NCM
UPBD icon

Nantahala Capital Management’s Upbound Group UPBD Stock Holding History

Nantahala Capital 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
2015
Q1 		– Sell
-42,900
Closed -$1.56M – 80
2014
Q4 		$1.56M Buy
+42,900
New +$1.38M 0.22% 75

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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nantahala Capital Management's UPBD Position: Q4 2020 in Review

Nantahala Capital Management sold out of Upbound Group (UPBD) in Q4 2020, closing a stake of 177,165 shares — an estimated $5.29M sold.

Nantahala Capital Management first reported a position in UPBD in Q2 2020 and held it in 2 quarters. The position peaked at $5.29M in Q3 2020. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2020.

  • Nantahala Capital Management reported no remaining Upbound Group position as of Q4 2020 after selling out during the quarter.
  • Nantahala Capital Management sold 177,165 Upbound Group shares in Q4 2020, an estimated $5.29M.
  • Nantahala Capital Management first reported a position in Upbound Group in Q2 2020 and held it in 2 quarters.
  • Nantahala Capital Management's Upbound Group position peaked at $5.29M in Q3 2020.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2020.

Based on Nantahala Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.