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 Q4	–	Sell	-100,000	Closed	-$1.75M	–	6281
2022 Q3	$1.75M	Buy	+100,000	New	+$2.49M	﹤0.01%	4084
2019 Q2	–	Sell	-158,500	Closed	-$3.31M	–	5363
2019 Q1	$3.31M	Sell	158,500 -81,500	-34%	-$1.5M	﹤0.01%	3278
2018 Q4	$3.89M	Buy	240,000 +131,300	+121%	+$1.91M	﹤0.01%	3091
2018 Q3	$1.56M	Sell	108,700 -144,800	-57%	-$2.13M	﹤0.01%	3755
2018 Q2	$3.73M	Sell	253,500 -46,800	-16%	-$507K	﹤0.01%	3169
2018 Q1	$2.59M	Buy	300,300 +90,900	+43%	+$873K	﹤0.01%	3407
2017 Q4	$2.32M	Buy	209,400 +207,400	+10,370%	+$2.27M	﹤0.01%	3660
2017 Q3	$23K	Buy	+2,000	New	+$24.7K	﹤0.01%	6414

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.