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John Overdeck’s Upbound Group UPBD Stock Holding History

John Overdeck’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
2020
Q1 		– Sell
-10,700
Closed -$309K – 3854
2019
Q4 		$309K Buy
10,700
+2,400
+29% +$62.7K ﹤0.01% 3169
2019
Q3 		$214K Buy
+8,300
New +$218K ﹤0.01% 3154

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

John Overdeck's UPBD Position: Q2 2026 in Review

John Overdeck increased its Upbound Group (UPBD) stake by 754% in Q2 2026, buying an estimated $1.9M and bringing the position to 115,280 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

John Overdeck first reported a position in UPBD in Q4 2013 and has held it in 28 quarters since. The position peaked at $15.6M in Q1 2019. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • John Overdeck held 115,280 shares of Upbound Group worth $2.45M as of Q2 2026.
  • John Overdeck bought 101,780 Upbound Group shares in Q2 2026, an estimated $1.9M.
  • Upbound Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2815 holding.
  • John Overdeck first reported a position in Upbound Group in Q4 2013 and has held it in 28 quarters since.
  • John Overdeck's Upbound Group position peaked at $15.6M in Q1 2019.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.