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Tributary Capital Management’s Upbound Group UPBD Stock Holding History

Tributary 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
Q1 		– Sell
-9,700
Closed -$283K – 215
2024
Q4 		$283K Sell
9,700
-500
-5% -$15.5K 0.02% 152
2024
Q3 		$326K Sell
10,200
-250
-2% -$8.04K 0.03% 152
2024
Q2 		$321K Sell
10,450
-650
-6% -$20.8K 0.03% 155
2024
Q1 		$391K Sell
11,100
-200
-2% -$6.68K 0.03% 147
2023
Q4 		$384K Hold
11,300
– – 0.03% 147
2023
Q3 		$333K Buy
11,300
+3,700
+49% +$115K 0.03% 146
2023
Q2 		$237K Buy
+7,600
New +$222K 0.02% 167
2022
Q2 		– Sell
-8,600
Closed -$217K – 215
2022
Q1 		$217K Sell
8,600
-500
-5% -$18.1K 0.02% 221
2021
Q4 		$437K Buy
9,100
+2,700
+42% +$135K 0.03% 202
2021
Q3 		$360K Buy
+6,400
New +$377K 0.03% 218

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Tributary Capital Management's UPBD Position: Q1 2025 in Review

Tributary Capital Management sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 9,700 shares — an estimated $283K sold.

Tributary Capital Management first reported a position in UPBD in Q3 2021 and held it in 10 quarters. The position peaked at $437K in Q4 2021. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Tributary Capital Management reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Tributary Capital Management sold 9,700 Upbound Group shares in Q1 2025, an estimated $283K.
  • Tributary Capital Management first reported a position in Upbound Group in Q3 2021 and held it in 10 quarters.
  • Tributary Capital Management's Upbound Group position peaked at $437K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Tributary Capital Management's 13F filing for Q1 2025, filed 2 May 2025.