IC
UPBD icon

IEQ Capital’s Upbound Group UPBD Stock Holding History

IEQ Capital’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 		$37.6M Sell
1,770,257
-2,133,429
-55% -$39.9M 0.17% 104
2026
Q1 		$70.5M Sell
3,903,686
-197,547
-5% -$3.85M 0.33% 54
2025
Q4 		$72M Sell
4,101,233
-21,894
-0.5% -$423K 0.22% 58
2025
Q3 		$97.4M Sell
4,123,127
-411,987
-9% -$10.2M 0.3% 30
2025
Q2 		$114M Buy
4,535,114
+3,801,043
+518% +$88.8M 0.7% 22
2025
Q1 		$17.6M Sell
734,071
-14,885
-2% -$409K 0.14% 112
2024
Q4 		$21.8M Sell
748,956
-7,542
-1% -$234K 0.21% 67
2024
Q3 		$24.2M Sell
756,498
-4,070,523
-84% -$131M 0.3% 52
2024
Q2 		$148M Buy
4,827,021
+2,557,906
+113% +$81.7M 1.99% 13
2024
Q1 		$79.9M Buy
2,269,115
+862,175
+61% +$28.8M 1.15% 18
2023
Q4 		$47.8M Sell
1,406,940
-25,469
-2% -$758K 0.8% 23
2023
Q3 		$42.2M Sell
1,432,409
-2,162,746
-60% -$67.4M 0.86% 21
2023
Q2 		$112M Buy
3,595,155
+1,612,467
+81% +$47.1M 2.26% 9
2023
Q1 		$48.6M Sell
1,982,688
-7,401
-0.4% -$191K 1.13% 16
2022
Q4 		$44.9M Sell
1,990,089
-19
-0% -$407 1.26% 15
2022
Q3 		$34.8M Sell
1,990,108
-66,225
-3% -$1.65M 0.96% 20
2022
Q2 		$40M Buy
2,056,333
+39,330
+2% +$979K 1.21% 16
2022
Q1 		$50.8M Buy
+2,017,003
New +$72.9M 1.21% 19

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
Geode Capital Management
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

IEQ Capital's UPBD Position: Q2 2026 in Review

IEQ Capital reduced its Upbound Group (UPBD) stake by 55% in Q2 2026, selling an estimated $39.9M and leaving 1,770,257 shares worth $37.6M. The position accounts for 0.17% of the portfolio, ranked #104.

IEQ Capital first reported a position in UPBD in Q1 2022 and has held it in 18 quarters since. The position peaked at $148M in Q2 2024. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • IEQ Capital held 1,770,257 shares of Upbound Group worth $37.6M as of Q2 2026.
  • IEQ Capital sold 2,133,429 Upbound Group shares in Q2 2026, an estimated $39.9M.
  • Upbound Group made up 0.17% of IEQ Capital's portfolio in Q2 2026, its #104 holding.
  • IEQ Capital first reported a position in Upbound Group in Q1 2022 and has held it in 18 quarters since.
  • IEQ Capital's Upbound Group position peaked at $148M in Q2 2024.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.