Simplex Trading’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-6,609
| Closed | -$124K | – | 10373 |
|
|
2026
Q1 | $119K | Buy |
6,609
+1,894
| +40% | +$36.9K | ﹤0.01% | 4882 |
|
|
2025
Q4 | $82.8K | Buy |
4,715
+603
| +15% | +$11.7K | ﹤0.01% | 5187 |
|
|
2025
Q3 | $97K | Buy |
+4,112
| New | +$102K | ﹤0.01% | 5784 |
|
|
2025
Q1 | – | Sell |
-469
| Closed | -$12.9K | – | 9741 |
|
|
2024
Q4 | $13K | Buy |
+469
| New | +$14.6K | ﹤0.01% | 7034 |
|
|
2024
Q1 | – | Sell |
-2,716
| Closed | -$90.7K | – | 9957 |
|
|
2023
Q4 | $92K | Buy |
+2,716
| New | +$80.9K | ﹤0.01% | 5472 |
|
|
2022
Q4 | – | Sell |
-6,686
| Closed | -$143K | – | 10500 |
|
|
2022
Q3 | $117K | Buy |
+6,686
| New | +$166K | ﹤0.01% | 5305 |
|
|
2021
Q4 | – | Sell |
-5,593
| Closed | -$280K | – | 11487 |
|
|
2021
Q3 | $303K | Buy |
5,593
+400
| +8% | +$23.5K | ﹤0.01% | 4895 |
|
|
2021
Q2 | $275K | Buy |
5,193
+2,039
| +65% | +$118K | ﹤0.01% | 5141 |
|
|
2021
Q1 | $181K | Sell |
3,154
-18,791
| -86% | -$983K | ﹤0.01% | 4896 |
|
|
2020
Q4 | $840K | Buy |
+21,945
| New | +$745K | ﹤0.01% | 2782 |
|
|
2020
Q2 | – | Sell |
-2,671
| Closed | -$59.3K | – | 8409 |
|
|
2020
Q1 | $37K | Buy |
+2,671
| New | +$64.3K | ﹤0.01% | 5449 |
|
|
2019
Q3 | – | Sell |
-7,311
| Closed | -$192K | – | 7936 |
|
|
2019
Q2 | $194K | Sell |
7,311
-11,190
| -60% | -$266K | ﹤0.01% | 3499 |
|
|
2019
Q1 | $386K | Buy |
18,501
+18,301
| +9,151% | +$337K | ﹤0.01% | 2927 |
|
|
2018
Q4 | $3K | Sell |
200
-24,213
| -99% | -$352K | ﹤0.01% | 6468 |
|
|
2018
Q3 | $351K | Sell |
24,413
-59,460
| -71% | -$874K | ﹤0.01% | 2992 |
|
|
2018
Q2 | $1.23M | Buy |
83,873
+67,339
| +407% | +$730K | ﹤0.01% | 1599 |
|
|
2018
Q1 | $142K | Buy |
+16,534
| New | +$159K | 0.01% | 1509 |
|
|
2016
Q3 | – | Sell |
-1,129
| Closed | -$14.1K | – | 6487 |
|
|
2016
Q2 | $13K | Buy |
+1,129
| New | +$15.2K | ﹤0.01% | 3353 |
|
|
2015
Q4 | – | Sell |
-32
| Closed | -$611 | – | 6181 |
|
|
2015
Q3 | $0 | Sell |
32
-3,288
| -99% | -$88.3K | ﹤0.01% | 6233 |
|
|
2015
Q2 | $94K | Sell |
3,320
-2,991
| -47% | -$89.8K | 0.01% | 1244 |
|
|
2015
Q1 | $173K | Buy |
6,311
+5,644
| +846% | +$172K | 0.02% | 788 |
|
|
2014
Q4 | $24K | Buy |
+667
| New | +$21.5K | ﹤0.01% | 1919 |
|
Other funds holding UPBD
IC
Simplex Trading's UPBD Position: Q2 2026 in Review
Simplex Trading sold out of Upbound Group (UPBD) in Q2 2026, closing a stake of 6,609 shares — an estimated $124K sold.
Simplex Trading first reported a position in UPBD in Q4 2014 and held it in 22 quarters. The position peaked at $1.23M in Q2 2018. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.
- Simplex Trading reported no remaining Upbound Group position as of Q2 2026 after selling out during the quarter.
- Simplex Trading sold 6,609 Upbound Group shares in Q2 2026, an estimated $124K.
- Simplex Trading first reported a position in Upbound Group in Q4 2014 and held it in 22 quarters.
- Simplex Trading's Upbound Group position peaked at $1.23M in Q2 2018.
- 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.
Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.