Research / Stocks / UPLD UPLD Nasdaq CIK 0001505155
Upland Software, Inc. · Services-Prepackaged Software
COVERAGE / STANDARD
Latest filing 4 · Aug 18, 2026
Research state Latest filing analysis is current
Last SEC check Sep 13, 2026
Data basis Official SEC · no quote feed Component status Filing Evidence Research Current Official SEC filing history is available
Structured Financials Research Current Validated structured financial research is available
Filing Analysis Research Current No filing analysis job is currently running
Fundamental State Research Current Fundamental State depends on validated comparable financial metrics
RESEARCH SNAPSHOT Upland Software, Inc.'s latest supported as-filed period reports revenue of $49.1M ; gross margin moved 142 basis points higher on the same comparison basis. Every value below links to its SEC accession and metric lineage.
Deterministic / evidence backed Key research observations No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
Current configuration / point in time Fundamental state A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Capex intensity 20th Own-history percentile · N=10
Method Level · gp.fundamentals.capex_revenue_ratio
Raw value 0.18% · OPTIONAL
Operating cash generation 50th Own-history percentile · N=10
Method Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 10.93% · OPTIONAL
Revenue growth RAW Current state valid · history insufficient
Method Yoy · gp.fundamentals.revenue
Raw value -7.95% · CORE
Gross margin 90th Own-history percentile · N=10
Method Level · gp.fundamentals.gross_margin
Raw value 76.25% · CORE
Operating margin 10th Own-history percentile · N=10
Method Level · gp.fundamentals.operating_margin
Raw value -60.43% · CORE
R&D intensity 10th Own-history percentile · N=10
Method Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue
Raw value 15.80% · OPTIONAL
SBC intensity 0th Own-history percentile · N=10
Method Level · gp.fundamentals.sbc_revenue_ratio
Deterministic multi-period research Company direction Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
As filed Jun 30, 2026 General Corporate
Capital Allocation 4 evidence-backed dimensions Capex Intensity Inflecting Cash Generation Inflecting R And D Intensity Inflecting Sbc Intensity Improving [email protected] · 11 historical states · 38% confidenceCompany Direction 7 evidence-backed dimensions Capex Intensity Inflecting Cash Generation Inflecting Margin Stable Profitability Deteriorating R And D Intensity Inflecting [email protected] · 11 historical states · 36% confidenceFinancial Quality 4 evidence-backed dimensions Cash Generation Inflecting Margin Stable Profitability Deteriorating Sbc Intensity Improving [email protected] · 11 historical states · 38% confidenceGovernance Evidence 4 evidence-backed dimensions Filing Amendments Repeated Auditor Changes Observed Sbc Intensity Observed Insider Activity Observed [email protected] · 11 historical states · 50% confidenceInterpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Comparable evidence Peer context Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
Profitability
UPLD -60.4
Peer median -1.7
Peer percentile 17th 148 valid peers · 94% coverage · -2.6 robust σ Growth
UPLD -7.9
Peer median 10.7
Peer percentile 10th 129 valid peers · 82% coverage · -1.3 robust σ Sbc Intensity
UPLD 1.7
Peer median 10.9
Peer percentile 6th 142 valid peers · 90% coverage · -1.1 robust σ Capex Intensity
UPLD 0.2
Peer median 1.0
Peer percentile 14th 124 valid peers · 79% coverage · -0.7 robust σ R And D Intensity
UPLD 15.8
Peer median 21.6
Peer percentile 26th 131 valid peers · 83% coverage · -0.5 robust σ Margin
UPLD 76.3
Peer median 72.6
Peer percentile 61th 131 valid peers · 83% coverage · +0.3 robust σ Open group breadth → Divergence is context, not positive or negative. INSIDER STATE / 90D Recent disclosed activity
Open-market purchases 0
Sales 0
Distinct buyers 0
Repeat buyer NO Conservative Form 4 classification · not a sentiment label Flagship analysis / V3 What changed? The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
Current 10-Q 0001505155-26-000070 9 governed changes · top 7 shown
01
HIGH IMPORTANCE Cash 0TH HISTORICAL PCTL · N=2
Cash & equivalents decreased 24.3% Cash & equivalents changed -24.3% from the comparable as-filed period.
Why this ranks here · [email protected] $41.0M → $31.0M Comparable → current
02
LOW IMPORTANCE Margin 0TH HISTORICAL PCTL · N=3
Gross margin moved 142 bp higher Gross margin changed +142 basis points from the comparable as-filed period.
Why this ranks here · [email protected] 74.83% → 76.25% Comparable → current
03
LOW IMPORTANCE Margin 33TH HISTORICAL PCTL · N=3
Gross profit decreased 6.2% Gross profit changed -6.2% from the comparable as-filed period.
Why this ranks here · [email protected] $39.9M → $37.5M Comparable → current
04
HIGH IMPORTANCE Net Income 100TH HISTORICAL PCTL · N=3
Net income decreased 171.1% Net income changed -171.1% from the comparable as-filed period.
As-filed financials Financial trajectory Each point keeps the date investors could first observe it and its accession.
As filed Current normalized · later
Capex / revenue 0.18% +6.4% ↑ Capital expenditure $87,000 +7.4% ↑ Cash & equivalents $31.0M +0.0% ↑ Debt $232.4M +7108.6% ↑ Free-cash-flow proxy $5.3M -4.3% ↓ Gross margin 76.25% +0.0% ↑ Interest income -$4.5M -1.5% ↓ Net income -$35.3M -2771.4% ↓
ACTIVE TRACE Revenue UPLD · as filed with the SEC · reported-date aware
Capex / revenue Q2 / 2026-06-30 0.18% +6.4% sequential point Trace ↗ Evidence inspector
Loading lineage… × Capital expenditure Q2 / 2026-06-30 $87,000 +7.4% sequential point Trace ↗ Evidence inspector
Loading lineage… × Cash & equivalents Q2 / 2026-06-30 $31.0M +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Debt FY / 2025-12-31 $232.4M +7108.6% sequential point Trace ↗ Evidence inspector
Loading lineage… × Free-cash-flow proxy Q2 / 2026-06-30 $5.3M -4.3% sequential point Trace ↗ Evidence inspector
Loading lineage… × Gross margin Q2 / 2026-06-30 76.25% +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Interest income Q2 / 2026-06-30 -$4.5M -1.5% sequential point Trace ↗ Evidence inspector
Loading lineage… × Net income Q2 / 2026-06-30 -$35.3M -2771.4% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating cash flow Q2 / 2026-06-30 $5.4M -4.2% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating margin Q2 / 2026-06-30 -60.43% +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Research & development Q2 / 2026-06-30 $7.8M -3.5% sequential point Trace ↗ Evidence inspector
Loading lineage… × Revenue Q2 / 2026-06-30 $49.1M +0.9% sequential point Trace ↗ Evidence inspector
Loading lineage… × Primary evidence Filing timeline Direct SEC links, filing dates, report periods, and amendment flags.
4 Aug 18, 2026 Period Aug 17, 2026 0002147950-26-000005SEC ↗ 10-Q Aug 14, 2026 Period Jun 30, 2026 0001505155-26-000070SEC ↗ 8-K Aug 14, 2026 Period Aug 14, 2026 0001505155-26-000068SEC ↗ 4 Aug 11, 2026 Period Aug 7, 2026 0001624067-26-000008SEC ↗ 4 Aug 10, 2026 Period Aug 6, 2026 0001624067-26-000006SEC ↗ 4 Aug 6, 2026 Period Aug 4, 2026 0001624067-26-000004SEC ↗ 8-K Aug 5, 2026 Period Jul 31, 2026 0001505155-26-000062SEC ↗ Form 4 Insider activity Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
“Insider purchase” rule Code P · non-derivative · acquired · direct ownership · positive price and shares · not amended
Inspectable by design
Every displayed number has a lineage. GrossPattern stores immutable raw artifacts, accession-scoped facts, parser and metric versions, dependency edges, quality state, and channel-specific publication rights. A restricted or unknown ancestor blocks the page and API automatically.
SEC source policy ↗