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Aquatic Capital Management’s Upbound Group UPBD Stock Holding History

Aquatic Capital Management’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 		$451K Sell
21,277
-501
-2% -$9.37K 0.02% 828
2026
Q1 		$393K Sell
21,778
-7,469
-26% -$146K 0.01% 824
2025
Q4 		$514K Buy
+29,247
New +$565K 0.01% 724
2025
Q3 		– Sell
-22,114
Closed -$555K – 1691
2025
Q2 		$555K Buy
22,114
+15,981
+261% +$373K 0.01% 793
2025
Q1 		$147K Buy
+6,133
New +$168K ﹤0.01% 999
2024
Q4 		– Sell
-31,600
Closed -$1.01M – 1630
2024
Q3 		$1.01M Sell
31,600
-3,700
-10% -$119K 0.03% 500
2024
Q2 		$1.08M Buy
35,300
+29,900
+554% +$955K 0.04% 385
2024
Q1 		$190K Buy
5,400
+5,100
+1,700% +$170K 0.01% 778
2023
Q4 		$10K Sell
300
-2,300
-88% -$68.5K ﹤0.01% 1261
2023
Q3 		$77K Buy
+2,600
New +$81.1K ﹤0.01% 876
2023
Q2 		– Sell
-5,900
Closed -$145K – 1758
2023
Q1 		$145K Buy
+5,900
New +$152K 0.01% 666
2022
Q4 		– Sell
-400
Closed -$7K – 1848
2022
Q3 		$7K Buy
+400
New +$9.96K ﹤0.01% 1080

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

Aquatic Capital Management's UPBD Position: Q2 2026 in Review

Aquatic Capital Management reduced its Upbound Group (UPBD) stake by 2.3% in Q2 2026, selling an estimated $9.37K and leaving 21,277 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #828.

Aquatic Capital Management first reported a position in UPBD in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.08M in Q2 2024. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Aquatic Capital Management held 21,277 shares of Upbound Group worth $451K as of Q2 2026.
  • Aquatic Capital Management sold 501 Upbound Group shares in Q2 2026, an estimated $9.37K.
  • Upbound Group made up 0.02% of Aquatic Capital Management's portfolio in Q2 2026, its #828 holding.
  • Aquatic Capital Management first reported a position in Upbound Group in Q3 2022 and has held it in 12 quarters since.
  • Aquatic Capital Management's Upbound Group position peaked at $1.08M in Q2 2024.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.