HI
UPBD icon

Horizon Investments’s Upbound Group UPBD Stock Holding History

Horizon Investments’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
Q2 		$888K Buy
41,862
+5,377
+15% +$101K 0.01% 773
2026
Q1 		$644K Buy
36,485
+1,716
+5% +$33.4K 0.01% 840
2025
Q4 		$611K Buy
+34,769
New +$672K 0.01% 797
2025
Q3 		– Sell
-19,204
Closed -$482K – 1289
2025
Q2 		$482K Buy
+19,204
New +$449K 0.01% 791

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Horizon Investments's UPBD Position: Q2 2026 in Review

Horizon Investments increased its Upbound Group (UPBD) stake by 15% in Q2 2026, buying an estimated $101K and bringing the position to 41,862 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #773.

Horizon Investments first reported a position in UPBD in Q2 2025 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Horizon Investments held 41,862 shares of Upbound Group worth $888K as of Q2 2026.
  • Horizon Investments bought 5,377 Upbound Group shares in Q2 2026, an estimated $101K.
  • Upbound Group made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #773 holding.
  • Horizon Investments first reported a position in Upbound Group in Q2 2025 and has held it in 4 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.