TI
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Tidal Investments’s Upbound Group UPBD Stock Holding History

Tidal Investments’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 		$225K Sell
10,596
-1,417
-12% -$26.5K ﹤0.01% 2414
2026
Q1 		$217K Buy
12,013
+224
+2% +$4.37K ﹤0.01% 2156
2025
Q4 		$207K Sell
11,789
-31,860
-73% -$616K ﹤0.01% 1994
2025
Q3 		$1.03M Buy
43,649
+1,880
+5% +$46.4K ﹤0.01% 1204
2025
Q2 		$1.05M Buy
41,769
+14,616
+54% +$341K 0.01% 1015
2025
Q1 		$651K Buy
27,153
+9,253
+52% +$254K 0.01% 1184
2024
Q4 		$522K Buy
+17,900
New +$556K ﹤0.01% 1359

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

Tidal Investments's UPBD Position: Q2 2026 in Review

Tidal Investments reduced its Upbound Group (UPBD) stake by 12% in Q2 2026, selling an estimated $26.5K and leaving 10,596 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Tidal Investments first reported a position in UPBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q2 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Tidal Investments held 10,596 shares of Upbound Group worth $225K as of Q2 2026.
  • Tidal Investments sold 1,417 Upbound Group shares in Q2 2026, an estimated $26.5K.
  • Upbound Group made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2414 holding.
  • Tidal Investments first reported a position in Upbound Group in Q4 2024 and has held it in 7 quarters since.
  • Tidal Investments's Upbound Group position peaked at $1.05M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.