InsidersTradesSigma
Upland Software, Inc. Stock: price and insider trades · United States · SEC (Form 4)
Track the Upland Software, Inc. stock price and the full management transaction log of the company, a listed equity based in United States. Shares are quoted on US US, under the supervision of SEC (Form 4). Operating in the Technology sector, Upland Software, Inc. has published 170 reports. Market capitalisation: €13.8m. The latest transaction was filed on 16 June 2026 (Retenue fiscale). Among the most active insiders: MCDONALD JOHN T. Every trade is openly available.
170
Insider Decl.
0
Thresholds
€763,376
20 ops.
Buy Volume
€2m
15 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Upland Software, Inc. Strong Buy (bullish), based on 2 analysts. Average price target: US$30.00.
22Σ signal
Informational score on this market. Our backtest validates the signal only on 8 EU venues; elsewhere (notably US markets) insider buys historically invert or do not hold. Not a recommendation.
Fundamental score
Ranked 22,435 of 25,973 companies
25.4
score / 100
Value14
Quality37
FCF yld·
Earn yld·
EV/EBITDA26.9x
ROE-17%
Gross mgn75%
Net mgn-21%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI-generated analysis. Opinion, not investment advice. Not backtested. Built from public filings and financials. No price target, no buy or sell recommendation.
Last declaration on 16 June 2026
Declarations170 total
3,596 shares@ US$1.84Common StockSEC:0001505155-25-000069:0
22,957 shares@ US$1.84Common StockSEC:0001505155-25-000068:0
11,152 shares@ US$1.84Common StockSEC:0001505155-25-000067:0
11,479 shares@ US$1.84Common StockSEC:0001505155-25-000065:0
20,000 shares@ US$3.193177.6% of flowCommon StockSEC:0001505155-25-000037:0
12,653 shares@ US$3.102.5% of flowCommon StockSEC:0001505155-25-000034:0
4,135 shares@ US$3.1023.5% of flowCommon StockSEC:0001505155-25-000036:0
24,273 shares@ US$3.101.8% of flowCommon StockSEC:0001505155-25-000035:0
8,648 shares@ US$3.1013.5% of flowCommon StockSEC:0001505155-25-000032:0
250,000 shares0Common StockSEC:0001505155-25-000006:0
70,000 shares0Common StockSEC:0001505155-25-000004:0
50,000 shares0Common StockSEC:0001505155-25-000008:0
17,833 shares@ US$4.512.0% of flowCommon StockSEC:0001505155-24-000122:0
2,768 shares@ US$4.556515.9% of flowCommon StockSEC:0001505155-24-000126:0
11,070 shares@ US$4.513.4% of flowCommon StockSEC:0001505155-24-000120:0
7,812 shares@ US$4.5118.4% of flowCommon StockSEC:0001505155-24-000116:0
6,197 shares@ US$4.5153.0% of flowCommon StockSEC:0001505155-24-000124:0
187,500 shares0Common StockSEC:0001505155-24-000114:0
156,250 shares0Common StockSEC:0001505155-24-000112:0
2,000 shares@ US$2.63586.6% of flowCommon StockSEC:0001505155-24-000110:0
25 of 170 declarations
About Upland Software, Inc.
Upland Software, Inc. is a U.S.-based software company listed on the Nasdaq stock market in the United States, with headquarters in Austin, Texas. The company has been built through a long-running acquisition strategy, assembling a portfolio of cloud software assets that are designed to improve enterprise productivity, knowledge access, customer support workflows, and document-centric operations. In its recent communications, Upland describes itself as a leader in AI-powered knowledge and content management software, positioning the company around enterprise search, knowledge delivery, proposal management, and related workflow automation use cases. ([investor.uplandsoftware.com](https://investor.uplandsoftware.com/news/news-details/2026/New-Upland-BA-Insight-Platform-Delivers-Integrated-AI-Search-Experiences-for-Enterprises/default.aspx?utm_source=openai)) Upland was founded in 2010 by Jack McDonald. Since then, its growth model has relied heavily on acquiring complementary software businesses and integrating them into a broader B2B platform. That strategy has shaped Upland’s market identity: it is not a single-product vendor, but rather a roll-up style software operator with multiple niche offerings that address specific operational pain points inside large organizations. In 2026, Jack McDonald stepped down from the CEO role while remaining chairman of the board, marking an important governance transition for the company. ([investor.uplandsoftware.com](https://investor.uplandsoftware.com/news/news-details/2026/Upland-Announces-Commencement-of-New-CEO-Tenure-and-Inducement-Awards/default.aspx?utm_source=openai)) The company’s core product set spans knowledge management, enterprise search, proposal and RFP automation, customer service enablement, and cloud fax and related communications tools. Key brands include Upland BA Insight, Upland Panviva, Upland RightAnswers, Upland Qvidian, and Upland InterFAX. These offerings help customers organize institutional knowledge, improve access to trusted content, accelerate proposal generation, and support frontline service teams. A major strategic theme in 2025 and 2026 has been the incorporation of AI capabilities, including conversational search and broader AI-enhanced knowledge experiences. ([investor.uplandsoftware.com](https://investor.uplandsoftware.com/news/news-details/2026/New-Upland-BA-Insight-Platform-Delivers-Integrated-AI-Search-Experiences-for-Enterprises/default.aspx?utm_source=openai)) From a competitive standpoint, Upland operates in a crowded and fragmented enterprise software landscape, competing with point-solution vendors as well as larger software suites. Its advantage is less about category dominance and more about specialized functionality, vertical relevance, and the ability to cross-sell across a diversified product portfolio. Recent financial disclosures also show a deliberate portfolio rationalization effort: Upland completed divestitures in 2025 to streamline the business and focus on higher-priority areas. ([investor.uplandsoftware.com](https://investor.uplandsoftware.com/news/news-details/2026/Upland-Software-Reports-First-Quarter-2026-Financial-Results/default.aspx?utm_source=openai)) Geographically, Upland remains a U.S. company headquartered in Austin, Texas, with an international customer base served from that operating platform. Recent highlights include the launch of a new BA Insight platform with integrated AI search features, repeated recognition in G2 market reports, and a July 2025 debt refinancing that replaced existing borrowings with a new $240 million six-year term loan due in 2031, plus a revolving credit facility. Taken together, these developments suggest a company focused on strengthening balance-sheet flexibility while sharpening its positioning around AI-enabled enterprise knowledge management. ([investor.uplandsoftware.com](https://investor.uplandsoftware.com/news/news-details/2026/New-Upland-BA-Insight-Platform-Delivers-Integrated-AI-Search-Experiences-for-Enterprises/default.aspx?utm_source=openai))
