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TwinBeech Capital’s Upbound Group UPBD Stock Holding History

TwinBeech Capital’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
Q2 		– Sell
-29,707
Closed -$712K – 989
2025
Q1 		$712K Sell
29,707
-16,272
-35% -$447K 0.01% 532
2024
Q4 		$1.34M Buy
+45,979
New +$1.43M 0.02% 361
2023
Q2 		– Sell
-33,519
Closed -$822K – 873
2023
Q1 		$822K Buy
+33,519
New +$863K 0.02% 471
2022
Q4 		– Sell
-48,561
Closed -$850K – 950
2022
Q3 		$850K Buy
48,561
+6,278
+15% +$156K 0.02% 474
2022
Q2 		$822K Buy
+42,283
New +$1.05M 0.04% 360
2021
Q3 		– Sell
-56,324
Closed -$2.99M – 770
2021
Q2 		$2.99M Buy
56,324
+24,886
+79% +$1.45M 0.36% 87
2021
Q1 		$1.81M Buy
+31,438
New +$1.64M 0.27% 122

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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TwinBeech Capital's UPBD Position: Q2 2025 in Review

TwinBeech Capital sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 29,707 shares — an estimated $712K sold.

TwinBeech Capital first reported a position in UPBD in Q1 2021 and held it in 7 quarters. The position peaked at $2.99M in Q2 2021. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • TwinBeech Capital reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • TwinBeech Capital sold 29,707 Upbound Group shares in Q2 2025, an estimated $712K.
  • TwinBeech Capital first reported a position in Upbound Group in Q1 2021 and held it in 7 quarters.
  • TwinBeech Capital's Upbound Group position peaked at $2.99M in Q2 2021.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.