Panagora Asset Management’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.55M	Sell	252,214 -76,539	-23%	-$1.49M	0.02%	422
2025 Q4	$5.77M	Buy	328,753 +12,282	+4%	+$237K	0.02%	364
2025 Q3	$7.48M	Buy	316,471 +2,617	+0.8%	+$64.6K	0.03%	311
2025 Q2	$7.88M	Buy	313,854 +15,851	+5%	+$370K	0.04%	286
2025 Q1	$7.14M	Buy	298,003 +124,229	+71%	+$3.41M	0.04%	299
2024 Q4	$5.07M	Buy	173,774 +107,576	+163%	+$3.34M	0.02%	341
2024 Q3	$2.12M	Buy	+66,198	New	+$2.13M	0.01%	529
2021 Q3	–	Sell	-14,395	Closed	-$764K	–	2364
2021 Q2	$764K	Sell	14,395 -926	-6%	-$53.8K	﹤0.01%	1139
2021 Q1	$883K	Buy	15,321 +14,361	+1,496%	+$751K	0.01%	1067
2020 Q4	$37K	Hold	960	–	–	﹤0.01%	2099
2020 Q3	$29K	Buy	+960	New	+$28.4K	﹤0.01%	2127
2018 Q4	–	Sell	-101,820	Closed	-$1.46M	–	2528
2018 Q3	$1.46M	Sell	101,820 -4,725	-4%	-$69.4K	0.01%	962
2018 Q2	$1.57M	Buy	+106,545	New	+$1.16M	0.01%	984
2018 Q1	–	Sell	-247	Closed	-$3K	–	2399
2017 Q4	$3K	Hold	247	–	–	﹤0.01%	2271
2017 Q3	$3K	Hold	247	–	–	﹤0.01%	2276
2017 Q2	$3K	Sell	247 -67,390	-100%	-$762K	﹤0.01%	2543
2017 Q1	$600K	Sell	67,637 -39,455	-37%	-$359K	﹤0.01%	1320
2016 Q4	$1.21M	Sell	107,092 -3,006	-3%	-$33.5K	0.01%	1120
2016 Q3	$1.39M	Buy	110,098 +97,917	+804%	+$1.22M	0.01%	1065
2016 Q2	$150K	Buy	+12,181	New	+$164K	﹤0.01%	1784
2013 Q4	–	Sell	-1,000	Closed	-$38K	–	2261
2013 Q3	$38K	Sell	1,000 -5,189	-84%	-$200K	﹤0.01%	2082
2013 Q2	$232K	Buy	+6,189	New	+$224K	﹤0.01%	1556