Barclays
UPBD icon

Barclays’s Upbound Group UPBD Stock Holding History

Barclays’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
2021
Q1 		– Sell
-1,600
Closed -$61K – 5216
2020
Q4 		$61K Hold
1,600
– – ﹤0.01% 4333
2020
Q3 		$48K Hold
1,600
– – ﹤0.01% 4619
2020
Q2 		$45K Sell
1,600
-800
-33% -$17.8K ﹤0.01% 4977
2020
Q1 		$34K Sell
2,400
-4,300
-64% -$103K ﹤0.01% 5436
2019
Q4 		$193K Buy
6,700
+100
+2% +$2.61K ﹤0.01% 5053
2019
Q3 		$170K Buy
6,600
+1,600
+32% +$42K ﹤0.01% 5093
2019
Q2 		$133K Hold
5,000
– – ﹤0.01% 5466
2019
Q1 		$104K Sell
5,000
-3,900
-44% -$71.9K ﹤0.01% 5331
2018
Q4 		$144K Sell
8,900
-5,300
-37% -$77K ﹤0.01% 4801
2018
Q3 		$204K Buy
14,200
+4,000
+39% +$58.8K ﹤0.01% 4985
2018
Q2 		$150K Buy
10,200
+6,100
+149% +$66.1K ﹤0.01% 4969
2018
Q1 		$35K Buy
4,100
+3,400
+486% +$32.6K ﹤0.01% 6155
2017
Q4 		$8K Buy
700
+400
+133% +$4.38K ﹤0.01% 6576
2017
Q3 		$3K Sell
300
-41,100
-99% -$508K ﹤0.01% 6608
2017
Q2 		$485K Buy
41,400
+9,400
+29% +$106K ﹤0.01% 3565
2017
Q1 		$284K Buy
32,000
+21,400
+202% +$195K ﹤0.01% 3978
2016
Q4 		$119K Buy
10,600
+5,400
+104% +$60.1K ﹤0.01% 4629
2016
Q3 		$66K Sell
5,200
-100
-2% -$1.25K ﹤0.01% 4813
2016
Q2 		$65K Buy
5,300
+3,000
+130% +$40.4K ﹤0.01% 4688
2016
Q1 		$35K Sell
2,300
-2,900
-56% -$38.7K ﹤0.01% 4967
2015
Q4 		$73K Sell
5,200
-1,700
-25% -$32.5K ﹤0.01% 4589
2015
Q3 		$166K Sell
6,900
-72,700
-91% -$1.95M ﹤0.01% 4276
2015
Q2 		$2.23M Sell
79,600
-17,400
-18% -$522K ﹤0.01% 2139
2015
Q1 		$2.62M Buy
97,000
+95,300
+5,606% +$2.9M ﹤0.01% 2064
2014
Q4 		$61K Sell
1,700
-19,200
-92% -$618K ﹤0.01% 5560
2014
Q3 		$627K Buy
20,900
+19,000
+1,000% +$511K ﹤0.01% 3769
2014
Q2 		$53K Sell
1,900
-6,100
-76% -$173K ﹤0.01% 5896
2014
Q1 		$208K Buy
8,000
+4,400
+122% +$119K ﹤0.01% 4756
2013
Q4 		$119K Buy
3,600
+400
+13% +$13.8K ﹤0.01% 5495
2013
Q3 		$122K Sell
3,200
-4,200
-57% -$162K ﹤0.01% 5468
2013
Q2 		$278K Buy
+7,400
New +$268K ﹤0.01% 4857

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

Barclays's UPBD Position: Q1 2026 in Review

Barclays reduced its Upbound Group (UPBD) stake by 59% in Q1 2026, selling an estimated $1.4M and leaving 49,681 shares worth $897K. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

Barclays first reported a position in UPBD in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.9M in Q2 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Barclays held 49,681 shares of Upbound Group worth $897K as of Q1 2026.
  • Barclays sold 71,865 Upbound Group shares in Q1 2026, an estimated $1.4M.
  • Upbound Group made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #2818 holding.
  • Barclays first reported a position in Upbound Group in Q2 2013 and has held it in 52 quarters since.
  • Barclays's Upbound Group position peaked at $12.9M in Q2 2021.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.