Bridgeway Capital Management’s Upbound Group UPBD Stock Holding History

Bridgeway Capital 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 Q1	$6.57M	Buy	363,941 +16,090	+5%	+$314K	0.13%	215
2025 Q4	$6.11M	Buy	347,851 +18,584	+6%	+$359K	0.13%	216
2025 Q3	$7.78M	Buy	+329,267	New	+$8.13M	0.17%	182
2020 Q4	–	Sell	-9,900	Closed	-$296K	–	1368
2020 Q3	$296K	Hold	9,900	–	–	0.01%	1074
2020 Q2	$275K	Buy	+9,900	New	+$220K	0.01%	1065
2020 Q1	–	Sell	-96,500	Closed	-$2.78M	–	1361
2019 Q4	$2.78M	Sell	96,500 -56,800	-37%	-$1.48M	0.04%	410
2019 Q3	$3.95M	Buy	153,300 +4,600	+3%	+$121K	0.05%	282
2019 Q2	$3.96M	Hold	148,700	–	–	0.05%	296
2019 Q1	$3.1M	Hold	148,700	–	–	0.04%	366
2018 Q4	$2.41M	Hold	148,700	–	–	0.03%	432
2018 Q3	$2.14M	Sell	148,700 -2,800	-2%	-$41.1K	0.02%	604
2018 Q2	$2.23M	Hold	151,500	–	–	0.02%	597
2018 Q1	$1.31M	Hold	151,500	–	–	0.01%	744
2017 Q4	$1.68M	Buy	+151,500	New	+$1.66M	0.02%	648
2017 Q1	–	Sell	-102,800	Closed	-$1.16M	–	1477
2016 Q4	$1.16M	Hold	102,800	–	–	0.02%	759
2016 Q3	$1.3M	Hold	102,800	–	–	0.02%	694
2016 Q2	$1.26M	Buy	+102,800	New	+$1.38M	0.02%	692
2015 Q4	–	Sell	-102,700	Closed	-$2.49M	–	1499
2015 Q3	$2.49M	Buy	102,700 +82,700	+414%	+$2.22M	0.05%	409
2015 Q2	$567K	Buy	+20,000	New	+$600K	0.01%	1014

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

Bridgeway Capital Management's UPBD Position: Q1 2026 in Review

Bridgeway Capital Management increased its Upbound Group (UPBD) stake by 4.6% in Q1 2026, buying an estimated $314K and bringing the position to 363,941 shares worth $6.57M. The position accounts for 0.13% of the portfolio, ranked #215.

Bridgeway Capital Management first reported a position in UPBD in Q2 2015 and has held it in 19 quarters since. The position peaked at $7.78M in Q3 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

Bridgeway Capital Management held 363,941 shares of Upbound Group worth $6.57M as of Q1 2026.
Bridgeway Capital Management bought 16,090 Upbound Group shares in Q1 2026, an estimated $314K.
Upbound Group made up 0.13% of Bridgeway Capital Management's portfolio in Q1 2026, its #215 holding.
Bridgeway Capital Management first reported a position in Upbound Group in Q2 2015 and has held it in 19 quarters since.
Bridgeway Capital Management's Upbound Group position peaked at $7.78M in Q3 2025.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.