JF
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Jump Financial’s Upbound Group UPBD Stock Holding History

Jump Financial’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 		$2.7M Buy
127,100
+83,916
+194% +$1.57M 0.02% 766
2026
Q1 		$779K Buy
+43,184
New +$841K 0.01% 1031
2023
Q1 		– Sell
-21,844
Closed -$493K – 2086
2022
Q4 		$493K Sell
21,844
-25,376
-54% -$544K 0.03% 785
2022
Q3 		$826K Sell
47,220
-8,580
-15% -$214K 0.03% 688
2022
Q2 		$1.09M Sell
55,800
-1,131
-2% -$28.2K 0.05% 536
2022
Q1 		$1.43M Buy
+56,931
New +$2.06M 0.06% 388
2020
Q4 		– Sell
-26,500
Closed -$792K – 1189
2020
Q3 		$792K Buy
+26,500
New +$784K 0.16% 198

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

Jump Financial's UPBD Position: Q2 2026 in Review

Jump Financial increased its Upbound Group (UPBD) stake by 194% in Q2 2026, buying an estimated $1.57M and bringing the position to 127,100 shares worth $2.7M. The position accounts for 0.02% of the portfolio, ranked #766.

Jump Financial first reported a position in UPBD in Q3 2020 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Jump Financial held 127,100 shares of Upbound Group worth $2.7M as of Q2 2026.
  • Jump Financial bought 83,916 Upbound Group shares in Q2 2026, an estimated $1.57M.
  • Upbound Group made up 0.02% of Jump Financial's portfolio in Q2 2026, its #766 holding.
  • Jump Financial first reported a position in Upbound Group in Q3 2020 and has held it in 7 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.