Investor Relations


Q. What does Upland Software do?

A. Upland Software (Nasdaq: UPLD) is a leading provider of cloud-based Enterprise Work Management software. Our family of applications enables users to manage their projects, professional workforce, and IT investments; automate document-intensive business processes; and effectively engage with their customers, prospects and community via the web and mobile technologies. With more than 4,000 customers and over 450,000 users around the world, Upland Software solutions help customers run their operations smoothly, adapt to change quickly, and achieve better results every day.

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 Computershare.

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.