenue: [$49.1m](/filings/0001505155-26-000070.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 14, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001505155-26-000070). ## Last eight quarters | Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) | | --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [66.7](/filings/0001505155-25-000106.md) | [68.0 d](/filings/0001505155-26-000007.md) | [63.7](/filings/0001505155-26-000036.md) | [53.4](/filings/0001505155-26-000070.md) | [50.5](/filings/0001505155-25-000106.md) | [49.3 d](/filings/0001505155-26-000007.md) | [48.7](/filings/0001505155-26-000036.md) | [49.1](/filings/0001505155-26-000070.md) | | Gross margin | % | [70.5%](/filings/0001505155-25-000106.md) | [70.8% d](/filings/0001505155-26-000007.md) | [71.6%](/filings/0001505155-26-000036.md) | [74.8%](/filings/0001505155-26-000070.md) | [76.9%](/filings/0001505155-25-000106.md) | [76.5% d](/filings/0001505155-26-000007.md) | [75.5%](/filings/0001505155-26-000036.md) | [76.3%](/filings/0001505155-26-000070.md) | | Operating margin | % | [(5.0%)](/filings/0001505155-25-000106.md) | [(2.9%) d](/filings/0001505155-26-000007.md) | [(1.7%)](/filings/0001505155-26-000036.md) | [(13.2%)](/filings/0001505155-26-000070.md) | [10.6%](/filings/0001505155-25-000106.md) | [14.5% d](/filings/0001505155-26-000007.md) | [10.4%](/filings/0001505155-26-000036.md) | [(60.4%)](/filings/0001505155-26-000070.md) | | Net margin | % | [(2.6%)](/filings/0001505155-25-000106.md) | [(5.0%) d](/filings/0001505155-26-000007.md) | [(40.6%)](/filings/0001505155-26-000036.md) | [(24.4%)](/filings/0001505155-26-000070.md) | [(2.2%)](/filings/0001505155-25-000106.md) | [2.2% d](/filings/0001505155-26-000007.md) | [(2.5%)](/filings/0001505155-26-000036.md) | [(71.9%)](/filings/0001505155-26-000070.md) | | Diluted EPS | $ per share | [(0.12)](/filings/0001505155-25-000106.md) | not reported | [(0.97)](/filings/0001505155-26-000036.md) | [(5.08)](/filings/0001505155-26-000070.md) | [(0.09)](/filings/0001505155-25-000106.md) | not reported | [(0.09)](/filings/0001505155-26-000036.md) | [(12.53)](/filings/0001505155-26-000070.md) | | Free cash flow | $m | [4.2 d](/filings/0001505155-25-000106.md) | [9.0 d](/filings/0001505155-26-000007.md) | [7.9](/filings/0001505155-26-000036.md) | [2.7 d](/filings/0001505155-26-000070.md) | [6.7 d](/filings/0001505155-25-000106.md) | [7.2 d](/filings/0001505155-26-000007.md) | [5.5](/filings/0001505155-26-000036.md) | [5.3 d](/filings/0001505155-26-000070.md) | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure. ## Last five fiscal years | Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) | | --- | --- | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [302](/filings/0001505155-24-000103.md) | [317](/filings/0001505155-25-000024.md) | [298](/filings/0001505155-26-000007.md) | [275](/filings/0001505155-26-000007.md) | [217](/filings/0001505155-26-000007.md) | | Gross margin | % | [67.1%](/filings/0001505155-24-000103.md) | [67.3%](/filings/0001505155-25-000024.md) | [67.6%](/filings/0001505155-26-000007.md) | [70.5%](/filings/0001505155-26-000007.md) | [74.8%](/filings/0001505155-26-000007.md) | | Operating margin | % | [(11.5%)](/filings/0001505155-24-000103.md) | [(12.7%)](/filings/0001505155-25-000024.md) | [(55.0%)](/filings/0001505155-26-000007.md) | [(37.2%)](/filings/0001505155-26-000007.md) | [2.0%](/filings/0001505155-26-000007.md) | | Net margin | % | [(19.3%)](/filings/0001505155-24-000103.md) | [(21.6%)](/filings/0001505155-25-000024.md) | [(60.4%)](/filings/0001505155-26-000007.md) | [(41.0%)](/filings/0001505155-26-000007.md) | [(17.9%)](/filings/0001505155-26-000007.md) | | Diluted EPS | $ per share | [(1.92)](/filings/0001505155-24-000103.md) | [(2.23)](/filings/0001505155-25-000024.md) | [(5.77)](/filings/0001505155-26-000007.md) | [(4.26)](/filings/0001505155-26-000007.md) | [(1.56)](/filings/0001505155-26-000007.md) | | Free cash flow | $m | [40.6](/filings/0001505155-24-000103.md) | [29.1](/filings/0001505155-25-000024.md) | [48.7](/filings/0001505155-26-000007.md) | [23.4](/filings/0001505155-26-000007.md) | [24.4](/filings/0001505155-26-000007.md) | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing. ## Insider purchases and sales The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/upld/insiders.md) None in coverage. ## Funds that report holding it From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md) | Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before | | --- | --- | ---: | ---: | --- | --- | | [AMERIPRISE FINANCIAL INC](/funds/820027.md) | 2026-06-30 | $644.1k | 137,919 | | New +137,919 | | [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $562.2k | 120,376 | | New +120,376 | | [RICE HALL JAMES & ASSOCIATES, LLC](/funds/1230765.md) | 2026-06-30 | $472.3k | 101,143 | | New +101,143 | | [CastleKnight Management LP](/funds/1835751.md) | 2026-06-30 | $363.0k | 77,720 | | New +77,720 | | [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $256.7k | 54,961 | | New +54,961 | | [D. E. Shaw & Co., Inc.](/funds/1009207.md) | 2026-06-30 | $223.5k | 47,867 | | New +47,867 | | [RBF Capital, LLC](/funds/1134621.md) | 2026-06-30 | $199.7k | 42,754 | | New +42,754 | | [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $167.4k | 35,839 | | New +35,839 | | [TWO SIGMA INVESTMENTS, LP](/funds/1179392.md) | 2026-06-30 | $125.1k | 26,790 | | New +26,790 | | [Man Group plc](/funds/1637460.md) | 2026-06-30 | $118.0k | 25,265 | | New +25,265 | ## Recent filings [All 822 filings](/companies/upld/filings.md) | Filed | Accepted | Form | What it is | Accession | | --- | --- | --- | --- | --- | | 2026-08-14 | 09:11 ET | [10-Q](/filings/0001505155-26-000070.md) | Quarterly report, period 2026-06-30 | 0001505155-26-000070 | | 2026-08-14 | 09:08 ET | [8-K](/filings/0001505155-26-000068.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001505155-26-000068 | | 2026-08-05 | 16:40 ET | [8-K](/filings/0001505155-26-000062.md) | 3.01 Delisting notice | 0001505155-26-000062 | | 2026-07-21 | 17:03 ET | [8-K](/filings/0001505155-26-000059.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001505155-26-000059 | | 2026-07-08 | 09:07 ET | [8-K](/filings/0001505155-26-000055.md) | 8.01 Other events | 0001505155-26-000055 | | 2026-07-07 | 12:01 ET | [8-K](/filings/0001505155-26-000049.md) | 5.02 Departure or appointment of officers or directors | 0001505155-26-000049 | | 2026-06-04 | 09:17 ET | [8-K](/filings/0001505155-26-000039.md) | 5.02 Departure or appointment of officers or directors; 5.03 Amendment to articles or bylaws; 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001505155-26-000039 | | 2026-05-01 | 09:18 ET | [10-Q](/filings/0001505155-26-000036.md) | Quarterly report, period 2026-03-31 | 0001505155-26-000036 | | 2026-05-01 | 09:09 ET | [8-K](/filings/0001505155-26-000034.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001505155-26-000034 | | 2026-04-22 | 17:51 ET | [8-K](/filings/0001505155-26-000030.md) | 2.02 Results of operations | 0001505155-26-000030 | ## Latest annual report [Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001505155-26-000007.md), filed Mar 3, 2026. ## Forecast league Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/40106fe9-adf2-4749-9569-83c82845b0c1) ## About the filer - CIK: 1505155 - Tickers: UPLD - Exchange: Nasdaq - SIC code: 7372 Services-Prepackaged Software - State of incorporation: TX - Filer category: Non-accelerated filer
Smaller reporting company Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:41 ET. No prices; not investment advice.