Los Angeles Capital Management
UPBD icon

Los Angeles Capital Management’s Upbound Group UPBD Stock Holding History

Los Angeles Capital 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 		$20.6K Sell
1,144
-50,144
-98% -$977K ﹤0.01% 1736
2025
Q4 		$992K Buy
51,288
+6,662
+15% +$129K ﹤0.01% 622
2025
Q3 		$1.05M Buy
44,626
+6,240
+16% +$154K ﹤0.01% 689
2025
Q2 		$963K Buy
+38,386
New +$897K ﹤0.01% 650
2022
Q1 		– Sell
-10,063
Closed -$483K – 1502
2021
Q4 		$483K Sell
10,063
-75,903
-88% -$3.8M ﹤0.01% 1027
2021
Q3 		$4.83M Buy
85,966
+855
+1% +$50.3K 0.02% 350
2021
Q2 		$4.52M Buy
85,111
+18,624
+28% +$1.08M 0.02% 404
2021
Q1 		$3.83M Sell
66,487
-33,013
-33% -$1.73M 0.02% 463
2020
Q4 		$3.81M Buy
99,500
+1,422
+1% +$48.3K 0.02% 460
2020
Q3 		$2.93M Sell
98,078
-3,011
-3% -$89K 0.01% 465
2020
Q2 		$2.81M Sell
101,089
-21,810
-18% -$485K 0.01% 524
2020
Q1 		$1.74M Sell
122,899
-4,358
-3% -$105K 0.01% 570
2019
Q4 		$3.67M Buy
127,257
+34,498
+37% +$902K 0.02% 491
2019
Q3 		$2.39M Buy
92,759
+30,119
+48% +$791K 0.01% 577
2019
Q2 		$1.67M Buy
62,640
+34,830
+125% +$828K 0.01% 694
2019
Q1 		$580K Buy
+27,810
New +$512K ﹤0.01% 1041
2017
Q3 		– Sell
-168,120
Closed -$1.97M – 1352
2017
Q2 		$1.97M Hold
168,120
– – 0.01% 612
2017
Q1 		$1.49M Buy
168,120
+6,166
+4% +$56.1K 0.01% 634
2016
Q4 		$1.82M Buy
161,954
+33,410
+26% +$372K 0.01% 564
2016
Q3 		$1.63M Buy
128,544
+79,350
+161% +$993K 0.01% 618
2016
Q2 		$604K Buy
49,194
+27,890
+131% +$375K 0.01% 850
2016
Q1 		$338K Buy
+21,304
New +$284K ﹤0.01% 932
2014
Q3 		– Sell
-10,413
Closed -$299K – 1162
2014
Q2 		$299K Sell
10,413
-1,920
-16% -$54.3K ﹤0.01% 1031
2014
Q1 		$328K Buy
12,333
+325
+3% +$8.8K ﹤0.01% 1031
2013
Q4 		$400K Hold
12,008
– – ﹤0.01% 988
2013
Q3 		$458K Sell
12,008
-100
-0.8% -$3.85K 0.01% 943
2013
Q2 		$455K Buy
+12,108
New +$439K 0.01% 949

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Los Angeles Capital Management's UPBD Position: Q1 2026 in Review

Los Angeles Capital Management reduced its Upbound Group (UPBD) stake by 98% in Q1 2026, selling an estimated $977K and leaving 1,144 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Los Angeles Capital Management first reported a position in UPBD in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.83M in Q3 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Los Angeles Capital Management held 1,144 shares of Upbound Group worth $20.6K as of Q1 2026.
  • Los Angeles Capital Management sold 50,144 Upbound Group shares in Q1 2026, an estimated $977K.
  • Upbound Group made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #1736 holding.
  • Los Angeles Capital Management first reported a position in Upbound Group in Q2 2013 and has held it in 27 quarters since.
  • Los Angeles Capital Management's Upbound Group position peaked at $4.83M in Q3 2021.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.