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Graham Capital Management’s Upbound Group UPBD Stock Holding History

Graham Capital Management’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 		– Sell
-36,932
Closed -$649K – 1527
2025
Q4 		$649K Buy
36,932
+26,546
+256% +$513K 0.02% 530
2025
Q3 		$245K Sell
10,386
-46,546
-82% -$1.15M ﹤0.01% 955
2025
Q2 		$1.43M Sell
56,932
-7,214
-11% -$169K 0.02% 464
2025
Q1 		$1.54M Buy
64,146
+21,694
+51% +$596K 0.03% 423
2024
Q4 		$1.24M Buy
42,452
+3,640
+9% +$113K 0.02% 432
2024
Q3 		$1.24M Buy
38,812
+31,207
+410% +$1M 0.02% 404
2024
Q2 		$233K Buy
+7,605
New +$243K 0.01% 816
2023
Q3 		– Sell
-7,816
Closed -$243K – 1302
2023
Q2 		$243K Buy
+7,816
New +$228K 0.01% 758

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Graham Capital Management's UPBD Position: Q1 2026 in Review

Graham Capital Management sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 36,932 shares — an estimated $649K sold.

Graham Capital Management first reported a position in UPBD in Q2 2023 and held it in 8 quarters. The position peaked at $1.54M in Q1 2025. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Graham Capital Management reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Graham Capital Management sold 36,932 Upbound Group shares in Q1 2026, an estimated $649K.
  • Graham Capital Management first reported a position in Upbound Group in Q2 2023 and held it in 8 quarters.
  • Graham Capital Management's Upbound Group position peaked at $1.54M in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Graham Capital Management's 13F filing for Q1 2026, filed 15 May 2026.