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
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

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.