INTECH Investment Management’s Upbound Group UPBD Stock Holding History

INTECH Investment Management’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	$2.79M	Sell	131,517 -48,173	-27%	-$900K	0.03%	583
2026 Q1	$3.24M	Buy	179,690 +9,769	+6%	+$190K	0.03%	490
2025 Q4	$2.98M	Sell	169,921 -76,639	-31%	-$1.48M	0.03%	559
2025 Q3	$5.83M	Buy	246,560 +9,594	+4%	+$237K	0.05%	333
2025 Q2	$5.95M	Buy	236,966 +14,721	+7%	+$344K	0.06%	306
2025 Q1	$5.32M	Buy	222,245 +9,047	+4%	+$248K	0.05%	308
2024 Q4	$6.22M	Buy	213,198 +117,209	+122%	+$3.64M	0.06%	269
2024 Q3	$3.07M	Buy	95,989 +71,285	+289%	+$2.29M	0.03%	366
2024 Q2	$758K	Buy	+24,704	New	+$789K	0.01%	696

Other funds holding UPBD

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

INTECH Investment Management's UPBD Position: Q2 2026 in Review

INTECH Investment Management reduced its Upbound Group (UPBD) stake by 27% in Q2 2026, selling an estimated $900K and leaving 131,517 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #583.

INTECH Investment Management first reported a position in UPBD in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.22M in Q4 2024. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

INTECH Investment Management held 131,517 shares of Upbound Group worth $2.79M as of Q2 2026.
INTECH Investment Management sold 48,173 Upbound Group shares in Q2 2026, an estimated $900K.
Upbound Group made up 0.03% of INTECH Investment Management's portfolio in Q2 2026, its #583 holding.
INTECH Investment Management first reported a position in Upbound Group in Q2 2024 and has held it in 9 quarters since.
INTECH Investment Management's Upbound Group position peaked at $6.22M in Q4 2024.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.