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Campbell & Co Investment Adviser’s Upbound Group UPBD Stock Holding History

Campbell & Co Investment Adviser’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
Q4 		– Sell
-19,734
Closed -$466K – 1429
2025
Q3 		$466K Sell
19,734
-4,744
-19% -$117K 0.04% 761
2025
Q2 		$614K Buy
+24,478
New +$572K 0.04% 713
2025
Q1 		– Sell
-8,565
Closed -$250K – 1362
2024
Q4 		$250K Sell
8,565
-46,460
-84% -$1.44M 0.02% 903
2024
Q3 		$1.76M Buy
55,025
+35,480
+182% +$1.14M 0.13% 226
2024
Q2 		$600K Sell
19,545
-8,618
-31% -$275K 0.05% 581
2024
Q1 		$992K Sell
28,163
-26,218
-48% -$876K 0.09% 403
2023
Q4 		$1.85M Buy
+54,381
New +$1.62M 0.17% 156
2023
Q3 		– Sell
-12,890
Closed -$401K – 1205
2023
Q2 		$401K Buy
+12,890
New +$377K 0.07% 528
2022
Q3 		– Sell
-12,103
Closed -$235K – 948
2022
Q2 		$235K Sell
12,103
-9,597
-44% -$239K 0.06% 551
2022
Q1 		$547K Buy
+21,700
New +$784K 0.15% 242
2021
Q3 		– Sell
-8,504
Closed -$451K – 783
2021
Q2 		$451K Buy
8,504
+3,200
+60% +$186K 0.19% 178
2021
Q1 		$306K Buy
5,304
+6
+0.1% +$314 0.19% 223
2020
Q4 		$203K Sell
5,298
-15,500
-75% -$526K 0.12% 363
2020
Q3 		$622K Buy
20,798
+11,906
+134% +$352K 0.46% 43
2020
Q2 		$247K Buy
+8,892
New +$198K 0.31% 150
2020
Q1 		– Sell
-13,426
Closed -$387K – 504
2019
Q4 		$387K Buy
13,426
+2,740
+26% +$71.6K 0.12% 323
2019
Q3 		$276K Sell
10,686
-764
-7% -$20.1K 0.1% 427
2019
Q2 		$305K Sell
11,450
-603
-5% -$14.3K 0.14% 305
2019
Q1 		$252K Buy
+12,053
New +$222K 0.12% 346

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Campbell & Co Investment Adviser's UPBD Position: Q4 2025 in Review

Campbell & Co Investment Adviser sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 19,734 shares — an estimated $466K sold.

Campbell & Co Investment Adviser first reported a position in UPBD in Q1 2019 and held it in 19 quarters. The position peaked at $1.85M in Q4 2023. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Campbell & Co Investment Adviser reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 19,734 Upbound Group shares in Q4 2025, an estimated $466K.
  • Campbell & Co Investment Adviser first reported a position in Upbound Group in Q1 2019 and held it in 19 quarters.
  • Campbell & Co Investment Adviser's Upbound Group position peaked at $1.85M in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2025, filed 12 Feb 2026.