Investor Relations


Q. What does Upland Software do?

A.   Upland Software (Nasdaq: UPLD) is a leader in cloud-based enterprise work management software. Upland provides seven enterprise cloud solution suites that enable more than one million users at over 9,000 accounts to win and engage customers, automate business operations, manage projects and IT costs, and share knowledge throughout the enterprise. All of Upland’s solutions are backed by a 100 percent customer success commitment and the UplandOne platform, which puts customers at the center of everything we do. To learn more, visit

Q. How are Upland’s products and services sold?

A.   We sell our software applications primarily through a direct sales organization. In addition to our direct sales organization, we have an indirect sales organization, which sells to distributors and value-added resellers.

Q. Who are some of Upland’s customers?

A.   Our customers range from large global corporations and government agencies to small- and medium-sized businesses across a broad range of industries, including financial services, retail, technology, manufacturing, education, consumer goods, media, telecommunications, government, food and beverage, healthcare and life sciences.

Q. When did Upland become a publicly traded company?

A.   Upland commenced its initial public offering in November 2014. William Blair & Company, L.L.C. and Raymond James & Associates, Inc. were joint book-running managers for the offering. Canaccord Genuity Inc. was lead manager and Needham & Company, LLC was co-lead manager for the offering. 

Q. What exchange does Upland trade on and what is the company’s ticker symbol?

A.   Upland’s common stock is traded on the Nasdaq Global Market under the symbol “UPLD."

Q. Where is corporate headquarters?

A.   Upland’s principal executive offices are located at 401 Congress Avenue, Suite 1850, Austin, TX 78701. 

Q. Does Upland have a direct stock purchase or dividend reinvestment plan (DRIP)?

A.   No, Upland does not sell shares directly to the public and does not offer a DRIP. 

Q. How can I invest in Upland?

A.   Upland’s common stock is publicly traded on Nasdaq.

Q. Who is Upland’s transfer agent?

A.   Our transfer agent is Broadridge
Broadridge Shareholder Services
c/o Broadridge Corporate Issuer Solutions
P.O. Box 1342
Brentwood, NY 11717-0718

Q. Who are Upland’s independent auditors?

A.   Upland’s independent audit firm is Ernst & Young.

Q. Where can I request the latest financial reports and news releases?

A.   You may visit our SEC Filings page to access Upland’s public filings with the Securities and Exchange Commission. For the most up-to-date news on Upland, click here.

Q. How can I contact Upland if I have additional questions?

A.   Send an email to or call us at 512-960-1031.