D.E. Shaw & Co’s Upbound Group UPBD Stock Holding History

D.E. Shaw & Co’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	$3.3M	Sell	182,689 -257,682	-59%	-$5.02M	﹤0.01%	2507
2025 Q4	$7.73M	Buy	440,371 +184,535	+72%	+$3.57M	0.01%	1969
2025 Q3	$6.05M	Sell	255,836 -126,855	-33%	-$3.13M	﹤0.01%	2049
2025 Q2	$9.61M	Sell	382,691 -122,552	-24%	-$2.86M	0.01%	1524
2025 Q1	$12.1M	Buy	505,243 +142,718	+39%	+$3.92M	0.01%	1264
2024 Q4	$10.6M	Buy	362,525 +42,695	+13%	+$1.33M	0.01%	1456
2024 Q3	$10.2M	Buy	319,830 +185,915	+139%	+$5.98M	0.01%	1415
2024 Q2	$4.11M	Buy	133,915 +119,679	+841%	+$3.82M	0.01%	2011
2024 Q1	$501K	Sell	14,236 -67,495	-83%	-$2.25M	﹤0.01%	3485
2023 Q4	$2.78M	Sell	81,731 -45,230	-36%	-$1.35M	﹤0.01%	2410
2023 Q3	$3.74M	Sell	126,961 -101,806	-45%	-$3.17M	0.01%	2075
2023 Q2	$7.12M	Sell	228,767 -61,045	-21%	-$1.78M	0.01%	1621
2023 Q1	$7.1M	Buy	289,812 +8,084	+3%	+$208K	0.01%	1655
2022 Q4	$6.35M	Sell	281,728 -706	-0.2%	-$15.1K	0.01%	1857
2022 Q3	$4.95M	Sell	282,434 -255,873	-48%	-$6.37M	0.01%	2107
2022 Q2	$10.5M	Sell	538,307 -137,140	-20%	-$3.41M	0.02%	1350
2022 Q1	$17M	Buy	675,447 +510,886	+310%	+$18.5M	0.02%	1144
2021 Q4	$7.91M	Buy	164,561 +71,394	+77%	+$3.57M	0.01%	1901
2021 Q3	$5.24M	Sell	93,167 -120,873	-56%	-$7.12M	0.01%	2067
2021 Q2	$11.4M	Sell	214,040 -208,510	-49%	-$12.1M	0.01%	1387
2021 Q1	$24.4M	Sell	422,550 -158,222	-27%	-$8.28M	0.03%	830
2020 Q4	$22.2M	Sell	580,772 -120,261	-17%	-$4.08M	0.03%	902
2020 Q3	$21M	Buy	701,033 +91,269	+15%	+$2.7M	0.03%	806
2020 Q2	$17M	Sell	609,764 -112,323	-16%	-$2.5M	0.03%	872
2020 Q1	$10.2M	Buy	722,087 +140,483	+24%	+$3.38M	0.02%	987
2019 Q4	$16.8M	Sell	581,604 -129,967	-18%	-$3.4M	0.03%	903
2019 Q3	$18.4M	Sell	711,571 -115,565	-14%	-$3.03M	0.03%	815
2019 Q2	$22M	Sell	827,136 -80,083	-9%	-$1.9M	0.03%	702
2019 Q1	$18.9M	Buy	907,219 +30,477	+3%	+$562K	0.03%	755
2018 Q4	$14.2M	Buy	876,742 +575,452	+191%	+$8.36M	0.03%	878
2018 Q3	$4.33M	Buy	+301,290	New	+$4.43M	0.01%	1670
2018 Q2	–	Sell	-46,805	Closed	-$404K	–	3934
2018 Q1	$404K	Buy	46,805 +5,770	+14%	+$55.4K	﹤0.01%	2987
2017 Q4	$455K	Buy	41,035 +23,283	+131%	+$255K	﹤0.01%	3027
2017 Q3	$204K	Sell	17,752 -19,774	-53%	-$244K	﹤0.01%	3302
2017 Q2	$440K	Sell	37,526 -101,857	-73%	-$1.15M	﹤0.01%	2869
2017 Q1	$1.24M	Sell	139,383 -377,807	-73%	-$3.43M	﹤0.01%	2165
2016 Q4	$5.82M	Sell	517,190 -360,820	-41%	-$4.02M	0.01%	1264
2016 Q3	$11.1M	Buy	878,010 +255,728	+41%	+$3.2M	0.03%	823
2016 Q2	$7.64M	Buy	622,282 +9,028	+1%	+$122K	0.02%	1044
2016 Q1	$9.72M	Buy	613,254 +157,928	+35%	+$2.11M	0.02%	880
2015 Q4	$6.82M	Buy	455,326 +264,406	+138%	+$5.05M	0.01%	1201
2015 Q3	$4.63M	Sell	190,920 -67,083	-26%	-$1.8M	0.01%	1454
2015 Q2	$7.31M	Buy	258,003 +113,129	+78%	+$3.39M	0.01%	1208
2015 Q1	$3.98M	Buy	+144,874	New	+$4.41M	0.01%	1531
2014 Q4	–	Sell	-64,797	Closed	-$1.97M	–	4330
2014 Q3	$1.97M	Sell	64,797 -47,802	-42%	-$1.29M	﹤0.01%	2257
2014 Q2	$3.23M	Buy	112,599 +22,461	+25%	+$635K	0.01%	1930
2014 Q1	$2.4M	Buy	90,138 +25,668	+40%	+$695K	0.01%	2208
2013 Q4	$2.15M	Sell	64,470 -40,864	-39%	-$1.41M	0.01%	2466
2013 Q3	$4.01M	Buy	+105,334	New	+$4.06M	0.01%	1804