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Hexagon Capital Partners’s Upbound Group UPBD Stock Holding History

Hexagon Capital Partners’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
Q2 		– Sell
-727
Closed -$17.4K – 1621
2025
Q1 		$17.4K Sell
727
-228
-24% -$6.26K ﹤0.01% 800
2024
Q4 		$27.9K Buy
955
+150
+19% +$4.66K 0.01% 673
2024
Q3 		$25.8K Sell
805
-65
-7% -$2.09K 0.01% 622
2024
Q2 		$26.7K Buy
870
+58
+7% +$1.85K 0.01% 588
2024
Q1 		$28.6K Buy
812
+121
+18% +$4.04K 0.01% 579
2023
Q4 		$23.5K Buy
691
+205
+42% +$6.11K 0.01% 585
2023
Q3 		$14.3K Buy
486
+252
+108% +$7.86K ﹤0.01% 649
2023
Q2 		$7.28K Buy
234
+164
+234% +$4.79K ﹤0.01% 823
2023
Q1 		$1.72K Hold
70
– – ﹤0.01% 1099
2022
Q4 		$1.58K Hold
70
– – ﹤0.01% 1130
2022
Q3 		$1K Buy
+70
New +$1.74K ﹤0.01% 1261

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Hexagon Capital Partners's UPBD Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 727 shares — an estimated $17.4K sold.

Hexagon Capital Partners first reported a position in UPBD in Q3 2022 and held it in 11 quarters. The position peaked at $28.6K in Q1 2024. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 727 Upbound Group shares in Q2 2025, an estimated $17.4K.
  • Hexagon Capital Partners first reported a position in Upbound Group in Q3 2022 and held it in 11 quarters.
  • Hexagon Capital Partners's Upbound Group position peaked at $28.6K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.