Capital Fund Management (CFM)
UPBD icon

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
2022
Q1 		– Sell
-20,100
Closed -$966K – 1808
2021
Q4 		$966K Buy
+20,100
New +$1.01M 0.01% 1289
2021
Q3 		– Sell
-43,100
Closed -$2.29M – 1797
2021
Q2 		$2.29M Buy
+43,100
New +$2.5M 0.02% 882

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 $3.38T AUM 44.17% 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
IEQ Capital
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.