DS
UPBD icon

David Shaw’s Upbound Group UPBD Stock Holding History

David Shaw’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 $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

David Shaw's UPBD Position: Q2 2026 in Review

David Shaw 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.

David Shaw 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. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • David Shaw held 98,304 shares of Upbound Group worth $2.09M as of Q2 2026.
  • David Shaw sold 84,385 Upbound Group shares in Q2 2026, an estimated $1.58M.
  • Upbound Group made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3165 holding.
  • David Shaw first reported a position in Upbound Group in Q3 2013 and has held it in 50 quarters since.
  • David Shaw's Upbound Group position peaked at $24.4M in Q1 2021.
  • 255 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.