Napatree Capital’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$667K Buy
27,837
+1,958
+8% +$46.9K 0.38% 71
2024
Q4
$755K Buy
25,879
+252
+1% +$7.35K 0.44% 65
2024
Q3
$820K Sell
25,627
-1,240
-5% -$39.7K 0.57% 49
2024
Q2
$825K Buy
26,867
+3,483
+15% +$107K 0.67% 43
2024
Q1
$725K Sell
23,384
-745
-3% -$23.1K 0.7% 47
2023
Q4
$820K Buy
+24,129
New +$820K 0.82% 39