Upland Software, Inc. UPLD TECH
Company Overview
Upland Software, Inc., together with its subsidiaries, provides an AI-powered knowledge and content management software under the Upland brand name in the United States, the United Kingdom, Canada, and internationally. It offers knowledge management solutions to help organizations capture, organize, and distribute information to employees and customers; content lifecycle and workflow automation solutions that support document management, compliance, and processes in various industries; and tools for content capture, storage, retrieval, and automated processing, as well as secure digital faxing to replace traditional fax infrastructure. The company also provides project and portfolio management, customer reference management, and IT spending management solutions for resource planning, governance, and operational oversight in organizations; and professional services, such as implementation, data extraction, integration, and configuration, and training on its applications. It serves financial services, consulting services, technology, manufacturing, media, telecommunications, government, insurance, non-profit, healthcare, life sciences, retail, and hospitality industries. The company was formerly known as Silverback Enterprise Group, Inc. and changed its name to Upland Software, Inc. in November 2013. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas.
Why Investors Should Care
Revenue has grown at a 18.9% CAGR over the past five years.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $216.88M (-21.1% YoY); net profit $-38.90M.
- Trailing 12 Months Year-on-year growth — revenue -7.9%.
- 5-Year Trend Long-term compounding — revenue CAGR 18.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 18.93% |
| 1 Year: | -7.90% |
Stock Price Performance
| 1 Year: | -81.48% |
| 6 Months: | -41.47% |
| 3 Months: | -52.83% |
| 1 Month: | -33.33% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)34.46 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 18.9% over 5 years.
- Generates positive free cash flow.
CONS
- Trading 88.2% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Technology).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | UPLD Upland Software, Inc. TECH | 3.50 | -0.24 | $10.35M | 0.00% | 5.20% | -58.02% | 18.93% | - |
| 2 | NVDA NVIDIA Corporation NDXSPXR3KAITECH | 225.73 | 28.50 | $5.45T | 0.46% | 74.66% | 117.21% | 24.64% | 32.12% |
| 3 | AAPL Apple Inc. NDXSPXR3KTECH | 316.22 | 36.22 | $4.61T | 0.34% | 68.72% | 148.75% | 1.81% | 3.92% |
| 4 | MSFT Microsoft Corporation NDXSPXR3KAITECH | 493.95 | 27.49 | $3.67T | 0.79% | 26.33% | 34.04% | 9.93% | 11.90% |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Limited AITECH | 439.00 | 32.71 | $2.28T | 0.95% | 30.20% | 39.97% | 18.94% | 19.57% |
| 6 | AVGO Broadcom Inc. NDXSPXR3KAITECH | 368.56 | 46.95 | $1.75T | 0.71% | 16.70% | 44.25% | 17.04% | 54.08% |
| 7 | MU Micron Technology, Inc. NDXSPXR3KAITECH | 1,000.26 | 22.59 | $1.13T | 0.05% | 13.69% | 66.64% | 13.68% | 26.02% |
| 8 | AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH | 505.74 | 128.36 | $825.61B | 0.00% | 5.47% | 10.20% | 11.81% | 66.28% |
| 9 | ASML ASML Holding N.V. NDXAITECH | 1,764.85 | 59.89 | $677.88B | 0.51% | 42.97% | 53.94% | 15.55% | 19.55% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | 20.75M | 23.28M | 26.07M | 27.85M | 31.61M | 35.95M | 37.14M | 45.18M | 48.49M | 53.01M | 55.06M | 66.07M | 68.03M | 71.31M | 74.18M | 73.97M | 76.26M | 76.05M | 78.72M | 80.23M | 79.55M | 77.06M | 74.50M | 74.12M | 70.74M | 69.34M | 66.69M | - | 63.66M | 53.38M | 50.53M | 49.31M | 48.69M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 18.05M | 13.44M | 11.68M | 11.60M | 11.93M |
| Gross Profit | 11.11M | 10.66M | 10.59M | 10.73M | 11.83M | 12.45M | 12.19M | 13.72M | 15.28M | 16.96M | 18.34M | 20.97M | 25.10M | 25.06M | 30.17M | 33.70M | 36.43M | 38.39M | 44.99M | 45.83M | 47.64M | 48.60M | 49.54M | 51.25M | 51.24M | 53.96M | 53.67M | 53.82M | 51.52M | 50.32M | 51.18M | 49.69M | 48.87M | 46.99M | - | 45.61M | 39.95M | 38.85M | 37.71M | 36.76M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 44.91M | 37.63M | 32.72M | 30.23M | 31.68M |
| Operating Income | -2.51M | -1.81M | -2.78M | -4.16M | -2.46M | -1.31M | -590.00K | -3.62M | -2.80M | -2.33M | -2.39M | -459.00K | -691.00K | 347.00K | -4.79M | -2.56M | -5.53M | -3.70M | -12.51M | -15.32M | -6.94M | -2.68M | -17.53M | -9.16M | -5.74M | -14.78M | -10.89M | -554.00K | -137.43M | -9.39M | -7.72M | -91.64M | -5.37M | -3.31M | - | 693.00K | 2.31M | 6.13M | 7.49M | 5.07M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -15.09M | -909.00K | 10.37M | 14.87M | 10.84M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.44M | 4.14M | 4.20M | 5.00M | 4.46M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -27.19M | -13.20M | -1.38M | 3.10M | -244.00K |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -1.34M | -171.00K | -259.00K | 2.01M | 986.00K |
| Net Income | -3.33M | -2.32M | -4.26M | -5.57M | -3.58M | -2.39M | -1.97M | -5.61M | -5.81M | -3.51M | -3.79M | -3.16M | -5.23M | -4.25M | 1.80M | -7.83M | -5.37M | -12.31M | -19.86M | -20.08M | -14.16M | -11.31M | -20.68M | -19.04M | -11.02M | -22.83M | -16.39M | -6.51M | -140.04M | -15.15M | -8.67M | -96.13M | -11.44M | -1.73M | - | -25.85M | -13.03M | -1.12M | 1.09M | -1.23M |
| Diluted EPS | - | - | - | - | - | - | - | -0.33 | -0.33 | -0.18 | -0.19 | -0.16 | -0.26 | -0.21 | 0.09 | -0.38 | -0.24 | -0.50 | -0.78 | - | -0.57 | -0.42 | -0.69 | -0.63 | -0.36 | -0.73 | -0.52 | -0.22 | -4.38 | -0.51 | -0.31 | -3.37 | -0.47 | -0.12 | - | -9.70 | -5.10 | -0.90 | -0.10 | -0.90 |
| R&D Expense | 4.15M | 3.85M | 3.85M | 3.91M | 4.05M | 3.74M | 3.22M | 3.48M | 4.00M | 4.09M | 4.22M | 4.89M | 5.29M | 5.40M | 5.74M | 6.40M | 7.01M | 7.43M | 8.55M | 9.12M | 10.29M | 9.97M | 10.94M | 11.11M | 10.44M | 12.07M | 11.68M | 11.64M | 12.53M | 12.44M | 12.74M | 12.46M | 12.19M | 11.43M | - | 11.54M | 9.78M | 7.87M | - | 8.04M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 22.76M | 41.19M | 64.57M | 69.91M | 74.77M | 97.95M | 149.88M | 222.64M | 291.78M | 302.02M | 317.30M | 297.85M | 274.79M | 216.88M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | 103.74M | 96.36M | 81.09M | 54.76M |
| Gross Profit | 15.45M | 27.73M | 41.45M | 43.24M | 47.20M | 64.31M | 101.30M | 153.52M | 193.33M | 202.56M | 213.56M | 201.49M | 193.70M | 162.12M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | 219.73M | 233.59M | 208.75M | 145.50M |
| Operating Income | -3.78M | -4.62M | -18.34M | -10.22M | -8.52M | -11.14M | -5.59M | -24.31M | -23.81M | -34.68M | -6.17M | -32.10M | -15.05M | 16.62M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | 15.14M | -91.70M | -46.17M | 9.25M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | 29.14M | 18.68M | 8.94M | 15.79M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | -70.15M | -182.37M | -110.09M | -38.67M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | -1.74M | -2.49M | 2.64M | 232.00K |
| Net Income | -2.51M | -9.20M | -20.12M | -13.66M | -13.51M | -18.73M | -10.84M | -45.37M | -51.22M | -58.21M | -68.41M | -179.87M | -112.73M | -38.90M |
| Diluted EPS | - | - | - | - | - | - | - | -1.96 | -1.92 | -1.92 | -22.30 | -57.70 | -42.60 | -15.60 |
| R&D Expense | 5.31M | 10.34M | 26.16M | 15.78M | 14.92M | 15.79M | 20.91M | 29.04M | 39.00M | 42.69M | 46.19M | 49.38M | 47.37M | 36.51M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 94.85M | 135.69M | 122.41M | 150.59M | 281.26M | 483.20M | 896.83M | 1.01B | - | 1.11B | 870.02M | 529.52M | 413.18M |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | 321.30M | 300.23M | 118.39M | 75.25M |
| Cash & Equivalents | 11.35M | 3.89M | 4.70M | 30.99M | 18.47M | 28.76M | 22.33M | 16.74M | 175.02M | 250.03M | - | 248.65M | 236.56M | 56.43M | 29.40M |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | 47.59M | 38.77M | 38.65M | 25.60M |
| Total Liabilities | - | - | 60.19M | 64.29M | 62.14M | 91.58M | 189.84M | 395.89M | 683.97M | 704.61M | - | 692.30M | 626.09M | 424.60M | 332.47M |
| Current Liabilities | - | - | 29.56M | 45.45M | 34.00M | 39.70M | 75.14M | 107.65M | 129.37M | 121.42M | - | 151.21M | 130.65M | 120.42M | 93.76M |
| Long Term Debt | - | - | 23.44M | 12.33M | 22.37M | 45.74M | 108.84M | 273.71M | 521.88M | 518.44M | - | 511.85M | 473.50M | 286.97M | 224.67M |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | 523.13M | 480.62M | 291.96M | 235.19M |
| Total Equity | -1.59M | -4.18M | -15.88M | 71.40M | 60.27M | 59.01M | 91.42M | 87.31M | 212.86M | 306.62M | - | 421.16M | 243.93M | 104.92M | 80.71M |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | 3.22M | 2.99M | 2.82M | 2.91M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 1.60M | -239.00K | 1.18M | -1.50M | 3.88M | 7.72M | 7.35M | 12.08M | 35.62M | - | 29.98M | 49.94M | 24.24M | 25.80M |
| Investing Cash Flow | -33.31M | -28.57M | -7.08M | -9.41M | -13.23M | -110.78M | -161.69M | -217.76M | -68.97M | - | -63.22M | -1.22M | -882.00K | 8.80M |
| Financing Cash Flow | 24.25M | 29.56M | 32.38M | -1.22M | 19.52M | 96.18M | 149.92M | 363.77M | 107.90M | - | 94.15M | -61.38M | -202.31M | -63.45M |
| Capital Expenditure | -274.00K | -263.00K | -861.00K | -956.00K | -670.00K | -396.00K | -935.00K | -1.04M | -1.11M | - | -866.00K | -1.22M | -882.00K | -1.35M |
| Free Cash Flow | 1.33M | -502.00K | 316.00K | -2.46M | 3.21M | 7.32M | 6.41M | 11.04M | 34.51M | - | 29.11M | 48.72M | 23.36M | 24.45M |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | 60.91M | -12.66M | -178.95M | -28.85M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | 67.9% | 67.3% | 64.2% | 61.9% | 63.1% | 65.6% | 67.6% | 69.0% | 66.3% | 67.1% | 67.3% | 67.6% | 70.5% | 74.8% |
| Operating Margin % | -16.6% | -11.2% | -28.4% | -14.6% | -11.4% | -11.4% | -3.7% | -10.9% | -8.2% | -11.5% | -1.9% | -10.8% | -5.5% | 7.7% |
| Net Margin % | -11.0% | -22.3% | -31.2% | -19.5% | -18.1% | -19.1% | -7.2% | -20.4% | -17.6% | -19.3% | -21.6% | -60.4% | -41.0% | -17.9% |
| ROE % | 60.0% | 57.9% | -28.2% | -22.7% | -22.9% | -20.5% | -12.4% | -21.3% | -16.7% | - | -16.2% | -73.7% | -107.4% | -48.2% |
| ROCE % | - | -7.1% | -20.3% | -11.6% | -7.7% | -5.4% | -1.5% | -3.2% | -2.7% | - | -0.6% | -4.3% | -3.7% | 5.2% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Ameriprise Financial, Inc. | 4.66% | 137.92K | $506.16K |
| 2 | Vanguard Capital Management LLC | 4.07% | 120.38K | $441.78K |
| 3 | Acadian Asset Management. LLC | 3.80% | 112.37K | $412.39K |
| 4 | Rice, Hall, James & Associates LLC | 3.42% | 101.14K | $371.19K |
| 5 | Castleknight Management LP | 2.63% | 77.72K | $285.23K |
| 6 | Blackrock Inc. | 1.86% | 54.96K | $201.71K |
| 7 | Shaw D.E. & Co., Inc. | 1.62% | 47.87K | $175.67K |
| 8 | RBF Capital, LLC | 1.45% | 42.75K | $156.91K |
| 9 | Geode Capital Management, LLC | 1.21% | 35.84K | $131.53K |
| 10 | Two Sigma Investments, LP | 0.91% | 26.79K | $98.32K |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for UPLD
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UPLD — Frequently Asked Questions
What is the current share price of Upland Software, Inc. (UPLD)?
As of 2026-09-19 21:16 PDT, Upland Software, Inc. (UPLD) trades at $3.50 on NasdaqGM. Its 52-week range is $3.50 to $29.60.
What is the market capitalisation of UPLD?
Upland Software, Inc. (UPLD) has a market capitalisation of $10.35M on NasdaqGM.
What is the P/E ratio of UPLD?
UPLD trades at a trailing price-to-earnings (P/E) ratio of -0.24. The industry average P/E is 29.22. Its price-to-book (P/B) ratio is -0.12.
What is the return on equity (ROE) of UPLD?
UPLD has a return on equity (ROE) of -58.02%. Its return on capital employed (ROCE) is 5.20%.
Is UPLD a good stock to buy?
This page provides a data-driven analysis of Upland Software, Inc. (UPLD), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.