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
2022
Q4 		– Sell
-100,000
Closed -$1.75M – 5141
2022
Q3 		$1.75M Sell
100,000
-137,600
-58% -$3.43M ﹤0.01% 3116
2022
Q2 		$4.62M Buy
237,600
+50,000
+27% +$1.24M 0.01% 2223
2022
Q1 		$4.73M Buy
187,600
+94,600
+102% +$3.42M ﹤0.01% 2380
2021
Q4 		$4.47M Buy
93,000
+51,300
+123% +$2.57M ﹤0.01% 2504
2021
Q3 		$2.34M Sell
41,700
-41,300
-50% -$2.43M ﹤0.01% 2885
2021
Q2 		$4.41M Hold
83,000
– – ﹤0.01% 2162
2021
Q1 		$4.79M Buy
+83,000
New +$4.34M ﹤0.01% 1886

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

D.E. Shaw & Co's UPBD Position: Q2 2026 in Review

D.E. Shaw & Co reduced its Upbound Group (UPBD) stake by 46% in Q2 2026, selling an estimated $1.58M and leaving 98,304 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

D.E. Shaw & Co first reported a position in UPBD in Q3 2013 and has held it in 50 quarters since. The position peaked at $24.4M in Q1 2021. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • D.E. Shaw & Co held 98,304 shares of Upbound Group worth $2.09M as of Q2 2026.
  • D.E. Shaw & Co sold 84,385 Upbound Group shares in Q2 2026, an estimated $1.58M.
  • Upbound Group made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #3165 holding.
  • D.E. Shaw & Co first reported a position in Upbound Group in Q3 2013 and has held it in 50 quarters since.
  • D.E. Shaw & Co's Upbound Group position peaked at $24.4M in Q1 2021.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.