Upland Software Company Insiders

UPLD Stock  USD 1.43  0.05  3.38%   
Upland Software's insiders are aggressively selling. The analysis of insider sentiment suggests that all Upland Software insiders are, at present, panicking. Upland Software employs about 998 people. The company is managed by 22 executives with a total tenure of roughly 18 years, averaging almost 0.0 years of service per executive, having 45.36 employees per reported executive.

Insider Sentiment 0

 Mostly Selling

 
Selling
 
Buying

Latest Trades

2025-09-11John T McdonaldDisposed 14438 @ 2.36View
2025-03-17Timothy MattoxDisposed 20000 @ 3.19View
2024-12-17Timothy MattoxDisposed 2768 @ 4.56View
Monitoring Upland Software's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upland Software. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as various price indices.
For information on how to trade Upland Stock refer to our How to Trade Upland Stock guide.

Upland Software Management Team Effectiveness

The current year's Return On Tangible Assets is expected to grow to -0.85. The current year's Return On Capital Employed is expected to grow to -0.27. At present, Upland Software's Other Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 155.7 M, whereas Non Current Assets Total are forecasted to decline to about 418.6 M. Upland Software's management efficiency ratios could be used to measure how well Upland Software manages its routine affairs as well as how well it operates its assets and liabilities.
As of January 2, 2026, Common Stock Shares Outstanding is expected to decline to about 21.8 M. The current year's Net Loss is expected to grow to about (60.1 M)
Upland Software shows a total of 28.89 Million outstanding shares. Over half of Upland Software's outstanding shares are owned by institutional holders. These institutional holders are typically referred to as corporate investors that take positions in a given instrument to benefit from reduced trade commissions. Please note that no matter how many assets the company owns, if the real value of the company is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2013-03-31
Previous Quarter
28.4 M
Current Value
28.8 M
Avarage Shares Outstanding
21.4 M
Quarterly Volatility
9.1 M
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Upland Software in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Upland Software, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

Upland Software Workforce Comparison

Upland Software is rated first in number of employees category among its peers. The total workforce of Information Technology industry is at this time estimated at about 4,449. Upland Software totals roughly 998 in number of employees claiming about 22% of equities under Information Technology industry.

Upland Software Profit Margins

The company has Profit Margin (PM) of (0.18) %, which may suggest that it does not properly executes on its current pricing strategies or is unable to control all of the operational costs. This is way below average. Similarly, it shows Operating Margin (OM) of 0.12 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.12.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.540.63
Fairly Down
Slightly volatile

Upland Software Insider Trading

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Upland Software insiders, such as employees or executives, is commonly permitted as long as it does not rely on Upland Software's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Upland Software insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Upland Software Notable Stakeholders

An Upland Software stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Upland Software often face trade-offs trying to please all of them. Upland Software's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Upland Software's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Karen CummingsPresident COOProfile
Michael CPACFO TreasurerProfile
Michael HillCFO, Corporate Secretary and TreasurerProfile
Timothy MattoxStrategic AdvisorProfile
Matthew SmithGeneral SecretaryProfile
Austin WoodySenior DevelopmentProfile
Amber BennettSenior FinanceProfile
Jen VerzalSenior ResourcesProfile
John JDPresident, FounderProfile
Toby HottovySenior GMProfile
Brady JohnsonSenior SuccessProfile
Rick RinewaltChief OfficerProfile
Daniel DomanChief OfficerProfile
Rochelle DelleyChief OfficerProfile
Oliver YatesChief OfficerProfile
JD IIIChief VPProfile
Jonanna MikulenkaChief OfficerProfile
Paul MillerChief OfficerProfile
Sara WhitwerVP MarketingProfile
Keith BergSenior GMProfile
Dan DomanChief OfficerProfile
Joseph RodriguezVP SalesProfile
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About Upland Software Management Performance

The success or failure of an entity such as Upland Software often depends on how effective the management is. Upland Software management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Upland management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Upland management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for Next Year
Return On Tangible Assets(0.90)(0.85)
Return On Capital Employed(0.29)(0.27)
Return On Assets(0.24)(0.23)
Return On Equity(1.24)(1.17)
Please note, the presentation of Upland Software's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Upland Software's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Upland Software's management manipulating its earnings.

Upland Software Workforce Analysis

Traditionally, organizations such as Upland Software use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Upland Software within its industry.

Upland Software Manpower Efficiency

Return on Upland Software Manpower

Revenue Per Employee275.3K
Revenue Per Executive12.5M
Net Loss Per Employee113K
Net Loss Per Executive5.1M

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When running Upland Software's price analysis, check to measure Upland Software's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Upland Software is operating at the current time. Most of Upland Software's value examination focuses on studying past and present price action to predict the probability of Upland Software's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Upland Software's price. Additionally, you may evaluate how the addition of Upland Software to your portfolios can decrease your overall portfolio volatility.
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