Bessemer Group
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Bessemer Group’s Upbound Group UPBD Stock Holding History

Bessemer Group’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 		$6K Hold
259
– – ﹤0.01% 2256
2026
Q1 		$4K Hold
259
– – ﹤0.01% 2287
2025
Q4 		$4K Sell
259
-116
-31% -$2.24K ﹤0.01% 2307
2025
Q3 		$9K Buy
375
+99
+36% +$2.44K ﹤0.01% 1999
2025
Q2 		$7K Sell
276
-54
-16% -$1.26K ﹤0.01% 1943
2025
Q1 		$8K Buy
330
+245
+288% +$6.73K ﹤0.01% 1881
2024
Q4 		$2K Hold
85
– – ﹤0.01% 2278
2024
Q3 		$3K Buy
+85
New +$2.73K ﹤0.01% 2136
2023
Q4 		– Sell
-85
Closed -$3K – 2289
2023
Q3 		$3K Buy
85
+44
+107% +$1.37K ﹤0.01% 1915
2023
Q2 		$1K Buy
+41
New +$1.2K ﹤0.01% 2236
2020
Q3 		– Sell
-130,778
Closed -$3.64M – 1669
2020
Q2 		$3.64M Buy
130,778
+178
+0.1% +$3.96K 0.01% 342
2020
Q1 		$1.85M Buy
130,600
+986
+0.8% +$23.7K 0.01% 453
2019
Q4 		$3.74M Buy
129,614
+2,900
+2% +$75.8K 0.01% 400
2019
Q3 		$3.27M Buy
126,714
+1,514
+1% +$39.8K 0.01% 395
2019
Q2 		$3.33M Hold
125,200
– – 0.01% 406
2019
Q1 		$2.61M Buy
+125,200
New +$2.31M 0.01% 391
2016
Q1 		– Sell
-160,000
Closed -$2.4M – 1658
2015
Q4 		$2.4M Buy
160,000
+159,975
+639,900% +$3.06M 0.01% 395
2015
Q3 		$1K Buy
+25
New +$671 ﹤0.01% 1558
2015
Q2 		– Sell
-205,098
Closed -$5.63M – 1590
2015
Q1 		$5.63M Buy
+205,098
New +$6.25M 0.03% 237

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

Bessemer Group's UPBD Position: Q2 2026 in Review

Bessemer Group held its Upbound Group (UPBD) position steady in Q2 2026 at 259 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Bessemer Group first reported a position in UPBD in Q1 2015 and has held it in 19 quarters since. The position peaked at $5.63M in Q1 2015. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Bessemer Group held 259 shares of Upbound Group worth $6K as of Q2 2026.
  • Bessemer Group left its Upbound Group share count unchanged in Q2 2026.
  • Upbound Group made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2256 holding.
  • Bessemer Group first reported a position in Upbound Group in Q1 2015 and has held it in 19 quarters since.
  • Bessemer Group's Upbound Group position peaked at $5.63M in Q1 2015.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.