Balyasny Asset Management
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Balyasny Asset Management’s Upbound Group UPBD Stock Holding History

Balyasny Asset 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
2020
Q4 		– Sell
-100,000
Closed -$2.99M – 1722
2020
Q3 		$2.99M Buy
+100,000
New +$2.96M 0.02% 730

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management's UPBD Position: Q1 2026 in Review

Balyasny Asset Management increased its Upbound Group (UPBD) stake by 35% in Q1 2026, buying an estimated $3.03M and bringing the position to 596,702 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #1004.

Balyasny Asset Management first reported a position in UPBD in Q2 2015 and has held it in 22 quarters since. The position peaked at $13M in Q4 2017. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Balyasny Asset Management held 596,702 shares of Upbound Group worth $10.8M as of Q1 2026.
  • Balyasny Asset Management bought 155,351 Upbound Group shares in Q1 2026, an estimated $3.03M.
  • Upbound Group made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1004 holding.
  • Balyasny Asset Management first reported a position in Upbound Group in Q2 2015 and has held it in 22 quarters since.
  • Balyasny Asset Management's Upbound Group position peaked at $13M in Q4 2017.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.