Sepio Capital
UPBD icon

Sepio Capital’s Upbound Group UPBD Stock Holding History

Sepio Capital’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
Q3 		$2.27M Hold
144,609
– – 0.09% 103
2026
Q2 		$3.07M Hold
144,609
– – 0.15% 83
2026
Q1 		$2.61M Sell
144,609
-3,700
-2% -$72.1K 0.14% 94
2025
Q4 		$2.6M Buy
+148,309
New +$2.87M 0.14% 99

Other funds holding UPBD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sepio Capital's UPBD Position: Q3 2026 in Review

Sepio Capital held its Upbound Group (UPBD) position steady in Q3 2026 at 144,609 shares worth $2.27M. The position accounts for 0.09% of the portfolio, ranked #103.

Sepio Capital first reported a position in UPBD in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.07M in Q2 2026. 127 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Sepio Capital held 144,609 shares of Upbound Group worth $2.27M as of Q3 2026.
  • Sepio Capital left its Upbound Group share count unchanged in Q3 2026.
  • Upbound Group made up 0.09% of Sepio Capital's portfolio in Q3 2026, its #103 holding.
  • Sepio Capital first reported a position in Upbound Group in Q4 2025 and has held it in 4 quarters since.
  • Sepio Capital's Upbound Group position peaked at $3.07M in Q2 2026.
  • 127 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on Sepio Capital's 13F filing for Q3 2026, filed 22 Oct 2026.