Interval Partners’s Upbound Group UPBD Stock Holding History

Interval 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
2023 Q2	–	Sell	-30,000	Closed	-$735K	–	342
2023 Q1	$735K	Buy	+30,000	New	+$772K	0.03%	232

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Interval Partners's UPBD Position: Q4 2025 in Review

Interval Partners sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 33,276 shares — an estimated $786K sold.

Interval Partners first reported a position in UPBD in Q4 2021 and held it in 12 quarters. The position peaked at $5.74M in Q3 2023. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

Interval Partners reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
Interval Partners sold 33,276 Upbound Group shares in Q4 2025, an estimated $786K.
Interval Partners first reported a position in Upbound Group in Q4 2021 and held it in 12 quarters.
Interval Partners's Upbound Group position peaked at $5.74M in Q3 2023.
237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Interval Partners's 13F filing for Q4 2025, filed 17 Feb 2026.