Upland Software, Inc. (UPLD)

Services-Prepackaged Software

Latest Price

$3.92

TTM P/E

Normalized P/E

TTM Div Yield

Fwd Div Yield

Book Value

0.03

P/B Ratio

117.72

Valuation metrics

Base FCF: $29M (median of recent 5yr)

Growth: 11%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$20.04

+411% upside

100.0% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
Ameriprise Financial Inc	1.36M	--	45.84%	+15.4K	2026-03-31
Vanguard Capital Management LLC	1.20M	--	40.71%	--	2026-03-31
Rice Hall James & Associates, LLC	974.4K	--	32.95%	+80.8K	2026-03-31
CastleKnight Management LP	777.2K	--	26.28%	--	2026-03-31
D. E. Shaw & Co., Inc.	658.1K	--	22.25%	-190.3K	2026-03-31
BlackRock, Inc.	624.5K	--	21.12%	+3.3K	2026-03-31
Geode Capital Management, LLC	450.1K	--	15.22%	+172.0K	2026-03-31
RBF Capital, LLC	427.5K	--	14.46%	--	2026-03-31
Vanguard Portfolio Management LLC	364.1K	--	12.31%	--	2026-03-31
Russell Investments Group, Ltd.	267.2K	--	9.03%	+4.8K	2026-03-31