Upland Software (UPLD)

• Market cap: $79.7M
• 1 day: -3.15%
• 5 days: 8.63%
• 1 month: 7.78%
• 3 months: 28.24%
• 6 months: -23.06%
• Year to date: -38.17%
• 1 year: 23.11%
• 5 years: -92.77%
• 10 years: -64.21%
• Sector: Technology
• Industry: Software - Application

About: Upland Software Inc is a software company. It provides cloud-based software applications in three categories: Knowledge Management that provides solutions designed to help organizations capture, organize, and distribute information to employees and customers. Content Lifecycle and Workflow Automation offers solutions that support document management, compliance, and process efficiency across various industries. Digital Marketing solutions that provides tools for audience engagement, campaign management, and content distribution across digital channels.

Employees: 998

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

2.58% less ownership

Funds ownership: 52.83% [Q1] → 50.25% (-2.58%) [Q2]

7% less funds holding

Funds holding: 70 [Q1] → 65 (-5) [Q2]

11% less call options, than puts

Call options by funds: $90K | Put options by funds: $101K

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

34% less capital invested

Capital invested by funds: $42.6M [Q1] → $27.9M (-$14.6M) [Q2]

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $4.50 62% upside
• Avg. target: $4.50 62% upside
• High target: $4.50 62% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Needham Scott Berg

62% upside $4.50

Buy Upgraded

21 Aug 2025