Goldman Sachs’s Upbound Group UPBD Stock Holding History

Goldman Sachs’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 Q3	–	Sell	-60,400	Closed	-$1.18M	–	6542
2022 Q2	$1.18M	Buy	+60,400	New	+$1.5M	﹤0.01%	4485
2019 Q1	–	Sell	-23,600	Closed	-$382K	–	5457
2018 Q4	$382K	Hold	23,600	–	–	﹤0.01%	4518
2018 Q3	$339K	Sell	23,600 -253,600	-91%	-$3.73M	﹤0.01%	4646
2018 Q2	$4.08M	Sell	277,200 -117,000	-30%	-$1.27M	﹤0.01%	3094
2018 Q1	$3.4M	Sell	394,200 -42,500	-10%	-$408K	﹤0.01%	3202
2017 Q4	$4.85M	Buy	436,700 +386,700	+773%	+$4.23M	﹤0.01%	3037
2017 Q3	$574K	Hold	50,000	–	–	﹤0.01%	5000
2017 Q2	$586K	Buy	+50,000	New	+$565K	﹤0.01%	4956

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs's UPBD Position: Q1 2026 in Review

Goldman Sachs increased its Upbound Group (UPBD) stake by 89% in Q1 2026, buying an estimated $12.7M and bringing the position to 1,376,972 shares worth $24.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Goldman Sachs first reported a position in UPBD in Q2 2013 and has held it in 52 quarters since. The position peaked at $64.3M in Q3 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

Goldman Sachs held 1,376,972 shares of Upbound Group worth $24.9M as of Q1 2026.
Goldman Sachs bought 650,028 Upbound Group shares in Q1 2026, an estimated $12.7M.
Upbound Group made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #2220 holding.
Goldman Sachs first reported a position in Upbound Group in Q2 2013 and has held it in 52 quarters since.
Goldman Sachs's Upbound Group position peaked at $64.3M in Q3 2021.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.