CFO appointment
Upland Software, Inc. appoints Jennifer Simon as CFO
Upland Software, Inc. reported in a Form 8-K filed July 21, 2026 that Jennifer Simon was appointed Chief Financial Officer, effective August 17, 2026.
In the filing's words
On July 17, 2026, the board of directors (the “Board”) of Upland Software, Inc. (the “Company”) appointed Jennifer Simon to serve as Chief Financial Officer of the Company, effective as of August 17, 2026 (the “Effective Date”). In this capacity, Ms. Simon will be the Company’s principal financial and accounting officer.
Verbatim from sec.gov, Item 5.02. We quote departures; we do not characterize them.
| Company | Upland Software, Inc. (UPLD) |
|---|---|
| Event | Appointment |
| Incoming | Jennifer Simon |
| Title in the filing | Chief Financial Officer |
| Effective | August 17, 2026 |
| 8-K filed | July 21, 2026 |
| Internal promotion | No |
| Prior role (per filing) | Senior Vice President Finance, NextGen Healthcare |
| SEC CIK | 0001505155 |
Upland Software, Inc. reported this change in a Form 8-K, Item 5.02, filed July 21, 2026. The filing's own words are quoted above.
Before and after at Upland Software, Inc.
The adjacent records in the company's seat timeline.
Same industry, July 2026
2Other moves filed that month at companies the roster files under SIC “Services-Prepackaged Software”.
4 months ago· 2026-07-13TransitionKVYO
Klaviyo, Inc. CFO transition: Erica Smith to succeed Amanda Whalen
4 months ago· 2026-07-06InterimCXAI
CXApp Inc. names Melissa G. Podruzny interim CFO
Sources
- sec.gov · SEC filing, Item 5.02 · accessed 2026-09-26
Something wrong about Jennifer Simon? Send a correction with the primary source.