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 		$576K Buy
31,900
+24,800
+349% +$483K ﹤0.01% 3102
2025
Q4 		$125K Buy
7,100
+5,300
+294% +$102K ﹤0.01% 4752
2025
Q3 		$42K Sell
1,800
-5,500
-75% -$136K ﹤0.01% 6636
2025
Q2 		$183K Buy
7,300
+5,400
+284% +$126K ﹤0.01% 4602
2025
Q1 		$45K Buy
+1,900
New +$52.2K ﹤0.01% 5885
2024
Q4 		– Sell
-4,300
Closed -$137K – 9686
2024
Q3 		$137K Buy
4,300
+400
+10% +$12.9K ﹤0.01% 4909
2024
Q2 		$119K Sell
3,900
-100
-3% -$3.19K ﹤0.01% 5199
2024
Q1 		$140K Buy
4,000
+700
+21% +$23.4K ﹤0.01% 5241
2023
Q4 		$112K Buy
3,300
+3,200
+3,200% +$95.3K ﹤0.01% 5263
2023
Q3 		$2K Sell
100
-700
-88% -$21.8K ﹤0.01% 8171
2023
Q2 		$24K Sell
800
-4,700
-85% -$137K ﹤0.01% 6605
2023
Q1 		$134K Buy
5,500
+3,200
+139% +$82.4K ﹤0.01% 4817
2022
Q4 		$51K Sell
2,300
-40,100
-95% -$859K ﹤0.01% 5884
2022
Q3 		$742K Buy
42,400
+25,600
+152% +$637K ﹤0.01% 3003
2022
Q2 		$326K Sell
16,800
-11,300
-40% -$281K ﹤0.01% 3994
2022
Q1 		$707K Buy
28,100
+15,600
+125% +$564K ﹤0.01% 3387
2021
Q4 		$600K Hold
12,500
– – ﹤0.01% 3554
2021
Q3 		$678K Hold
12,500
– – ﹤0.01% 3662
2021
Q2 		$663K Buy
12,500
+12,477
+54,248% +$725K ﹤0.01% 3733
2021
Q1 		$132K Sell
23
-271
-92% -$14.2K ﹤0.01% 5360
2020
Q4 		$1.13M Buy
294
+72
+32% +$2.44K ﹤0.01% 2407
2020
Q3 		$663K Buy
222
+183
+469% +$5.41K ﹤0.01% 2704
2020
Q2 		$108K Sell
39
-15
-28% -$333 ﹤0.01% 4722
2020
Q1 		$76K Sell
54
-231
-81% -$5.56K ﹤0.01% 4672
2019
Q4 		$821K Buy
285
+27
+10% +$706 ﹤0.01% 2269
2019
Q3 		$665K Sell
258
-21
-8% -$551 ﹤0.01% 2326
2019
Q2 		$742K Sell
279
-542
-66% -$12.9K ﹤0.01% 2193
2019
Q1 		$1.71M Sell
821
-642
-44% -$11.8K ﹤0.01% 1518
2018
Q4 		$2.37M Buy
1,463
+202
+16% +$2.93K 0.01% 976
2018
Q3 		$1.81M Sell
1,261
-1,401
-53% -$20.6K 0.01% 1326
2018
Q2 		$3.92M Buy
2,662
+1,948
+273% +$21.1K 0.02% 683
2018
Q1 		$89K Sell
714
-98
-12% -$941 ﹤0.01% 1896
2017
Q4 		$47K Buy
+812
New +$8.89K ﹤0.01% 2515
2017
Q3 		– Sell
-1,071
Closed -$83K – 6685
2017
Q2 		$83K Buy
1,071
+1,040
+3,355% +$11.8K ﹤0.01% 1922
2017
Q1 		$1K Buy
+31
New +$282 ﹤0.01% 5810
2016
Q4 		– Sell
-13
Closed -$1K – 6566
2016
Q3 		$1K Sell
13
-22
-63% -$275 ﹤0.01% 5454
2016
Q2 		$8K Buy
35
+26
+289% +$350 ﹤0.01% 3835
2016
Q1 		$2K Buy
9
+4
+80% +$53 ﹤0.01% 4816
2015
Q4 		$7K Sell
5
-1
-17% -$19 ﹤0.01% 3646
2015
Q3 		$3K Sell
6
-61
-91% -$1.64K ﹤0.01% 4431
2015
Q2 		$19K Sell
67
-19
-22% -$570 ﹤0.01% 2524
2015
Q1 		$35K Buy
+86
New +$2.62K ﹤0.01% 1835

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.