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
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $216.9M | $-38.9M | 2.0% |
| FY 2024 | 10-K | $274.8M | $-112.7M | -37.2% |
| FY 2023 | 10-K/A | $297.9M | $-179.9M | -55.0% |
| FY 2022 | 10-K/A | $317.3M | $-68.4M | -12.7% |
| FY 2021 | 10-K/A | $302.0M | $-58.2M | -11.5% |
| FY 2020 | 10-K | $291.8M | $-51.2M | -8.2% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| AMERIPRISE FINANCIAL | 137,919 | $644.1K | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 120,376 | $562.2K | 2026-06-30 |
| ACADIAN ASSET MANAGEMENT | 112,368 | $524.0K | 2026-06-30 |
| RICE HALL JAMES & ASSOCIATES | 101,143 | $472.3K | 2026-06-30 |
| CastleKnight Management | 77,720 | $363.0K | 2026-06-30 |
| BlackRock | 54,961 | $256.7K | 2026-06-30 |
| D. E. Shaw | 47,867 | $223.5K | 2026-06-30 |
| RBF Capital | 42,754 | $199.7K | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT | 35,839 | $167.4K | 2026-06-30 |
| TWO SIGMA INVESTMENTS | 26,790 | $125.1K | 2026-06-30 |
13F Pro Quality Score
Rank #2,670 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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