Upland Software, Inc. (UPLD)
Nasdaq: UPLD · Services-Prepackaged Software · Austin, TX · filing with the SEC since 2010
Grade3.4
◀ Past 3.1● Present 3.3▶ Future 3.6
Who owns Upland Software, Inc.
As filed with the SECHolders of 5% or more
1
Jalak Investments B.V. holds 9% of Common Stock, par value $0.0001 per share, as its SCHEDULE 13G/A filed Nov 10, 2025 says.
Directors and officers
12
report now, of 21 people on the record since 2014. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Jalak Investments B.V.
SCHEDULE 13G/A · filed Nov 10, 2025 · Common Stock, par value $0.0001 per share · 7% in Apr 3, 2025
CastleKnight Master Fund LP
SCHEDULE 13G/A · filed Feb 14, 2025 · Common stock, $0.0001 par value · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What UPLD reports owning in othersstakes of 5% or more, and other ties
Upland Software, Inc. reports no stake in another company in the record.
Insider tradesForm 4
6sales
0purchases
6sales on a scheduled plan
1people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window1 of 38 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Mattox Timothy | co-President & COO | 6 | $0 | 6 | 0 | $0 |