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Upland Software Inc. (UPLD) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$3.90 -0.26% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)

Upland Software Inc. (UPLD) carries a Roarable Rating of D- (Sell) with 41/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D- • RED ALERT Cap $11.5M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

RQD QUANT TACHOMETERRED ALERT • D-

3-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D

Each axis scored 0–20

12M PRICE TARGET CONE-7.7% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for UPLD)Realized 20D OHLCV Swing Band: ±12.5%

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

UPLD Smart-Money Thermometer: NET EXECUTIVE TRIMMING / PROFIT-TAKING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (UPLD)

No recent open-market Form 4 cluster sales or emergency dumps flagged on UPLD. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring UPLD)

✓Walkthrough of UPLD's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
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UPLD // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -37.60%📐 HORIZONTAL RANGE

2026-10-30O $3.71H $4.10L $3.67C $3.90VOL 47.4K

RES: $8.00SUP: $2.59SMA50: $3.73SMA200: $6.46

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

UPLD Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 UPLD Butterfly Map → + Track UPLD →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

34.3%/yr Implied 5Y Growth

vs. -21.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on UPLD today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for UPLD. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for UPLD today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (UPLD)

Technology Rank #540 of 714 ⚔️ GIXI vs UPLD Full Matrix →

1. Head-to-Head Technology Peer Comparison (UPLD vs. GIXI, YAAS, SMSI, ALAR)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Upland Software Inc. (UPLD) ranks #540 by composite RQD confidence (41/100, grade D-) and #639 by equity capitalization ($11.5M). Within this direct 5-issuer industry benchmark cohort, UPLD leads on earnings valuation at N/A trailing P/E, while UPLD leads on capital efficiency and profitability with 2.4% ROIC and 74.8% gross margin. GIXI currently holds the highest overall quantitative score in the immediate peer group at 58/100 (D+) compared with UPLD at 41/100 (D-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
UPLD ACTIVE Upland Software Inc.	D-	41/100	—	74.8%	2.4%	-0.26%	$11.5M	Benchmark Subject
GIXI Gix Internet Ltd.	D+	58/100	—	—	—	-1.40%	$10.5M	/gixi-vs-upld →
YAAS Youxin Technology Ltd (Class A)	D-	43/100	—	33.4%	—	-6.04%	$12.7M	/yaas-vs-upld →
SMSI Smith Micro Software Inc.	D-	36/100	—	74.1%	-35.0%	+2.40%	$13.1M	/smsi-vs-upld →
ALAR Alarum Technologies Ltd.	D	49/100	—	—	—	-2.16%	$9.9M	/alar-vs-upld →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001505155

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Upland Software Inc. (UPLD) reported GAAP revenue of $216.9M (-21.1% vs. FY2024 revenue of $274.8M , and -27.2% cumulative change since FY2023) , GAAP net income of $40.4M, operating cash flow of $25.8M, and free cash flow of $24.4M (+4.7% YoY). On the balance sheet, UPLD closed FY2025 with $413.2M in total assets against $224.7M in total debt (Altman Z-Score: 0.20, Piotroski F-Score: 4/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$216.9M	$40.4M	$25.8M	$24.4M	$413.2M	$224.7M
FY2024 (FY)	2024-12-31	$274.8M	$112.7M	$24.2M	$23.4M	$529.5M	$287.0M
FY2023 (FY)	2023-12-31	$297.9M	$179.9M	$49.9M	$49.9M	—	—

3. UPLD Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is UPLD stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Upland Software Inc. (NASDAQ: UPLD) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 41/100 at a spot price of $3.90 (-0.26% 1D, market cap $11.5M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 7/20. Across 714 tracked Technology issuers, UPLD ranks #540 in composite RQD confidence.

How does UPLD compare to GIXI and YAAS in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), UPLD carries a Roarable D- (41/100 RQD), trailing P/E of N/A, gross margin of 74.8%, and ROIC of 2.4%. By comparison, GIXI (Gix Internet Ltd.) holds a D+ grade (58/100 RQD, P/E N/A, ROIC —, cap $10.5M) and YAAS (Youxin Technology Ltd (Class A)) posts a D- grade (43/100 RQD, P/E N/A, ROIC —, cap $12.7M). Among the 5-stock peer group, UPLD leads on earnings multiple (N/A) while UPLD leads on capital efficiency (2.4% ROIC).

What are the biggest fundamental strengths and SEC risk factors for UPLD?

Per UPLD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001505155), Upland Software Inc. generated $216.9M in revenue (-21.1% YoY), $40.4M in net income, and $24.4M in free cash flow against $413.2M in total assets and $224.7M in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is UPLD trading relative to its 50-day, 200-day, and 52-week technical levels?

UPLD last traded at $3.90 (-0.26% on volume of 36,365 shares), positioning the stock +4.56% above its 50-day simple moving average ($3.73) and -39.63% below its 200-day simple moving average ($6.46). Across its 52-week range of $2.75 to $21.50, UPLD sits at the 6.1% percentile with a 14-day RSI of 59.2 (BULLISH MOMENTUM) and an implied next-earnings move of ±12.5% ($3.41 to $4.39).

UPLD Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are UPLD insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies UPLD leadership and institutional positioning as: NET EXECUTIVE TRIMMING / PROFIT-TAKING.

Direct Sub-Reports: UPLD RQD Cockpit UPLD 12M Forecast UPLD Earnings & Move UPLD Dividends & DRIP UPLD Insiders & 13F UPLD Whale Options UPLD Profit Sankey UPLD News & Why