Upland Software, Inc.(UPLD)Stock Analysis
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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.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
UPLD Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Upland Software, Inc. (UPLD), 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. Upland Software, Inc.'s 13F Pro composite quality score has ranged between 23 and 44 since 2021, currently 25.3 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$49.1M
Net Income
Q2 2026
$-35.3M
Free Cash Flow
Q2 2026
$5.3M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-21.1% YoYNet Income
+65.5% YoYOperating Income
+104.3% YoYEPS (Diluted)
+63.4% YoYTotal Assets
-22.0% YoYTotal Debt
-18.2% YoYOp. Cash Flow
+6.4% YoYFree Cash Flow
+4.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $216.9M -21.1% | $274.8M -7.7% | $297.9M -6.1% | $317.3M +5.1% | $302.0M +3.5% | $291.8M |
| Net Income | $-38.9M +65.5% | $-112.7M +37.3% | $-179.9M -162.9% | $-68.4M -17.5% | $-58.2M -13.7% | $-51.2M |
| Operating Income | $4.4M +104.3% | $-102.3M +37.6% | $-163.9M -307.5% | $-40.2M -16.0% | $-34.7M -45.6% | $-23.8M |
| EPS (Diluted) | $-1.56 +63.4% | $-4.26 +26.2% | $-5.77 -158.7% | $-2.23 -16.1% | $-1.92 +0.0% | $-1.92 |
| Total Assets | $413.2M -22.0% | $529.5M -39.1% | $870.0M -21.9% | $1.11B +8.2% | $1.03B +1.8% | $1.01B |
| Total Debt | $240.1M -18.2% | $293.4M -38.9% | $479.8M -7.4% | $518.1M -0.6% | $521.5M -0.6% | $524.8M |
| Operating Cash Flow | $25.8M +6.4% | $24.2M -51.5% | $49.9M +66.6% | $30.0M -28.2% | $41.7M +17.2% | $35.6M |
| Free Cash Flow | $24.4M +4.7% | $23.4M -52.1% | $48.7M +67.4% | $29.1M -28.3% | $40.6M +17.7% | $34.5M |
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Top Institutional Holders of UPLD
AMERIPRISE FINANCIAL INC
$644.1K137,919 shVANGUARD CAPITAL MANAGEMENT LLC
$562.2K120,376 shACADIAN ASSET MANAGEMENT LLC
$524.0K112,368 shRICE HALL JAMES & ASSOCIATES, LLC
$472.3K101,143 shCastleKnight Management LP
$363.0K77,720 shBlackRock, Inc.
$256.7K54,961 shD. E. Shaw & Co., Inc.
$223.5K47,867 shRBF Capital, LLC
$199.7K42,754 shGEODE CAPITAL MANAGEMENT, LLC
$167.4K35,839 shTWO SIGMA INVESTMENTS, LP
$125.1K26,790 sh
| Fund | Value | Shares |
|---|---|---|
| AMERIPRISE FINANCIAL INC | $644.1K | 137,919 |
| VANGUARD CAPITAL MANAGEMENT LLC | $562.2K | 120,376 |
| ACADIAN ASSET MANAGEMENT LLC | $524.0K | 112,368 |
| RICE HALL JAMES & ASSOCIATES, LLC | $472.3K | 101,143 |
| CastleKnight Management LP | $363.0K | 77,720 |
| BlackRock, Inc. | $256.7K | 54,961 |
| D. E. Shaw & Co., Inc. | $223.5K | 47,867 |
| RBF Capital, LLC | $199.7K | 42,754 |
| GEODE CAPITAL MANAGEMENT, LLC | $167.4K | 35,839 |
| TWO SIGMA INVESTMENTS, LP | $125.1K | 26,790 |
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Popular Research
Is UPLD a good stock to buy?
13F Pro's AI-powered analysis of Upland Software, Inc. (UPLD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UPLD are available on the UPLD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. UPLD is classified as a small company.
Which hedge funds own UPLD?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UPLD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Upland Software, Inc.'s investment landscape.