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 		$25.3K Buy
1,400
+200
+17% +$3.9K ﹤0.01% 6569
2025
Q4 		$21.1K Sell
1,200
-5,200
-81% -$101K ﹤0.01% 6433
2025
Q3 		$151K Sell
6,400
-8,600
-57% -$212K ﹤0.01% 5270
2025
Q2 		$376K Buy
15,000
+6,300
+72% +$147K ﹤0.01% 3817
2025
Q1 		$208K Buy
8,700
+7,400
+569% +$203K ﹤0.01% 4286
2024
Q4 		$37K Sell
1,300
-900
-41% -$27.9K ﹤0.01% 6183
2024
Q3 		$70K Sell
2,200
-300
-12% -$9.64K ﹤0.01% 5572
2024
Q2 		$76K Sell
2,500
-11,500
-82% -$367K ﹤0.01% 5663
2024
Q1 		$492K Buy
14,000
+9,100
+186% +$304K ﹤0.01% 3881
2023
Q4 		$166K Sell
4,900
-1,500
-23% -$44.7K ﹤0.01% 4852
2023
Q3 		$188K Sell
6,400
-4,500
-41% -$140K ﹤0.01% 4425
2023
Q2 		$339K Sell
10,900
-25,000
-70% -$731K ﹤0.01% 3708
2023
Q1 		$879K Buy
35,900
+28,800
+406% +$741K ﹤0.01% 2706
2022
Q4 		$160K Sell
7,100
-60,300
-89% -$1.29M ﹤0.01% 4510
2022
Q3 		$1.18M Sell
67,400
-10,800
-14% -$269K ﹤0.01% 2463
2022
Q2 		$1.52M Buy
78,200
+65,600
+521% +$1.63M ﹤0.01% 2155
2022
Q1 		$317K Buy
12,600
+1,000
+9% +$36.1K ﹤0.01% 4470
2021
Q4 		$557K Sell
11,600
-4,300
-27% -$215K ﹤0.01% 3650
2021
Q3 		$862K Buy
15,900
+200
+1% +$11.8K ﹤0.01% 3288
2021
Q2 		$833K Buy
15,700
+15,508
+8,077% +$901K ﹤0.01% 3400
2021
Q1 		$1.11M Buy
192
+125
+187% +$6.54K ﹤0.01% 2278
2020
Q4 		$256K Sell
67
-204
-75% -$6.93K ﹤0.01% 4281
2020
Q3 		$810K Buy
271
+89
+49% +$2.63K ﹤0.01% 2475
2020
Q2 		$506K Buy
182
+124
+214% +$2.75K ﹤0.01% 2891
2020
Q1 		$82K Sell
58
-237
-80% -$5.7K ﹤0.01% 4584
2019
Q4 		$850K Sell
295
-134
-31% -$3.5K ﹤0.01% 2236
2019
Q3 		$1.11M Buy
429
+261
+155% +$6.85K ﹤0.01% 1838
2019
Q2 		$447K Sell
168
-312
-65% -$7.41K ﹤0.01% 2673
2019
Q1 		$1M Sell
480
-1,550
-76% -$28.6K ﹤0.01% 1999
2018
Q4 		$3.29M Buy
2,030
+1,313
+183% +$19.1K 0.01% 794
2018
Q3 		$1.03M Buy
717
+108
+18% +$1.59K ﹤0.01% 1850
2018
Q2 		$896K Buy
609
+141
+30% +$1.53K ﹤0.01% 1894
2018
Q1 		$5K Buy
468
+39
+9% +$374 ﹤0.01% 4682
2017
Q4 		$20K Buy
429
+396
+1,200% +$4.33K ﹤0.01% 3319
2017
Q3 		$1K Sell
33
-130
-80% -$1.61K ﹤0.01% 5591
2017
Q2 		$65K Buy
163
+10
+7% +$113 ﹤0.01% 2143
2017
Q1 		$32K Buy
153
+111
+264% +$1.01K ﹤0.01% 2789
2016
Q4 		$4K Sell
42
-73
-63% -$813 ﹤0.01% 4594
2016
Q3 		$8K Buy
115
+87
+311% +$1.09K ﹤0.01% 3854
2016
Q2 		$1K Buy
+28
New +$377 ﹤0.01% 5465
2015
Q1 		– Sell
-5
Closed -$3K – 5626
2014
Q4 		$3K Buy
+5
New +$161 ﹤0.01% 3537

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.