Upland Software Inc (UPLD) — Strategic Asset Allocation Index

Latest as of June 2023: 0.6%

Upland Software Inc (UPLD) has a Strategic Asset Allocation Index of 0.6% as of June 2023. Strategic assets (PP&E of $1.67 Million plus long-term investments of $-) total $1.67 Million, measured against net assets of $282.72 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See UPLD equity to assets ratio to measure how much of total assets are equity-financed.

SAAI

0.6%
Strategic Assets / Net Assets

Strategic Assets

$1.67 Million
PP&E + LT Investments

PP&E

$1.67 Million
USD

Net Assets

$282.72 Million
USD

Upland Software Inc Strategic Asset Allocation Index (2013–2022)

This chart shows how Upland Software Inc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of June 2023, the index stands at 0.6%, representing strategic assets of $1.67 Million against net assets of $282.72 Million USD. For live market cap and overall valuation, see UPLD market cap.

Annual Strategic Asset Allocation Index for Upland Software Inc (2013–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Upland Software Inc from 2013 to 2022, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Upland Software Inc (UPLD) shareholders funds for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2022 10.2% $43.00 Million $1.83 Million $41.17 Million $421.16 Million ▲ +9.4 pp
2021 0.8% $2.67 Million $2.67 Million $- $316.29 Million ▼ -0.1 pp
2020 0.9% $2.78 Million $2.78 Million $- $306.62 Million ▼ -2.1 pp
2019 3.0% $6.32 Million $3.92 Million $2.40 Million $212.86 Million ▼ -2.0 pp
2018 5.0% $4.40 Million $2.83 Million $1.57 Million $88.20 Million ▲ +0.5 pp
2017 4.5% $4.12 Million $2.93 Million $1.20 Million $91.42 Million ▼ -4.5 pp
2016 9.0% $5.33 Million $4.36 Million $978.00K $59.01 Million ▼ -4.3 pp
2015 13.3% $8.02 Million $6.00 Million $2.02 Million $60.27 Million ▲ +2.3 pp
2014 11.0% $7.89 Million $3.93 Million $3.96 Million $71.40 Million ▼ -0.3 pp
2013 11.4% $3.94 Million $3.94 Million $- $34.66 Million
pp = percentage points