Upland Software Ownership

UPLD Stock  USD 4.33  0.25  5.46%   
Upland Software shows a total of 27.44 Million outstanding shares. Over half of Upland Software's outstanding shares are owned by institutional holders. These institutional holders are typically referred to as corporate investors that take positions in a given instrument to benefit from reduced trade commissions. Please note that no matter how many assets the company owns, if the real value of the company is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2013-09-30
Previous Quarter
27 M
Current Value
27 M
Avarage Shares Outstanding
21.5 M
Quarterly Volatility
8.9 M
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Upland Software in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Upland Software, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
The current year's Dividend Paid And Capex Coverage Ratio is expected to grow to 42.98, whereas Dividends Paid is forecasted to decline to about 1.3 M. As of December 23, 2024, Common Stock Shares Outstanding is expected to decline to about 21.2 M. The current year's Net Loss is expected to grow to about (60.1 M).
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upland Software. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
For information on how to trade Upland Stock refer to our How to Trade Upland Stock guide.

Upland Stock Ownership Analysis

About 20.0% of the company outstanding shares are owned by insiders. The company has Price/Earnings To Growth (PEG) ratio of 1.25. Upland Software recorded a loss per share of 4.67. The entity had not issued any dividends in recent years. Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas. Upland Software operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 865 people. For more information please call the company at 512 960 1010 or visit https://uplandsoftware.com.
Besides selling stocks to institutional investors, Upland Software also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Upland Software's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Upland Software's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Upland Software Quarterly Liabilities And Stockholders Equity

554.94 Million

Upland Software Insider Trades History

About 20.0% of Upland Software are currently held by insiders. Unlike Upland Software's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Upland Software's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Upland Software's insider trades
 
Yuan Drop
 
Covid

Upland Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Upland Software is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Upland Software backward and forwards among themselves. Upland Software's institutional investor refers to the entity that pools money to purchase Upland Software's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Dimensional Fund Advisors, Inc.2024-09-30
300 K
Man Group Plc2024-09-30
298.6 K
Renaissance Technologies Corp2024-09-30
292.1 K
Geode Capital Management, Llc2024-09-30
273.9 K
Jacobs Levy Equity Management, Inc.2024-09-30
255.6 K
Royce & Associates, Lp2024-09-30
244.1 K
River & Mercantile Asset Management Llp2024-09-30
204.1 K
Two Sigma Advisers, Llc2024-09-30
196.5 K
Bridgeway Capital Management, Llc2024-09-30
164.4 K
Vanguard Group Inc2024-09-30
1.9 M
Newsouth Capital Management Inc2024-09-30
1.4 M
Note, although Upland Software's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Upland Software Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Upland Software insiders, such as employees or executives, is commonly permitted as long as it does not rely on Upland Software's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Upland Software insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Upland Software Outstanding Bonds

Upland Software issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Upland Software uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Upland bonds can be classified according to their maturity, which is the date when Upland Software has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Upland Software Corporate Filings

F4
17th of December 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
7th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13A
8th of August 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify
F3
17th of June 2024
An amendment to the original Schedule 13D filing
ViewVerify

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When determining whether Upland Software is a strong investment it is important to analyze Upland Software's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Upland Software's future performance. For an informed investment choice regarding Upland Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upland Software. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
For information on how to trade Upland Stock refer to our How to Trade Upland Stock guide.
You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upland Software. If investors know Upland will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upland Software listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(4.67)
Revenue Per Share
9.742
Quarterly Revenue Growth
(0.10)
Return On Assets
(0.02)
Return On Equity
(0.65)
The market value of Upland Software is measured differently than its book value, which is the value of Upland that is recorded on the company's balance sheet. Investors also form their own opinion of Upland Software's value that differs from its market value or its book value, called intrinsic value, which is Upland Software's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upland Software's market value can be influenced by many factors that don't directly affect Upland Software's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Upland Software's value and its price as these two are different measures arrived at by different means. Investors typically determine if Upland Software is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upland Software's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.