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UPLD Insider Trading

Insider Ownership Percentage: 14.80%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $110,495.76

Upland Software Insider Trading History Chart

This chart shows the insider buying and selling history at Upland Software by year and by quarter.

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Upland Software Share Price & Price History

Current Price: $1.72
Price Change: ▼ Price Decrease of -0.06 (-3.37%)
As of 12/4/2025 05:00 PM ET

This chart shows the closing price history over time for UPLD up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Upland Software Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/11/2025John T McdonaldCEOSell14,438$2.36$34,073.682,452,125View SEC Filing Icon  
3/17/2025Timothy MattoxDirectorSell20,000$3.19$63,800.00394,008View SEC Filing Icon  
12/17/2024Timothy MattoxDirectorSell2,768$4.56$12,622.08414,008View SEC Filing Icon  
8/8/2024John T McdonaldCEOBuy33,635$1.98$66,597.30297,373View SEC Filing Icon  
11/7/2023Dan DomanInsiderSell13,996$4.80$67,180.80199,779View SEC Filing Icon  
3/13/2023John T McdonaldCEOBuy10,000$4.75$47,500.00263,738View SEC Filing Icon  
3/10/2023John T McdonaldCEOBuy10,000$4.80$48,000.00253,738View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Upland Software (NASDAQ:UPLD)

77.78% of Upland Software stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at UPLD by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Upland Software Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/17/2025Centiva Capital LP21,834$52K0.0%N/A0.076%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE33,724$80K0.0%-48.9%0.117%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.1,320,696$3.13M0.0%+10.8%4.571%Search for SEC Filing on Google Icon
11/14/2025Man Group plc255,135$0.61M0.0%-7.5%0.883%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP352,699$0.84M0.0%+35.4%1.221%Search for SEC Filing on Google Icon
11/14/2025Bridgeway Capital Management LLC162,600$0.39M0.0%-16.8%0.563%Search for SEC Filing on Google Icon
11/14/2025Squarepoint Ops LLC103,319$0.25M0.0%+21.1%0.358%Search for SEC Filing on Google Icon
11/13/2025Boston Partners50,886$0.12M0.0%N/A0.176%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.186,048$0.44M0.0%+486.0%0.644%Search for SEC Filing on Google Icon
11/13/2025Dynamic Technology Lab Private Ltd14,543$34K0.0%N/A0.050%Search for SEC Filing on Google Icon
11/12/2025Heron Bay Capital Management86,539$0.21M0.0%-6.5%0.301%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP13,661$32K0.0%N/A0.047%Search for SEC Filing on Google Icon
11/12/2025Victory Capital Management Inc.89,950$0.21M0.0%N/A0.313%Search for SEC Filing on Google Icon
11/7/2025GSA Capital Partners LLP121,600$0.29M0.0%-28.4%0.423%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.1,844,507$4.37M0.0%-0.5%6.411%Search for SEC Filing on Google Icon
11/6/2025New South Capital Management Inc.965,263$2.29M0.1%-2.8%3.355%Search for SEC Filing on Google Icon
10/29/2025Inspire Advisors LLC20,394$48K0.0%-27.7%0.071%Search for SEC Filing on Google Icon
10/28/2025Ritholtz Wealth Management51,269$0.12M0.0%+32.0%0.178%Search for SEC Filing on Google Icon
10/16/2025Rice Hall James & Associates LLC871,259$2.07M0.1%-10.2%3.028%Search for SEC Filing on Google Icon
10/7/2025Assenagon Asset Management S.A.208,849$0.50M0.0%N/A0.726%Search for SEC Filing on Google Icon
8/16/2025Evergreen Capital Management LLC62,390$0.12M0.0%N/A0.217%Search for SEC Filing on Google Icon
8/15/2025Man Group plc275,910$0.54M0.0%-14.1%0.959%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE65,981$0.13M0.0%-13.5%0.229%Search for SEC Filing on Google Icon
8/15/2025Ameriprise Financial Inc.1,192,496$2.33M0.0%-9.0%4.145%Search for SEC Filing on Google Icon
8/14/2025Jane Street Group LLC18,380$36K0.0%-53.1%0.064%Search for SEC Filing on Google Icon
8/13/2025Marshall Wace LLP346,588$0.68M0.0%-11.5%1.205%Search for SEC Filing on Google Icon
8/13/2025Walleye Capital LLC63,867$0.13M0.0%-29.6%0.222%Search for SEC Filing on Google Icon
8/13/2025Invesco Ltd.47,966$94K0.0%-36.4%0.167%Search for SEC Filing on Google Icon
8/13/2025Russell Investments Group Ltd.31,750$62K0.0%+2,534.9%0.110%Search for SEC Filing on Google Icon
8/12/2025XTX Topco Ltd28,797$56K0.0%+63.5%0.100%Search for SEC Filing on Google Icon
8/12/2025Hillsdale Investment Management Inc.14,265$28K0.0%N/A0.050%Search for SEC Filing on Google Icon
8/11/2025Inspire Advisors LLC28,215$55K0.0%-76.1%0.098%Search for SEC Filing on Google Icon
7/28/2025Ritholtz Wealth Management38,836$76K0.0%-19.8%0.136%Search for SEC Filing on Google Icon
6/27/2025Goldman Sachs Group Inc.16,230$46K0.0%-87.7%0.057%Search for SEC Filing on Google Icon
5/19/2025Jane Street Group LLC39,160$0.11M0.0%-65.2%0.137%Search for SEC Filing on Google Icon
5/16/2025Goldman Sachs Group Inc.16,230$46K0.0%-87.7%0.057%Search for SEC Filing on Google Icon
5/16/2025NewEdge Advisors LLC11,940$34K0.0%+697.1%0.042%Search for SEC Filing on Google Icon
5/14/2025Walleye Capital LLC90,681$0.26M0.0%-21.0%0.318%Search for SEC Filing on Google Icon
5/13/2025American Century Companies Inc.19,266$55K0.0%N/A0.068%Search for SEC Filing on Google Icon
5/12/2025Invesco Ltd.75,366$0.22M0.0%-23.9%0.265%Search for SEC Filing on Google Icon
5/9/2025R Squared Ltd13,510$39K0.0%+646.4%0.047%Search for SEC Filing on Google Icon
5/7/2025Mackenzie Financial Corp71,523$0.21M0.0%+18.5%0.251%Search for SEC Filing on Google Icon
5/7/2025Inspire Advisors LLC118,176$0.34M0.0%N/A0.415%Search for SEC Filing on Google Icon
5/1/2025Rice Hall James & Associates LLC919,892$2.63M0.2%-4.6%3.230%Search for SEC Filing on Google Icon
5/1/2025Kathmere Capital Management LLC10,783$31K0.0%N/A0.038%Search for SEC Filing on Google Icon
4/28/2025New South Capital Management Inc.1,176,940$3.37M0.2%-10.9%4.132%Search for SEC Filing on Google Icon
4/17/2025Ritholtz Wealth Management48,397$0.14M0.0%N/A0.172%Search for SEC Filing on Google Icon
2/27/2025Jefferies Financial Group Inc.20,000$87K0.0%N/A0.073%Search for SEC Filing on Google Icon
2/20/2025Mackenzie Financial Corp60,350$0.26M0.0%+355.8%0.220%Search for SEC Filing on Google Icon
2/19/2025Public Employees Retirement System of Ohio379,690$1.65M0.0%-7.1%1.384%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Investments LP321,583$1.40M0.0%+111.1%1.172%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Advisers LP406,400$1.76M0.0%+106.8%1.481%Search for SEC Filing on Google Icon
2/17/2025Sherbrooke Park Advisers LLC13,477$58K0.0%N/A0.049%Search for SEC Filing on Google Icon
2/17/2025Man Group plc398,800$1.73M0.0%+33.5%1.453%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC106,364$0.46M0.0%+54.1%0.388%Search for SEC Filing on Google Icon
2/17/2025Jefferies Financial Group Inc.20,000$87K0.0%N/A0.073%Search for SEC Filing on Google Icon
2/17/2025D. E. Shaw & Co. Inc.1,301,061$5.65M0.0%+13.5%4.741%Search for SEC Filing on Google Icon
2/17/2025Cresset Asset Management LLC20,000$87K0.0%N/A0.073%Search for SEC Filing on Google Icon
2/17/2025Cubist Systematic Strategies LLC41,781$0.18M0.0%N/A0.152%Search for SEC Filing on Google Icon
2/17/2025CastleKnight Management LP1,020,143$4.43M0.1%-23.5%3.718%Search for SEC Filing on Google Icon
2/17/2025Bridgeway Capital Management LLC241,200$1.05M0.0%+46.7%0.879%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE81,386$0.35M0.0%+87.0%0.297%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.1,256,479$5.45M0.0%-7.5%4.579%Search for SEC Filing on Google Icon
2/17/2025Algert Global LLC22,860$99K0.0%N/A0.083%Search for SEC Filing on Google Icon
2/17/2025272 Capital LP8,610$37K0.0%-98.4%0.031%Search for SEC Filing on Google Icon
2/14/2025Jane Street Group LLC112,689$0.49M0.0%+753.8%0.411%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp52,716$0.23M0.0%-6.7%0.192%Search for SEC Filing on Google Icon
2/14/2025Hsbc Holdings PLC38,874$0.17M0.0%-5.9%0.142%Search for SEC Filing on Google Icon
2/14/2025Dimensional Fund Advisors LP92,151$0.40M0.0%-69.3%0.336%Search for SEC Filing on Google Icon
2/13/2025Marshall Wace LLP135,431$0.59M0.0%+278.2%0.494%Search for SEC Filing on Google Icon
2/13/2025Walleye Capital LLC114,833$0.50M0.0%N/A0.418%Search for SEC Filing on Google Icon
2/13/2025XTX Topco Ltd13,633$59K0.0%-21.3%0.050%Search for SEC Filing on Google Icon
2/13/2025Renaissance Technologies LLC358,808$1.56M0.0%+22.8%1.308%Search for SEC Filing on Google Icon
2/12/2025Arrowstreet Capital Limited Partnership187,187$0.81M0.0%N/A0.682%Search for SEC Filing on Google Icon
2/12/2025JPMorgan Chase & Co.14,064$61K0.0%N/A0.051%Search for SEC Filing on Google Icon
2/11/2025Prudential Financial Inc.21,950$95K0.0%N/A0.080%Search for SEC Filing on Google Icon
2/11/2025Heron Bay Capital Management96,963$0.42M0.1%+22.9%0.353%Search for SEC Filing on Google Icon
2/10/2025Essential Planning LLC.13,000$56K0.0%N/A0.047%Search for SEC Filing on Google Icon
2/6/2025New South Capital Management Inc.1,320,785$5.73M0.2%-7.9%4.813%Search for SEC Filing on Google Icon
2/4/2025WESPAC Advisors LLC12,658$55K0.0%N/A0.046%Search for SEC Filing on Google Icon
1/31/2025Rice Hall James & Associates LLC964,624$4.19M0.2%+63.7%3.515%Search for SEC Filing on Google Icon
1/29/2025Legato Capital Management LLC10,071$44K0.0%N/A0.037%Search for SEC Filing on Google Icon
1/24/2025Hodges Capital Management Inc.42,500$0.19M0.0%-59.9%0.155%Search for SEC Filing on Google Icon
1/14/2025Assenagon Asset Management S.A.101,340$0.44M0.0%-32.5%0.369%Search for SEC Filing on Google Icon
12/5/2024272 Capital LP541,018$1.35M0.7%-26.7%1.972%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC273,917$0.68M0.0%-4.4%0.998%Search for SEC Filing on Google Icon
11/15/2024Hodges Capital Management Inc.105,869$0.26M0.0%-91.4%0.386%Search for SEC Filing on Google Icon
11/15/2024XTX Topco Ltd17,318$43K0.0%N/A0.063%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC13,199$33K0.0%-24.2%0.048%Search for SEC Filing on Google Icon
11/15/2024Jacobs Levy Equity Management Inc.255,617$0.64M0.0%+21.8%0.932%Search for SEC Filing on Google Icon
11/14/2024272 Capital LP50,000$0.12M0.1%-93.2%0.182%Search for SEC Filing on Google Icon
11/13/2024FMR LLC78,626$0.20M0.0%+30.0%0.287%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd12,344$31K0.0%N/A0.045%Search for SEC Filing on Google Icon
11/5/2024First Heartland Consultants Inc.12,086$30K0.0%N/A0.044%Search for SEC Filing on Google Icon
10/28/2024Rice Hall James & Associates LLC589,226$1.47M0.1%+115.4%2.135%Search for SEC Filing on Google Icon
10/15/2024NBC Securities Inc.15,000$37K0.0%-73.7%0.055%Search for SEC Filing on Google Icon
8/15/2024Mackenzie Financial Corp30,191$75K0.0%+74.6%0.111%Search for SEC Filing on Google Icon
8/14/2024272 Capital LP738,421$1.84M0.9%-51.6%2.708%Search for SEC Filing on Google Icon
8/14/2024Heron Bay Capital Management74,114$0.19M0.0%N/A0.272%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC288,408$0.72M0.0%+180.6%1.058%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Upland Software logo
Upland Software, Inc., together with its subsidiaries, provides cloud-based software applications under the Upland brand name in the United States, the United Kingdom, Canada, and internationally. It offers software applications that enable organizations to plan, manage and execute projects, and work in the areas of marketing, sales, contact center, knowledge management, project management, information technology, business operations, human resources, and legal. The company also provides professional services, such as implementation, data extraction, integration and configuration, and training services, as well as customer support services. It serves corporations, government agencies, and small and medium-sized businesses in the financial, consulting, technology, manufacturing, media, telecommunication, insurance, non-profit healthcare, life sciences, retail, and hospitality sectors. 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.
Read More on Upland Software

Today's Range

Now: $1.72
Low: $1.70
High: $1.78

50 Day Range

MA: $2.07
Low: $1.72
High: $2.53

52 Week Range

Now: $1.72
Low: $1.62
High: $5.64

Volume

174,908 shs

Average Volume

157,923 shs

Market Capitalization

$49.69 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.19

Who are the company insiders with the largest holdings of Upland Software?

Upland Software's top insider investors include:
  1. John T Mcdonald (CEO)
  2. Timothy Mattox (Director)
Learn More about top insider investors at Upland Software.

Who are the major institutional investors of Upland Software?

Upland Software's top institutional investors include:
  1. Vanguard Group Inc. — 6.41%
  2. Ameriprise Financial Inc. — 4.57%
  3. New South Capital Management Inc. — 3.35%
  4. Rice Hall James & Associates LLC — 3.03%
  5. Two Sigma Investments LP — 1.22%
  6. Man Group plc — 0.88%
Learn More about top institutional investors of Upland Software stock.

Which institutional investors are selling Upland Software stock?

During the last quarter, UPLD stock was sold by these institutional investors:
  1. Rice Hall James & Associates LLC
  2. GSA Capital Partners LLP
  3. Bridgeway Capital Management LLC
  4. Bank of America Corp DE
  5. New South Capital Management Inc.
  6. Man Group plc
  7. Citadel Advisors LLC
  8. Vanguard Group Inc.
During the last year, company insiders that have sold Upland Software company stock include:
  1. John T Mcdonald (CEO)
  2. Timothy Mattox (Director)
Learn More investors selling Upland Software stock.

Which institutional investors are buying Upland Software stock?

Within the previous quarter, UPLD stock was purchased by institutional investors including:
  1. Assenagon Asset Management S.A.
  2. Russell Investments Group Ltd.
  3. Ameriprise Financial Inc.
  4. Two Sigma Investments LP
  5. Victory Capital Management Inc.
  6. Boston Partners
  7. Centiva Capital LP
  8. Squarepoint Ops LLC