Bill Miller’s Upbound Group UPBD Stock Holding History

Bill Miller’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	$5.47M	Buy	258,000 +138,000	+115%	+$2.58M	1.29%	23
2026 Q1	$2.17M	Buy	120,000 +50,000	+71%	+$974K	0.57%	39
2025 Q4	$1.23M	Buy	70,000 +50,000	+250%	+$967K	0.43%	31
2025 Q3	$473K	Buy	+20,000	New	+$494K	0.17%	33
2018 Q2	–	Sell	-55,044	Closed	-$475K	–	117
2018 Q1	$475K	Sell	55,044 -11,270	-17%	-$108K	0.02%	94
2017 Q4	$736K	Sell	66,314 -134	-0.2%	-$1.47K	0.03%	81
2017 Q3	$763K	Sell	66,448 -6,230	-9%	-$77K	0.03%	83
2017 Q2	$852K	Buy	+72,678	New	+$822K	0.03%	78

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bill Miller's UPBD Position: Q2 2026 in Review

Bill Miller increased its Upbound Group (UPBD) stake by 115% in Q2 2026, buying an estimated $2.58M and bringing the position to 258,000 shares worth $5.47M. The position accounts for 1.29% of the portfolio, ranked #23.

Bill Miller first reported a position in UPBD in Q2 2017 and has held it in 8 quarters since. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Bill Miller held 258,000 shares of Upbound Group worth $5.47M as of Q2 2026.
Bill Miller bought 138,000 Upbound Group shares in Q2 2026, an estimated $2.58M.
Upbound Group made up 1.29% of Bill Miller's portfolio in Q2 2026, its #23 holding.
Bill Miller first reported a position in Upbound Group in Q2 2017 and has held it in 8 quarters since.
255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Miller Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.