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
2019 Q2	–	Sell	-52,500	Closed	-$1.1M	–	1744
2019 Q1	$1.1M	Hold	52,500	–	–	0.01%	995
2018 Q4	$850K	Buy	+52,500	New	+$762K	0.01%	945
2018 Q2	–	Sell	-300,000	Closed	-$2.59M	–	2161
2018 Q1	$2.59M	Buy	300,000 +120,000	+67%	+$1.15M	0.01%	914
2017 Q4	$2M	Sell	180,000 -50,000	-22%	-$547K	0.01%	1139
2017 Q3	$2.64M	Buy	230,000 +109,500	+91%	+$1.35M	0.01%	889
2017 Q2	$1.41M	Buy	+120,500	New	+$1.36M	0.01%	1006

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 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.