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
2022
Q1 		– Sell
-31,800
Closed -$1.53M – 1809
2021
Q4 		$1.53M Buy
31,800
+14,900
+88% +$745K 0.01% 1141
2021
Q3 		$950K Sell
16,900
-61,000
-78% -$3.59M 0.01% 1202
2021
Q2 		$4.13M Buy
+77,900
New +$4.52M 0.03% 640

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Fund Management (CFM)'s UPBD Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Upbound Group (UPBD) stake by 12% in Q1 2026, selling an estimated $91.8K and leaving 33,286 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Capital Fund Management (CFM) first reported a position in UPBD in Q4 2014 and has held it in 17 quarters since. The position peaked at $7.74M in Q4 2019. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Capital Fund Management (CFM) held 33,286 shares of Upbound Group worth $601K as of Q1 2026.
  • Capital Fund Management (CFM) sold 4,711 Upbound Group shares in Q1 2026, an estimated $91.8K.
  • Upbound Group made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1833 holding.
  • Capital Fund Management (CFM) first reported a position in Upbound Group in Q4 2014 and has held it in 17 quarters since.
  • Capital Fund Management (CFM)'s Upbound Group position peaked at $7.74M in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.