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Napatree Capital’s Upbound Group UPBD Stock Holding History

Napatree Capital’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
Q1 		$667K Buy
27,837
+1,958
+8% +$53.8K 0.38% 71
2024
Q4 		$755K Buy
25,879
+252
+1% +$7.82K 0.44% 65
2024
Q3 		$820K Sell
25,627
-1,240
-5% -$39.9K 0.57% 49
2024
Q2 		$825K Buy
26,867
+3,483
+15% +$111K 0.67% 43
2024
Q1 		$725K Sell
23,384
-745
-3% -$24.9K 0.7% 47
2023
Q4 		$820K Buy
+24,129
New +$719K 0.82% 39

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Napatree Capital's UPBD Position: Q1 2025 in Review

Napatree Capital increased its Upbound Group (UPBD) stake by 7.6% in Q1 2025, buying an estimated $53.8K and bringing the position to 27,837 shares worth $667K. The position accounts for 0.38% of the portfolio, ranked #71.

Napatree Capital first reported a position in UPBD in Q4 2023 and has held it in 6 quarters since. The position peaked at $825K in Q2 2024. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Napatree Capital held 27,837 shares of Upbound Group worth $667K as of Q1 2025.
  • Napatree Capital bought 1,958 Upbound Group shares in Q1 2025, an estimated $53.8K.
  • Upbound Group made up 0.38% of Napatree Capital's portfolio in Q1 2025, its #71 holding.
  • Napatree Capital first reported a position in Upbound Group in Q4 2023 and has held it in 6 quarters since.
  • Napatree Capital's Upbound Group position peaked at $825K in Q2 2024.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.