Ray Dalio's UPBD Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 123,302 shares of Upbound Group, Inc. (UPBD) worth $2.91 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in UPBD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 101,576 shares. Largest reduction occurred in Q2 2023, reducing 148 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Upbound Group (UPBD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Upbound Group (UPBD) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +11,969 | New Buy | 11,969 | $24.51 |
| Q2 2023 | -148 | Reduce 1.24% | 11,821 | $31.13 |
| Q3 2023 | -11,821 | Sold Out | 11,821 | $0.00 |
| Q2 2024 | +21,726 | New Buy | 21,726 | $30.70 |
| Q3 2024 | -21,726 | Sold Out | 21,726 | $0.00 |
| Q3 2025 | +123,302 | New Buy | 123,302 | $23.63 |
Ray Dalio's Upbound Group Investment FAQs
Ray Dalio first purchased Upbound Group, Inc. (UPBD) in Q1 2023, acquiring 11,969 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Upbound Group, Inc. (UPBD) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Upbound Group, Inc. (UPBD) was in Q3 2025, adding 123,302 shares worth $2.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 123,302 shares of Upbound Group, Inc. (UPBD), valued at approximately $2.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Upbound Group, Inc. (UPBD) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Upbound Group, Inc. (UPBD) was 123,302 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.