Upland Software, Inc.
Upland Software, Inc. (Nasdaq: UPLD) is a leader in AI-powered knowledge and content management software serving enterprise customers globally. The company's website is www.uplandsoftware.com. From the company’s description.
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) is a leader in AI-powered knowledge and content management software serving enterprise customers globally. The company's website is www.uplandsoftware.com.
Upland provides a diversified family of cloud-based applications addressing two primary business functions: Knowledge Management and Content Lifecycle and Workflow Automation. The Knowledge Management solutions help organizations capture, organize, and distribute information to employees and customers through features including AI-driven search, content recommendations, and workflow integrations. The Content Lifecycle and Workflow Automation solutions support document management, compliance, and process efficiency, offering tools for content capture, storage, retrieval, and automated processing, along with secure digital faxing capabilities. The portfolio also includes solutions for project and portfolio management, customer reference management, and IT spending management.
The company operates through a direct sales organization comprised of inside and field sales personnel, supplemented by indirect sales channels through strategic partner alliances. Upland employs a land-and-expand go-to-market strategy, initially demonstrating value with a single application before cross-selling additional products to address broader customer needs. As of December 31, 2025, the company had 760 full-time employees located primarily in the United States, Canada, India, the United Kingdom, and Australia. The customer base exceeds 1,100 enterprise accounts spanning diverse industries including financial services, technology, manufacturing, healthcare, government, and telecommunications, with no single customer representing more than ten percent of revenue.
Approximately 88 percent of recurring revenue derives from major accounts, defined as customers with contracted annual recurring revenue of $25,000 or more. International operations generated approximately 28 percent of total revenue for the year ended December 31, 2025. The company's operating model emphasizes a high-touch customer success program, quality-focused research and development, customer-driven innovation, expert professional services, global support infrastructure, and an enterprise cloud platform utilizing third-party hosting providers. The recurring subscription revenue model provides visibility and predictability while enabling scalability with limited incremental costs.
Company details
- Sector
- Technology
- Industry
- 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.
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