D.E. Shaw & Co
UPBD icon

D.E. Shaw & Co’s Upbound Group UPBD Stock Holding History

D.E. Shaw & Co’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 		– Sell
-10,800
Closed -$190K – 5085
2025
Q4 		$190K Sell
10,800
-15,800
-59% -$305K ﹤0.01% 4341
2025
Q3 		$629K Buy
+26,600
New +$657K ﹤0.01% 3742
2023
Q1 		– Sell
-98,300
Closed -$2.22M – 4885
2022
Q4 		$2.22M Sell
98,300
-50,000
-34% -$1.07M ﹤0.01% 2857
2022
Q3 		$2.6M Buy
148,300
+95,800
+182% +$2.39M ﹤0.01% 2757
2022
Q2 		$1.02M Buy
52,500
+32,400
+161% +$806K ﹤0.01% 3624
2022
Q1 		$506K Buy
20,100
+6,500
+48% +$235K ﹤0.01% 4366
2021
Q4 		$653K Buy
+13,600
New +$680K ﹤0.01% 4242

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return