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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
2018
Q4 		– Sell
-5,000
Closed -$72K – 2176
2018
Q3 		$72K Hold
5,000
– – ﹤0.01% 1043
2018
Q2 		$74K Buy
+5,000
New +$54.2K ﹤0.01% 1018

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.