Virtu Financial’s Upbound Group UPBD Stock Holding History

Virtu Financial’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	-12,693	Closed	-$300K	–	2267
2025 Q3	$300K	Buy	+12,693	New	+$313K	0.02%	743
2024 Q4	–	Sell	-7,158	Closed	-$229K	–	2083
2024 Q3	$229K	Buy	+7,158	New	+$230K	0.01%	741
2023 Q3	–	Sell	-7,978	Closed	-$248K	–	1928
2023 Q2	$248K	Buy	+7,978	New	+$233K	0.02%	702
2022 Q3	–	Sell	-22,404	Closed	-$436K	–	2260
2022 Q2	$436K	Buy	+22,404	New	+$558K	0.04%	427
2022 Q1	–	Sell	-5,700	Closed	-$274K	–	2061
2021 Q4	$274K	Buy	5,700 +2,003	+54%	+$100K	0.03%	674
2021 Q3	$208K	Buy	+3,697	New	+$218K	0.02%	905
2021 Q1	–	Sell	-10,384	Closed	-$398K	–	2040
2020 Q4	$398K	Buy	+10,384	New	+$353K	0.04%	521
2018 Q3	–	Sell	-19,432	Closed	-$286K	–	2216
2018 Q2	$286K	Buy	+19,432	New	+$211K	0.02%	1192

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtu Financial's UPBD Position: Q4 2025 in Review

Virtu Financial sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 12,693 shares — an estimated $300K sold.

Virtu Financial first reported a position in UPBD in Q2 2018 and held it in 8 quarters. The position peaked at $436K in Q2 2022. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

Virtu Financial reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
Virtu Financial sold 12,693 Upbound Group shares in Q4 2025, an estimated $300K.
Virtu Financial first reported a position in Upbound Group in Q2 2018 and held it in 8 quarters.
Virtu Financial's Upbound Group position peaked at $436K in Q2 2022.
237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Virtu Financial's 13F filing for Q4 2025, filed 23 Feb 2026.