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Corton Capital’s Upbound Group UPBD Stock Holding History

Corton 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
Q3 		– Sell
-10,057
Closed -$252K – 413
2025
Q2 		$252K Buy
+10,057
New +$235K 0.29% 129
2025
Q1 		– Sell
-7,105
Closed -$207K – 416
2024
Q4 		$207K Sell
7,105
-1,798
-20% -$55.8K 0.12% 255
2024
Q3 		$285K Buy
8,903
+2,314
+35% +$74.4K 0.14% 209
2024
Q2 		$202K Buy
+6,589
New +$210K 0.11% 369

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

Corton Capital's UPBD Position: Q3 2025 in Review

Corton Capital sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 10,057 shares — an estimated $252K sold.

Corton Capital first reported a position in UPBD in Q2 2024 and held it in 4 quarters. The position peaked at $285K in Q3 2024. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Corton Capital reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
  • Corton Capital sold 10,057 Upbound Group shares in Q3 2025, an estimated $252K.
  • Corton Capital first reported a position in Upbound Group in Q2 2024 and held it in 4 quarters.
  • Corton Capital's Upbound Group position peaked at $285K in Q3 2024.
  • 261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

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