Upland Software, Inc.
Upland Software, Inc. (Nasdaq: UPLD) provides cloud-based software for enterprise knowledge management and content lifecycle and workflow automation. Its products help organizations capture, organize and distribute information; manage documents and compliance; automate content processing; and support project and… From the company’s description.
Over the twelve months to Sep 30, 2026, Upland Software, Inc. reported revenue of $194.67M, down 17.4% from a year earlier, and a net loss of $35.90M. Its operating margin was −6.2%, and operations generated $21.05M in cash. In fiscal 2025, it reported revenue of $216.88M, down 21.1% from fiscal 2024, and a net loss of $38.90M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Upland Software, Inc. does
In the company’s own words
Upland Software, Inc. (Nasdaq: UPLD) provides cloud-based software for enterprise knowledge management and content lifecycle and workflow automation. Its products help organizations capture, organize and distribute information; manage documents and compliance; automate content processing; and support project and portfolio management, customer reference management, IT spending management and digital faxing. Customers include large corporations, government agencies, and small and midsize businesses across industries such as financial services, healthcare, manufacturing, technology and telecommunications. Upland sells primarily through direct inside and field sales teams, supplemented by strategic partners, and provides implementation, consulting, integration and customer support services. Its cloud applications are delivered through a multi-tenant platform and include AI-enabled search, content recommendations and workflow capabilities. The company reports its business as one operating segment. Upland had more than 1,100 enterprise customers and 760 full-time employees as of December 31, 2025. Its website is www.uplandsoftware.com.
Company details
- Sector
- Information Technology
- Industry (SIC)
- Prepackaged Software
- Headquarters
- AUSTIN, TX
- Fiscal year end
- December
- CIK
- 1505155
- SIC
- 7372
Financial performance, year by year
Fiscal 2014–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Upland Software, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Upland Software, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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