Upland Software (UPLD)

• Market cap: $60.3M
• 1 day: -2.28%
• 5 days: -13.01%
• 1 month: -37.06%
• 3 months: -47.93%
• 6 months: -7.36%
• Year to date: -52.23%
• 1 year: -5.73%
• 5 years: -92.30%
• 10 years: -66.09%
• Sector: Technology
• Industry: Software - Application

About: Upland Software Inc is a software company. It provides cloud-based software applications in three categories: Knowledge Management that provides solutions designed to help organizations capture, organize, and distribute information to employees and customers. Content Lifecycle and Workflow Automation offers solutions that support document management, compliance, and process efficiency across various industries. Digital Marketing solutions that provides tools for audience engagement, campaign management, and content distribution across digital channels.

Employees: 998

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

62% more capital invested

Capital invested by funds: $40.1M [Q3] → $65M (+$24.9M) [Q4]

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

38% more call options, than puts

Call options by funds: $408K | Put options by funds: $295K

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

9% more funds holding

Funds holding: 69 [Q3] → 75 (+6) [Q4]

4.34% less ownership

Funds ownership: 59.1% [Q3] → 54.76% (-4.34%) [Q4]