Simplex Trading
UPBD icon

Simplex Trading’s Upbound Group UPBD Stock Holding History

Simplex Trading’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplex Trading's UPBD Position: Q1 2026 in Review

Simplex Trading increased its Upbound Group (UPBD) stake by 40% in Q1 2026, buying an estimated $36.9K and bringing the position to 6,609 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #4882.

Simplex Trading first reported a position in UPBD in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.23M in Q2 2018. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Simplex Trading held 6,609 shares of Upbound Group worth $119K as of Q1 2026.
  • Simplex Trading bought 1,894 Upbound Group shares in Q1 2026, an estimated $36.9K.
  • Upbound Group made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4882 holding.
  • Simplex Trading first reported a position in Upbound Group in Q4 2014 and has held it in 22 quarters since.
  • Simplex Trading's Upbound Group position peaked at $1.23M in Q2 2018.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.