JT
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Jupiter Topco’s Upbound Group UPBD Stock Holding History

Jupiter Topco’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 		$500K Buy
+23,555
New +$440K ﹤0.01% 2098

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
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
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Jupiter Topco's UPBD Position: Q2 2026 in Review

Jupiter Topco opened a new position in Upbound Group (UPBD) in Q2 2026: 23,555 shares worth $500K. The stake represents ﹤0.01% of the portfolio and ranks #2098 among its holdings.

236 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Jupiter Topco held 23,555 shares of Upbound Group worth $500K as of Q2 2026.
  • Upbound Group was a new Jupiter Topco position in Q2 2026.
  • Upbound Group made up ﹤0.01% of Jupiter Topco's portfolio in Q2 2026, its #2098 holding.
  • 236 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.