Kennedy 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 | $12.1M | Sell |
669,071
-3,218
| -0.5% | -$62.7K | 0.26% | 145 |
|
|
2025
Q4 | $11.8M | Buy |
672,289
+79,988
| +14% | +$1.55M | 0.25% | 147 |
|
|
2025
Q3 | $14M | Buy |
592,301
+5,376
| +0.9% | +$133K | 0.31% | 108 |
|
|
2025
Q2 | $14.7M | Sell |
586,925
-331,602
| -36% | -$7.75M | 0.35% | 77 |
|
|
2025
Q1 | $22M | Buy |
918,527
+568,365
| +162% | +$15.6M | 0.53% | 29 |
|
|
2024
Q4 | $10.2M | Buy |
+350,162
| New | +$10.9M | 0.23% | 135 |
|
|
2023
Q4 | – | Sell |
-106,181
| Closed | -$3.13M | – | 722 |
|
|
2023
Q3 | $3.13M | Sell |
106,181
-33,887
| -24% | -$1.06M | 0.08% | 379 |
|
|
2023
Q2 | $4.36M | Buy |
140,068
+11,629
| +9% | +$340K | 0.1% | 322 |
|
|
2023
Q1 | $3.15M | Sell |
128,439
-6,846
| -5% | -$176K | 0.09% | 344 |
|
|
2022
Q4 | $3.05M | Sell |
135,285
-1,181
| -0.9% | -$25.3K | 0.09% | 356 |
|
|
2022
Q3 | $2.39M | Sell |
136,466
-218,989
| -62% | -$5.45M | 0.07% | 389 |
|
|
2022
Q2 | $6.91M | Buy |
355,455
+1,019
| +0.3% | +$25.4K | 0.19% | 192 |
|
|
2022
Q1 | $8.93M | Sell |
354,436
-167,713
| -32% | -$6.06M | 0.21% | 167 |
|
|
2021
Q4 | $25.1M | Sell |
522,149
-7,386
| -1% | -$369K | 0.53% | 25 |
|
|
2021
Q3 | $29.8M | Sell |
529,535
-4,000
| -0.7% | -$235K | 0.67% | 6 |
|
|
2021
Q2 | $28.3M | Buy |
533,535
+184,810
| +53% | +$10.7M | 0.61% | 8 |
|
|
2021
Q1 | $20.1M | Buy |
+348,725
| New | +$18.2M | 0.4% | 44 |
|
|
2018
Q2 | – | Sell |
-1,123,651
| Closed | -$9.7M | – | 783 |
|
|
2018
Q1 | $9.7M | Buy |
1,123,651
+873,693
| +350% | +$8.39M | 0.19% | 156 |
|
|
2017
Q4 | $2.77M | Buy |
+249,958
| New | +$2.74M | 0.05% | 574 |
|
|
2016
Q4 | – | Sell |
-63,203
| Closed | -$799K | – | 762 |
|
|
2016
Q3 | $799K | Sell |
63,203
-133,140
| -68% | -$1.67M | 0.02% | 661 |
|
|
2016
Q2 | $2.41M | Buy |
196,343
+124,712
| +174% | +$1.68M | 0.05% | 536 |
|
|
2016
Q1 | $1.14M | Sell |
71,631
-65,000
| -48% | -$867K | 0.02% | 653 |
|
|
2015
Q4 | $2.04M | Buy |
+136,631
| New | +$2.61M | 0.04% | 567 |
|
|
2014
Q4 | – | Sell |
-113,615
| Closed | -$3.45M | – | 787 |
|
|
2014
Q3 | $3.45M | Buy |
113,615
+13,480
| +13% | +$362K | 0.07% | 467 |
|
|
2014
Q2 | $2.87M | Buy |
100,135
+27,598
| +38% | +$780K | 0.05% | 483 |
|
|
2014
Q1 | $1.93M | Sell |
72,537
-135,348
| -65% | -$3.67M | 0.04% | 548 |
|
|
2013
Q4 | $6.93M | Sell |
207,885
-42,857
| -17% | -$1.48M | 0.13% | 301 |
|
|
2013
Q3 | $9.56M | Sell |
250,742
-191,095
| -43% | -$7.37M | 0.18% | 191 |
|
|
2013
Q2 | $16.6M | Buy |
+441,837
| New | +$16M | 0.34% | 58 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
