DRW Securities’s Upbound Group UPBD Stock Holding History

DRW Securities’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	-10,602	Closed	-$186K	–	1738
2025 Q4	$186K	Sell	10,602 -2,752	-21%	-$53.2K	﹤0.01%	987
2025 Q3	$321K	Buy	+13,354	New	+$330K	0.01%	804

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DRW Securities's UPBD Position: Q1 2026 in Review

DRW Securities sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 10,602 shares — an estimated $186K sold.

DRW Securities first reported a position in UPBD in Q3 2025 and held it in 2 quarters. The position peaked at $321K in Q3 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

DRW Securities reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
DRW Securities sold 10,602 Upbound Group shares in Q1 2026, an estimated $186K.
DRW Securities first reported a position in Upbound Group in Q3 2025 and held it in 2 quarters.
DRW Securities's Upbound Group position peaked at $321K in Q3 2025.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on DRW Securities's 13F filing for Q1 2026, filed 13 May 2026.