AG
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Algert Global’s Upbound Group UPBD Stock Holding History

Algert Global’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
2026
Q2 		$2.33M Buy
109,568
+52,788
+93% +$987K 0.03% 798
2026
Q1 		$1.02M Sell
56,780
-218,170
-79% -$4.25M 0.02% 861
2025
Q4 		$4.83M Buy
274,950
+125,570
+84% +$2.43M 0.08% 445
2025
Q3 		$3.53M Buy
149,380
+69,460
+87% +$1.72M 0.06% 515
2025
Q2 		$2.01M Sell
79,920
-74,038
-48% -$1.73M 0.04% 634
2025
Q1 		$3.69M Sell
153,958
-133,484
-46% -$3.67M 0.09% 381
2024
Q4 		$8.38M Buy
287,442
+21,781
+8% +$676K 0.2% 147
2024
Q3 		$8.5M Buy
265,661
+120,345
+83% +$3.87M 0.23% 111
2024
Q2 		$4.46M Sell
145,316
-29,757
-17% -$951K 0.15% 205
2024
Q1 		$6.16M Buy
175,073
+65,747
+60% +$2.2M 0.24% 109
2023
Q4 		$3.71M Buy
109,326
+50,616
+86% +$1.51M 0.15% 220
2023
Q3 		$1.73M Buy
58,710
+17,680
+43% +$551K 0.08% 411
2023
Q2 		$1.28M Buy
+41,030
New +$1.2M 0.06% 568
2023
Q1 		– Sell
-50,158
Closed -$1.13M – 1317
2022
Q4 		$1.13M Sell
50,158
-12,645
-20% -$271K 0.06% 521
2022
Q3 		$1.1M Buy
62,803
+651
+1% +$16.2K 0.07% 499
2022
Q2 		$1.21M Sell
62,152
-8,418
-12% -$210K 0.09% 394
2022
Q1 		$1.78M Buy
70,570
+17,769
+34% +$642K 0.12% 278
2021
Q4 		$2.54M Buy
52,801
+25,021
+90% +$1.25M 0.32% 38
2021
Q3 		$1.56M Buy
+27,780
New +$1.64M 0.21% 104
2015
Q3 		– Sell
-12,370
Closed -$351K – 353
2015
Q2 		$351K Buy
+12,370
New +$371K 0.19% 192

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Algert Global's UPBD Position: Q2 2026 in Review

Algert Global increased its Upbound Group (UPBD) stake by 93% in Q2 2026, buying an estimated $987K and bringing the position to 109,568 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #798.

Algert Global first reported a position in UPBD in Q2 2015 and has held it in 20 quarters since. The position peaked at $8.5M in Q3 2024. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Algert Global held 109,568 shares of Upbound Group worth $2.33M as of Q2 2026.
  • Algert Global bought 52,788 Upbound Group shares in Q2 2026, an estimated $987K.
  • Upbound Group made up 0.03% of Algert Global's portfolio in Q2 2026, its #798 holding.
  • Algert Global first reported a position in Upbound Group in Q2 2015 and has held it in 20 quarters since.
  • Algert Global's Upbound Group position peaked at $8.5M in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.