Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Upbound Group UPBD Stock Holding History

Capital Fund Management (CFM)’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 		$1.03M Buy
48,430
+15,144
+45% +$283K ﹤0.01% 1690
2026
Q1 		$601K Sell
33,286
-4,711
-12% -$91.8K ﹤0.01% 1833
2025
Q4 		$667K Buy
+37,997
New +$735K ﹤0.01% 2146
2025
Q3 		– Sell
-11,261
Closed -$283K – 2698
2025
Q2 		$283K Buy
+11,261
New +$263K ﹤0.01% 2283
2021
Q3 		– Sell
-13,274
Closed -$781K – 1798
2021
Q2 		$704K Sell
13,274
-20,107
-60% -$1.17M 0.01% 1233
2021
Q1 		$1.92M Sell
33,381
-42,106
-56% -$2.2M 0.02% 750
2020
Q4 		$2.89M Sell
75,487
-170,030
-69% -$5.77M 0.03% 652
2020
Q3 		$7.34M Buy
245,517
+50,383
+26% +$1.49M 0.09% 256
2020
Q2 		$5.43M Sell
195,134
-105,793
-35% -$2.35M 0.09% 288
2020
Q1 		$4.25M Buy
300,927
+32,407
+12% +$780K 0.07% 334
2019
Q4 		$7.74M Buy
268,520
+168,950
+170% +$4.42M 0.06% 409
2019
Q3 		$2.57M Buy
+99,570
New +$2.61M 0.02% 713
2019
Q1 		– Sell
-170,145
Closed -$2.75M – 2111
2018
Q4 		$2.75M Buy
170,145
+128,776
+311% +$1.87M 0.02% 722
2018
Q3 		$595K Buy
+41,369
New +$608K ﹤0.01% 1540
2016
Q3 		– Sell
-176,791
Closed -$2.17M – 1810
2016
Q2 		$2.17M Sell
176,791
-66,700
-27% -$898K 0.02% 711
2016
Q1 		$3.86M Buy
+243,491
New +$3.25M 0.04% 516
2015
Q3 		– Sell
-127,703
Closed -$3.62M – 1677
2015
Q2 		$3.62M Buy
+127,703
New +$3.83M 0.05% 455
2015
Q1 		– Sell
-8,000
Closed -$291K – 1750
2014
Q4 		$291K Buy
+8,000
New +$258K ﹤0.01% 1359

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

Capital Fund Management (CFM)'s UPBD Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Upbound Group (UPBD) stake by 45% in Q2 2026, buying an estimated $283K and bringing the position to 48,430 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Capital Fund Management (CFM) first reported a position in UPBD in Q4 2014 and has held it in 18 quarters since. The position peaked at $7.74M in Q4 2019. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Capital Fund Management (CFM) held 48,430 shares of Upbound Group worth $1.03M as of Q2 2026.
  • Capital Fund Management (CFM) bought 15,144 Upbound Group shares in Q2 2026, an estimated $283K.
  • Upbound Group made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1690 holding.
  • Capital Fund Management (CFM) first reported a position in Upbound Group in Q4 2014 and has held it in 18 quarters since.
  • Capital Fund Management (CFM)'s Upbound Group position peaked at $7.74M in Q4 2019.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.