Upland Software (UPLD) Insider Trades, Congress & Funds

Smart money at a glance

Filings to Oct 31, 2026

Net selling: insiders sold $21K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersSEC Form 4, last 90 days: -$21K netNet selling
CongressSTOCK Act, last 180 days: NoneNo trades disclosed
Big fundsSEC 13F, latest quarter: NoneNo large changes
Federal contractsUSAspending.gov, last 12 months: 1 awardAwards on record

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

See the 12-month consensus target and the buy/hold/sell rating split.

Unlock the full results

Questions about UPLD filings

Are insiders buying or selling Upland Software Inc (UPLD) stock?

Net selling: insiders sold $21K and bought $0 of UPLD stock on the open market in the 90 days to Oct 31, 2026, according to SEC Form 4 filings. $21K of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Mattox, Timothy (Director), who sold $21K. The latest filing was on Aug 11, 2026.

Which members of Congress have traded UPLD recently?

None. No member of Congress disclosed a UPLD trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this UPLD smart-money data?

This summary uses filings available on Oct 31, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

Smart money on UPLD

Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
Lean short3 sales · $16.8K
3 of 3 on scheduled plans. Form 4 filings.
Politicians
No recent politician filings found
Funds
No recent fund filings found
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about UPLD filings

Are insiders buying or selling Upland Software Inc (UPLD) stock?

Which members of Congress have traded UPLD recently?

None. No member of Congress disclosed a UPLD trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this UPLD smart-money data?

Insiders

What insiders are doing

4 trades · 6 mo

Sold$26K

Sells (3)

MT
Mattox Timothy
Dir · Aug 11
$4K
sold
MT
Mattox Timothy
Dir · Aug 10
$4K
sold
MT
Mattox Timothy
Dir · Aug 6
$9K
sold

1 more trades

Pro opens all of them for $16.50/month, paid yearly.

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Reported Aug 14, 2026

Earnings came in 17.9% above what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 14, 2026

Period ending

Jun 30, 2026

Earnings per share

$1.78+17.88% beat

$1.51 expected

Revenue

$49.1M

SEC filing

EPS: Yahoo Finance

Next report

Estimated report: Nov 4, 2026, in 4 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 14, 2026	$1.78est. $1.51	+17.88%beat	$49.1MSEC filing	-7.9%from $53.4M
Mar 31, 2026Reported May 1, 2026	$1.60est. $1.30	+23.08%beat	$48.7MSEC filing	-23.5%from $63.7M
Dec 31, 2025Reported Mar 3, 2026	$2.40est. $1.93	+24.14%beat	$49.3MYahoo Finance	No year-ago quarter
Sep 30, 2025Reported Nov 6, 2025	$3.00est. $1.73	+73.08%beat	$50.5MSEC filing	-24.2%from $66.7M
Jun 30, 2025Reported Jul 31, 2025	$1.50est. $1.83	-18.03%miss	$53.4MSEC filing	-23.0%from $69.3M
Mar 31, 2025Reported May 12, 2025	$2.30est. $1.73	+32.95%beat	$63.7MSEC filing	-10.0%from $70.7M
Dec 31, 2024Reported Mar 12, 2025	$0.41est. $0.20	+100.98%beat	$274.8M · FYSEC filing	No year-ago quarter
Sep 30, 2024Reported Nov 7, 2024	$4.20est. $1.68	+150.00%beat	$66.7MSEC filing	-10.0%from $74.1M

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $3.91
52-wk high: $21.50
High: $4.11
52-wk low: $2.75
Low: $3.63
Prev close: $3.91
Mkt cap: $11.5M
ROE: -58.0%
Fwd P/E: 2.7x
Beta: 1.43
P/S: 0.1x
P/B: 10.3x
Profit margin: -18.5%
Op margin: +11.3%

Fundamentals

Is the business strong?

This company is not yet profitable.

Net margin: -18.5%
Forward P/E: 2.66
Market cap: $12M

Valuation

P/S0.06
P/B10.30

Quality

Operating margin11.3%
ROE-58.0%
ROA3.8%

Growth

Beta1.43

Technicals

Price structure

This stock is trending upward.

Trend

Constructive

75 / 100

RSI 14

57balanced

20D volatility

95%annualized

52-week range

$3.90

$2.75$21.50

20D support

$2.75recent floor

20D resistance

$4.11recent ceiling

Returns

5D +6.6%20D +6.0%60D -10.8%

Price vs moving averages

SMA20 +9.8%SMA50 +4.1%SMA200 -40.1%

Volume pace

1.98xvs prior 20D

Quarter / reported

Earnings per share

Beat or miss

Revenue / income

Revenue vs last year

Jun 30, 2026Aug 14, 2026

$1.78est. $1.51

+17.88%

$49.1MSEC filing

-7.9%from $53.4M

Mar 31, 2026May 1, 2026

$1.60est. $1.30

+23.08%

$48.7MSEC filing

-23.5%from $63.7M

Dec 31, 2025Mar 3, 2026

$2.40est. $1.93

+24.14%

$49.3MYahoo Finance

No year-ago quarter

Sep 30, 2025Nov 6, 2025

$3.00est. $1.73

+73.08%

$50.5MSEC filing

-24.2%from $66.7M

Jun 30, 2025Jul 31, 2025

$1.50est. $1.83

-18.03%

$53.4MSEC filing

-23.0%from $69.3M

Mar 31, 2025May 12, 2025

$2.30est. $1.73

+32.95%

$63.7MSEC filing

-10.0%from $70.7M

Dec 31, 2024Mar 12, 2025

$0.41est. $0.20

+100.98%

$274.8M · FYSEC filing

No year-ago quarter

Sep 30, 2024Nov 7, 2024

$4.20est. $1.68

+150.00%

$66.7MSEC filing

-10.0%from $74.1M

Upland Software Inc

Smart money at a glance

What do analysts expect?

Questions about UPLD filings

Smart money on UPLD

Questions about UPLD filings

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 17.9% above what analysts expected.

Estimated report: Nov 4, 2026, in 4 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

Upland Software Inc

Smart money at a glance

What do analysts expect?

Questions about UPLD filings

Smart money on UPLD

Questions about UPLD filings

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 17.9% above what analysts expected.

Estimated report: Nov 4, 2026, in 4 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

Upland Software Inc

Overview

Questions about UPLD filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

Upland Software Inc

Overview

Questions about UPLD filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.