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Islay Capital Management’s Upbound Group UPBD Stock Holding History

Islay Capital 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 		$15.9K Buy
+750
New +$14K 0.01% 166
2020
Q2 		– Sell
-1,060
Closed -$15K – 310
2020
Q1 		$15K Sell
1,060
-11,246
-91% -$271K 0.02% 199
2019
Q4 		$355K Buy
+12,306
New +$322K 0.34% 50

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

Islay Capital Management's UPBD Position: Q2 2026 in Review

Islay Capital Management opened a new position in Upbound Group (UPBD) in Q2 2026: 750 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #166 among its holdings. This is a return to the name: Islay Capital Management previously reported a position in UPBD as recently as Q1 2020.

Islay Capital Management first reported a position in UPBD in Q4 2019 and has held it in 3 quarters since. The position peaked at $355K in Q4 2019. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Islay Capital Management held 750 shares of Upbound Group worth $15.9K as of Q2 2026.
  • Upbound Group was a new Islay Capital Management position in Q2 2026.
  • Upbound Group made up 0.01% of Islay Capital Management's portfolio in Q2 2026, its #166 holding.
  • Islay Capital Management first reported a position in Upbound Group in Q4 2019 and has held it in 3 quarters since.
  • Islay Capital Management's Upbound Group position peaked at $355K in Q4 2019.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Islay Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.