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Panagora Asset Management’s Upbound Group UPBD Stock Holding History

Panagora 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
Q2 		$6.81M Buy
321,099
+68,885
+27% +$1.29M 0.02% 406
2026
Q1 		$4.55M Sell
252,214
-76,539
-23% -$1.49M 0.02% 422
2025
Q4 		$5.77M Buy
328,753
+12,282
+4% +$237K 0.02% 364
2025
Q3 		$7.48M Buy
316,471
+2,617
+0.8% +$64.6K 0.03% 311
2025
Q2 		$7.88M Buy
313,854
+15,851
+5% +$370K 0.04% 286
2025
Q1 		$7.14M Buy
298,003
+124,229
+71% +$3.41M 0.04% 299
2024
Q4 		$5.07M Buy
173,774
+107,576
+163% +$3.34M 0.02% 341
2024
Q3 		$2.12M Buy
+66,198
New +$2.13M 0.01% 529
2021
Q3 		– Sell
-14,395
Closed -$764K – 2364
2021
Q2 		$764K Sell
14,395
-926
-6% -$53.8K ﹤0.01% 1139
2021
Q1 		$883K Buy
15,321
+14,361
+1,496% +$751K 0.01% 1067
2020
Q4 		$37K Hold
960
– – ﹤0.01% 2099
2020
Q3 		$29K Buy
+960
New +$28.4K ﹤0.01% 2127
2018
Q4 		– Sell
-101,820
Closed -$1.46M – 2528
2018
Q3 		$1.46M Sell
101,820
-4,725
-4% -$69.4K 0.01% 962
2018
Q2 		$1.57M Buy
+106,545
New +$1.16M 0.01% 984
2018
Q1 		– Sell
-247
Closed -$3K – 2399
2017
Q4 		$3K Hold
247
– – ﹤0.01% 2271
2017
Q3 		$3K Hold
247
– – ﹤0.01% 2276
2017
Q2 		$3K Sell
247
-67,390
-100% -$762K ﹤0.01% 2543
2017
Q1 		$600K Sell
67,637
-39,455
-37% -$359K ﹤0.01% 1320
2016
Q4 		$1.21M Sell
107,092
-3,006
-3% -$33.5K 0.01% 1120
2016
Q3 		$1.39M Buy
110,098
+97,917
+804% +$1.22M 0.01% 1065
2016
Q2 		$150K Buy
+12,181
New +$164K ﹤0.01% 1784
2013
Q4 		– Sell
-1,000
Closed -$38K – 2261
2013
Q3 		$38K Sell
1,000
-5,189
-84% -$200K ﹤0.01% 2082
2013
Q2 		$232K Buy
+6,189
New +$224K ﹤0.01% 1556

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Panagora Asset Management's UPBD Position: Q2 2026 in Review

Panagora Asset Management increased its Upbound Group (UPBD) stake by 27% in Q2 2026, buying an estimated $1.29M and bringing the position to 321,099 shares worth $6.81M. The position accounts for 0.02% of the portfolio, ranked #406.

Panagora Asset Management first reported a position in UPBD in Q2 2013 and has held it in 23 quarters since. The position peaked at $7.88M in Q2 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Panagora Asset Management held 321,099 shares of Upbound Group worth $6.81M as of Q2 2026.
  • Panagora Asset Management bought 68,885 Upbound Group shares in Q2 2026, an estimated $1.29M.
  • Upbound Group made up 0.02% of Panagora Asset Management's portfolio in Q2 2026, its #406 holding.
  • Panagora Asset Management first reported a position in Upbound Group in Q2 2013 and has held it in 23 quarters since.
  • Panagora Asset Management's Upbound Group position peaked at $7.88M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.