Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Upbound Group UPBD Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$3.87M Sell
182,289
-49,048
-21% -$917K 0.01% 809
2026
Q1 		$4.18M Sell
231,337
-70,569
-23% -$1.38M 0.01% 734
2025
Q4 		$5.3M Sell
301,906
-60,673
-17% -$1.17M 0.01% 628
2025
Q3 		$8.57M Buy
362,579
+37,025
+11% +$914K 0.03% 450
2025
Q2 		$8.17M Buy
325,554
+213,030
+189% +$4.98M 0.03% 447
2025
Q1 		$2.7M Buy
112,524
+91,519
+436% +$2.51M 0.01% 656
2024
Q4 		$613K Buy
+21,005
New +$652K ﹤0.01% 1087
2024
Q3 		– Sell
-31,366
Closed -$963K – 1650
2024
Q2 		$963K Buy
31,366
+3,708
+13% +$118K ﹤0.01% 852
2024
Q1 		$974K Buy
27,658
+3,488
+14% +$116K ﹤0.01% 898
2023
Q4 		$821K Buy
+24,170
New +$720K ﹤0.01% 915
2020
Q4 		– Sell
-60,555
Closed -$1.81M – 1045
2020
Q3 		$1.81M Sell
60,555
-5,496
-8% -$163K 0.01% 502
2020
Q2 		$1.84M Sell
66,051
-13,003
-16% -$289K 0.01% 472
2020
Q1 		$1.12M Sell
79,054
-88,400
-53% -$2.13M 0.01% 541
2019
Q4 		$4.83M Sell
167,454
-10,147
-6% -$265K 0.03% 273
2019
Q3 		$4.58M Buy
177,601
+48,100
+37% +$1.26M 0.03% 280
2019
Q2 		$3.45M Buy
129,501
+45,975
+55% +$1.09M 0.02% 344
2019
Q1 		$1.74M Sell
83,526
-57,699
-41% -$1.06M 0.01% 439
2018
Q4 		$2.29M Buy
+141,225
New +$2.05M 0.02% 391
2017
Q2 		– Sell
-243,079
Closed -$2.16M – 954
2017
Q1 		$2.16M Sell
243,079
-409,729
-63% -$3.73M 0.01% 374
2016
Q4 		$7.34M Sell
652,808
-147,992
-18% -$1.65M 0.05% 198
2016
Q3 		$10.1M Sell
800,800
-43,650
-5% -$546K 0.07% 166
2016
Q2 		$10.4M Buy
844,450
+57,125
+7% +$769K 0.08% 160
2016
Q1 		$12.5M Buy
787,325
+288,225
+58% +$3.85M 0.1% 139
2015
Q4 		$7.47M Buy
499,100
+198,600
+66% +$3.79M 0.06% 170
2015
Q3 		$7.29M Buy
300,500
+213,200
+244% +$5.73M 0.06% 159
2015
Q2 		$2.48M Buy
87,300
+62,000
+245% +$1.86M 0.02% 209
2015
Q1 		$694K Buy
25,300
+6,200
+32% +$189K 0.01% 354
2014
Q4 		$694K Buy
+19,100
New +$615K 0.01% 345

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

Connor, Clark & Lunn Investment Management (CC&L)'s UPBD Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Upbound Group (UPBD) stake by 21% in Q2 2026, selling an estimated $917K and leaving 182,289 shares worth $3.87M. The position accounts for 0.01% of the portfolio, ranked #809.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in UPBD in Q4 2014 and has held it in 28 quarters since. The position peaked at $12.5M in Q1 2016. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 182,289 shares of Upbound Group worth $3.87M as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 49,048 Upbound Group shares in Q2 2026, an estimated $917K.
  • Upbound Group made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #809 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Upbound Group in Q4 2014 and has held it in 28 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Upbound Group position peaked at $12.5M in Q1 2016.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.