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Centiva Capital’s Upbound Group UPBD Stock Holding History

Centiva Capital’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
Q2 		– Sell
-23,170
Closed -$555K – 2061
2025
Q1 		$555K Buy
23,170
+10,625
+85% +$292K 0.02% 757
2024
Q4 		$366K Sell
12,545
-2,929
-19% -$90.9K 0.01% 1018
2024
Q3 		$495K Sell
15,474
-5,782
-27% -$186K 0.01% 1255
2024
Q2 		$653K Buy
+21,256
New +$679K 0.01% 995
2024
Q1 		– Sell
-8,199
Closed -$279K – 2285
2023
Q4 		$279K Buy
8,199
+1,067
+15% +$31.8K 0.01% 1243
2023
Q3 		$210K Sell
7,132
-4,807
-40% -$150K ﹤0.01% 1361
2023
Q2 		$372K Buy
+11,939
New +$349K 0.01% 990

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Centiva Capital's UPBD Position: Q2 2025 in Review

Centiva Capital sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 23,170 shares — an estimated $555K sold.

Centiva Capital first reported a position in UPBD in Q2 2023 and held it in 7 quarters. The position peaked at $653K in Q2 2024. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • Centiva Capital reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • Centiva Capital sold 23,170 Upbound Group shares in Q2 2025, an estimated $555K.
  • Centiva Capital first reported a position in Upbound Group in Q2 2023 and held it in 7 quarters.
  • Centiva Capital's Upbound Group position peaked at $653K in Q2 2024.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Centiva Capital's 13F filing for Q2 2025, filed 13 Aug 2025.