IP
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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
2021
Q4 		– Sell
-15,000
Closed -$843K – 344
2021
Q3 		$843K Buy
+15,000
New +$883K 0.03% 272
2018
Q2 		– Sell
-800,000
Closed -$6.9M – 255
2018
Q1 		$6.9M Buy
800,000
+36,800
+5% +$353K 0.31% 90
2017
Q4 		$8.47M Buy
+763,200
New +$8.36M 0.35% 85

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
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.