Huber Capital Management’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$30.7M Sell
1,702,605
-36,440
-2% -$710K 4.75% 3
2025
Q4
$30.5M Buy
1,739,045
+773,775
+80% +$15M 4.5% 4
2025
Q3
$22.8M Buy
965,270
+390,331
+68% +$9.64M 3.61% 5
2025
Q2
$14.4M Sell
574,939
-374,116
-39% -$8.74M 2.46% 15
2025
Q1
$22.7M Buy
949,055
+92,908
+11% +$2.55M 4.28% 4
2024
Q4
$25M Buy
856,147
+18,343
+2% +$569K 4.98% 2
2024
Q3
$26.8M Buy
837,804
+92,505
+12% +$2.97M 5.39% 2
2024
Q2
$22.9M Buy
745,299
+253,104
+51% +$8.09M 5.2% 4
2024
Q1
$17.3M Buy
492,195
+99,004
+25% +$3.31M 3.9% 5
2023
Q4
$13.4M Sell
393,191
-98,840
-20% -$2.94M 3.36% 7
2023
Q3
$14.5M Buy
492,031
+73,900
+18% +$2.3M 3.41% 7
2023
Q2
$13M Sell
418,131
-92,076
-18% -$2.69M 3.13% 7
2023
Q1
$12.5M Sell
510,207
-20,657
-4% -$532K 3.1% 8
2022
Q4
$12M Buy
530,864
+23,829
+5% +$511K 3.02% 8
2022
Q3
$8.88M Sell
507,035
-9,004
-2% -$224K 2.49% 11
2022
Q2
$10M Buy
516,039
+196,910
+62% +$4.9M 2.8% 9
2022
Q1
$8.04M Sell
319,129
-44,094
-12% -$1.59M 1.99% 14
2021
Q4
$17.4M Buy
363,223
+70,794
+24% +$3.54M 4.59% 4
2021
Q3
$16.4M Buy
292,429
+21,545
+8% +$1.27M 4.25% 4
2021
Q2
$14.4M Buy
270,884
+66,200
+32% +$3.84M 3.67% 5
2021
Q1
$11.8M Buy
204,684
+110,900
+118% +$5.8M 3.19% 8
2020
Q4
$3.59M Buy
93,784
+34,884
+59% +$1.18M 1.18% 28
2020
Q3
$1.76M Buy
58,900
+36,500
+163% +$1.08M 0.65% 43
2020
Q2
$623K Buy
+22,400
New +$498K 0.13% 66
2015
Q2
Sell
-54,000
Closed -$1.48M 105
2015
Q1
$1.48M Buy
+54,000
New +$1.65M 0.05% 96
2014
Q4
Sell
-753,153
Closed -$22.9M 108
2014
Q3
$22.9M Sell
753,153
-843,172
-53% -$22.7M 0.66% 54
2014
Q2
$45.8M Sell
1,596,325
-357,620
-18% -$10.1M 1.17% 30
2014
Q1
$52M Buy
1,953,945
+571,366
+41% +$15.5M 1.37% 26
2013
Q4
$46.1M Buy
1,382,579
+315,149
+30% +$10.9M 1.26% 29
2013
Q3
$40.7M Buy
1,067,430
+100,900
+10% +$3.89M 1.41% 28
2013
Q2
$36.3M Buy
+966,530
New +$35M 1.45% 25

Other funds holding UPBD

Huber Capital Management's UPBD Position: Q1 2026 in Review

Huber Capital Management reduced its Upbound Group (UPBD) stake by 2.1% in Q1 2026, selling an estimated $710K and leaving 1,702,605 shares worth $30.7M. The position accounts for 4.75% of the portfolio, ranked #3.

Huber Capital Management first reported a position in UPBD in Q2 2013 and has held it in 31 quarters since. The position peaked at $52M in Q1 2014. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Huber Capital Management held 1,702,605 shares of Upbound Group worth $30.7M as of Q1 2026.
  • Huber Capital Management sold 36,440 Upbound Group shares in Q1 2026, an estimated $710K.
  • Upbound Group made up 4.75% of Huber Capital Management's portfolio in Q1 2026, its #3 holding.
  • Huber Capital Management first reported a position in Upbound Group in Q2 2013 and has held it in 31 quarters since.
  • Huber Capital Management's Upbound Group position peaked at $52M in Q1 2014.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Huber Capital Management's 13F filing for Q1 2026, filed 12 May 2026.