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Canaan Partners XI’s Upbound Group UPBD Stock Holding History

Canaan Partners XI’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
-38,824
Closed -$974K – 4
2025
Q2 		$974K Hold
38,824
– – 0.57% 3
2025
Q1 		$930K Buy
+38,824
New +$1.07M 1.4% 4

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Canaan Partners XI's UPBD Position: Q3 2025 in Review

Canaan Partners XI sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 38,824 shares — an estimated $974K sold.

Canaan Partners XI first reported a position in UPBD in Q1 2025 and held it in 2 quarters. The position peaked at $974K in Q2 2025. 260 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Canaan Partners XI reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
  • Canaan Partners XI sold 38,824 Upbound Group shares in Q3 2025, an estimated $974K.
  • Canaan Partners XI first reported a position in Upbound Group in Q1 2025 and held it in 2 quarters.
  • Canaan Partners XI's Upbound Group position peaked at $974K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Canaan Partners XI's 13F filing for Q3 2025, filed 23 Oct 2025.