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Olympiad Research’s Upbound Group UPBD Stock Holding History

Olympiad Research’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
Q4 		– Sell
-10,543
Closed -$249K – 232
2025
Q3 		$249K Buy
10,543
+840
+9% +$20.7K 0.35% 115
2025
Q2 		$244K Buy
+9,703
New +$227K 0.4% 95
2024
Q4 		– Sell
-10,491
Closed -$336K – 419
2024
Q3 		$336K Buy
+10,491
New +$337K 0.22% 156

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Olympiad Research's UPBD Position: Q4 2025 in Review

Olympiad Research sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 10,543 shares — an estimated $249K sold.

Olympiad Research first reported a position in UPBD in Q3 2024 and held it in 3 quarters. The position peaked at $336K in Q3 2024. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Olympiad Research reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Olympiad Research sold 10,543 Upbound Group shares in Q4 2025, an estimated $249K.
  • Olympiad Research first reported a position in Upbound Group in Q3 2024 and held it in 3 quarters.
  • Olympiad Research's Upbound Group position peaked at $336K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Olympiad Research's 13F filing for Q4 2025, filed 17 Feb 2026.