Upland Software Inc
Ownership
Ownership Structure
Who owns Upland Software Inc (UPLD)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 72.1% of the shares are freely tradable; institutional investors hold 36.7%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Ameriprise Financial Inc | 4.66 | 137,919 | +1.7 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.07 | 120,376 | +0.0 | 06/30/2026 |
| Acadian Asset Management LLC | 3.80 | 112,368 | -7.2 | 06/30/2026 |
| Rice Hall James & Associates, LLC | 3.42 | 101,143 | +3.8 | 06/30/2026 |
| CastleKnight Management LP | 2.63 | 77,720 | +0.0 | 06/30/2026 |
| BlackRock Inc | 1.86 | 54,961 | -12.0 | 06/30/2026 |
| D. E. Shaw & Co LP | 1.62 | 47,867 | -27.3 | 06/30/2026 |
| RBF LLC | 1.45 | 42,754 | +0.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Columbia Small Cap Value Discv A | 3.60 | 106,480 | -0.6 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.11 | 91,959 | +0.0 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Doman Dan | Chief Operating & Product Ofcr | 86,473 | 345,892 $ | Sep 16, 2026 | direct |
| Nathaniel Sean | CEO and President | 48,574 | 194,296 $ | Sep 16, 2026 | direct |
| Mattox Timothy | Director | 36,053 | 144,210 $ | Aug 7, 2026 | direct |
| Simon Jennifer L. | Chief Financial Officer | 28,883 | 115,532 $ | Sep 16, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Simon Jennifer L. | Chief Financial Officer | Other | 1,117 | 3.95 | 4,407 |
| Sep 16, 2026 | Doman Dan | Chief Operating & Product Ofcr | Other | 2,952 | 3.95 | 11,646 |
| Sep 16, 2026 | Nathaniel Sean | CEO and President | Other | 1,640 | 3.95 | 6,470 |
| Aug 17, 2026 | Simon Jennifer L. | Chief Financial Officer | Other | 30,000 | 0.00 | – |
| Aug 7, 2026 | Mattox Timothy | Director | Sell | 847 | 4.28 | 3,625 |
| Aug 6, 2026 | Mattox Timothy | Director | Sell | 1,000 | 4.27 | 4,270 |
| Aug 5, 2026 | Mattox Timothy | Director | Sell | 1,000 | 4.53 | 4,530 |
| Aug 4, 2026 | Mattox Timothy | Director | Sell | 1,000 | 4.33 | 4,330 |
| Aug 3, 2026 | Mattox Timothy | Director | Sell | 1,000 | 4.45 | 4,450 |
| Jul 31, 2026 | Mattox Timothy | Director | Sell | 1,000 | 4.48 | 4,480 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.