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Vident Advisory’s Upbound Group UPBD Stock Holding History

Vident Advisory’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
-33,108
Closed -$581K – 1939
2025
Q4 		$581K Buy
33,108
+8,253
+33% +$160K 0.01% 1090
2025
Q3 		$587K Buy
24,855
+4,400
+22% +$109K 0.01% 1108
2025
Q2 		$513K Buy
+20,455
New +$478K 0.01% 1037
2025
Q1 		– Sell
-16,444
Closed -$480K – 1635
2024
Q4 		$480K Buy
+16,444
New +$510K 0.01% 974

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 $3.38T AUM 44.17% 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

Vident Advisory's UPBD Position: Q1 2026 in Review

Vident Advisory sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 33,108 shares — an estimated $581K sold.

Vident Advisory first reported a position in UPBD in Q4 2024 and held it in 4 quarters. The position peaked at $587K in Q3 2025. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Vident Advisory reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Vident Advisory sold 33,108 Upbound Group shares in Q1 2026, an estimated $581K.
  • Vident Advisory first reported a position in Upbound Group in Q4 2024 and held it in 4 quarters.
  • Vident Advisory's Upbound Group position peaked at $587K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.