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Prelude Capital Management’s Upbound Group UPBD Stock Holding History

Prelude Capital Management’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
-10,737
Closed -$254K – 1563
2025
Q3 		$254K Buy
10,737
+923
+9% +$22.8K 0.02% 816
2025
Q2 		$246K Sell
9,814
-8,835
-47% -$206K 0.02% 701
2025
Q1 		$447K Buy
18,649
+9,248
+98% +$254K 0.03% 548
2024
Q4 		$274K Sell
9,401
-9,790
-51% -$304K 0.02% 841
2024
Q3 		$614K Buy
+19,191
New +$617K 0.04% 539
2021
Q3 		– Sell
-10,084
Closed -$535K – 2035
2021
Q2 		$535K Buy
10,084
+1,743
+21% +$101K 0.02% 906
2021
Q1 		$481K Sell
8,341
-7,339
-47% -$384K 0.01% 920
2020
Q4 		$600K Buy
+15,680
New +$532K 0.02% 652
2018
Q4 		– Sell
-68,310
Closed -$982K – 2175
2018
Q3 		$982K Buy
68,310
+61,244
+867% +$900K 0.06% 375
2018
Q2 		$104K Sell
7,066
-624
-8% -$6.76K 0.01% 904
2018
Q1 		$66K Buy
7,690
+4,690
+156% +$45K ﹤0.01% 989
2017
Q4 		$33K Sell
3,000
-2,500
-45% -$27.4K ﹤0.01% 1025
2017
Q3 		$63K Buy
5,500
+3,400
+162% +$42K 0.01% 1027
2017
Q2 		$25K Buy
+2,100
New +$23.7K ﹤0.01% 1212
2017
Q1 		– Sell
-12,100
Closed -$136K – 1786
2016
Q4 		$136K Sell
12,100
-272
-2% -$3.03K 0.02% 722
2016
Q3 		$156K Buy
12,372
+5,694
+85% +$71.2K 0.02% 646
2016
Q2 		$82K Buy
6,678
+4,878
+271% +$65.7K 0.01% 832
2016
Q1 		$29K Sell
1,800
-3,880
-68% -$51.8K ﹤0.01% 1061
2015
Q4 		$85K Buy
5,680
+3,180
+127% +$60.7K 0.01% 869
2015
Q3 		$61K Buy
+2,500
New +$67.1K 0.01% 997
2015
Q1 		– Sell
-18,700
Closed -$679K – 2196
2014
Q4 		$679K Buy
18,700
+12,500
+202% +$403K 0.1% 229
2014
Q3 		$188K Buy
6,200
+4,900
+377% +$132K 0.03% 736
2014
Q2 		$37K Buy
+1,300
New +$36.8K ﹤0.01% 1544
2013
Q4 		– Sell
-100
Closed -$4K – 1929
2013
Q3 		$4K Buy
+100
New +$3.85K ﹤0.01% 1545

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
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prelude Capital Management's UPBD Position: Q4 2025 in Review

Prelude Capital Management sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 10,737 shares — an estimated $254K sold.

Prelude Capital Management first reported a position in UPBD in Q3 2013 and held it in 24 quarters. The position peaked at $982K in Q3 2018. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Prelude Capital Management reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Prelude Capital Management sold 10,737 Upbound Group shares in Q4 2025, an estimated $254K.
  • Prelude Capital Management first reported a position in Upbound Group in Q3 2013 and held it in 24 quarters.
  • Prelude Capital Management's Upbound Group position peaked at $982K in Q3 2018.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Prelude Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.