UPLAND SOFTWARE, INC.
Ownership & governance
Executives 5Directors 6Avg age 59Avg tenure 7.4y
SN
Sean Nathaniel
Chief Executive Officer
Age 49Since 2026-04-30Profile →
+10
Executives5
Board of directors6
JM
John McDonald→
Chairman
Age 63Since 2010-06-30
SC
Stephen Courter→
Director/Board Member
Age 71Since 2014-08-31
DM
David May→
Director/Board Member
Age 63Since 2016-05-31
TW
Teresa Walsh→
Director/Board Member
Age 62Since 2020-02-29
DC
David Chung→
Director/Board Member
Age 58Since 2022-08-22
TM
Timothy Mattox→
Director/Board Member
Age 60Since 2023-12-31
Shareholders5
| Name | Stake | Shares |
|---|---|---|
| John McDonald | 1.023 % | 300,463 |
| Peter van Schaick | 0.8855 % | 260,000 |
| Columbia Management Investment Advisers LLC | 0.4617 % | 135,564 |
| Acadian Asset Management LLC | 0.4126 % | 121,147 |
| Vanguard Capital Management LLC | 0.41 % | 120,377 |
Catalog · 2026-07-09
SEC officers12
| Name | Role | Since | Shares |
|---|---|---|---|
| Daniel Doman | Chief Operating Officer | 2021-04-30 | - |
| David Tamez | Interim Chief Financial Officer | — | - |
| John McDonald | Chairman | 2010-06-30 | - |
| Michael Hill | Director of Finance/CFO | 2010-06-30 | - |
| Rick Rinewalt | Chief Tech/Sci/R&D Officer | 2024-01-31 | - |
| Robert Louis Takacs | Chief Tech/Sci/R&D Officer | — | - |
| Sean Nathaniel | Chief Executive Officer | 2026-04-30 | - |
| David Chung | Director/Board Member | 2022-08-22 | - |
SEC · as of 2026-07-27
Institutional (13F)
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Fund membership
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Street consensus
Consensus noneMean target 12.5Range 10–15Analysts 2
10Mean 12.515
- Strong buy 1
- Buy 1
Broker actions40 of 55
| Firm | Action | To | Target | Date |
|---|---|---|---|---|
| Canaccord Genuity | Maintained | Buy | 3 | 2026-03-04 |
| Needham | Upgrade | Buy | 4.5 | 2025-08-21 |
| Needham | Reiterated | Hold | — | 2025-05-13 |
| Needham | Reiterated | Hold | — | 2025-03-13 |
| Needham | Reiterated | Hold | — | 2024-11-08 |
| Needham | Reiterated | Hold | — | 2024-08-02 |
| Roth MKM | Reiterated | Sell | 2.5 | 2024-05-07 |
| Canaccord Genuity | Maintained | Buy | 5 | 2024-05-03 |
| Needham | Reiterated | Hold | — | 2024-05-03 |
| Roth MKM | Downgrade | Sell | 3.5 | 2023-11-10 |
| Truist Securities | Maintained | Hold | 4 | 2023-05-08 |
| Canaccord Genuity | Maintained | Action List Buy | 7 | 2023-05-08 |
Firm rows and rating mix from Yahoo Finance; mean target is Yahoo’s aggregate until OpenFilings derives consensus from broker rows.