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UPBD icon

Inspire Investing’s Upbound Group UPBD Stock Holding History

Inspire Investing’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 		$697K Buy
32,830
+3,097
+10% +$57.9K 0.03% 502
2026
Q1 		$537K Buy
29,733
+2,639
+10% +$51.4K 0.03% 450
2025
Q4 		$476K Buy
27,094
+7,376
+37% +$143K 0.04% 345
2025
Q3 		$466K Buy
19,718
+3,857
+24% +$95.2K 0.05% 326
2025
Q2 		$398K Buy
15,861
+1,523
+11% +$35.6K 0.04% 339
2025
Q1 		$344K Buy
14,338
+540
+4% +$14.8K 0.04% 569
2024
Q4 		$402K Buy
13,798
+818
+6% +$25.4K 0.05% 441
2024
Q3 		$415K Buy
12,980
+1,466
+13% +$47.1K 0.04% 406
2024
Q2 		$353K Buy
11,514
+1,399
+14% +$44.7K 0.04% 462
2024
Q1 		$356K Sell
10,115
-1,208
-11% -$40.3K 0.04% 729
2023
Q4 		$385K Buy
11,323
+849
+8% +$25.3K 0.04% 502
2023
Q3 		$308K Buy
10,474
+307
+3% +$9.57K 0.04% 462
2023
Q2 		$316K Sell
10,167
-1,131
-10% -$33.1K 0.04% 446
2023
Q1 		$277K Buy
11,298
+623
+6% +$16K 0.04% 420
2022
Q4 		$241K Sell
10,675
-1,279
-11% -$27.4K 0.03% 359
2022
Q3 		$209K Buy
11,954
+1,001
+9% +$24.9K 0.03% 371
2022
Q2 		$213K Sell
10,953
-13,998
-56% -$348K 0.03% 458
2022
Q1 		$629K Buy
24,951
+5,840
+31% +$211K 0.07% 211
2021
Q4 		$918K Sell
19,111
-3,628
-16% -$181K 0.11% 172
2021
Q3 		$1.28M Sell
22,739
-223
-1% -$13.1K 0.16% 155
2021
Q2 		$1.22M Buy
22,962
+3,319
+17% +$193K 0.16% 140
2021
Q1 		$1.13M Buy
19,643
+11,645
+146% +$609K 0.17% 118
2020
Q4 		$306K Buy
+7,998
New +$272K 0.07% 433

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 Investing's UPBD Position: Q2 2026 in Review

Inspire Investing increased its Upbound Group (UPBD) stake by 10% in Q2 2026, buying an estimated $57.9K and bringing the position to 32,830 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #502.

Inspire Investing first reported a position in UPBD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.28M in Q3 2021. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Inspire Investing held 32,830 shares of Upbound Group worth $697K as of Q2 2026.
  • Inspire Investing bought 3,097 Upbound Group shares in Q2 2026, an estimated $57.9K.
  • Upbound Group made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #502 holding.
  • Inspire Investing first reported a position in Upbound Group in Q4 2020 and has held it in 23 quarters since.
  • Inspire Investing's Upbound Group position peaked at $1.28M in Q3 2021.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.