VOYA Investment Management
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VOYA Investment Management’s Upbound Group UPBD Stock Holding History

VOYA Investment 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
-29,675
Closed -$521K – 2446
2025
Q4 		$521K Buy
29,675
+112
+0.4% +$2.17K ﹤0.01% 1727
2025
Q3 		$699K Sell
29,563
-6,607
-18% -$163K ﹤0.01% 1616
2025
Q2 		$908K Sell
36,170
-261
-0.7% -$6.1K ﹤0.01% 1615
2025
Q1 		$873K Buy
36,431
+15,516
+74% +$426K ﹤0.01% 1627
2024
Q4 		$610K Buy
20,915
+3,763
+22% +$117K ﹤0.01% 1859
2024
Q3 		$549K Sell
17,152
-863
-5% -$27.7K ﹤0.01% 1950
2024
Q2 		$553K Buy
18,015
+464
+3% +$14.8K ﹤0.01% 1948
2024
Q1 		$618K Sell
17,551
-4,470
-20% -$149K ﹤0.01% 1904
2023
Q4 		$748K Sell
22,021
-39
-0.2% -$1.16K ﹤0.01% 1851
2023
Q3 		$650K Buy
22,060
+243
+1% +$7.58K ﹤0.01% 1895
2023
Q2 		$679K Sell
21,817
-2,789
-11% -$81.5K ﹤0.01% 1904
2023
Q1 		$603K Sell
24,606
-206
-0.8% -$5.3K ﹤0.01% 1940
2022
Q4 		$560K Sell
24,812
-3,171
-11% -$67.9K ﹤0.01% 1972
2022
Q3 		$490K Buy
27,983
+7,610
+37% +$189K ﹤0.01% 2040
2022
Q2 		$396K Sell
20,373
-5,690
-22% -$142K ﹤0.01% 1981
2022
Q1 		$657K Buy
26,063
+805
+3% +$29.1K ﹤0.01% 1747
2021
Q4 		$1.21M Sell
25,258
-3,211
-11% -$161K ﹤0.01% 1428
2021
Q3 		$1.6M Buy
28,469
+339
+1% +$20K ﹤0.01% 1294
2021
Q2 		$1.49M Sell
28,130
-5,553
-16% -$322K ﹤0.01% 1357
2021
Q1 		$1.94M Sell
33,683
-7,002
-17% -$366K ﹤0.01% 1199
2020
Q4 		$1.56M Buy
40,685
+3,670
+10% +$125K ﹤0.01% 1264
2020
Q3 		$1.11M Sell
37,015
-4,432
-11% -$131K ﹤0.01% 1243
2020
Q2 		$1.15M Sell
41,447
-7,603
-16% -$169K ﹤0.01% 1210
2020
Q1 		$694K Buy
49,050
+879
+2% +$21.2K ﹤0.01% 1423
2019
Q4 		$1.39M Buy
48,171
+60
+0.1% +$1.57K ﹤0.01% 1267
2019
Q3 		$1.24M Buy
48,111
+6,867
+17% +$180K ﹤0.01% 1229
2019
Q2 		$1.1M Sell
41,244
-34
-0.1% -$808 ﹤0.01% 1310
2019
Q1 		$861K Buy
41,278
+22,445
+119% +$414K ﹤0.01% 1446
2018
Q4 		$305K Buy
18,833
+1,585
+9% +$23K ﹤0.01% 2012
2018
Q3 		$248K Hold
17,248
– – ﹤0.01% 2239
2018
Q2 		$254K Sell
17,248
-2,006
-10% -$21.7K ﹤0.01% 2243
2018
Q1 		$166K Sell
19,254
-1,568
-8% -$15.1K ﹤0.01% 2376
2017
Q4 		$231K Sell
20,822
-47,492
-70% -$520K ﹤0.01% 2272
2017
Q3 		$784K Sell
68,314
-1,326
-2% -$16.4K ﹤0.01% 1584
2017
Q2 		$816K Buy
69,640
+2,798
+4% +$31.6K ﹤0.01% 1527
2017
Q1 		$593K Buy
66,842
+45,790
+218% +$416K ﹤0.01% 1624
2016
Q4 		$237K Sell
21,052
-2,037
-9% -$22.7K ﹤0.01% 2201
2016
Q3 		$292 Hold
23,089
– – ﹤0.01% 2056
2016
Q2 		$284K Hold
23,089
– – ﹤0.01% 2058
2016
Q1 		$366K Sell
23,089
-544,750
-96% -$7.27M ﹤0.01% 1891
2015
Q4 		$8.5M Buy
567,839
+120,600
+27% +$2.3M 0.02% 605
2015
Q3 		$10.8M Buy
447,239
+419,446
+1,509% +$11.3M 0.03% 530
2015
Q2 		$788K Sell
27,793
-957
-3% -$28.7K ﹤0.01% 1611
2015
Q1 		$789K Hold
28,750
– – ﹤0.01% 1615
2014
Q4 		$1.04M Sell
28,750
-7,383
-20% -$238K ﹤0.01% 1414
2014
Q3 		$1.1M Hold
36,133
– – ﹤0.01% 1368
2014
Q2 		$1.04M Hold
36,133
– – ﹤0.01% 1467
2014
Q1 		$961K Hold
36,133
– – ﹤0.01% 1498
2013
Q4 		$1.21M Hold
36,133
– – ﹤0.01% 1354
2013
Q3 		$1.38M Hold
36,133
– – ﹤0.01% 1248
2013
Q2 		$1.36M Buy
+36,133
New +$1.31M ﹤0.01% 1227

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

VOYA Investment Management's UPBD Position: Q1 2026 in Review

VOYA Investment Management sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 29,675 shares — an estimated $521K sold.

VOYA Investment Management first reported a position in UPBD in Q2 2013 and held it in 51 quarters. The position peaked at $10.8M in Q3 2015. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • VOYA Investment Management reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • VOYA Investment Management sold 29,675 Upbound Group shares in Q1 2026, an estimated $521K.
  • VOYA Investment Management first reported a position in Upbound Group in Q2 2013 and held it in 51 quarters.
  • VOYA Investment Management's Upbound Group position peaked at $10.8M in Q3 2015.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.