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HCP
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
–
1633
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
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
Fidelity Investments
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$1.9T AUM
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1-Year Est. Return
IC
IEQ Capital
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$21.5B AUM
75.26%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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