FAQs

How can I contact Upland if I have additional questions?

Send an email to investor-relations@uplandsoftware.com or call us at 512-960-1031.

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

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.

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Who are Upland’s independent auditors?

Upland’s independent audit firm is Ernst & Young.

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Who is Upland’s transfer agent?

Broadridge Shareholder Services
c/o Broadridge Corporate Issuer Solutions
P.O. Box 1342
Brentwood, NY 11717-0718
1-877-830-4936
720-378-5591

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How can I invest in Upland?

Upland’s common stock is publicly traded on Nasdaq Global Market.

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

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

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Where is corporate headquarters?

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

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

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

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When did Upland become a publicly traded company?

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.

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Who are some of Upland’s customers?

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.

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How are Upland’s products and services sold?

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.

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What is Upland’s response to the Court of Justice of the European Union’s (CJEU) decision regarding the EU-US data transfer mechanism?

Download a copy of Upland’s response to the CJEU’s decision here.

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What does Upland Software do?

Upland Software (Nasdaq: UPLD) is a leader in cloud-based tools for digital transformation. The Upland Cloud enables thousands of organizations to engage with customers on key digital channels, optimize sales team performance, manage projects and IT costs, and automate critical document workflows. The Upland Cloud is backed by a 100% customer success commitment and the UplandOne platform, which puts customers at the center of everything we do. To learn more, visit uplandsoftware.com.

Download the latest version of Upland’s investor presentation here.

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