UPBD — UPBOUND GROUP INC

Ownership history in EntryPoint Capital, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which EntryPoint Capital, LLC reported a position in UPBOUND GROUP INC (UPBD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.21% (2025 Q3)
Avg. % of fund
0.17%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 22,952 +7,085 +44.7% 0.21% $542K $23.12
2025 Q2 ADDED 15,867 +3,692 +30.3% 0.20% $398K $24.16
2025 Q1 ADDED 12,175 +1,777 +17.1% 0.13% $292K $22.34
2024 Q3 ADDED 10,398 +8,197 +372.4% 0.19% $333K $29.12
2024 Q2 INITIATED 2,201 — — 0.10% $68K —
% of Fund (quarterly)    UPBD price (monthly, adj. close)

Other funds also holding UPBD

As of 2025 Q4 — sorted by position size

Huber Capital Management LLC 3Y 7Y 4.5% New Century Financial Group, LLC 1.97% Western Standard LLC 3Y 7Y 0.81% Mork Capital Management, LLC 3Y 7Y 0.67% Bragg Financial Advisors, Inc 3Y 7Y 0.63% Range Financial Group LLC 3Y 0.46% MILLER VALUE PARTNERS, LLC 3Y 7Y 0.43% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.25% Kendall Capital Management 3Y 7Y 0.24% IEQ CAPITAL, LLC 3Y 0.22%
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