Ticker · CUSIP 76009N100
Holders (tracked)
9
Combined shares
2,913,381
Combined value
$50.11M
Last close
$18.88
Quarter
2025Q4
Tracked holders · last 8 quarters
-2 vs previous quarter over the last 8.
Price is +9.8% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
18 events
- AQR Capital Management added2026-02-17+54,402 shares · 2025Q413F
- D.E. Shaw & Co. added2026-02-17+184,535 shares · 2025Q413F
- Ken Griffin (Citadel Advisors) trimmed2026-02-17−145,580 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) added2026-02-17+303,279 shares · 2025Q413F
- Steve Cohen (Point72) exited2026-02-17−700 shares · 2025Q413F
- Wellington Management added2026-02-17+59,798 shares · 2025Q413F
- T. Rowe Price added2026-02-17+2,259 shares · 2025Q413F
- −123,302 shares · 2025Q413F
- AQR Capital Management added2025-11-14+62,963 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) trimmed2025-11-14−318,804 shares · 2025Q313F
- Steve Cohen (Point72) opened position2025-11-14+700 shares · 2025Q313F
- D.E. Shaw & Co. trimmed2025-11-14−126,855 shares · 2025Q313F
- T. Rowe Price added2025-11-14+1,749 shares · 2025Q313F
- Wellington Management added2025-11-14+472,550 shares · 2025Q313F
- +123,302 shares · 2025Q313F
- Renaissance Technologies exited2025-11-13−9,000 shares · 2025Q313F
- Norges Bank (Norway SWF) exited2025-11-13−17,526 shares · 2025Q313F
- Norges Bank (Norway SWF) trimmed2025-11-12−75,683 shares · 2024Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of UPBD…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| T. Rowe Price | 2016Q1 | $16.62 | +13.6% | $1.1M |
| D.E. Shaw & Co. | 2016Q1 | $17.76 | +6.3% | $8.3M |
| D.E. Shaw & Co. | 2016Q1 | $17.76 | +6.3% | $8.3M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $18.09 | +4.4% | $500K |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $18.09 | +4.4% | $500K |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $18.09 | +4.4% | $500K |
| Izzy Englander (Millennium Mgmt) | 2016Q1 | $19.37 | -2.5% | $7.4M |
| AQR Capital Management | 2019Q1 | $22.87 | -17.5% | $6.3M |
| Wellington Management | 2016Q1 | $26.44 | -28.6% | $24.8M |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions0
—
Added to5
- Izzy Englander (Millennium Mgmt)+303,279$5.3M
- D.E. Shaw & Co.+184,535$3.2M
- Wellington Management+59,798$1.1M
- AQR Capital Management+54,402$955K
- T. Rowe Price+2,259$40
Trimmed1
- Ken Griffin (Citadel Advisors)−145,580$2.6M
Exited2
- Ray Dalio (Bridgewater Associates)−123,302$2.9M
- Steve Cohen (Point72)−700$17K
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 15 | $16.37B |
| 2022Q2 | 15 | $9.55B |
| 2022Q3 | 15 | $8.6M |
| 2022Q4 | 14 | $213.1M |
| 2023Q1 | 13 | $221.8M |
| 2023Q2 | 13 | $280.3M |
| 2023Q3 | 13 | $258.7M |
| 2023Q4 | 11 | $299.2M |
| 2024Q1 | 12 | $309.2M |
| 2024Q2 | 13 | $267.6M |
| 2024Q3 | 13 | $45.6M |
| 2024Q4 | 10 | $21.8M |
| 2025Q1 | 9 | $36.4M |
| 2025Q2 | 10 | $51.9M |
| 2025Q3 | 11 | $60.2M |
| 2025Q4 | 9 | $50.1M |
Who owns UPBD
9 super-investors · 2025Q4
Tracked stake
2.91M
shares
Combined value
$50M
% of shares outstanding
—
shares-out unknown
Quarter action mix
Added6Trim3
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Wellington Management | 1.32M | $23M |
| 2 | D.E. Shaw & Co. | 440.4K | $8M |
| 3 | Izzy Englander Millennium Mgmt | 391.6K | $7M |
| 4 | AQR Capital Management | 333.4K | $6M |
| 5 | Ken Griffin Citadel Advisors | 295.1K | $5M |
| 6 | Ken Griffin Citadel Advisors | 40.0K | $702K |
| 7 | Ken Griffin Citadel Advisors | 26.5K | $465K |
| 8 | D.E. Shaw & Co. | 10.8K | $190K |
| 9 | T. Rowe Price | 60.0K | $1K |
Recent moves
20 transactions
- −145,580 · 2025Q4
- +54,402 · 2025Q4
- +59,798 · 2025Q4
- +184,535 · 2025Q4
- +2,259 · 2025Q4
- +303,279 · 2025Q4
- −700 · 2025Q4
- −123,302 · 2025Q4
- TRIMD.E. Shaw & Co.−126,855 · 2025Q3
- +700 · 2025Q3
- +62,963 · 2025Q3
- +1,749 · 2025Q3
- +472,550 · 2025Q3
- −318,804 · 2025Q3
- −9,000 · 2025Q3
- −17,526 · 2025Q3
- +123,302 · 2025Q3
- −75,683 · 2024Q3
- +270,441 · 2025Q2
- TRIMD.E. Shaw & Co.−122,552 · 2025Q2
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