Dark Forest Capital Management’s Upbound Group UPBD Stock Holding History

Dark Forest Capital Management’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
2024 Q4	–	Sell	-8,033	Closed	-$257K	–	1296
2024 Q3	$257K	Buy	+8,033	New	+$258K	0.03%	726
2023 Q4	–	Sell	-39,829	Closed	-$1.17M	–	1079
2023 Q3	$1.17M	Buy	39,829 +8,754	+28%	+$273K	0.09%	348
2023 Q2	$967K	Buy	+31,075	New	+$908K	0.09%	314
2022 Q4	–	Sell	-3	Closed	–	–	1497
2022 Q3	$0	Sell	3 -1	-25%	-$25	﹤0.01%	1448
2022 Q2	$0	Sell	4 -2,897	-100%	-$72.1K	﹤0.01%	1387
2022 Q1	$73K	Buy	+2,901	New	+$105K	0.02%	550
2021 Q4	–	Sell	-3,082	Closed	-$173K	–	1787
2021 Q3	$173K	Buy	3,082 +2,284	+286%	+$134K	0.06%	267
2021 Q2	$42K	Buy	+798	New	+$46.3K	0.02%	469

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dark Forest Capital Management's UPBD Position: Q4 2024 in Review

Dark Forest Capital Management sold out of Upbound Group (UPBD) in Q4 2024, closing a stake of 8,033 shares — an estimated $257K sold.

Dark Forest Capital Management first reported a position in UPBD in Q2 2021 and held it in 8 quarters. The position peaked at $1.17M in Q3 2023. 240 funds tracked by Wall St. Rank hold UPBD as of Q4 2024.

Dark Forest Capital Management reported no remaining Upbound Group position as of Q4 2024 after selling out during the quarter.
Dark Forest Capital Management sold 8,033 Upbound Group shares in Q4 2024, an estimated $257K.
Dark Forest Capital Management first reported a position in Upbound Group in Q2 2021 and held it in 8 quarters.
Dark Forest Capital Management's Upbound Group position peaked at $1.17M in Q3 2023.
240 funds tracked by Wall St. Rank held Upbound Group as of Q4 2024.

Based on Dark Forest Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.