Upland Software, Inc.(UPLD)— Stock Profile, AI Score & Financials

Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

Upland Software, Inc. (UPLD) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores UPLD at 25.3/100 on a 32-signal composite quality model, placing it at rank #2,670 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (4.6) and institutional flow (9.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 27.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Upland Software, Inc. reports quarterly revenue of $49.1M, net income of $-35.3M, free cash flow of $5.3M. Top institutional holders of UPLD by reported 13-F value include AMERIPRISE FINANCIAL, VANGUARD CAPITAL MANAGEMENT, ACADIAN ASSET MANAGEMENT, based on the most recent SEC filings. UPLD trades on the Nasdaq exchange and files with the SEC under CIK 1505155. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UPLD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Upland Software, Inc. directly from SEC EDGAR.

AI Quality Score

25.3/100

AI Rank

#2,670

Revenue

$49.1M

Net Income

$-35.3M

Free Cash Flow

$5.3M

UPLD key financials by period

Upland Software, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202510-K$216.9M$-38.9M2.0%
FY 202410-K$274.8M$-112.7M-37.2%
FY 202310-K/A$297.9M$-179.9M-55.0%
FY 202210-K/A$317.3M$-68.4M-12.7%
FY 202110-K/A$302.0M$-58.2M-11.5%
FY 202010-K$291.8M$-51.2M-8.2%

Institutions holding UPLD

Institutional investors reporting a position in Upland Software, Inc. on SEC Form 13F.
InstitutionSharesValueReported
AMERIPRISE FINANCIAL137,919$644.1K2026-06-30
VANGUARD CAPITAL MANAGEMENT120,376$562.2K2026-06-30
ACADIAN ASSET MANAGEMENT112,368$524.0K2026-06-30
RICE HALL JAMES & ASSOCIATES101,143$472.3K2026-06-30
CastleKnight Management77,720$363.0K2026-06-30
BlackRock54,961$256.7K2026-06-30
D. E. Shaw47,867$223.5K2026-06-30
RBF Capital42,754$199.7K2026-06-30
GEODE CAPITAL MANAGEMENT35,839$167.4K2026-06-30
TWO SIGMA INVESTMENTS26,790$125.1K2026-06-30
UPLD

Upland Software, Inc.

UPLD
NasdaqSmall CapTechnology

13F Pro Quality Score

25.3/100

Rank #2,670 of 2,962 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

4.6/100

Profitability

16.1/100

Balance Sheet

17.9/100

Earnings Quality

32.7/100

Free Cash Flow

60.6/100

Institutional Flow

9.3/100

Revenue Scale

23.6/100

Dilution Risk

27.3/100

Price Chart

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Key Metrics

Revenue

Q2 2026
EDGAR

$49.14M

Net Income

Q2 2026
EDGAR

$-35.32M

EPS (Diluted)

Q2 2026
EDGAR

$-12.53

Free Cash Flow

Q2 2026
EDGAR

$5.28M

Top Institutional Holders

as of Q2 2026
$4.21M total

Financial Trends

Revenue & Net Income

Earnings Per Share

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