Voloridge Investment Management
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Voloridge Investment Management’s Upbound Group UPBD Stock Holding History

Voloridge Investment 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
Q4 		– Sell
-127,985
Closed -$3.02M – 1366
2025
Q3 		$3.02M Buy
+127,985
New +$3.16M 0.01% 855
2025
Q2 		– Sell
-79,685
Closed -$1.91M – 1394
2025
Q1 		$1.91M Sell
79,685
-68,208
-46% -$1.87M 0.01% 971
2024
Q4 		$4.31M Buy
147,893
+74,565
+102% +$2.31M 0.02% 813
2024
Q3 		$2.35M Buy
+73,328
New +$2.36M 0.01% 919
2023
Q4 		– Sell
-12,120
Closed -$357K – 1499
2023
Q3 		$357K Sell
12,120
-50,337
-81% -$1.57M ﹤0.01% 1255
2023
Q2 		$1.94M Sell
62,457
-62,200
-50% -$1.82M 0.01% 992
2023
Q1 		$3.06M Sell
124,657
-114,258
-48% -$2.94M 0.02% 841
2022
Q4 		$5.39M Sell
238,915
-80,820
-25% -$1.73M 0.03% 619
2022
Q3 		$5.6M Sell
319,735
-192,249
-38% -$4.79M 0.03% 618
2022
Q2 		$9.96M Buy
511,984
+123,086
+32% +$3.06M 0.05% 440
2022
Q1 		$9.8M Buy
+388,898
New +$14.1M 0.06% 413
2021
Q2 		– Sell
-17,885
Closed -$1.03M – 1795
2021
Q1 		$1.03M Buy
+17,885
New +$936K 0.01% 1010
2020
Q4 		– Sell
-37,204
Closed -$1.11M – 1582
2020
Q3 		$1.11M Buy
+37,204
New +$1.1M 0.01% 907
2020
Q2 		– Sell
-50,593
Closed -$715K – 1512
2020
Q1 		$715K Buy
50,593
+20,399
+68% +$491K 0.02% 605
2019
Q4 		$871K Buy
30,194
+6,934
+30% +$181K 0.02% 687
2019
Q3 		$600K Sell
23,260
-16,647
-42% -$437K 0.01% 759
2019
Q2 		$1.06M Buy
39,907
+10,545
+36% +$251K 0.03% 446
2019
Q1 		$613K Buy
+29,362
New +$541K 0.02% 615

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Voloridge Investment Management's UPBD Position: Q4 2025 in Review

Voloridge Investment Management sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 127,985 shares — an estimated $3.02M sold.

Voloridge Investment Management first reported a position in UPBD in Q1 2019 and held it in 18 quarters. The position peaked at $9.96M in Q2 2022. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Voloridge Investment Management reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 127,985 Upbound Group shares in Q4 2025, an estimated $3.02M.
  • Voloridge Investment Management first reported a position in Upbound Group in Q1 2019 and held it in 18 quarters.
  • Voloridge Investment Management's Upbound Group position peaked at $9.96M in Q2 2022.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Voloridge Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.