One ticker, one page: health score, red flags, fundamentals, who’s buying, cash & dilution, and the latest catalyst — every module built from SEC filings, ready to print or share.
start from a preset — you get the bundle, then edit it
or pick exactly what you want — 5 selected
These add one extra lookup each — still fine to combine.
Heavy modules — each one runs on its own. Checking one clears the rest, because it reads several filings live and would otherwise time the page out.
Your selection lives in the link, so a built report is shareable and bookmarkable. Educational information from public filings — not investment advice.
Assembling UPLD’s research report…
Pulling SEC filings
Parsing XBRL fundamentals
Scoring quality, value & momentum
Checking who’s buying
Rendering
UPLD Research Report — Health C | StockTools.ai
UPLD UPLAND SOFTWARE, INC.
Research report · from SEC EDGAR · close 2026-08-17
UPLAND SOFTWARE, INC. (UPLD) is a $14.0M company. Revenue is $216.9M (-21.1% y/y) at a 19% net margin. It is profitable. Our health score is C (62/100). 2 red flags on file. It funds itself; low dilution risk.
Assembled from SEC EDGAR (XBRL, Form 4, 13F, filings), STOCK Act disclosures, and end-of-day prices — every figure is real and sourced; nothing is fabricated or predicted. Filings lag 40–90 days. Educational, not investment advice. Generated 2026-08-17 by stocktools.ai.