IA
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Inspire Advisors’s Upbound Group UPBD Stock Holding History

Inspire Advisors’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 		$3.27M Buy
154,942
+8,365
+6% +$156K 0.23% 60
2026
Q1 		$2.65M Buy
146,577
+13,508
+10% +$263K 0.22% 81
2025
Q4 		$2.34M Buy
133,069
+22,449
+20% +$434K 0.22% 84
2025
Q3 		$2.61M Sell
110,620
-5,274
-5% -$130K 0.25% 73
2025
Q2 		$2.91M Buy
+115,894
New +$2.71M 0.3% 54
2024
Q2 		– Sell
-35,246
Closed -$1.24M – 471
2024
Q1 		$1.24M Buy
35,246
+5,840
+20% +$195K 0.17% 61
2023
Q4 		$999K Buy
29,406
+2,465
+9% +$73.4K 0.15% 79
2023
Q3 		$793K Sell
26,941
-3,847
-12% -$120K 0.14% 76
2023
Q2 		$958K Buy
30,788
+418
+1% +$12.2K 0.18% 45
2023
Q1 		$744K Buy
30,370
+5,178
+21% +$133K 0.17% 53
2022
Q4 		$568K Buy
25,192
+10,043
+66% +$215K 0.14% 42
2022
Q3 		$265K Buy
+15,149
New +$377K 0.07% 76

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

Inspire Advisors's UPBD Position: Q2 2026 in Review

Inspire Advisors increased its Upbound Group (UPBD) stake by 5.7% in Q2 2026, buying an estimated $156K and bringing the position to 154,942 shares worth $3.27M. The position accounts for 0.23% of the portfolio, ranked #60.

Inspire Advisors first reported a position in UPBD in Q3 2022 and has held it in 12 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Inspire Advisors held 154,942 shares of Upbound Group worth $3.27M as of Q2 2026.
  • Inspire Advisors bought 8,365 Upbound Group shares in Q2 2026, an estimated $156K.
  • Upbound Group made up 0.23% of Inspire Advisors's portfolio in Q2 2026, its #60 holding.
  • Inspire Advisors first reported a position in Upbound Group in Q3 2022 and has held it in 12 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.