InsidersTradesSigma
Track the Upland Software, Inc. share price and the full management transaction log of the company, a publicly traded company based in United States. Shares are listed on the US market, under the oversight of SEC (Form 4). Operating in the Technology sector, Upland Software, Inc. has logged 202 public disclosures. Market capitalisation: €15.7m. The latest transaction was filed on 18 August 2026 (Attribution). Among the most active insiders: MCDONALD JOHN T. All data is accessible without an account.
202
Insider Decl.
n/a
Thresholds
€763,376
20 ops.
Buy Volume
€2m
22 ops.
Sell Volume
26Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 25,650 of 29,064 companies
23.8
score / 100
Value14
Quality34
FCF yld·
Earn yld·
EV/EBITDA26.9x
ROE-58%
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 analysis generation is paused.
Last declaration on 18 August 2026
Declarations202 total
30,000 shares0Common StockSEC:0002147950-26-000005:0
847.4 shares@ US$4.28010.025% mcap3.2% of flowCommon StockSEC:0001624067-26-000008:0
1,000 shares@ US$4.270.028% mcap3.9% of flowCommon StockSEC:0001624067-26-000006:0
848 shares@ US$4.28010.028% mcap14.1% of flowCommonSEC144:0001950047-26-007778
1,000 shares@ US$4.270.033% mcap19.3% of flowCommonSEC144:0001950047-26-007723
1,000 shares@ US$4.330.034% mcap4.1% of flowCommon StockSEC:0001624067-26-000004:0
1,000 shares@ US$4.530.035% mcap4.3% of flowCommon StockSEC:0001624067-26-000004:1
1,000 shares@ US$4.530.035% mcap25.4% of flowCommonSEC144:0001950047-26-007677
1,000 shares@ US$4.330.034% mcap32.7% of flowCommonSEC144:0001950047-26-007617
1,000 shares@ US$4.480.035% mcap4.7% of flowCommon StockSEC:0001624067-26-000002:0
1,000 shares@ US$4.450.035% mcap4.6% of flowCommon StockSEC:0001624067-26-000002:1
1,000 shares@ US$4.450.035% mcap49.8% of flowCommonSEC144:0001950047-26-007495
1,000 shares@ US$4.480.035% mcap100.0% of flowCommonSEC144:0001950047-26-007456
8,931 shares@ US$0.540.4% of flowCommon StockSEC:0001289889-26-000004:0
18,605 shares@ US$0.540.3% of flowCommon StockSEC:0001094792-26-000002:0
70,000 shares0Common StockSEC:0001289889-26-000002:0
8,856 shares@ US$1.4851.0% of flowCommon StockSEC:0001289889-25-000005:0
19,677 shares@ US$1.4850.9% of flowCommon StockSEC:0001094792-25-000006:0
25,000 shares0Common StockSEC:0001624067-25-000002:0
25 of 202 declarations
关于 Upland Software, Inc.
Upland Software, Inc. 是一家美国软件公司，在美国纳斯达克股票市场上市，总部位于德克萨斯州奥斯汀。该公司通过长期收购战略建立，汇集了一系列云软件资产组合，旨在改进企业生产力、知识获取、客户支持工作流程和以文档为中心的运营。在最近的沟通中，Upland 将自己定位为人工智能驱动的知识和内容管理软件的领导者，围绕企业搜索、知识交付、提案管理和相关工作流程自动化用例来定位公司。([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 由 Jack McDonald 于 2010 年创立。自那以后，其增长模式主要依靠收购互补的软件业务并将其整合到更广泛的 B2B 平台中。这一战略塑造了 Upland 的市场身份：它不是单一产品供应商，而是一家整合型软件运营商，拥有多个针对大型组织内部特定运营痛点的利基产品。2026 年，Jack McDonald 从首席执行官职位退任，但仍保留董事会主席身份，标志着公司治理的重要转变。([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)) 公司的核心产品组合涵盖知识管理、企业搜索、提案和 RFP 自动化、客户服务支持和云传真及相关通信工具。主要品牌包括 Upland BA Insight、Upland Panviva、Upland RightAnswers、Upland Qvidian 和 Upland InterFAX。这些产品帮助客户组织机构知识、改进对可信内容的访问、加快提案生成并支持一线服务团队。2025 年和 2026 年的主要战略主题是融入人工智能功能，包括对话式搜索和更广泛的人工智能增强知识体验。([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)) 从竞争角度来看，Upland 在拥挤且分散的企业软件市场中运营，与点解决方案供应商以及更大的软件套件竞争。其优势不在于类别主导地位，而在于专业功能、垂直相关性和跨多元化产品组合交叉销售的能力。最近的财务披露也显示了一项有意的投资组合合理化工作：Upland 在 2025 年完成了资产剥离，以精简业务并专注于更高优先级的领域。([investor.uplandsoftware.com](https://investor.uplandsoftware.com/news/news-details/2026/Upland-Software-Reports-First-Quarter-2026-Financial-Results/default.aspx?utm_source=openai)) 从地理位置来看，Upland 仍是一家总部位于德克萨斯州奥斯汀的美国公司，通过该运营平台为国际客户群体提供服务。最近的亮点包括推出具有集成人工智能搜索功能的新 BA Insight 平台、在 G2 市场报告中获得反复认可，以及 2025 年 7 月的债务再融资，该融资用新的 240 million 美元六年期定期贷款（到期日为 2031 年）加上循环信用便利取代了现有借款。总的来说，这些发展表明该公司致力于加强资产负债表灵活性，同时围绕人工智能驱动的企业知识管理加强定位。([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))
