As of November 7, 2026, Upland Software, Inc. is a publicly traded company (Nasdaq: UPLD). The largest holder reporting an active stake on Schedule 13D is Ulysses Aggregator, LP, at 22.46%. No bankruptcy or receivership appears in its SEC Form 8-K filings. Passive holders reporting on Schedule 13G include Jalak Investments B.V. (9%) (Schedule 13D/A, November 6, 2026).
Is this your company?
About to sign with, pay or invest in Upland Software, Inc.? See the free Snapshot first.
Free to see. No signup.
Is Upland Software, Inc. a real, registered company?
- Upland Software, Inc. files with the SEC under CIK 1505155 (its SEC filings).
- Its shares are listed under the ticker UPLD on Nasdaq (SEC company record).
- Incorporated in Texas; business address in Austin, Texas, as its SEC filings state.
- Court and bankruptcy records: see Before you sign or pay below.
Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under UPLAND SOFTWARE, INC. in our court records and SEC 8-K records (as of 2026-11-07).
- Leadership changes: the latest reported is Jennifer Simon, Chief Financial Officer (Form 8-K filed 2026-07-21). Check you are dealing with the people now in charge.
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names Ulysses Aggregator, LP (filed 2026-11-06).
Who are Upland Software, Inc.'s owners and officers?
Upland Software, Inc.: incorporated in Texas; business address in Austin, Texas; industry Services-Prepackaged Software (Schedule 13D/A, 2026-11-06).
| Report | Holder | Share |
|---|---|---|
| Schedule 13D/A, 2026-11-06 | Ulysses Aggregator, LP | 22.46% |
| Schedule 13G/A, 2026-03-27 | The Vanguard Group | 0% |
| Schedule 13G/A, 2025-11-10 | Jalak Investments B.V. | 9% |
Questions about who owns Upland Software, Inc.
Who owns Upland Software, Inc.?
On this page, 2 holders' latest ownership filings report 5% or more of Upland Software, Inc.: Ulysses Aggregator, LP (22.46%, Schedule 13D/A, filed 2026-11-06) and Jalak Investments B.V. (9%, Schedule 13G/A, filed 2025-11-10).
Who are the largest shareholders of Upland Software, Inc.?
By the share each holder's latest filing reports, the largest holders of Upland Software, Inc. on this page are Ulysses Aggregator, LP (22.46%) and Jalak Investments B.V. (9%).
When did Ulysses Aggregator, LP buy into Upland Software, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Ulysses Aggregator, LP on this page is the Schedule 13D/A, filed 2026-11-06, reporting 22.46%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 3 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Want the whole picture on Upland Software, Inc.?
Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News
A Full Report on Upland Software, Inc.: verified, sourced, every claim cited, ready in a few minutes. See pricing.
What the Full Report on Upland Software, Inc. covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
11 cited sources found
Plus the sections for what you are deciding, which you pick after ordering.
A real finished report, first screen. Opens in a new tab.
| Filed | Person | Role | Change | Effective |
|---|---|---|---|---|
| Form 8-K, 2026-07-21 | Jennifer Simon | Chief Financial Officer | appointed | 2026-08-17 |
| Form 8-K, 2026-07-07 | David Tamez | Chief Financial Officer | appointed |
Which insiders own Upland Software, Inc. shares?
Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.
- , a director: 3,004,625 shares, 2,640,887 held directly and 363,738 indirectly (Form 4, 2026-05-04).
- , the chief financial officer and treasurer: 543,402 shares (19.1% of shares outstanding), 383,360 held directly and 160,042 indirectly (Form 4, 2026-06-16).
- , the president and chief operating officer: 306,432 shares (10.8% of shares outstanding) (Form 4, 2025-07-01).
- , a director: 191,437 shares (6.7% of shares outstanding) (Form 4, 2025-10-29).
- , a director: 144,490 shares (5.1% of shares outstanding) (Form 4, 2025-10-29).
Shares outstanding: 2,838,697 as of 2026-11-02, from the company's latest SEC cover page.
How much has Upland Software, Inc. raised?
No fundraising or offering filing from Upland Software, Inc. is on file with us.
Keep reading
More on Upland Software, Inc. and the records around it.
Upland Software, Inc. elsewhere on the record
- Leadership changes Jul 2026
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)
Related pages
Filings, cases and notices link to their records. A not-found line names the records searched; it is not proof of absence.
Not for employment, credit, insurance or tenancy decisions.
Cite this page
https://mentionfox.com/who-owns/upland-software