Upland Software Inc (UPLD)

INFORMATION TECHNOLOGY: SOFTWARE
SIC: SERVICES-PREPACKAGED SOFTWARE

401 CONGRESS AVE. AUSTIN, TX 78701

Upland Software Inc. provides cloud-based enterprise work management software. The Company offers software applications that enable organizations to plan, manage and execute projects and work.

Data as of 2020-08-01
Market Cap871.013 Million Shares Outstanding25.305 Million Avg 30-day Volume177.272 Thousand
P/E Ratio Dividend Yield EPS-2.38
Price/Sales4.605 Price cash flow ratio432.3 Price free cash flow ratio-4.2
Book Value6.29 Price to Tangible Book-1.64 Alpha0.02
Short Interest Ratio % Short Interest to Float R-squared0.123366
BETA0.981573 52-week High/Low47.3 / 20.75 Stddev0.120239
View SEC Filings from UPLD instead.
Q1 2020 All Institutions Hedge Funds 1
Filers who had this stock in their top 10: 8 7 (0.46%)
13F Filers holding this stock: 151 47 (3.08%)
Aggregate 13F shares on 03/31/2020: 19.606 Million 11.727 Million
Aggregate 13F shares on 12/31/2019: 19.368 Million 9.741 Million
Percent change: 1.23% 20.39%
Funds creating new positions: 26 9
Funds Adding to an existing position: 59 22
Funds closing out their position: 35 17
Funds reducing their position: 52 14
1 hedge funds as identified by whalewisdom.com through public filings.

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Funds Holding UPLD (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding UPLD BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

22.9 Thousand total shares from 4 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

MCDONALD JOHN T

  • Director
0 2020-08-04 5

COURTER STEPHEN E

  • Director
16,218 2020-08-03 2

MAY DAVID

  • Director
64,740 2020-08-03 3

ROSS JOE

  • Director
31,848 2020-08-03 1

WALSH TERESA MILES

  • Director
7,793 2020-08-03 3

FAVARON RODNEY C CO-PRESIDENT AND CCO

  • Officer
162,925 2020-06-18 3

HILL MICHAEL DOUGLASS CFO &TREASURER

  • Officer
271,577 2020-06-16 7

MATTOX TIMOTHY CO-PRESIDENT & COO

  • Officer
540,145 2020-06-16 5

ESW CAPITAL, LLC

LIEMANDT JOSEPH

  • 10% Owner
1,216,071 2020-01-13 0

EPM LIVE, INC.

ESW CAPITAL, LLC

LIEMANDT JOSEPH

  • 10% Owner
  • MEMBER OF 10% OWNER GROUP
No longer subject to file 2018-08-24 0

WAVE SYSTEMS CORP

ESW CAPITAL, LLC

LIEMANDT JOSEPH

  • 10% Owner
2,803,574 2017-12-14 0

THORNTON JOHN D

  • 10% Owner
No longer subject to file 2017-11-16 0

AV PARTNERS IX LLC

AUSTIN VENTURES IX LP

AUSTIN VENTURES X LP

AV PARTNERS IX LP

AV PARTNERS X, L.L.C.

AV PARTNERS X, L.P.

  • 10% Owner
No longer subject to file 2017-11-16 0

AV PARTNERS IX LLC

ARAGONA JOSEPH C

DEANGELIS KENNETH P

PACITTI CHRISTOPHER A

SIEGEL PHILIP S

  • 10% Owner
No longer subject to file 2017-11-16 0

WAVE SYSTEMS CORP

  • 10% Owner
2,875,323 2017-05-30 0

EPM LIVE, INC.

  • MEMBER OF 10% OWNER GROUP
1,000,000 2016-03-14 0

ESW CAPITAL, LLC

  • 10% Owner
4,227,709 2016-01-26 0

GLOBAL UNDERVALUED SECURITIES MASTER FUND LP

KLEINHEINZ CAPITAL PARTNERS, INC.

MJBW INVESTMENTS, LP

MJBW GENPAR, LLC

KLEINHEINZ JOHN B

  • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
1,543,867 2015-11-23 0

SARRACINO STEVEN

  • Director
0 2015-11-09 0

ESW CAPITAL, LLC

ACORN PERFORMANCE GROUP, INC.

  • 10% Owner
2,765,045 2014-11-12 0

HENLEY R BRIAN EXECUTIVE VICE PRESIDENT

  • Officer
40,990 2014-11-05 0

MELIK LUDWIG PRESIDENT

  • Officer
0 2014-11-05 0

ESW CAPITAL, LLC

LIEMANDT JOSEPH

ACORN PERFORMANCE GROUP, INC.

  • 10% Owner
1,803,574 2014-11-05 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5

WALSH TERESA MILES - Director

2020-08-03 A 4,567 a 7,793 7,793.00 direct

ROSS JOE - Director

2020-08-03 A 4,567 a 31,848 31,848.00 direct

COURTER STEPHEN E - Director

2020-08-03 A 4,567 a 16,218 16,218.00 direct

MAY DAVID - Director

2020-08-03 A 4,567 a 64,740 64,740.00 direct

HILL MICHAEL DOUGLASS - Officer CFO &TREASURER

2020-06-18 S 4,918 $34.10 d 271,577 271,577.00 direct yes

MCDONALD JOHN T - Director - Officer CEO

2020-06-18 S 8,062 $34.15 d 1,710,821 1,864,559.00 direct yes

FAVARON RODNEY C - Officer CO-PRESIDENT AND CCO

2020-06-18 S 88 $34.35 d 162,925 162,925.00 direct yes

MATTOX TIMOTHY - Officer CO-PRESIDENT & COO

2020-06-18 S 9,835 $34.10 d 540,145 540,145.00 direct yes

MCDONALD JOHN T - Director - Officer CEO

2020-06-16 F 5,836 d 1,718,883 1,864,559.00 direct

MATTOX TIMOTHY - Officer CO-PRESIDENT & COO

2020-06-16 F 3,426 $34.08 d 549,980 540,145.00 direct

HILL MICHAEL DOUGLASS - Officer CFO &TREASURER

2020-06-16 F 2,344 $34.08 d 276,495 271,577.00 direct
Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

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