State of Wisconsin Investment Board’s Upbound Group UPBD Stock Holding History

State of Wisconsin Investment Board’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	$284K	Buy	+15,739	New	+$307K	﹤0.01%	2235
2024 Q4	–	Sell	-32,099	Closed	-$1.03M	–	2379
2024 Q3	$1.03M	Sell	32,099 -27,668	-46%	-$889K	﹤0.01%	1558
2024 Q2	$1.83M	Buy	59,767 +44,028	+280%	+$1.41M	﹤0.01%	1331
2024 Q1	$554K	Buy	+15,739	New	+$526K	﹤0.01%	1691
2023 Q4	–	Sell	-8,567	Closed	-$252K	–	2579
2023 Q3	$252K	Buy	+8,567	New	+$267K	﹤0.01%	2139
2023 Q1	–	Sell	-17,913	Closed	-$404K	–	2589
2022 Q4	$404K	Sell	17,913 -1,961	-10%	-$42K	﹤0.01%	1983
2022 Q3	$348K	Sell	19,874 -2,359	-11%	-$58.7K	﹤0.01%	2149
2022 Q2	$432K	Buy	22,233 +12,761	+135%	+$318K	﹤0.01%	2148
2022 Q1	$239K	Buy	+9,472	New	+$342K	﹤0.01%	2141

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 New York $871B AUM 31.28% 1-Year Est. Return

State of Wisconsin Investment Board's UPBD Position: Q1 2026 in Review

State of Wisconsin Investment Board opened a new position in Upbound Group (UPBD) in Q1 2026: 15,739 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #2235 among its holdings. This is a return to the name: State of Wisconsin Investment Board previously reported a position in UPBD as recently as Q3 2024.

State of Wisconsin Investment Board first reported a position in UPBD in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.83M in Q2 2024. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

State of Wisconsin Investment Board held 15,739 shares of Upbound Group worth $284K as of Q1 2026.
Upbound Group was a new State of Wisconsin Investment Board position in Q1 2026.
Upbound Group made up ﹤0.01% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #2235 holding.
State of Wisconsin Investment Board first reported a position in Upbound Group in Q1 2022 and has held it in 9 quarters since.
State of Wisconsin Investment Board's Upbound Group position peaked at $1.83M in Q2 2024.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.