Lazard Asset Management
UPBD icon

Lazard Asset Management’s Upbound Group UPBD Stock Holding History

Lazard 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
Q1 		– Sell
-10,038
Closed -$176K – 2088
2025
Q4 		$176K Buy
+10,038
New +$194K ﹤0.01% 1672
2025
Q3 		– Sell
-6,927
Closed -$173K – 2335
2025
Q2 		$173K Buy
6,927
+472
+7% +$11K ﹤0.01% 1736
2025
Q1 		$153K Buy
6,455
+4,565
+242% +$125K ﹤0.01% 1696
2024
Q4 		$53K Sell
1,890
-418
-18% -$13K ﹤0.01% 1953
2024
Q3 		$72K Sell
2,308
-14,813
-87% -$476K ﹤0.01% 1852
2024
Q2 		$524K Buy
17,121
+11,243
+191% +$359K ﹤0.01% 1183
2024
Q1 		$206K Buy
5,878
+4,796
+443% +$160K ﹤0.01% 1283
2023
Q4 		$36K Hold
1,082
– – ﹤0.01% 1980
2023
Q3 		$31K Buy
1,082
+585
+118% +$18.2K ﹤0.01% 2017
2023
Q2 		$15K Buy
+497
New +$14.5K ﹤0.01% 2158
2022
Q1 		– Sell
-1,025
Closed -$49K – 2537
2021
Q4 		$49K Sell
1,025
-20,511
-95% -$1.03M ﹤0.01% 1751
2021
Q3 		$1.21M Buy
+21,536
New +$1.27M ﹤0.01% 1032
2021
Q2 		– Sell
-3,942
Closed -$227K – 2080
2021
Q1 		$227K Buy
3,942
+2,096
+114% +$110K ﹤0.01% 1084
2020
Q4 		$70K Buy
1,846
+174
+10% +$5.91K ﹤0.01% 1283
2020
Q3 		$49K Buy
+1,672
New +$49.4K ﹤0.01% 1194
2020
Q2 		– Sell
-109,838
Closed -$1.55M – 1790
2020
Q1 		$1.55M Sell
109,838
-20,980
-16% -$505K ﹤0.01% 692
2019
Q4 		$3.77M Buy
130,818
+27,412
+27% +$716K 0.01% 604
2019
Q3 		$2.67M Sell
103,406
-2,184
-2% -$57.3K ﹤0.01% 630
2019
Q2 		$2.81M Buy
105,590
+39,450
+60% +$937K ﹤0.01% 700
2019
Q1 		$1.38M Buy
+66,140
New +$1.22M ﹤0.01% 802
2016
Q3 		– Sell
-65,100
Closed -$799K – 1050
2016
Q2 		$799K Buy
+65,100
New +$876K ﹤0.01% 708

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management's UPBD Position: Q1 2026 in Review

Lazard Asset Management sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 10,038 shares — an estimated $176K sold.

Lazard Asset Management first reported a position in UPBD in Q2 2016 and held it in 21 quarters. The position peaked at $3.77M in Q4 2019. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Lazard Asset Management reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Lazard Asset Management sold 10,038 Upbound Group shares in Q1 2026, an estimated $176K.
  • Lazard Asset Management first reported a position in Upbound Group in Q2 2016 and held it in 21 quarters.
  • Lazard Asset Management's Upbound Group position peaked at $3.77M in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.