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UPBD icon

AlphaQuest’s Upbound Group UPBD Stock Holding History

AlphaQuest’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
2026
Q1 		– Sell
-21,362
Closed -$375K – 1986
2025
Q4 		$375K Buy
21,362
+12,922
+153% +$250K 0.02% 1042
2025
Q3 		$199K Buy
8,440
+7,088
+524% +$175K 0.01% 1409
2025
Q2 		$33.9K Sell
1,352
-5,342
-80% -$125K ﹤0.01% 1702
2025
Q1 		$160K Sell
6,694
-9,177
-58% -$252K 0.02% 1089
2024
Q4 		$463K Buy
15,871
+9,189
+138% +$285K 0.06% 523
2024
Q3 		$214K Sell
6,682
-21,084
-76% -$678K 0.02% 1043
2024
Q2 		$852K Buy
27,766
+4,299
+18% +$137K 0.12% 286
2024
Q1 		$826K Buy
23,467
+11,802
+101% +$394K 0.14% 237
2023
Q4 		$396K Buy
+11,665
New +$347K 0.08% 430

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AlphaQuest's UPBD Position: Q1 2026 in Review

AlphaQuest sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 21,362 shares — an estimated $375K sold.

AlphaQuest first reported a position in UPBD in Q4 2023 and held it in 9 quarters. The position peaked at $852K in Q2 2024. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • AlphaQuest reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 21,362 Upbound Group shares in Q1 2026, an estimated $375K.
  • AlphaQuest first reported a position in Upbound Group in Q4 2023 and held it in 9 quarters.
  • AlphaQuest's Upbound Group position peaked at $852K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.