Blueshift Asset Management’s Upbound Group UPBD Stock Holding History

Blueshift 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
2026 Q2	$570K	Buy	+26,864	New	+$502K	0.13%	166
2025 Q2	–	Sell	-8,501	Closed	-$204K	–	610
2025 Q1	$204K	Buy	+8,501	New	+$233K	0.08%	341
2024 Q4	–	Sell	-7,259	Closed	-$232K	–	517
2024 Q3	$232K	Buy	+7,259	New	+$233K	0.06%	321
2022 Q4	–	Sell	-15,736	Closed	-$276K	–	649
2022 Q3	$276K	Buy	+15,736	New	+$392K	0.06%	425
2022 Q2	–	Sell	-47,949	Closed	-$1.21M	–	1015
2022 Q1	$1.21M	Buy	+47,949	New	+$1.73M	0.11%	239
2021 Q1	–	Sell	-35,709	Closed	-$1.37M	–	1084
2020 Q4	$1.37M	Buy	+35,709	New	+$1.21M	0.16%	197
2020 Q3	–	Sell	-20,915	Closed	-$582K	–	780
2020 Q2	$582K	Buy	20,915 +5,116	+32%	+$114K	0.09%	287
2020 Q1	$223K	Buy	+15,799	New	+$380K	0.21%	124
2019 Q4	–	Sell	-22,984	Closed	-$593K	–	1044
2019 Q3	$593K	Buy	22,984 +14,332	+166%	+$376K	0.09%	323
2019 Q2	$230K	Sell	8,652 -25,482	-75%	-$605K	0.03%	627
2019 Q1	$712K	Buy	+34,134	New	+$629K	0.1%	325

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

Blueshift Asset Management's UPBD Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in Upbound Group (UPBD) in Q2 2026: 26,864 shares worth $570K. The stake represents 0.13% of the portfolio and ranks #166 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in UPBD as recently as Q1 2025.

Blueshift Asset Management first reported a position in UPBD in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.37M in Q4 2020. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Blueshift Asset Management held 26,864 shares of Upbound Group worth $570K as of Q2 2026.
Upbound Group was a new Blueshift Asset Management position in Q2 2026.
Upbound Group made up 0.13% of Blueshift Asset Management's portfolio in Q2 2026, its #166 holding.
Blueshift Asset Management first reported a position in Upbound Group in Q1 2019 and has held it in 11 quarters since.
Blueshift Asset Management's Upbound Group position peaked at $1.37M in Q4 2020.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.