UPLD Smart Money
Upland Software, Inc.
1W: +10.7%
1M: -9.2%
3M: -30.0%
YTD: +148.7%
1Y: +63.6%
3Y: -14.7%
5Y: -89.8%
$3.73
+0.05 (+1.36%)
Weekly Expected Move ±14.8%
$3
$3
$4
$4
$5
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🏦 Institutional Activity
Latest: Q2 202629
Institutions Holding
+0 vs prior
34.1%
Ownership
+34.12%
29
New
0
Increased
0
Reduced
0
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-16 | Simon Jennifer L. | officer: chief financial officer | F-Tax Withholding | 1,117 | $3.94 | $4K | Filing |
| 2026-09-16 | Nathaniel Sean | officer: ceo and president | F-Tax Withholding | 1,640 | $3.94 | $6K | Filing |
| 2026-09-16 | Doman Dan | officer: chief operating & product ofcr | F-Tax Withholding | 2,952 | $3.94 | $12K | Filing |
| 2026-08-17 | Simon Jennifer L. | officer: chief financial officer | A-Grant/Award | 30,000 | $— | $0 | Filing |
| 2026-08-07 | Mattox Timothy | director | S-Sale | 847 | $4.28 | $4K | Filing |
| 2026-08-06 | Mattox Timothy | director | S-Sale | 1,000 | $4.27 | $4K | Filing |
| 2026-08-05 | Mattox Timothy | director | S-Sale | 1,000 | $4.53 | $5K | Filing |
| 2026-08-04 | Mattox Timothy | director | S-Sale | 1,000 | $4.33 | $4K | Filing |
| 2026-08-03 | Mattox Timothy | director | S-Sale | 1,000 | $4.45 | $4K | Filing |
| 2026-07-31 | Mattox Timothy | director | S-Sale | 1,000 | $4.48 | $4K | Filing |
| 2026-06-16 | Nathaniel Sean | officer: ceo and president | F-Tax Withholding | 18,605 | $0.61 | $11K | Filing |
| 2026-06-16 | Hill Michael Douglass | officer: cfo, treasurer & secretary | F-Tax Withholding | 8,931 | $0.61 | $5K | Filing |
| 2026-06-16 | Doman Dan | officer: chief operating & product ofcr | F-Tax Withholding | 29,515 | $0.61 | $18K | Filing |
| 2026-06-04 | Nathaniel Sean | officer: ceo and president | A-Grant/Award | 500,000 | $— | $0 | Filing |
| 2026-04-30 | MCDONALD JOHN T | director | A-Grant/Award | 250,000 | $— | $0 | Filing |
| 2026-02-27 | Doman Dan | officer: chief operating & product ofcr | A-Grant/Award | 100,000 | $— | $0 | Filing |
| 2026-02-23 | Hill Michael Douglass | officer: cfo, treasurer & secretary | A-Grant/Award | 70,000 | $— | $0 | Filing |
| 2026-02-23 | Doman Dan | officer: chief operating & product ofcr | A-Grant/Award | 150,000 | $— | $0 | Filing |
| 2025-12-16 | Doman Dan | officer: chief operating & product ofcr | F-Tax Withholding | 24,595 | $1.49 | $37K | Filing |
| 2025-12-16 | MCDONALD JOHN T | officer: ceo | F-Tax Withholding | 19,677 | $1.49 | $29K | Filing |
| 2025-12-16 | Hill Michael Douglass | officer: cfo, treasurer & secretary | F-Tax Withholding | 8,856 | $1.49 | $13K | Filing |
| 2025-10-27 | Walsh Teresa Miles | director | A-Grant/Award | 25,000 | $— | $0 | Filing |
| 2025-10-27 | MAY DAVID | director | A-Grant/Award | 25,000 | $— | $0 | Filing |
| 2025-10-27 | Chung David H S | director | A-Grant/Award | 25,000 | $— | $0 | Filing |
| 2025-10-27 | COURTER STEPHEN E | director | A-Grant/Award | 25,000 | $— | $0 | Filing |
🏛️ Congressional Trades
3 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2020-04-08 | Greg Gianforte | House | Buy | $15,001 - $50,000 | Filing |
| 2020-04-06 | Greg Gianforte | House | Buy | $15,001 - $50,000 | Filing |
| 2020-04-02 | Greg Gianforte | House | Buy | $50,001 - $100,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 137,919 | $644K | +137,919 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 120,376 | $562K | +120,376 | 2026-06-30 | Filing |
| RICE HALL JAMES & ASSOCIATES, LLC | 101,143 | $472K | +101,143 | 2026-06-30 | Filing |
| CastleKnight Management LP | 77,720 | $363K | +77,720 | 2026-06-30 | Filing |
| BlackRock, Inc. | 54,961 | $257K | +54,961 | 2026-06-30 | Filing |
| D. E. Shaw & Co., Inc. | 47,867 | $224K | +47,867 | 2026-06-30 | Filing |
| RBF Capital, LLC | 42,754 | $200K | +42,754 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 35,839 | $167K | +35,839 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 26,790 | $125K | +26,790 | 2026-06-30 | Filing |
| Man Group plc | 25,265 | $118K | +25,265 | 2026-06-30 | Filing |
| RENAISSANCE TECHNOLOGIES LLC | 24,584 | $115K | +24,584 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 23,341 | $109K | +23,341 | 2026-06-30 | Filing |
| Russell Investments Group, Ltd. | 21,530 | $101K | +21,530 | 2026-06-30 | Filing |
| JANE STREET GROUP, LLC | 15,585 | $73K | +15,585 | 2026-06-30 | Filing |
| VANGUARD FIDUCIARY TRUST CO | 14,350 | $67K | +14,350 | 2026-06-30 | Filing |
| UBS Group AG | 11,658 | $54K | +11,658 | 2026-06-30 | Filing |
| STATE STREET CORP | 10,994 | $51K | +10,994 | 2026-06-30 | Filing |
| BARCLAYS PLC | 3,164 | $15K | +3,164 | 2026-06-30 | Filing |
| FMR LLC | 1,720 | $8K | +1,720 | 2026-06-30 | Filing |
| Tower Research Capital LLC (TRC) | 1,002 | $5K | +1,002 | 2026-06-30 | Filing |