Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s Upbound Group UPBD Stock Holding History

Fuller & Thaler Asset 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
2025
Q4 		– Sell
-384,052
Closed -$9.08M – 542
2025
Q3 		$9.08M Sell
384,052
-521,666
-58% -$12.9M 0.03% 293
2025
Q2 		$22.7M Buy
905,718
+103,237
+13% +$2.41M 0.08% 250
2025
Q1 		$19.2M Buy
802,481
+2,724
+0.3% +$74.8K 0.07% 259
2024
Q4 		$23.3M Buy
799,757
+105,380
+15% +$3.27M 0.09% 254
2024
Q3 		$22.2M Buy
694,377
+1
+0% +$32 0.09% 252
2024
Q2 		$21.3M Buy
694,376
+55,017
+9% +$1.76M 0.09% 251
2024
Q1 		$22.5M Buy
639,359
+123,798
+24% +$4.13M 0.1% 223
2023
Q4 		$17.5M Buy
515,561
+1,544
+0.3% +$46K 0.09% 220
2023
Q3 		$15.1M Sell
514,017
-1,893
-0.4% -$59K 0.09% 204
2023
Q2 		$16.1M Buy
515,910
+550
+0.1% +$16.1K 0.09% 199
2023
Q1 		$12.6M Buy
515,360
+111
+0% +$2.86K 0.07% 205
2022
Q4 		$11.6M Sell
515,249
-920
-0.2% -$19.7K 0.07% 200
2022
Q3 		$9.04M Buy
516,169
+73
+0% +$1.82K 0.07% 217
2022
Q2 		$10M Sell
516,096
-720,327
-58% -$17.9M 0.07% 209
2022
Q1 		$31.1M Sell
1,236,423
-740,313
-37% -$26.8M 0.18% 156
2021
Q4 		$95M Buy
1,976,736
+59,905
+3% +$3M 0.55% 54
2021
Q3 		$108M Sell
1,916,831
-36,219
-2% -$2.13M 0.7% 41
2021
Q2 		$104M Buy
1,953,050
+5,354
+0.3% +$311K 0.67% 45
2021
Q1 		$112M Sell
1,947,696
-197
-0% -$10.3K 0.79% 38
2020
Q4 		$74.6M Buy
1,947,893
+6,313
+0.3% +$214K 0.69% 40
2020
Q3 		$58M Buy
1,941,580
+485,698
+33% +$14.4M 0.73% 44
2020
Q2 		$40.5M Buy
1,455,882
+855,919
+143% +$19M 0.53% 70
2020
Q1 		$8.48M Sell
599,963
-339,336
-36% -$8.17M 0.14% 144
2019
Q4 		$27.1M Buy
939,299
+155,935
+20% +$4.08M 0.3% 108
2019
Q3 		$20.2M Buy
783,364
+443,240
+130% +$11.6M 0.24% 119
2019
Q2 		$9.06M Buy
+340,124
New +$8.08M 0.11% 159
2016
Q2 		– Sell
-477,530
Closed -$7.57M – 844
2016
Q1 		$7.57M Buy
+477,530
New +$6.37M 0.15% 107

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management's UPBD Position: Q4 2025 in Review

Fuller & Thaler Asset Management sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 384,052 shares — an estimated $9.08M sold.

Fuller & Thaler Asset Management first reported a position in UPBD in Q1 2016 and held it in 27 quarters. The position peaked at $112M in Q1 2021. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Fuller & Thaler Asset Management reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 384,052 Upbound Group shares in Q4 2025, an estimated $9.08M.
  • Fuller & Thaler Asset Management first reported a position in Upbound Group in Q1 2016 and held it in 27 quarters.
  • Fuller & Thaler Asset Management's Upbound Group position peaked at $112M in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.