• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    Upland Software Inc. filed SEC Form 8-K: Leadership Update

    7/14/25 4:33:29 PM ET
    $UPLD
    Computer Software: Prepackaged Software
    Technology
    Get the next $UPLD alert in real time by email
    upld-20250711
    0001505155false00015051552025-07-112025-07-110001505155upld:CommonStockParValue00001PerShareMember2025-07-112025-07-110001505155upld:PreferredStockPurchaseRightsMember2025-07-112025-07-11

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, DC 20549
    FORM 8-K
    CURRENT REPORT
    Pursuant to Section 13 or 15(d) of
    The Securities Exchange Act of 1934
    July 11, 2025
    Date of Report (Date of earliest event reported)
    UPLAND SOFTWARE, INC.
    (Exact name of registrant as specified in its charter)
    Delaware001-3672027-2992077
    (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)
    900 S. Capital of Texas Highway, Suite 300
    Austin, Texas 78746
    (Address of principal executive offices, including zip code)
    (512) 960-1010
    (Registrant’s telephone number, including area code)
    Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
    ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
    ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
    ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
    ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
    Securities registered pursuant to Section 12(b) of the Act:
    Title of each classTrading SymbolName of each exchange on which registered
    Common Stock, par value $0.0001 per shareUPLDThe Nasdaq Global Market
    Preferred Stock Purchase Rights-The Nasdaq Global Market
    Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
    Emerging growth company    ☐
    If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.                                              ☐



    Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
    Karen Cummings, the President and Chief Operating Officer of Upland Software, Inc. (the “Company”), will retire effective July 31, 2025. Ms. Cummings’ decision to retire is not the result of any disagreement with the Company on any matter related to our operations, policies, or procedures.
    In conjunction with Ms. Cummings’ retirement, Daniel Doman has been appointed as the Company’s Chief Product and Operating Officer effective August 1, 2025. Mr. Doman has served as the Company’s Chief Product Officer since May 2021. Mr. Doman’s biography and other information with respect to Mr. Doman is set forth in the Company’s 2025 proxy statement filed on April 21, 2025. Also effective August 1, 2025, John T. (Jack) McDonald, the Company’s Chief Executive Officer, will also serve as President.
    There are no arrangements or understandings between Mr. Doman and any other persons pursuant to which he was selected as Chief Product and Operating Officer. There are no family relationships between Mr. Doman and any other director or executive officer of the Company, and Mr. Doman has no direct or indirect material interest in any transaction required to be disclosed pursuant to Item 404(a) of Regulation S-K.




    SIGNATURE

    Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
    UPLAND SOFTWARE, INC.
    By:/s/ Michael D. Hill
    Michael D. Hill
    Chief Financial Officer
    Date: July 14, 2025


    Get the next $UPLD alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $UPLD

    DatePrice TargetRatingAnalyst
    11/10/2023$3.50Neutral → Sell
    ROTH MKM
    2/24/2023Buy → Hold
    Needham
    2/24/2023$8.00Buy → Neutral
    ROTH MKM
    2/24/2023$11.00 → $9.00Buy → Hold
    Truist
    1/17/2023Outperform → Mkt Perform
    Raymond James
    11/22/2022$8.00Neutral
    Credit Suisse
    1/11/2022$35.00 → $30.00Outperform
    Raymond James
    11/4/2021$48.00 → $35.00Buy
    Canaccord Genuity
    More analyst ratings

    $UPLD
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • CEO Mcdonald John T bought $196,935 worth of shares (100,000 units at $1.97) (SEC Form 4)

      4 - Upland Software, Inc. (0001505155) (Issuer)

      8/12/24 4:24:55 PM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology

    $UPLD
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • President and COO Cummings Karen covered exercise/tax liability with 40,993 shares, decreasing direct ownership by 12% to 306,432 units (SEC Form 4)

      4 - Upland Software, Inc. (0001505155) (Issuer)

      7/1/25 4:57:56 PM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology
    • General Counsel and Secretary Smith Matthew Harnden covered exercise/tax liability with 3,596 shares, decreasing direct ownership by 3% to 131,908 units (SEC Form 4)

      4 - Upland Software, Inc. (0001505155) (Issuer)

      6/17/25 4:18:24 PM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology
    • CEO Mcdonald John T covered exercise/tax liability with 22,957 shares, decreasing direct ownership by 0.92% to 2,466,563 units (SEC Form 4)

      4 - Upland Software, Inc. (0001505155) (Issuer)

      6/17/25 4:17:37 PM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology

    $UPLD
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Upland Software Announces the Successful Completion of Debt Refinancing

      Upland Software, Inc. (NASDAQ:UPLD) (the "Company" or "Upland Software"), a leader in AI-powered knowledge and content management software, today announced that it has entered into an agreement with private credit direct lender Sound Point Capital to refinance its existing debt with a new $240 million, six-year term loan, extending the maturity of its debt to 2031. The new credit agreement also includes a $30 million revolving credit facility, further enhancing the Company's financial liquidity. "We're pleased to complete this new credit facility with Sound Point Capital, their speed and certainty throughout this process was a differentiator," said Jack McDonald, Chief Executive Officer a

      7/28/25 9:00:00 AM ET
      $OWL
      $UPLD
      Investment Managers
      Finance
      Computer Software: Prepackaged Software
      Technology
    • Upland Software to Release Second Quarter 2025 Financial Results on July 31, 2025

      Upland Software, Inc. (NASDAQ:UPLD) today announced it will release financial results for the second quarter 2025 before market opens on Thursday, July 31, 2025. A conference call and webcast will follow at 10:00 a.m. Central Time / 11:00 a.m. Eastern Time. The call can be accessed via a webcast on investor.uplandsoftware.com, or by dialing 1 (800) 715-9871 toll-free (recommended for participants in North America) or 1 (646) 307-1963 (recommended for participants outside North America, standard international rates may apply). Attendees will need to use conference ID 8422976 to join the call. Following the completion of the call, a recording of the webcast will be made available on inves

      7/25/25 8:35:00 AM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology
    • Upland BA Insight is Now Available in the New AWS Marketplace AI Agents and Tools Category

      Upland Software, Inc. (NASDAQ:UPLD), a leader in AI-powered knowledge and content management software, today announced the availability of Upland BA Insight in the new AI Agents and Tools category of AWS Marketplace. Customers can now use AWS Marketplace to easily discover, buy, and deploy AI agents solutions, including BA Insight's AI enablement and enterprise search platform using their AWS accounts, accelerating agent and agentic workflow development. BA Insight helps organizations to build secure access from their enterprise knowledge, prepare and enrich that knowledge, and deliver it in a transparent, scalable way. This enables customers to maximize the value of their generative AI d

      7/24/25 9:05:00 AM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology

    $UPLD
    SEC Filings

    See more
    • Upland Software Inc. filed SEC Form 8-K: Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation, Other Events, Financial Statements and Exhibits

      8-K - Upland Software, Inc. (0001505155) (Filer)

      7/28/25 4:10:46 PM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology
    • Upland Software Inc. filed SEC Form 8-K: Leadership Update

      8-K - Upland Software, Inc. (0001505155) (Filer)

      7/14/25 4:33:29 PM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology
    • Upland Software Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders, Financial Statements and Exhibits

      8-K - Upland Software, Inc. (0001505155) (Filer)

      6/4/25 4:01:10 PM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology

    $UPLD
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Upland Software downgraded by ROTH MKM with a new price target

      ROTH MKM downgraded Upland Software from Neutral to Sell and set a new price target of $3.50

      11/10/23 7:23:18 AM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology
    • Upland Software downgraded by Needham

      Needham downgraded Upland Software from Buy to Hold

      2/24/23 9:19:28 AM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology
    • Upland Software downgraded by ROTH MKM with a new price target

      ROTH MKM downgraded Upland Software from Buy to Neutral and set a new price target of $8.00

      2/24/23 9:18:56 AM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology

    $UPLD
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G filed by Upland Software Inc.

      SC 13G - Upland Software, Inc. (0001505155) (Subject)

      8/8/24 11:45:25 AM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology
    • Amendment: SEC Form SC 13D/A filed by Upland Software Inc.

      SC 13D/A - Upland Software, Inc. (0001505155) (Subject)

      6/17/24 4:41:15 PM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology
    • SEC Form SC 13D/A filed by Upland Software Inc. (Amendment)

      SC 13D/A - Upland Software, Inc. (0001505155) (Subject)

      2/27/24 5:00:51 PM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology

    $UPLD
    Financials

    Live finance-specific insights

    See more
    • Upland Software to Release Second Quarter 2025 Financial Results on July 31, 2025

      Upland Software, Inc. (NASDAQ:UPLD) today announced it will release financial results for the second quarter 2025 before market opens on Thursday, July 31, 2025. A conference call and webcast will follow at 10:00 a.m. Central Time / 11:00 a.m. Eastern Time. The call can be accessed via a webcast on investor.uplandsoftware.com, or by dialing 1 (800) 715-9871 toll-free (recommended for participants in North America) or 1 (646) 307-1963 (recommended for participants outside North America, standard international rates may apply). Attendees will need to use conference ID 8422976 to join the call. Following the completion of the call, a recording of the webcast will be made available on inves

      7/25/25 8:35:00 AM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology
    • Upland Software Reports First Quarter 2025 Financial Results

      Upland Software, Inc. (NASDAQ:UPLD), a leader in cloud-based tools for digital transformation, today announced financial and operating results for the first quarter 2025 and issued guidance for its second quarter and full year of 2025. First Quarter 2025 Financial Highlights Total revenue was $63.7 million, a decrease of 10% from $70.7 million in the first quarter of 2024. Subscription and support revenue was $60.2 million, a decrease of 10% from $67.1 million in the first quarter of 2024. GAAP net loss was $25.8 million compared to a GAAP net loss of $96.1 million in the first quarter of 2024. GAAP net loss attributable to common stockholders was $27.3 million compared to GAAP net l

      5/12/25 9:05:00 AM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology
    • Upland Software to Release First Quarter 2025 Financial Results on May 12, 2025

      Upland Software, Inc. (NASDAQ:UPLD) today announced it will release financial results for the first quarter 2025 before market opens on Monday, May 12, 2025. A conference call and webcast will follow at 10:00 a.m. Central Time / 11:00 a.m. Eastern Time. The call can be accessed via a webcast on investor.uplandsoftware.com, or by dialing 1 (800) 715-9871 toll-free (recommended for participants in North America) or 1 (646) 307-1963 (recommended for participants outside North America, standard international rates may apply). Attendees will need to use conference ID 8422976 to join the call. Following the completion of the call, a recording of the webcast will be made available on investor.up

      5/9/25 4:32:00 PM ET
      $UPLD
      Computer Software: Prepackaged Software
      Technology