Jacobs Levy Equity Management
UPBD icon

Jacobs Levy Equity Management’s Upbound Group UPBD Stock Holding History

Jacobs Levy Equity Management’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
Q3 		– Sell
-23,596
Closed -$592K – 1122
2025
Q2 		$592K Sell
23,596
-30,705
-57% -$717K ﹤0.01% 859
2025
Q1 		$1.3M Buy
54,301
+32,533
+149% +$893K 0.01% 760
2024
Q4 		$635K Sell
21,768
-4,031
-16% -$125K ﹤0.01% 777
2024
Q3 		$825K Sell
25,799
-19,378
-43% -$623K ﹤0.01% 762
2024
Q2 		$1.39M Buy
45,177
+12,421
+38% +$397K 0.01% 670
2024
Q1 		$1.15M Buy
32,756
+24,894
+317% +$831K 0.01% 692
2023
Q4 		$267K Sell
7,862
-90,561
-92% -$2.7M ﹤0.01% 900
2023
Q3 		$2.9M Buy
98,423
+248
+0.3% +$7.73K 0.02% 495
2023
Q2 		$3.06M Buy
+98,175
New +$2.87M 0.02% 489
2021
Q4 		– Sell
-41,385
Closed -$2.33M – 1077
2021
Q3 		$2.33M Sell
41,385
-124,053
-75% -$7.3M 0.02% 583
2021
Q2 		$8.78M Sell
165,438
-163,150
-50% -$9.47M 0.06% 325
2021
Q1 		$18.9M Sell
328,588
-150,631
-31% -$7.88M 0.15% 173
2020
Q4 		$18.3M Sell
479,219
-19,705
-4% -$669K 0.16% 153
2020
Q3 		$14.9M Buy
498,924
+2,783
+0.6% +$82.3K 0.15% 150
2020
Q2 		$13.8M Buy
496,141
+65,101
+15% +$1.45M 0.15% 166
2020
Q1 		$6.09M Buy
431,040
+17,151
+4% +$413K 0.08% 258
2019
Q4 		$11.9M Buy
413,889
+54,312
+15% +$1.42M 0.12% 212
2019
Q3 		$9.27M Buy
359,577
+92,543
+35% +$2.43M 0.11% 225
2019
Q2 		$7.11M Buy
267,034
+9,668
+4% +$230K 0.1% 266
2019
Q1 		$5.37M Buy
257,366
+237,786
+1,214% +$4.38M 0.08% 320
2018
Q4 		$317K Buy
+19,580
New +$284K 0.01% 804
2017
Q4 		– Sell
-323,030
Closed -$3.71M – 1073
2017
Q3 		$3.71M Buy
323,030
+75,630
+31% +$935K 0.07% 301
2017
Q2 		$2.9M Sell
247,400
-40,100
-14% -$453K 0.06% 349
2017
Q1 		$2.55M Buy
287,500
+119,300
+71% +$1.08M 0.05% 371
2016
Q4 		$1.89M Buy
168,200
+71,800
+74% +$800K 0.04% 430
2016
Q3 		$1.22M Hold
96,400
– – 0.02% 529
2016
Q2 		$1.18M Buy
+96,400
New +$1.3M 0.02% 539

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jacobs Levy Equity Management's UPBD Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 23,596 shares — an estimated $592K sold.

Jacobs Levy Equity Management first reported a position in UPBD in Q2 2016 and held it in 27 quarters. The position peaked at $18.9M in Q1 2021. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 23,596 Upbound Group shares in Q3 2025, an estimated $592K.
  • Jacobs Levy Equity Management first reported a position in Upbound Group in Q2 2016 and held it in 27 quarters.
  • Jacobs Levy Equity Management's Upbound Group position peaked at $18.9M in Q1 2021.
  • 261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.