Ohio Public Employees Retirement System (OPERS)
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Ohio Public Employees Retirement System (OPERS)’s Upbound Group UPBD Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 		$67.5K Buy
3,740
+340
+10% +$6.63K ﹤0.01% 1871
2025
Q4 		$59.7K Buy
3,400
+535
+19% +$10.3K ﹤0.01% 1911
2025
Q3 		$67.7K Buy
2,865
+316
+12% +$7.8K ﹤0.01% 1859
2025
Q2 		$64K Buy
2,549
+256
+11% +$5.98K ﹤0.01% 1869
2025
Q1 		$54.9K Buy
2,293
+360
+19% +$9.89K ﹤0.01% 1879
2024
Q4 		$56.4K Buy
1,933
+60
+3% +$1.86K ﹤0.01% 1908
2024
Q3 		$59.9K Buy
1,873
+39
+2% +$1.25K ﹤0.01% 1740
2024
Q2 		$56.3K Buy
1,834
+127
+7% +$4.06K ﹤0.01% 1532
2024
Q1 		$60.1K Sell
1,707
-5
-0.3% -$167 ﹤0.01% 1507
2023
Q4 		$58.2K Sell
1,712
-106
-6% -$3.16K ﹤0.01% 1522
2023
Q3 		$54K Buy
1,818
+41
+2% +$1.28K ﹤0.01% 1523
2023
Q2 		$55K Sell
1,777
-84
-5% -$2.46K ﹤0.01% 1534
2023
Q1 		$46K Buy
1,861
+195
+12% +$5.02K ﹤0.01% 1583
2022
Q4 		$38K Sell
1,666
-2,583
-61% -$55.3K ﹤0.01% 1642
2022
Q3 		$74K Buy
4,249
+968
+30% +$24.1K ﹤0.01% 1753
2022
Q2 		$64K Buy
3,281
+1,081
+49% +$26.9K ﹤0.01% 1782
2022
Q1 		$55K Buy
2,200
+643
+41% +$23.2K ﹤0.01% 1862
2021
Q4 		$75K Buy
1,557
+30
+2% +$1.5K ﹤0.01% 1815
2021
Q3 		$86K Sell
1,527
-55
-3% -$3.24K ﹤0.01% 1769
2021
Q2 		$84K Sell
1,582
-704
-31% -$40.9K ﹤0.01% 1752
2021
Q1 		$132K Sell
2,286
-5,358
-70% -$280K ﹤0.01% 1593
2020
Q4 		$293K Sell
7,644
-328
-4% -$11.1K ﹤0.01% 1354
2020
Q3 		$238K Buy
7,972
+5,530
+226% +$164K ﹤0.01% 1313
2020
Q2 		$68K Sell
2,442
-529
-18% -$11.8K ﹤0.01% 1588
2020
Q1 		$42K Sell
2,971
-471
-14% -$11.3K ﹤0.01% 1654
2019
Q4 		$99K Sell
3,442
-15,876
-82% -$415K ﹤0.01% 1535
2019
Q3 		$498K Sell
19,318
-9,206
-32% -$242K ﹤0.01% 1324
2019
Q2 		$760K Sell
28,524
-27,146
-49% -$645K ﹤0.01% 1257
2019
Q1 		$1.16M Sell
55,670
-204,458
-79% -$3.77M 0.01% 1158
2018
Q4 		$4.21M Sell
260,128
-1,968
-0.8% -$28.6K 0.02% 589
2018
Q3 		$3.77M Buy
262,096
+177,985
+212% +$2.62M 0.02% 765
2018
Q2 		$1.24M Buy
84,111
+70,252
+507% +$762K 0.01% 1229
2018
Q1 		$120K Sell
13,859
-7,029
-34% -$67.5K ﹤0.01% 1569
2017
Q4 		$232K Sell
20,888
-1,689
-7% -$18.5K ﹤0.01% 1494
2017
Q3 		$259K Sell
22,577
-1,461
-6% -$18.1K ﹤0.01% 1472
2017
Q2 		$282K Buy
24,038
+263
+1% +$2.97K ﹤0.01% 1436
2017
Q1 		$211K Sell
23,775
-434
-2% -$3.95K ﹤0.01% 1464
2016
Q4 		$203K Sell
24,209
-30,101
-55% -$335K ﹤0.01% 1477
2016
Q3 		$686K Buy
54,310
+30,629
+129% +$383K ﹤0.01% 1236
2016
Q2 		$291K Buy
+23,681
New +$319K ﹤0.01% 1333
2015
Q4 		– Sell
-62,950
Closed -$1.53M – 1847
2015
Q3 		$1.53M Buy
+62,950
New +$1.69M 0.01% 1001
2014
Q1 		– Sell
-27,200
Closed -$907K – 1751
2013
Q4 		$907K Hold
27,200
– – ﹤0.01% 1216
2013
Q3 		$1.04M Hold
27,200
– – 0.01% 1195
2013
Q2 		$1.02M Buy
+27,200
New +$985K 0.01% 1098

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

Ohio Public Employees Retirement System (OPERS)'s UPBD Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) increased its Upbound Group (UPBD) stake by 10% in Q1 2026, buying an estimated $6.63K and bringing the position to 3,740 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Ohio Public Employees Retirement System (OPERS) first reported a position in UPBD in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.21M in Q4 2018. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Ohio Public Employees Retirement System (OPERS) held 3,740 shares of Upbound Group worth $67.5K as of Q1 2026.
  • Ohio Public Employees Retirement System (OPERS) bought 340 Upbound Group shares in Q1 2026, an estimated $6.63K.
  • Upbound Group made up ﹤0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #1871 holding.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in Upbound Group in Q2 2013 and has held it in 44 quarters since.
  • Ohio Public Employees Retirement System (OPERS)'s Upbound Group position peaked at $4.21M in Q4 2018.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.