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Caxton Associates (UK)’s Upbound Group UPBD Stock Holding History

Caxton Associates (UK)’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
-13,767
Closed -$242K – 1012
2025
Q4 		$242K Sell
13,767
-48,590
-78% -$939K ﹤0.01% 673
2025
Q3 		$1.47M Buy
62,357
+18,140
+41% +$448K 0.03% 254
2025
Q2 		$1.11M Buy
+44,217
New +$1.03M 0.03% 299

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

Caxton Associates (UK)'s UPBD Position: Q1 2026 in Review

Caxton Associates (UK) sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 13,767 shares — an estimated $242K sold.

Caxton Associates (UK) first reported a position in UPBD in Q2 2025 and held it in 3 quarters. The position peaked at $1.47M in Q3 2025. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Caxton Associates (UK) reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Caxton Associates (UK) sold 13,767 Upbound Group shares in Q1 2026, an estimated $242K.
  • Caxton Associates (UK) first reported a position in Upbound Group in Q2 2025 and held it in 3 quarters.
  • Caxton Associates (UK)'s Upbound Group position peaked at $1.47M in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Caxton Associates (UK)'s 13F filing for Q1 2026, filed 14 May 2026.