{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"UPLD","limit":50},"count":50,"signals":[{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":3,"context":"licts and uncertainty, changes in trade policy, foreign currency exchange risk, inflation and supply chain constraints; our ability to attract and retain customers;  our ability to successfully enter new markets and manage our international expansion;  our ability to comply with privacy laws and regulations;  our ability to incorporate and deliver artificial intelligence (AI) functionality into our products","filed_date":"2026-03-03","accession":"0001505155-26-000007","full_text":"https://origin.rootz.global/static/filing/0001505155-26-000007.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":97,"context":"operations. Various legislative and administrative regulations applicable to us have become effective or are under consideration in many parts of the world. To date, such developments have not had a substantial adverse impact on our revenues, earnings or cash flows. However, if new or amended laws or regulations impose significant operational restrictions and compliance requirements upon us or our business, our capital ex","filed_date":"2026-03-03","accession":"0001505155-26-000007","full_text":"https://origin.rootz.global/static/filing/0001505155-26-000007.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":18,"context":"as-converted basis) outstanding on the Record Date must be present in person or by proxy to constitute a quorum at the Annual Meeting. Abstentions and any broker non-votes will be counted toward fulfillment of quorum requirements. A broker non-vote occurs when a nominee holding shares for a beneficial owner does not vote on a particular proposal because the nominee does not have discretionary voting","filed_date":"2025-04-21","accession":"0001505155-25-000044","full_text":"https://origin.rootz.global/static/filing/0001505155-25-000044.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":14,"context":"ction of Ernst& Young LLP as our independent registered public accounting firm for the fiscal year ending December31, 2025;3.To vote on a non-binding advisory basis to approve the compensation of our named executive officers; and,4.To transact such other business as may properly come before the annual meeting or any adjournments or postponements thereof.Our board of directors (the Board) has fixed the close of business","filed_date":"2025-04-21","accession":"0001505155-25-000044","full_text":"https://origin.rootz.global/static/filing/0001505155-25-000044.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":3,"context":"ine conflict, the conflicts in the Middle East, foreign currency exchange risk, inflation and supply chain constraints; our ability to attract and retain customers;  our ability to successfully enter new markets and manage our international expansion;  our ability to comply with privacy laws and regulations;  our ability to incorporate and deliver artificial intelligence (AI) functionality into our products","filed_date":"2025-03-12","accession":"0001505155-25-000024","full_text":"https://origin.rootz.global/static/filing/0001505155-25-000024.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":67,"context":"operations. Various legislative and administrative regulations applicable to us have become effective or are under consideration in many parts of the world. To date, such developments have not had a substantial adverse impact on our revenues, earnings or cash flows. However, if new or amended laws or regulations impose significant operational restrictions and compliance requirements upon us or our business, our capital ex","filed_date":"2025-03-12","accession":"0001505155-25-000024","full_text":"https://origin.rootz.global/static/filing/0001505155-25-000024.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":15,"context":"as-converted basis) outstanding on the Record Date must be present in person or by proxy to constitute a quorum at the Annual Meeting. Abstentions and any broker non-votes will be counted toward fulfillment of quorum requirements. A broker non-vote occurs when a nominee holding shares for a beneficial owner does not vote on a particular proposal because the nominee does not have discretionary voting","filed_date":"2024-04-26","accession":"0001505155-24-000028","full_text":"https://origin.rootz.global/static/filing/0001505155-24-000028.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":61,"context":"ction of Ernst& Young LLP as our independent registered public accounting firm for the fiscal year ending December31, 2024;3.To vote on a non-binding advisory basis to approve the compensation of our named executive officers; 4.To vote to approve the adoption of the Upland Software, Inc. 2024 Omnibus Incentive Plan;5.To vote to approve the adoption of the 2024 Tax Benefit Preservation Plan;6.To transact such other busin","filed_date":"2024-04-26","accession":"0001505155-24-000028","full_text":"https://origin.rootz.global/static/filing/0001505155-24-000028.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":4,"context":"factors impacting the global economy, including foreign currency exchange risk, inflation and supply chain constraints; our ability to attract and retain customers;  our ability to successfully enter new markets and manage our international expansion;  our ability to comply with privacy laws and regulations;  our ability to incorporate and deliver artificial intelligence (AI) functionality into our products","filed_date":"2024-02-22","accession":"0001505155-24-000013","full_text":"https://origin.rootz.global/static/filing/0001505155-24-000013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":63,"context":"operations. Various legislative and administrative regulations applicable to us have become effective or are under consideration in many parts of the world. To date, such developments have not had a substantial adverse impact on our revenues, earnings or cash flows. However, if new or amended laws or regulations impose significant operational restrictions and compliance requirements upon us or our business, our capital ex","filed_date":"2024-02-22","accession":"0001505155-24-000013","full_text":"https://origin.rootz.global/static/filing/0001505155-24-000013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":17,"context":"as-converted basis) outstanding on the Record Date must be present in person or by proxy to constitute a quorum at the Annual Meeting. Abstentions and any broker non-votes will be counted toward fulfillment of quorum requirements. A broker non-vote occurs when a nominee holding shares for a beneficial owner does not vote on a particular proposal because the nominee does not have discretionary voting","filed_date":"2023-04-28","accession":"0001505155-23-000029","full_text":"https://origin.rootz.global/static/filing/0001505155-23-000029.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":65,"context":"ion of Ernst& Young, LLP as our independent registered public accounting firm for the fiscal year ending December31, 2023; 3.To vote on a non-binding advisory basis to approve the compensation of our named executive officers;  4.To amend the Companys Certificate of Incorporation to increase the number of authorized shares of Common Stock from 50 Million to 75 Million; 5.To amend the Companys Certificate of Incorporation","filed_date":"2023-04-28","accession":"0001505155-23-000029","full_text":"https://origin.rootz.global/static/filing/0001505155-23-000029.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":4,"context":"factors impacting the global economy, including foreign currency exchange risk, inflation and supply chain constraints; our ability to attract and retain customers;  our ability to successfully enter new markets and manage our international expansion;  our ability to comply with privacy laws and regulations;  our ability to deliver high-quality customer service;  our plans regarding, and our ability to effe","filed_date":"2023-03-01","accession":"0001505155-23-000017","full_text":"https://origin.rootz.global/static/filing/0001505155-23-000017.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":25,"context":"operations. Various legislative and administrative regulations applicable to us have become effective or are under consideration in many parts of the world. To date, such developments have not had a substantial adverse impact on our revenues, earnings or cash flows. However, if new or amended laws or regulations impose significant operational restrictions and compliance requirements upon us or our business, our capital ex","filed_date":"2023-03-01","accession":"0001505155-23-000017","full_text":"https://origin.rootz.global/static/filing/0001505155-23-000017.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":13,"context":"majority of shares outstanding on the Record Date must be present in person or by proxy to constitute a quorum at the Annual Meeting. Abstentions and any broker non-votes will be counted toward fulfillment of quorum requirements. A broker non-vote occurs when a nominee holding shares for a beneficial owner does not vote on a particular proposal because the nominee does not have discretionary voting","filed_date":"2022-04-29","accession":"0001505155-22-000028","full_text":"https://origin.rootz.global/static/filing/0001505155-22-000028.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":51,"context":"fy the selection of Ernst Young, LLP as our independent registered public accounting firm for the fiscal year ending December31, 2022 3.To vote on an advisory basis to approve the compensation of our named executive officers and 4.To transact such other business as may properly come before the annual meeting or any adjournments or postponements thereof. Our board of directors (the Board) has fixed the close of business","filed_date":"2022-04-29","accession":"0001505155-22-000028","full_text":"https://origin.rootz.global/static/filing/0001505155-22-000028.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":26,"context":"general economic and business risks, and all of the other information contained in this Annual Report, together with any other documents we file with the SEC. Any of the following risks could have a material adverse effect on our business, operating results and financial condition and cause the trading price of our common stock to decline. Among these important risks are the following: We have made, and expect to conti","filed_date":"2022-02-24","accession":"0001505155-22-000017","full_text":"https://origin.rootz.global/static/filing/0001505155-22-000017.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":50,"context":"LLP as our independent registered public accounting firm for the fiscal year ending December31, 2021 (Proposal Two) 3. (Proposal Three) To vote on an advisory basis to approve the compensation of our named executive officers and 4.To transact such other business as may properly come before the annual meeting or any adjournments or postponements thereof. Do to the continuing concerns regarding the novel coronavirus (COVI","filed_date":"2021-04-30","accession":"0001505155-21-000025","full_text":"https://origin.rootz.global/static/filing/0001505155-21-000025.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":28,"context":"general economic and business risks, and all of the other information contained in this Annual Report, together with any other documents we file with the SEC. Any of the following risks could have a material adverse effect on our business, operating results and financial condition and cause the trading price of our common stock to decline. Among these important risks are the following: Our growth depends on our ability","filed_date":"2021-02-25","accession":"0001505155-21-000011","full_text":"https://origin.rootz.global/static/filing/0001505155-21-000011.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":22,"context":"s, taken as a whole, or their respective businesses, properties, business prospects, conditions (financial or other) or results of operations, taken as a whole (such effect is referred to herein as a Material Adverse Effect). All of the outstanding shares of capital stock or other equity interests of each Subsidiary have been duly authorized and validly issued and are fully paid and nonassessable and owned by the Compan","filed_date":"2020-08-14","accession":"0001505155-20-000043","full_text":"https://origin.rootz.global/static/filing/0001505155-20-000043.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":51,"context":"LLP as our independent registered public accounting firm for the fiscal year ending December31, 2020 (Proposal Two) 3. (Proposal Three) To vote on an advisory basis to approve the compensation of our named executive officers 4.(Proposal Four) To vote on an advisory basis to approve the frequency of holding future advisory votes on named executive officer compensation and 5.To transact such other business as may properly","filed_date":"2020-04-27","accession":"0001505155-20-000022","full_text":"https://origin.rootz.global/static/filing/0001505155-20-000022.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":4,"context":"e terms or at all;  our expectations with respect to revenue, cost of revenue and operating expenses in future periods; our ability to attract and retain customers;  our ability to successfully enter new markets and manage our international expansion;  our ability to comply with privacy laws and regulations;  our ability to deliver high-quality customer service;  the growth of demand for enterprise work man","filed_date":"2020-03-02","accession":"0001505155-20-000015","full_text":"https://origin.rootz.global/static/filing/0001505155-20-000015.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":23,"context":"pplications. Also, we may be unable to renew existing customer agreements or enter into new customer agreements at the same prices or upon the same terms that we have historically, which could have a material adverse effect on our financial position.  Any disruption of service at the data centers that house our equipment and deliver our applications or with our hosting service provider could harm our business.  Our repu","filed_date":"2020-03-02","accession":"0001505155-20-000015","full_text":"https://origin.rootz.global/static/filing/0001505155-20-000015.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":16,"context":"e extent actually awarded to a Governmental Authority or other third party. Majority Holder has the meaning set forth in Section 10.01(b). Malicious Code has the meaning set forth in Section 3.11(q). Material Adverse Effect means any event, occurrence, fact, condition or change that is, or could reasonably be expected to become, individually or in the aggregate, materially adverse to (a) the business, results of operati","filed_date":"2019-05-28","accession":"0001505155-19-000045","full_text":"https://origin.rootz.global/static/filing/0001505155-19-000045.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":22,"context":"majority of shares outstanding on the record date must be present in person or by proxy to constitute a quorum at the Annual Meeting. Abstentions and any broker non-votes will be counted toward fulfillment of quorum requirements. A broker non-vote occurs when a nominee holding shares for a beneficial owner does not vote on a particular proposal because the nominee does not have discretionary voting","filed_date":"2019-04-26","accession":"0001505155-19-000027","full_text":"https://origin.rootz.global/static/filing/0001505155-19-000027.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":18,"context":"by a plurality of the voting power of the shares present in person or represented by proxy and entitled to vote at the Annual Meeting. Therefore, the two nominees receiving the most FOR votes will be elected as directors to serve until the third annual meeting of stockholders following the election. For Proposal One, stockholders may not cumulate votes in the election of the ClassII directors. Abstentions and broker","filed_date":"2019-04-26","accession":"0001505155-19-000027","full_text":"https://origin.rootz.global/static/filing/0001505155-19-000027.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":5,"context":"tions with respect to revenue, cost of revenue and operating expenses in future periods; | | | | | | | | our ability to attract and retain customers; | | | | | | | | our ability to successfully enter new markets and manage our international expansion; | | | | | | | | our ability to comply with privacy laws and regulations; | | | | | | | | our ability to deliver high-quality customer service; | | | | | | | |","filed_date":"2019-03-15","accession":"0001505155-19-000017","full_text":"https://origin.rootz.global/static/filing/0001505155-19-000017.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":16,"context":"pplications. Also, we may be unable to renew existing customer agreements or enter into new customer agreements at the same prices or upon the same terms that we have historically, which could have a material adverse effect on our financial position.  Any disruption of service at the data centers that house our equipment and deliver our applications or with our hosting service provider could harm our business.  Our repu","filed_date":"2019-03-15","accession":"0001505155-19-000017","full_text":"https://origin.rootz.global/static/filing/0001505155-19-000017.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":23,"context":"e with FASB ASC Topic 718. (2) The following table sets forth the outstanding option awards granted to non-employee directors during fiscal year 2017, each of which vests in twelve equal monthly installments beginning on June 16, 2017 (except for Joe Ross, whose vesting commencement date is December 16, 2017); provided that the non-employee director continues to serve as a director through each vesti","filed_date":"2018-04-27","accession":"0001104659-18-027729","full_text":"https://origin.rootz.global/static/filing/0001104659-18-027729.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":16,"context":"by a plurality of the voting power of the shares present in person or represented by proxy and entitled to vote at the Annual Meeting. Therefore, the two nominees receiving the most FOR votes will be elected as directors to serve until the third annual meeting of stockholders following the election. For Proposal One, stockholders may not cumulate votes in the election of the Class I directors. Abstentions and broker","filed_date":"2018-04-27","accession":"0001104659-18-027729","full_text":"https://origin.rootz.global/static/filing/0001104659-18-027729.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":5,"context":"to obtain financing in the future on acceptable terms or at all; | | | | | | | | our ability to adapt to changing market conditions and competition; | | | | | | | | our ability to successfully enter new markets and manage our international expansion; | | | | | | | | the operation and reliability of our third-party data centers; | | | | | | | | our ability to adapt to technological change and continue to in","filed_date":"2018-03-09","accession":"0001628280-18-002967","full_text":"https://origin.rootz.global/static/filing/0001628280-18-002967.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":15,"context":"ecome involved in legal proceedings arising in the ordinary course of our business. We are not presently a party to any legal proceedings that we believe would, individually or taken together, have a material adverse effect on our business, operating results, financial condition, or cash flows.  Information about Segment and Geographic Revenue  We operate and manage our business as a single operating segment. See our co","filed_date":"2018-03-09","accession":"0001628280-18-002967","full_text":"https://origin.rootz.global/static/filing/0001628280-18-002967.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":22,"context":"onin 2016, an increase of$23.2 million, or 31%. Of the increasein total revenue, $23.6 million was due to the acquisitions we closed in 2017and 2016. Total revenue declined by $0.8 million due to the divestiture of the EPM Live product line at the end of February 2016 and increased by $0.4 million from organic total revenues, or 1% in 2017compared to 2016. Subscription and support revenue was $85.5 millionin 20","filed_date":"2018-03-09","accession":"0001628280-18-002967","full_text":"https://origin.rootz.global/static/filing/0001628280-18-002967.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":22,"context":"e with FASB ASC Topic 718. (2) The following table sets forth the outstanding option awards granted to non-employee directors during fiscal year 2016, each of which vests in twelve equal monthly installments beginning on June 17, 2016, provided that the non-employee director continues to serve as a director through each vesting event: |  Name of Director |  |  Option Awards |  | | |  Stephen E. Court","filed_date":"2017-04-28","accession":"0001104659-17-027042","full_text":"https://origin.rootz.global/static/filing/0001104659-17-027042.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":16,"context":"the director nominee receiving the highest number of affirmative votes of the shares of common stock present in person or represented by proxy at the meeting and entitled to be voted for him will be elected as director to serve until the third annual meeting of stockholders following the election. For Proposal One, stockholders may not cumulate votes in the election of the Class III director. Abstentions and broker","filed_date":"2017-04-28","accession":"0001104659-17-027042","full_text":"https://origin.rootz.global/static/filing/0001104659-17-027042.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":5,"context":"to obtain financing in the future on acceptable terms or at all; | | | | | | | | our ability to adapt to changing market conditions and competition; | | | | | | | | our ability to successfully enter new markets and manage our international expansion; | | | | | | | | the operation and reliability of our third-party data centers; | | | | | | | | our ability to adapt to technological change and continue to in","filed_date":"2017-03-30","accession":"0001628280-17-003190","full_text":"https://origin.rootz.global/static/filing/0001628280-17-003190.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":15,"context":"ecome involved in legal proceedings arising in the ordinary course of our business. We are not presently a party to any legal proceedings that we believe would, individually or taken together, have a material adverse effect on our business, operating results, financial condition or cash flows.  Information about Segment and Geographic Revenue  We operate and manage our business as a single operating segment. See our con","filed_date":"2017-03-30","accession":"0001628280-17-003190","full_text":"https://origin.rootz.global/static/filing/0001628280-17-003190.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":21,"context":"emonths ended September30, 2016are summarized in the table below (inthousands): | | | | | | | | | | Balance at December31, 2015 | $ | 47,422 | | | | Acquired in business combinations | 23,934 | | | | Divestiture of business | (3,673 | ) | | | Adjustment due to prior year business combinations | 48 | | | | Foreign currency translation adjustment | 710 | | | | Balance at September30, 2016 | $ | 68,441 | | | Intan","filed_date":"2016-11-14","accession":"0001628280-16-021217","full_text":"https://origin.rootz.global/static/filing/0001628280-16-021217.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":21,"context":"he sixmonths ended June30, 2016are summarized in the table below (inthousands): | | | | | | | | | | Balance at December31, 2015 | $ | 47,422 | | | | Acquired in business combinations | 23,311 | | | | Divestiture of business | (3,739 | ) | | | Adjustment due to prior year business combinations | 39 | | | | Foreign currency translation adjustment | 797 | | | | Balance at June30, 2016 | $ | 67,830 | | | Intangible","filed_date":"2016-08-15","accession":"0001628280-16-019063","full_text":"https://origin.rootz.global/static/filing/0001628280-16-019063.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":13,"context":"ts acquired and liabilities assumed for the acquisitions, as well as assets and liabilities divested (inthousands): | | | | | | | | | | | | | | | | | | | HipCricket | | Website Analytics Business | | Divestiture of EPM Live | | | Year Acquired or Divested | 2016 | | 2016 | | 2016 | | | | | | | | | | | Cash | $ | | | | $ | 290 | | | $ | | | | | Accounts receivable | 1,275 | | | 178 | | | (1,404 | ) | | | Other c","filed_date":"2016-05-13","accession":"0001628280-16-016353","full_text":"https://origin.rootz.global/static/filing/0001628280-16-016353.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":14,"context":"ance with FASB ASC Topic 718. 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See our con","filed_date":"2016-03-30","accession":"0001628280-16-013941","full_text":"https://origin.rootz.global/static/filing/0001628280-16-013941.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":22,"context":"pursuant to the following vesting schedule: 20% of the shares vest on the one year anniversary of the vesting commencement date, 40% of the shares subject to the option vest in 12 equal monthly installments beginning on the one year anniversary of the vesting commencement date, and 40% of the shares subject to the option vest in 12 equal monthly installments beginning on the second year anniversary","filed_date":"2015-04-30","accession":"0001628280-15-003067","full_text":"https://origin.rootz.global/static/filing/0001628280-15-003067.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UPLD","company":"Upland Software, Inc.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":17,"context":"re, the two nominees receiving the highest number of affirmative votes of the shares of common stock present in person or represented by proxy at the meeting and entitled to be voted for them will be elected as directors to serve until the third annual meeting of stockholders following their election. 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