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Paul Tudor Jones’s Upbound Group UPBD Stock Holding History

Paul Tudor Jones’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
2022
Q3 		– Sell
-10,600
Closed -$206K – 2734
2022
Q2 		$206K Buy
+10,600
New +$264K 0.01% 1804
2021
Q4 		– Sell
-6,500
Closed -$365K – 3051
2021
Q3 		$365K Buy
+6,500
New +$383K 0.01% 1884

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Paul Tudor Jones's UPBD Position: Q1 2025 in Review

Paul Tudor Jones sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 11,889 shares — an estimated $347K sold.

Paul Tudor Jones first reported a position in UPBD in Q4 2013 and held it in 24 quarters. The position peaked at $4.35M in Q4 2021. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Paul Tudor Jones reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Paul Tudor Jones sold 11,889 Upbound Group shares in Q1 2025, an estimated $347K.
  • Paul Tudor Jones first reported a position in Upbound Group in Q4 2013 and held it in 24 quarters.
  • Paul Tudor Jones's Upbound Group position peaked at $4.35M in Q4 2021.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Tudor Investment Corp's 13F filing for Q1 2025, filed 15 May 2025.