Jupiter Asset Management’s Upbound Group UPBD Stock Holding History

Jupiter Asset 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	$246K	Buy	+11,588	New	+$217K	﹤0.01%	505
2025 Q4	–	Sell	-9,544	Closed	-$226K	–	494
2025 Q3	$226K	Buy	+9,544	New	+$236K	﹤0.01%	399
2021 Q3	–	Sell	-20,821	Closed	-$1.1M	–	654
2021 Q2	$1.1M	Sell	20,821 -29,451	-59%	-$1.71M	0.01%	429
2021 Q1	$2.9M	Sell	50,272 -61,299	-55%	-$3.21M	0.03%	376
2020 Q4	$4.27M	Sell	111,571 -325,181	-74%	-$11M	0.04%	339
2020 Q3	$13.1M	Buy	+436,752	New	+$12.9M	0.14%	176

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

Jupiter Asset Management's UPBD Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in Upbound Group (UPBD) in Q2 2026: 11,588 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in UPBD as recently as Q3 2025.

Jupiter Asset Management first reported a position in UPBD in Q3 2020 and has held it in 6 quarters since. The position peaked at $13.1M in Q3 2020. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Jupiter Asset Management held 11,588 shares of Upbound Group worth $246K as of Q2 2026.
Upbound Group was a new Jupiter Asset Management position in Q2 2026.
Upbound Group made up ﹤0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #505 holding.
Jupiter Asset Management first reported a position in Upbound Group in Q3 2020 and has held it in 6 quarters since.
Jupiter Asset Management's Upbound Group position peaked at $13.1M in Q3 2020.
259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

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