Upland Software, Inc. (UPLD)
- Sector
- Technology
- Industry
- Software - Application
- Last price
- $3.91
- As of
Kresmion compiles this page from UPLD's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Upland Software, Inc. (UPLD): 3 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-14.
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Preview the UPLD dossierActive events for UPLD
- high13F: funds added
3 tracked funds increased UPLD this 2026Q2, institutional consensus
- mediumEarnings above estimates
Q2-2026: Beat consensus by 15.5%, EPS $1.78 vs $1.5417 estimate
- medium13F: new position
RENAISSANCE TECHNOLOGIES LLC new position in UPLD
- medium13F: new position
D. E. Shaw & Co., Inc. new position in UPLD
- medium13F: new position
TWO SIGMA INVESTMENTS, LP new position in UPLD
FREE, NO ACCOUNT
Every event on UPLD, as it fires
You are seeing 5 of 13 events recorded on UPLD since 2026-06-01.
The five above landed across 3 days. The other 8 were recorded on 2 other days.
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Largest reported share positions in UPLD (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| D. E. Shaw & Co., Inc.CUSIP 91544A208 · 2026Q2 | $224K | 0.00% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 91544A208 · 2026Q2 | $125K | 0.00% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 91544A208 · 2026Q2 | $115K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, UPLD
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
UPLD against its peers
UPLD's operating margin of 2.0% ranks in the 90th percentile of 14 Software - Application sub-industry peers, fiscal periods ending between 2025-09-30 and 2026-03-31.
| Metric | UPLD | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 217M USD | 3.1M USD | 96 | 13 |
| Gross margin | 74.8% | 62.4% | 77 | 10 |
| Operating margin | 2.0% | -171.3% | 90 | 14 |
| Net margin | -17.9% | -194.7% | 83 | 14 |
| Return on equity | n/a | -95.4% | n/a | 11 |
Peers (17): PSQH, YAAS, FUSE, SFCX, SMSI, IDAI, AVAI, TRSO, HMELF, YXT, AIFF, BIYA, UPYY, LMED, MYSE, MNDO, AWRE. Left out: VSBGF (no annual filing), YMT (no annual filing), NEXCF (no annual filing), VIDA (no annual filing), MAPPF (no annual filing), PDC (no annual filing), SAGT (period gap), RPGL (no annual filing). Fiscal periods ending between 2025-09-30 and 2026-03-31. Every figure is one full fiscal year read from one annual filing (UPLD: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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