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Peregrine Capital Management’s Upbound Group UPBD Stock Holding History

Peregrine 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
Q2 		$5.34M Sell
251,447
-21,923
-8% -$410K 0.17% 184
2026
Q1 		$4.93M Buy
+273,370
New +$5.33M 0.18% 179
2016
Q4 		– Sell
-480,942
Closed -$6.08M – 264
2016
Q3 		$6.08M Buy
+480,942
New +$6.02M 0.16% 242

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

Peregrine Capital Management's UPBD Position: Q2 2026 in Review

Peregrine Capital Management reduced its Upbound Group (UPBD) stake by 8% in Q2 2026, selling an estimated $410K and leaving 251,447 shares worth $5.34M. The position accounts for 0.17% of the portfolio, ranked #184.

Peregrine Capital Management first reported a position in UPBD in Q3 2016 and has held it in 3 quarters since. The position peaked at $6.08M in Q3 2016. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Peregrine Capital Management held 251,447 shares of Upbound Group worth $5.34M as of Q2 2026.
  • Peregrine Capital Management sold 21,923 Upbound Group shares in Q2 2026, an estimated $410K.
  • Upbound Group made up 0.17% of Peregrine Capital Management's portfolio in Q2 2026, its #184 holding.
  • Peregrine Capital Management first reported a position in Upbound Group in Q3 2016 and has held it in 3 quarters since.
  • Peregrine Capital Management's Upbound Group position peaked at $6.08M in Q3 2016.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Peregrine Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.