IIM
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return