InceptionR’s Upbound Group UPBD Stock Holding History

InceptionR’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	-17,468	Closed	-$307K	–	916
2025 Q4	$307K	Buy	+17,468	New	+$338K	0.09%	425
2024 Q3	–	Sell	-7,299	Closed	-$224K	–	882
2024 Q2	$224K	Sell	7,299 -395	-5%	-$12.6K	0.06%	484
2024 Q1	$271K	Buy	+7,694	New	+$257K	0.07%	444

Other funds holding UPBD

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

InceptionR's UPBD Position: Q1 2026 in Review

InceptionR sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 17,468 shares — an estimated $307K sold.

InceptionR first reported a position in UPBD in Q1 2024 and held it in 3 quarters. The position peaked at $307K in Q4 2025. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

InceptionR reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
InceptionR sold 17,468 Upbound Group shares in Q1 2026, an estimated $307K.
InceptionR first reported a position in Upbound Group in Q1 2024 and held it in 3 quarters.
InceptionR's Upbound Group position peaked at $307K in Q4 2025.
240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.