GPGrossPatternRESEARCH SYSTEM
SEC CHECK OPERATIONAL
GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

UPLD · Jun 30, 2026

Upland Software, Inc.. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.

STATE CAPABILITYLEVEL 3[email protected]
Inspectable configuration

State dimensions

Filing0001505155-26-000070General Corporate
Capex intensity20thOwn-history percentile · N=10
Evidence method

Level · gp.fundamentals.capex_revenue_ratio

0.18% · OPTIONAL · VALID

Operating cash generation50thOwn-history percentile · N=10
Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

10.93% · OPTIONAL · VALID

Revenue growthRAWCurrent state valid · history insufficient
Evidence method

Yoy · gp.fundamentals.revenue

-7.95% · CORE · NOT_ENOUGH_HISTORY

Gross margin90thOwn-history percentile · N=10
Evidence method

Level · gp.fundamentals.gross_margin

76.25% · CORE · VALID

Operating margin10thOwn-history percentile · N=10
Evidence method

Level · gp.fundamentals.operating_margin

-60.43% · CORE · VALID

R&D intensity10thOwn-history percentile · N=10
Evidence method

Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue

15.80% · OPTIONAL · VALID

SBC intensity0thOwn-history percentile · N=10
Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

1.69% · OPTIONAL · VALID

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History12 statesHistory building
Dec 31, 20230/7 normalizedLevel 3Mar 31, 20240/6 normalizedLevel 3Jun 30, 20240/6 normalizedLevel 3Dec 31, 20230/8 normalizedAmended as filedSep 30, 20240/6 normalizedLevel 3Dec 31, 20240/8 normalizedLevel 3Mar 31, 20250/7 normalizedLevel 3Jun 30, 20250/7 normalizedLevel 3Sep 30, 20250/7 normalizedLevel 3Dec 31, 20256/8 normalizedLevel 3Mar 31, 20266/7 normalizedLevel 3Jun 30, 20266/7 normalizedLevel 3
Period transition

What moved in the state?

Capex Intensity Increased
Previous
0.17%
Current
0.18%
Delta
0.01%
Cash Generation Decreased
Previous
11.51%
Current
10.93%
Delta
-0.58%
Growth Increased
Previous
-23.51%
Current
-7.95%
Delta
15.56%
Margin Increased
Previous
75.49%
Current
76.25%
Delta
0.76%
Profitability Decreased
Previous
10.37%
Current
-60.43%
Delta
-70.80%
R And D Intensity Decreased
Previous
16.52%
Current
15.80%
Delta
-0.72%
Sbc Intensity Decreased
Previous
1.97%
Current
1.69%
Delta
-0.28%
Self-history only

Previous similar states

Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.

Not enough compatible prior states for a transparent self-history match.
Research Graph

Related governed research

Compared To · Services-Prepackaged Software peers →Has State · Upland Software, Inc. →Transitioned To · UPLD Fundamental State →Transitioned To · UPLD CAPEX_INTENSITY_INCREASED →Transitioned To · UPLD CASH_GENERATION_DECREASED →Transitioned To · UPLD GROWTH_INCREASED →Transitioned To · UPLD MARGIN_INCREASED →Transitioned To · UPLD PROFITABILITY_DECREASED →Transitioned To · UPLD R_AND_D_INTENSITY_DECREASED →Transitioned To · UPLD SBC_INTENSITY_DECREASED →

Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.