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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Goldman Sachs's UPBD Position: Q2 2026 in Review

Goldman Sachs increased its Upbound Group (UPBD) stake by 75% in Q2 2026, buying an estimated $19.3M and bringing the position to 2,407,712 shares worth $51.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Goldman Sachs first reported a position in UPBD in Q2 2013 and has held it in 53 quarters since. The position peaked at $64.3M in Q3 2021. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Goldman Sachs held 2,407,712 shares of Upbound Group worth $51.1M as of Q2 2026.
Goldman Sachs bought 1,030,740 Upbound Group shares in Q2 2026, an estimated $19.3M.
Upbound Group made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #1782 holding.
Goldman Sachs first reported a position in Upbound Group in Q2 2013 and has held it in 53 quarters since.
Goldman Sachs's Upbound Group position peaked at $64.3M in Q3 2021.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.