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Steve Schonfeld’s Upbound Group UPBD Stock Holding History

Steve Schonfeld’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
-26,242
Closed -$620K – 2605
2025
Q3 		$620K Sell
26,242
-33,883
-56% -$837K ﹤0.01% 1596
2025
Q2 		$1.51M Buy
60,125
+23,658
+65% +$553K 0.01% 1124
2025
Q1 		$874K Sell
36,467
-32,024
-47% -$880K 0.01% 1342
2024
Q4 		$2M Sell
68,491
-101,030
-60% -$3.14M 0.01% 833
2024
Q3 		$5.42M Buy
169,521
+132,312
+356% +$4.25M 0.04% 514
2024
Q2 		$1.14M Sell
37,209
-27,691
-43% -$885K 0.01% 1144
2024
Q1 		$2.29M Buy
64,900
+50,196
+341% +$1.68M 0.02% 946
2023
Q4 		$499K Sell
14,704
-52,091
-78% -$1.55M ﹤0.01% 1287
2023
Q3 		$1.97M Buy
66,795
+33,295
+99% +$1.04M 0.02% 834
2023
Q2 		$1.04M Buy
33,500
+10,800
+48% +$316K 0.01% 956
2023
Q1 		$556K Sell
22,700
-8,400
-27% -$216K 0.01% 1140
2022
Q4 		$701K Buy
31,100
+1,800
+6% +$38.6K 0.01% 1347
2022
Q3 		$513K Buy
29,300
+7,156
+32% +$178K ﹤0.01% 1727
2022
Q2 		$431K Sell
22,144
-3,856
-15% -$96K ﹤0.01% 1445
2022
Q1 		$655K Buy
+26,000
New +$940K 0.01% 1215
2019
Q3 		– Sell
-14,100
Closed -$375K – 1252
2019
Q2 		$375K Buy
+14,100
New +$335K 0.01% 716
2019
Q1 		– Sell
-13,200
Closed -$214K – 1297
2018
Q4 		$214K Buy
+13,200
New +$192K 0.01% 927
2017
Q1 		– Sell
-25,660
Closed -$289K – 747
2016
Q4 		$289K Buy
+25,660
New +$286K 0.04% 429

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steve Schonfeld's UPBD Position: Q4 2025 in Review

Steve Schonfeld sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 26,242 shares — an estimated $620K sold.

Steve Schonfeld first reported a position in UPBD in Q4 2016 and held it in 18 quarters. The position peaked at $5.42M in Q3 2024. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Steve Schonfeld reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Steve Schonfeld sold 26,242 Upbound Group shares in Q4 2025, an estimated $620K.
  • Steve Schonfeld first reported a position in Upbound Group in Q4 2016 and held it in 18 quarters.
  • Steve Schonfeld's Upbound Group position peaked at $5.42M in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.