Jennifer Simon was named Chief Financial Officer of Upland Software, Inc., effective August 17, 2026. As of November 7, 2026, Upland Software, Inc. has reported 2 leadership change filings to the SEC under Item 5.02 of Form 8-K, from July 7, 2026 to July 21, 2026, naming 2 appointments (Form 8-K, July 21, 2026).
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Upland Software, Inc. reported changes in 2 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-07-07 to 2026-07-21. They name 2 people. Every row below is cited to the filing it comes from, and this page adds each new change as Upland Software, Inc. files it.
Also on the record for Upland Software, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| November 6, 2026 | Stake report, Schedule 13D/A, by Ulysses Aggregator, LP | 22.46% of the class | 5%+ stakes | Source |
| March 27, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| November 10, 2025 | Stake report, Schedule 13G/A, by Jalak Investments B.V. | 9% of the class | 5%+ stakes | Source |
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Upland Software, Inc. elsewhere on the record
Companies that share a holder
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-07-21 | In | Chief Financial Officer | 2026-08-17 | 8-K, 2026-07-21 | |
| 2026-07-07 | In | Chief Financial Officer | 8-K, 2026-07-07 |
Who leads Upland Software, Inc., as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chief Financial Officer: Jennifer Simon, appointed, effective 2026-08-17 (filed 2026-07-21).
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Find candidates like Chief Financial Officer at Upland Software, Inc.Every change, in the filing's words
Appointed: Jennifer Simon, Chief Financial Officer, effective 2026-08-17
On July 17, 2026, the board of directors (the "Board") of Upland Software, Inc. (the "Company") appointed Jennifer Simon to serve as Chief Financial Officer of the Company, effective as of August 17, 2026 (the "Effective Date").
- In this capacity, Ms. Simon will be the Company's principal financial and accounting officer.
- Ms. Simon, age 51, has served as Senior Vice President Finance of NextGen Healthcare since January 2026.
- Prior to becoming Senior Vice President Finance of NextGen Healthcare, Ms. Simon served in various finance roles at Quest Software from July 2022 to October 2025, most recently serving as Vice President of Finance, FP&A of Quest Software from June 2025 to October 2025, as well as interim Chief Financial Officer from March 2025 to June 2025.
- Prior to joining Quest Software, Ms. Simon served as Chief Financial Officer of Community Impact Newspaper from February 2016 to July 2022.
- She is a Certified Public Accountant in the state of Texas and holds both a Masters in Professional Accounting and a Bachelor of Business Administration from the University of Texas at Austin.
- In connection with Ms. Simon's appointment as Chief Financial Officer, on July 17, 2026, the Company entered an executive employment agreement with Ms. Simon (the "Employment Agreement").
- If Ms. Simon's employment is terminated by the Company for cause or if she resigns without good reason, she will be entitled to (i) her accrued but unpaid base salary, (ii) accrued but unused vacation, (iii) unreimbursed business expenses and (iv) any other vested benefits in accordance with applicable plans.
Appointed: David Tamez, Chief Financial Officer
On July 6, 2026, the Board appointed David Tamez to serve as the interim Chief Financial Officer of the Company, effective as of the Effective Date, until a permanent successor is identified.
- Retirement of Michael D. Hill as Chief Financial Officer On June 30, 2026, Michael D. Hill, Chief Financial Officer of Upland Software, Inc. (the "Company") notified the board of directors of the Company (the "Board") of his intention to retire as Chief Financial Officer, effective July 27, 2026 (the "Effective Date").
- The Board has initiated a search process to identify Mr. Hill's successor.
- Mr. Hill's decision to retire was not the result of any disagreements with the Company on any matter relating to the Company's operations, policies or practices.
- Mr. Tamez, age 62, has served as Senior Vice President, Treasury Management of the Company since June 2023.
- Prior to that, Mr. Tamez served as Vice President, Accounting and Corporate Controller of the Company from 2014 to 2023.
- Before joining the Company, Mr. Tamez served as Vice President, Finance for a division of Callaway Golf (NYSE: CALY), the e-commerce arm for all direct to consumer sales for Callaway golf equipment, from September 2003 to February 2011, and in other finance and accounting roles for companies in Austin, Texas.
- Mr. Tamez started his career with BDO USA, LLP in the Audit and Assurance practice, from 1989 to 1997.
- Mr. Tamez holds a B.B.A. in Accounting from the University of Texas at Austin.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.