Verition Fund Management
UPBD icon

Verition Fund Management’s Upbound Group UPBD Stock Holding History

Verition Fund 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 		– Sell
-103,873
Closed -$1.82M – 3579
2025
Q4 		$1.82M Buy
103,873
+42,689
+70% +$825K 0.01% 1692
2025
Q3 		$1.45M Buy
61,184
+39,338
+180% +$971K 0.01% 2246
2025
Q2 		$548K Sell
21,846
-148,267
-87% -$3.46M ﹤0.01% 2881
2025
Q1 		$4.08M Sell
170,113
-104,477
-38% -$2.87M 0.02% 1001
2024
Q4 		$8.01M Buy
274,590
+120,497
+78% +$3.74M 0.03% 634
2024
Q3 		$4.93M Sell
154,093
-112,369
-42% -$3.61M 0.02% 861
2024
Q2 		$8.18M Buy
266,462
+102,430
+62% +$3.27M 0.04% 450
2024
Q1 		$5.78M Buy
164,032
+131,238
+400% +$4.38M 0.04% 575
2023
Q4 		$1.11M Buy
+32,794
New +$977K 0.01% 1123
2023
Q2 		– Sell
-15,000
Closed -$368K – 2567
2023
Q1 		$368K Buy
+15,000
New +$386K 0.01% 1399
2021
Q3 		– Sell
-33,589
Closed -$1.78M – 2324
2021
Q2 		$1.78M Buy
+33,589
New +$1.95M 0.02% 575
2019
Q3 		– Sell
-74,600
Closed -$1.96M – 1347
2019
Q2 		$1.99M Sell
74,600
-252,481
-77% -$6M 0.06% 238
2019
Q1 		$6.83M Buy
+327,081
New +$6.03M 0.27% 59
2017
Q4 		– Sell
-28,841
Closed -$331K – 1244
2017
Q3 		$331K Buy
+28,841
New +$357K 0.03% 813
2017
Q2 		– Sell
-22,347
Closed -$198K – 1310
2017
Q1 		$198K Buy
22,347
+10,805
+94% +$98.2K 0.02% 1053
2016
Q4 		$130K Buy
+11,542
New +$129K 0.01% 1087

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Verition Fund Management's UPBD Position: Q1 2026 in Review

Verition Fund Management sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 103,873 shares — an estimated $1.82M sold.

Verition Fund Management first reported a position in UPBD in Q4 2016 and held it in 16 quarters. The position peaked at $8.18M in Q2 2024. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Verition Fund Management reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 103,873 Upbound Group shares in Q1 2026, an estimated $1.82M.
  • Verition Fund Management first reported a position in Upbound Group in Q4 2016 and held it in 16 quarters.
  • Verition Fund Management's Upbound Group position peaked at $8.18M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

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