NRD
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Nebula Research & Development’s Upbound Group UPBD Stock Holding History

Nebula Research & Development’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
-39,992
Closed -$1M – 824
2025
Q2 		$1M Buy
39,992
+15,983
+67% +$373K 0.09% 398
2025
Q1 		$575K Buy
24,009
+96
+0.4% +$2.64K 0.05% 573
2024
Q4 		$698K Buy
23,913
+3,553
+17% +$110K 0.08% 426
2024
Q3 		$651K Buy
+20,360
New +$654K 0.08% 467
2024
Q2 		– Sell
-7,903
Closed -$278K – 1058
2024
Q1 		$278K Buy
7,903
+1,111
+16% +$37.1K 0.06% 553
2023
Q4 		$231K Buy
+6,792
New +$202K 0.07% 514
2023
Q3 		– Sell
-7,670
Closed -$239K – 661
2023
Q2 		$239K Buy
+7,670
New +$224K 0.18% 242

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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nebula Research & Development's UPBD Position: Q3 2025 in Review

Nebula Research & Development sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 39,992 shares — an estimated $1M sold.

Nebula Research & Development first reported a position in UPBD in Q2 2023 and held it in 7 quarters. The position peaked at $1M in Q2 2025. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Nebula Research & Development reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 39,992 Upbound Group shares in Q3 2025, an estimated $1M.
  • Nebula Research & Development first reported a position in Upbound Group in Q2 2023 and held it in 7 quarters.
  • Nebula Research & Development's Upbound Group position peaked at $1M in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.