LSV Asset Management
UPBD icon

LSV Asset Management’s Upbound Group UPBD Stock Holding History

LSV 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 		$41.8M Sell
2,313,279
-202,000
-8% -$3.94M 0.09% 234
2025
Q4 		$44.2M Sell
2,515,279
-17,672
-0.7% -$342K 0.1% 227
2025
Q3 		$59.9M Buy
2,532,951
+491,536
+24% +$12.1M 0.13% 192
2025
Q2 		$51.2M Buy
2,041,415
+352,264
+21% +$8.23M 0.12% 204
2025
Q1 		$40.5M Buy
1,689,151
+114,328
+7% +$3.14M 0.1% 222
2024
Q4 		$45.9M Sell
1,574,823
-107,130
-6% -$3.33M 0.11% 215
2024
Q3 		$53.8M Sell
1,681,953
-11,600
-0.7% -$373K 0.12% 205
2024
Q2 		$52M Sell
1,693,553
-142
-0% -$4.54K 0.11% 209
2024
Q1 		$59.6M Buy
1,693,695
+509,343
+43% +$17M 0.12% 203
2023
Q4 		$40.2M Buy
1,184,352
+101,620
+9% +$3.03M 0.09% 242
2023
Q3 		$31.9M Buy
1,082,732
+55,980
+5% +$1.75M 0.07% 259
2023
Q2 		$32M Buy
1,026,752
+99,552
+11% +$2.91M 0.07% 256
2023
Q1 		$22.7M Sell
927,200
-13,930
-1% -$359K 0.05% 294
2022
Q4 		$21.2M Buy
941,130
+71,270
+8% +$1.53M 0.05% 304
2022
Q3 		$15.2M Buy
869,860
+51,800
+6% +$1.29M 0.04% 337
2022
Q2 		$15.9M Buy
818,060
+8,200
+1% +$204K 0.03% 344
2022
Q1 		$20.4M Buy
809,860
+87,600
+12% +$3.17M 0.04% 339
2021
Q4 		$34.7M Sell
722,260
-54,620
-7% -$2.73M 0.06% 275
2021
Q3 		$43.7M Sell
776,880
-159,931
-17% -$9.41M 0.08% 255
2021
Q2 		$49.7M Sell
936,811
-95,040
-9% -$5.52M 0.08% 241
2021
Q1 		$59.5M Sell
1,031,851
-270,740
-21% -$14.2M 0.1% 221
2020
Q4 		$49.9M Sell
1,302,591
-158,516
-11% -$5.38M 0.09% 247
2020
Q3 		$43.7M Buy
1,461,107
+668,852
+84% +$19.8M 0.09% 239
2020
Q2 		$22M Buy
792,255
+594,855
+301% +$13.2M 0.05% 325
2020
Q1 		$2.79M Buy
197,400
+100,000
+103% +$2.41M 0.01% 585
2019
Q4 		$2.81M Buy
+97,400
New +$2.55M ﹤0.01% 642
2018
Q1 		– Sell
-113,500
Closed -$1.26M – 994
2017
Q4 		$1.26M Sell
113,500
-430,112
-79% -$4.71M ﹤0.01% 770
2017
Q3 		$6.24M Sell
543,612
-656,435
-55% -$8.11M 0.01% 552
2017
Q2 		$14.1M Sell
1,200,047
-171,630
-13% -$1.94M 0.03% 410
2017
Q1 		$12.2M Sell
1,371,677
-43,231
-3% -$393K 0.02% 429
2016
Q4 		$15.9M Hold
1,414,908
– – 0.03% 380
2016
Q3 		$17.9M Hold
1,414,908
– – 0.04% 342
2016
Q2 		$17.4M Buy
1,414,908
+24,400
+2% +$328K 0.04% 332
2016
Q1 		$22M Sell
1,390,508
-1,500
-0.1% -$20K 0.05% 284
2015
Q4 		$20.8M Buy
1,392,008
+1,373
+0.1% +$26.2K 0.05% 283
2015
Q3 		$33.7M Buy
1,390,635
+37,200
+3% +$999K 0.08% 215
2015
Q2 		$38.4M Buy
1,353,435
+43,100
+3% +$1.29M 0.08% 202
2015
Q1 		$36M Sell
1,310,335
-183,923
-12% -$5.6M 0.07% 213
2014
Q4 		$54.3M Sell
1,494,258
-12,700
-0.8% -$409K 0.11% 169
2014
Q3 		$45.7M Sell
1,506,958
-31,500
-2% -$847K 0.1% 169
2014
Q2 		$44.1M Buy
1,538,458
+148,400
+11% +$4.2M 0.1% 179
2014
Q1 		$37M Buy
1,390,058
+54,487
+4% +$1.48M 0.09% 191
2013
Q4 		$44.5M Buy
1,335,571
+187,213
+16% +$6.48M 0.1% 173
2013
Q3 		$43.8M Buy
1,148,358
+237,935
+26% +$9.17M 0.11% 169
2013
Q2 		$34.2M Buy
+910,423
New +$33M 0.09% 190

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LSV Asset Management reduced its Upbound Group (UPBD) stake by 8% in Q1 2026, selling an estimated $3.94M and leaving 2,313,279 shares worth $41.8M. The position accounts for 0.09% of the portfolio, ranked #234.

LSV Asset Management first reported a position in UPBD in Q2 2013 and has held it in 45 quarters since. The position peaked at $59.9M in Q3 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • LSV Asset Management held 2,313,279 shares of Upbound Group worth $41.8M as of Q1 2026.
  • LSV Asset Management sold 202,000 Upbound Group shares in Q1 2026, an estimated $3.94M.
  • Upbound Group made up 0.09% of LSV Asset Management's portfolio in Q1 2026, its #234 holding.
  • LSV Asset Management first reported a position in Upbound Group in Q2 2013 and has held it in 45 quarters since.
  • LSV Asset Management's Upbound Group position peaked at $59.9M in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.