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Sender Company & Partners’s Upbound Group UPBD Stock Holding History

Sender Company & Partners’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
-8,635
Closed -$204K – 431
2025
Q3 		$204K Buy
+8,635
New +$213K 0.02% 404

Other funds holding UPBD

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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 $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

Sender Company & Partners's UPBD Position: Q4 2025 in Review

Sender Company & Partners sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 8,635 shares — an estimated $204K sold.

Sender Company & Partners first reported a position in UPBD in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Sender Company & Partners reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Sender Company & Partners sold 8,635 Upbound Group shares in Q4 2025, an estimated $204K.
  • Sender Company & Partners first reported a position in Upbound Group in Q3 2025 and held it in 1 quarter.
  • Sender Company & Partners's Upbound Group position peaked at $204K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Sender Company & Partners's 13F filing for Q4 2025, filed 17 Feb 2026.