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IEQ Capital’s Upbound Group UPBD Stock Holding History

IEQ Capital’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 		$70.5M Sell
3,903,686
-197,547
-5% -$3.85M 0.33% 54
2025
Q4 		$72M Sell
4,101,233
-21,894
-0.5% -$423K 0.22% 58
2025
Q3 		$97.4M Sell
4,123,127
-411,987
-9% -$10.2M 0.3% 30
2025
Q2 		$114M Buy
4,535,114
+3,801,043
+518% +$88.8M 0.7% 22
2025
Q1 		$17.6M Sell
734,071
-14,885
-2% -$409K 0.14% 112
2024
Q4 		$21.8M Sell
748,956
-7,542
-1% -$234K 0.21% 67
2024
Q3 		$24.2M Sell
756,498
-4,070,523
-84% -$131M 0.3% 52
2024
Q2 		$148M Buy
4,827,021
+2,557,906
+113% +$81.7M 1.99% 13
2024
Q1 		$79.9M Buy
2,269,115
+862,175
+61% +$28.8M 1.15% 18
2023
Q4 		$47.8M Sell
1,406,940
-25,469
-2% -$758K 0.8% 23
2023
Q3 		$42.2M Sell
1,432,409
-2,162,746
-60% -$67.4M 0.86% 21
2023
Q2 		$112M Buy
3,595,155
+1,612,467
+81% +$47.1M 2.26% 9
2023
Q1 		$48.6M Sell
1,982,688
-7,401
-0.4% -$191K 1.13% 16
2022
Q4 		$44.9M Sell
1,990,089
-19
-0% -$407 1.26% 15
2022
Q3 		$34.8M Sell
1,990,108
-66,225
-3% -$1.65M 0.96% 20
2022
Q2 		$40M Buy
2,056,333
+39,330
+2% +$979K 1.21% 16
2022
Q1 		$50.8M Buy
+2,017,003
New +$72.9M 1.21% 19

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T 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
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 $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return