Ray Dalio
UPBD icon

Ray Dalio’s Upbound Group UPBD Stock Holding History

Ray Dalio’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
-123,302
Closed -$2.91M – 1184
2025
Q3 		$2.91M Buy
+123,302
New +$3.04M 0.01% 630
2024
Q3 		– Sell
-21,726
Closed -$667K – 929
2024
Q2 		$667K Buy
+21,726
New +$694K ﹤0.01% 722
2023
Q3 		– Sell
-11,821
Closed -$368K – 811
2023
Q2 		$368K Sell
11,821
-148
-1% -$4.33K ﹤0.01% 672
2023
Q1 		$293K Buy
+11,969
New +$308K ﹤0.01% 677

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 $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 $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 $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

Ray Dalio's UPBD Position: Q4 2025 in Review

Ray Dalio sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 123,302 shares — an estimated $2.91M sold.

Ray Dalio first reported a position in UPBD in Q1 2023 and held it in 4 quarters. The position peaked at $2.91M in Q3 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Ray Dalio reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Ray Dalio sold 123,302 Upbound Group shares in Q4 2025, an estimated $2.91M.
  • Ray Dalio first reported a position in Upbound Group in Q1 2023 and held it in 4 quarters.
  • Ray Dalio's Upbound Group position peaked at $2.91M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.