Teza Capital Management’s Upbound Group UPBD Stock Holding History

Teza Capital Management’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 Q3	–	Sell	-11,064	Closed	-$278K	–	289
2025 Q2	$278K	Sell	11,064 -831	-7%	-$19.4K	0.21%	193
2025 Q1	$285K	Sell	11,895 -7,332	-38%	-$201K	0.13%	271
2024 Q4	$561K	Sell	19,227 -13,965	-42%	-$434K	0.08%	269
2024 Q3	$1.06M	Buy	33,192 +16,814	+103%	+$540K	0.12%	250
2024 Q2	$503K	Sell	16,378 -7,886	-33%	-$252K	0.06%	352
2024 Q1	$854K	Buy	24,264 +13,314	+122%	+$445K	0.11%	233
2023 Q4	$372K	Buy	+10,950	New	+$326K	0.06%	362
2019 Q4	–	Sell	-10,302	Closed	-$266K	–	741
2019 Q3	$266K	Buy	+10,302	New	+$271K	0.07%	408

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Teza Capital Management's UPBD Position: Q3 2025 in Review

Teza Capital Management sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 11,064 shares — an estimated $278K sold.

Teza Capital Management first reported a position in UPBD in Q3 2019 and held it in 8 quarters. The position peaked at $1.06M in Q3 2024. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

Teza Capital Management reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
Teza Capital Management sold 11,064 Upbound Group shares in Q3 2025, an estimated $278K.
Teza Capital Management first reported a position in Upbound Group in Q3 2019 and held it in 8 quarters.
Teza Capital Management's Upbound Group position peaked at $1.06M in Q3 2024.
261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Teza Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.