AIM
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Aigen Investment Management’s Upbound Group UPBD Stock Holding History

Aigen Investment Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,911
Closed -$475K – 1104
2025
Q2 		$475K Sell
18,911
-305
-2% -$7.13K 0.07% 412
2025
Q1 		$460K Buy
+19,216
New +$528K 0.07% 370
2022
Q4 		– Sell
-24,100
Closed -$422K – 788
2022
Q3 		$422K Buy
+24,100
New +$600K 0.06% 336
2021
Q2 		– Sell
-5,599
Closed -$323K – 745
2021
Q1 		$323K Buy
+5,599
New +$293K 0.04% 396

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aigen Investment Management's UPBD Position: Q3 2025 in Review

Aigen Investment Management sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 18,911 shares — an estimated $475K sold.

Aigen Investment Management first reported a position in UPBD in Q1 2021 and held it in 4 quarters. The position peaked at $475K in Q2 2025. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Aigen Investment Management reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
  • Aigen Investment Management sold 18,911 Upbound Group shares in Q3 2025, an estimated $475K.
  • Aigen Investment Management first reported a position in Upbound Group in Q1 2021 and held it in 4 quarters.
  • Aigen Investment Management's Upbound Group position peaked at $475K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.