Jefferies Group's UPBD Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 12,211 shares of Upbound Group, Inc. (UPBD) worth $220,409, representing 0.00% of the portfolio. First purchased in 2017-Q3, this short-term holding has been held for 7 quarters.
Based on 13F filings, Jefferies Group has maintained this position in UPBD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2017, adding 63,666 shares. Largest reduction occurred in Q1 2018, reducing 81,834 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Upbound Group (UPBD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Upbound Group (UPBD) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +12,211 | New Buy | 12,211 | $18.05 |
| Q4 2024 | -27,500 | Sold Out | 0 | $0.00 |
| Q3 2024 | +12,500 | Add 83.33% | 27,500 | $31.99 |
| Q2 2024 | +15,000 | New Buy | 15,000 | $30.70 |
| Q1 2018 | -81,834 | Sold Out | 0 | $0.00 |
| Q4 2017 | +63,666 | Add 350.43% | 81,834 | $11.10 |
| Q3 2017 | +18,168 | New Buy | 18,168 | $11.50 |
Jefferies Group's Upbound Group Investment FAQs
Jefferies Group first purchased Upbound Group, Inc. (UPBD) in Q3 2017, acquiring 18,168 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Upbound Group, Inc. (UPBD) for 7 quarters since Q3 2017.
Jefferies Group's largest addition to Upbound Group, Inc. (UPBD) was in Q4 2017, adding 81,834 shares worth $908,000.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 12,211 shares of Upbound Group, Inc. (UPBD), valued at approximately $220,409.
As of the Q1 2026 filing, Upbound Group, Inc. (UPBD) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Upbound Group, Inc. (UPBD) was 81,834 shares, as reported at the end of Q4 2017.