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EntryPoint Capital’s Upbound Group UPBD Stock Holding History

EntryPoint Capital’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 		$323K Buy
+17,911
New +$349K 0.09% 438
2025
Q4 		– Sell
-22,952
Closed -$542K – 868
2025
Q3 		$542K Buy
22,952
+7,085
+45% +$175K 0.21% 142
2025
Q2 		$398K Buy
15,867
+3,692
+30% +$86.2K 0.2% 167
2025
Q1 		$292K Buy
+12,175
New +$334K 0.13% 334
2024
Q4 		– Sell
-10,398
Closed -$333K – 974
2024
Q3 		$333K Buy
10,398
+8,197
+372% +$263K 0.19% 198
2024
Q2 		$67.6K Buy
+2,201
New +$70.3K 0.1% 462

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return

EntryPoint Capital's UPBD Position: Q1 2026 in Review

EntryPoint Capital opened a new position in Upbound Group (UPBD) in Q1 2026: 17,911 shares worth $323K. The stake represents 0.09% of the portfolio and ranks #438 among its holdings. This is a return to the name: EntryPoint Capital previously reported a position in UPBD as recently as Q3 2025.

EntryPoint Capital first reported a position in UPBD in Q2 2024 and has held it in 6 quarters since. The position peaked at $542K in Q3 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • EntryPoint Capital held 17,911 shares of Upbound Group worth $323K as of Q1 2026.
  • Upbound Group was a new EntryPoint Capital position in Q1 2026.
  • Upbound Group made up 0.09% of EntryPoint Capital's portfolio in Q1 2026, its #438 holding.
  • EntryPoint Capital first reported a position in Upbound Group in Q2 2024 and has held it in 6 quarters since.
  • EntryPoint Capital's Upbound Group position peaked at $542K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on EntryPoint Capital's 13F filing for Q1 2026, filed 14 May 2026.