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Dmitry Balyasny’s Upbound Group UPBD Stock Holding History

Dmitry Balyasny’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
2019
Q2 		– Sell
-52,500
Closed -$1.1M – 1744
2019
Q1 		$1.1M Hold
52,500
– – 0.01% 995
2018
Q4 		$850K Buy
+52,500
New +$762K 0.01% 945
2018
Q2 		– Sell
-300,000
Closed -$2.59M – 2161
2018
Q1 		$2.59M Buy
300,000
+120,000
+67% +$1.15M 0.01% 914
2017
Q4 		$2M Sell
180,000
-50,000
-22% -$547K 0.01% 1139
2017
Q3 		$2.64M Buy
230,000
+109,500
+91% +$1.35M 0.01% 889
2017
Q2 		$1.41M Buy
+120,500
New +$1.36M 0.01% 1006

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

Dmitry Balyasny's UPBD Position: Q2 2026 in Review

Dmitry Balyasny reduced its Upbound Group (UPBD) stake by 61% in Q2 2026, selling an estimated $6.76M and leaving 234,921 shares worth $4.99M. The position accounts for 0.01% of the portfolio, ranked #1367.

Dmitry Balyasny first reported a position in UPBD in Q2 2015 and has held it in 23 quarters since. The position peaked at $13M in Q4 2017. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Dmitry Balyasny held 234,921 shares of Upbound Group worth $4.99M as of Q2 2026.
  • Dmitry Balyasny sold 361,781 Upbound Group shares in Q2 2026, an estimated $6.76M.
  • Upbound Group made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1367 holding.
  • Dmitry Balyasny first reported a position in Upbound Group in Q2 2015 and has held it in 23 quarters since.
  • Dmitry Balyasny's Upbound Group position peaked at $13M in Q4 2017.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.