Marshall Wace’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.72M | Buy |
410,710
+358,579
| +688% | +$6.7M | 0.01% | 1095 |
|
|
2026
Q1 | $941K | Sell |
52,131
-34,219
| -40% | -$667K | ﹤0.01% | 2166 |
|
|
2025
Q4 | $1.52M | Sell |
86,350
-92,669
| -52% | -$1.79M | ﹤0.01% | 1720 |
|
|
2025
Q3 | $4.23M | Sell |
179,019
-505,971
| -74% | -$12.5M | ﹤0.01% | 1251 |
|
|
2025
Q2 | $17.2M | Buy |
684,990
+30,398
| +5% | +$710K | 0.02% | 644 |
|
|
2025
Q1 | $15.7M | Buy |
654,592
+303,643
| +87% | +$8.34M | 0.02% | 593 |
|
|
2024
Q4 | $10.2M | Buy |
350,949
+270,064
| +334% | +$8.38M | 0.01% | 790 |
|
|
2024
Q3 | $2.59M | Sell |
80,885
-315,003
| -80% | -$10.1M | ﹤0.01% | 1266 |
|
|
2024
Q2 | $12.2M | Buy |
395,888
+376,129
| +1,904% | +$12M | 0.02% | 649 |
|
|
2024
Q1 | $696K | Sell |
19,759
-910
| -4% | -$30.4K | ﹤0.01% | 1800 |
|
|
2023
Q4 | $702K | Buy |
+20,669
| New | +$616K | ﹤0.01% | 1600 |
|
|
2023
Q3 | – | Sell |
-84,310
| Closed | -$2.62M | – | 2712 |
|
|
2023
Q2 | $2.62M | Buy |
84,310
+75,155
| +821% | +$2.2M | 0.01% | 1279 |
|
|
2023
Q1 | $224K | Buy |
+9,155
| New | +$236K | ﹤0.01% | 2384 |
|
|
2022
Q4 | – | Sell |
-318,218
| Closed | -$5.57M | – | 3443 |
|
|
2022
Q3 | $5.57M | Buy |
318,218
+42,224
| +15% | +$1.05M | 0.01% | 1294 |
|
|
2022
Q2 | $5.37M | Buy |
275,994
+101,949
| +59% | +$2.54M | 0.01% | 1284 |
|
|
2022
Q1 | $4.38M | Buy |
174,045
+96,343
| +124% | +$3.48M | 0.01% | 1468 |
|
|
2021
Q4 | $3.73M | Buy |
77,702
+63,904
| +463% | +$3.2M | 0.01% | 1598 |
|
|
2021
Q3 | $775K | Buy |
+13,798
| New | +$812K | ﹤0.01% | 2167 |
|
|
2021
Q1 | – | Sell |
-58,892
| Closed | -$2.25M | – | 2875 |
|
|
2020
Q4 | $2.25M | Sell |
58,892
-152,113
| -72% | -$5.17M | 0.01% | 904 |
|
|
2020
Q3 | $6.31M | Buy |
+211,005
| New | +$6.24M | 0.04% | 439 |
|
|
2019
Q2 | – | Sell |
-1,692
| Closed | -$35K | – | 1859 |
|
|
2019
Q1 | $35K | Sell |
1,692
-968,659
| -100% | -$17.9M | ﹤0.01% | 1577 |
|
|
2018
Q4 | $15.7M | Sell |
970,351
-745,297
| -43% | -$10.8M | 0.16% | 149 |
|
|
2018
Q3 | $24.7M | Buy |
+1,715,648
| New | +$25.2M | 0.21% | 132 |
|
|
2016
Q2 | – | Sell |
-63,518
| Closed | -$1.01M | – | 1178 |
|
|
2016
Q1 | $1.01M | Buy |
+63,518
| New | +$847K | 0.01% | 709 |
|
|
2015
Q1 | – | Sell |
-10,809
| Closed | -$393K | – | 943 |
|
|
2014
Q4 | $393K | Buy |
10,809
+6,762
| +167% | +$218K | 0.01% | 679 |
|
|
2014
Q3 | $123K | Buy |
+4,047
| New | +$109K | ﹤0.01% | 815 |
|
Other funds holding UPBD
IC
Marshall Wace's UPBD Position: Q2 2026 in Review
Marshall Wace increased its Upbound Group (UPBD) stake by 688% in Q2 2026, buying an estimated $6.7M and bringing the position to 410,710 shares worth $8.72M. The position accounts for 0.01% of the portfolio, ranked #1095.
Marshall Wace first reported a position in UPBD in Q3 2014 and has held it in 26 quarters since. The position peaked at $24.7M in Q3 2018. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.
- Marshall Wace held 410,710 shares of Upbound Group worth $8.72M as of Q2 2026.
- Marshall Wace bought 358,579 Upbound Group shares in Q2 2026, an estimated $6.7M.
- Upbound Group made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1095 holding.
- Marshall Wace first reported a position in Upbound Group in Q3 2014 and has held it in 26 quarters since.
- Marshall Wace's Upbound Group position peaked at $24.7M in Q3 2018.
- 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.
Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.