Northwestern Mutual Wealth Management
UPLD icon

Northwestern Mutual Wealth Management’s Upland Software UPLD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$51 – 4006
2025
Q1 		$51 Buy
+2
New +$76 ﹤0.01% 3576
2023
Q2 		– Sell
-10
Closed -$430 – 3621
2023
Q1 		$430 Buy
+10
New +$693 ﹤0.01% 3119
2021
Q1 		– Sell
-3
Closed -$1K – 2973
2020
Q4 		$1K Buy
+3
New +$1.32K ﹤0.01% 2642
2019
Q2 		– Sell
-30
Closed -$13K – 2716
2019
Q1 		$13K Buy
+30
New +$10.2K ﹤0.01% 1875

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Northwestern Mutual Wealth Management's UPLD Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Upland Software (UPLD) in Q2 2025, closing a stake of 2 shares — an estimated $51 sold.

Northwestern Mutual Wealth Management first reported a position in UPLD in Q1 2019 and held it in 4 quarters. The position peaked at $13K in Q1 2019. 64 funds tracked by Wall St. Rank hold UPLD as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Upland Software position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2 Upland Software shares in Q2 2025, an estimated $51.
  • Northwestern Mutual Wealth Management first reported a position in Upland Software in Q1 2019 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's Upland Software position peaked at $13K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held Upland Software as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.