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Quantinno Capital Management’s Upbound Group UPBD Stock Holding History

Quantinno 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
Q1 		$857K Buy
47,463
+21,578
+83% +$420K ﹤0.01% 2283
2025
Q4 		$455K Buy
25,885
+12,961
+100% +$251K ﹤0.01% 2519
2025
Q3 		$305K Sell
12,924
-853
-6% -$21.1K ﹤0.01% 2440
2025
Q2 		$346K Buy
+13,777
New +$322K ﹤0.01% 1913

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

Quantinno Capital Management's UPBD Position: Q1 2026 in Review

Quantinno Capital Management increased its Upbound Group (UPBD) stake by 83% in Q1 2026, buying an estimated $420K and bringing the position to 47,463 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

Quantinno Capital Management first reported a position in UPBD in Q2 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Quantinno Capital Management held 47,463 shares of Upbound Group worth $857K as of Q1 2026.
  • Quantinno Capital Management bought 21,578 Upbound Group shares in Q1 2026, an estimated $420K.
  • Upbound Group made up ﹤0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #2283 holding.
  • Quantinno Capital Management first reported a position in Upbound Group in Q2 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.