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Azora Capital LP’s Upbound Group UPBD Stock Holding History

Azora Capital LP’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
-755,429
Closed -$19M – 78
2025
Q2 		$19M Buy
+755,429
New +$17.6M 0.86% 33
2018
Q1 		– Sell
-30,166
Closed -$335K – 39
2017
Q4 		$335K Buy
+30,166
New +$330K 0.1% 33

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

Azora Capital LP's UPBD Position: Q3 2025 in Review

Azora Capital LP sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 755,429 shares — an estimated $19M sold.

Azora Capital LP first reported a position in UPBD in Q4 2017 and held it in 2 quarters. The position peaked at $19M in Q2 2025. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Azora Capital LP reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
  • Azora Capital LP sold 755,429 Upbound Group shares in Q3 2025, an estimated $19M.
  • Azora Capital LP first reported a position in Upbound Group in Q4 2017 and held it in 2 quarters.
  • Azora Capital LP's Upbound Group position peaked at $19M in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Azora Capital LP's 13F filing for Q3 2025, filed 14 Nov 2025.