Company profile
Upland Software, Inc. Insider Trading
UPLDEvery SEC Form 4 insider trading filing for Upland Software, Inc. (UPLD) since April 2023: open-market buys and sells by directors and officers, option exercises, and cluster activity, updated as each filing is reported to the SEC. Why 2023?
- Exchange
- Nasdaq
- Sector
- Services-Prepackaged Software
- CIK
- 0001505155
- Filings
- 114
- Insiders
- 17
- Last filing
- 2026-09-16
Activity summary
No discretionary insider buying or selling in the last 30 days. The 3 transactions filed were grants, option exercises or other non-open-market activity.
Three year balance
Buy and sell value by quarter, Q4 23 to Q3 26. Upland Software, Inc. insiders are net sellers across the period shown.
Bars below the rule are sales, above are purchases. Largest quarter on the chart is $1.7M.
90 day insight
Over the last 90 days, Upland Software, Inc. insiders filed 11 Form 4 transactions, none of which were open-market purchases or sales.
- Most active insider: Timothy Mattox with 6 transactions totaling $26K.
- Largest single sale: $5K by Timothy Mattox on Aug 5, 2026.
- 100% of recent sales were pre-scheduled 10b5-1 trades, typically less informative than open-market activity.
Activity skews bullish: buys outpace sales.
Insider Transactions
Sourced from SEC EDGAR Form 4 filings. Updated hourly.
| Date | Insider | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Jennifer L. Simon | UPLD | Tax Withholding | 1,117 | $3.94 | $4K |
| Sep 16, 2026 | Dan Doman | UPLD | Tax Withholding | 2,952 | $3.94 | $12K |
| Sep 16, 2026 | Sean Nathaniel | UPLD | Tax Withholding | 1,640 | $3.94 | $6K |
| Aug 17, 2026 | Jennifer L. Simon | UPLD | Award | 30,000 | — | — |
| Aug 17, 2026 | Jennifer L. Simon | UPLD | Award | 6,666 | — | — |
45 more transactions hidden
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Query this yourself
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-H "X-Api-Key: $KEY"Top insiders
By open-market value traded.
Institutional Ownership
Top 13F-HR holders of Upland Software, Inc. as of 2026-06-30
Data source: quarterly 13F-HR filings: institutional holders report positions within 45 days of quarter end. Joined with insider activity above: see who's loading up institutionally while insiders are trading. Full 13F-HR API →