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Agentic 10-K

Upland Software, Inc.UPLD

AI agent disclosures in SEC filings, deployment confirmed

As of 2026-08-14, Upland Software, Inc. (UPLD) disclosed AI-agent language in 3 SEC filings since 2025-05-12, including 1 excerpt describing its own deployment of AI agents (source: Agentic 10-K, from SEC EDGAR).

Stage
Deployed
Industry
Services-Prepackaged Software
Market cap
$8MYahoo Finance, 2026-10-21
First seen
2025-05-12
Latest filing
2026-08-14
CIK
1505155 on EDGAR (opens in a new tab)

Matching filings by quarter

012Q1 '251Q2Q31Q4Q1 '26Q21Q3Q4*
Filings* Quarter in progress

What the filings cover

Functions named

Customer service, IT & security ops, Legal & compliance, Operations & supply chain

Vendors and products named

BA Insight, Upland, Upland Panviva

Source

3 filings since 2025-01-01. All EDGAR filings (opens in a new tab)

Stage and function are keyword-rule labels, not the company’s words.

In its own words

Sentences copied from the filings, whitespace normalised.

“• Upland Panviva launched Sidekick, a modern way to deliver compliant and contextualized knowledge to contact center agents.”

8-KFiled 2025-05-12Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“We believe our inclusion in this report showcases the strength of our knowledge management offering, Upland RightAnswers, in a market being reshaped by the shift from human-only to agent-automated knowledge management.”

8-KFiled 2026-08-14Source on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“• Upland RightAnswers and Upland BA Insight are now available in AWS Marketplace, including BA Insight’s inclusion in the new AI Agents and Tools category.”

8-KFiled 2025-11-06Source on sec.gov (opens in a new tab)Filing index (opens in a new tab)

All matching filings

8-K filed 2026-08-14 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2026-08-14

Upland RightAnswers focuses on agentic curation automation and knowledge as AI infrastructure for AI agents.

“• Upland was recognized in Forrester's "The Knowledge Management Solutions Landscape, Q2 2026," published June 22, 2026. We believe our inclusion in this report showcases the strength of our knowledge management offering, Upland RightAnswers, in a market being reshaped by the shift from human-only to agent-automated knowledge management. The report notes that of the extended use cases Forrester identified, Upland reported a focus on agentic curation automation, knowledge as AI infrastructure, and secure knowledge sharing, reflecting its investment in helping knowledge serve both human users and AI agents alike.”

8-K filed 2025-11-06 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2025-11-06

Upland RightAnswers and BA Insight AI solutions now available in AWS Marketplace AI Agents category.

“• Upland RightAnswers and Upland BA Insight are now available in AWS Marketplace, including BA Insight’s inclusion in the new AI Agents and Tools category. This expanded presence enables customers to easily discover, purchase, and deploy these Upland AI solutions, simplifying the procurement process and accelerating enterprise AI adoption.”

8-K filed 2025-05-12 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2025-05-12

Upland Panviva launched Sidekick, an AI-powered guidance product for contact center agents.

“• Upland Panviva launched Sidekick, a modern way to deliver compliant and contextualized knowledge to contact center agents. As a trusted leader in highly regulated industries, Panviva delivers next-generation, AI-powered guidance for complex and compliance-driven organizations. The product offers flexible solutions that meet customers’ omnichannel needs, such as integrations with chatbots, AI agents, and CRMs. With the power of GenAI curation that is approved by business experts, organizations can deliver real-time recommendations when agents and customers need it most.”