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
2020
Q1 		– Sell
-30,500
Closed -$871K – 1068
2019
Q4 		$871K Hold
30,500
– – 0.02% 492
2019
Q3 		$787K Hold
30,500
– – 0.02% 477
2019
Q2 		$812K Sell
30,500
-63,500
-68% -$1.51M 0.02% 509
2019
Q1 		$1.96M Sell
94,000
-190,200
-67% -$3.51M 0.08% 208
2018
Q4 		$4.6M Sell
284,200
-46,500
-14% -$675K 0.33% 64
2018
Q3 		$4.75M Buy
+330,700
New +$4.86M 0.17% 100

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

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. 239 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.
  • 239 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.