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Headlands Technologies’s Upbound Group UPBD Stock Holding History

Headlands Technologies’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
-17,028
Closed -$299K – 991
2025
Q4 		$299K Sell
17,028
-2,426
-12% -$46.9K 0.03% 521
2025
Q3 		$460K Sell
19,454
-11,906
-38% -$294K 0.04% 383
2025
Q2 		$787K Buy
31,360
+2,915
+10% +$68.1K 0.09% 223
2025
Q1 		$682K Buy
28,445
+1,467
+5% +$40.3K 0.08% 240
2024
Q4 		$787K Buy
26,978
+9,816
+57% +$305K 0.08% 253
2024
Q3 		$549K Buy
+17,162
New +$552K 0.06% 328
2024
Q2 		– Sell
-834
Closed -$29.4K – 1629
2024
Q1 		$29.4K Buy
+834
New +$27.9K 0.01% 838

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Headlands Technologies's UPBD Position: Q1 2026 in Review

Headlands Technologies sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 17,028 shares — an estimated $299K sold.

Headlands Technologies first reported a position in UPBD in Q1 2024 and held it in 7 quarters. The position peaked at $787K in Q2 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Headlands Technologies reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Headlands Technologies sold 17,028 Upbound Group shares in Q1 2026, an estimated $299K.
  • Headlands Technologies first reported a position in Upbound Group in Q1 2024 and held it in 7 quarters.
  • Headlands Technologies's Upbound Group position peaked at $787K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Headlands Technologies's 13F filing for Q1 2026, filed 13 May 2026.