Walleye Capital’s Upbound Group UPBD Stock Holding History

Walleye Capital’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	$11.4K	Buy	+537	New	+$10K	﹤0.01%	4479
2025 Q4	–	Sell	-17,754	Closed	-$420K	–	5167
2025 Q3	$420K	Buy	+17,754	New	+$438K	﹤0.01%	2756
2025 Q2	–	Sell	-9,819	Closed	-$235K	–	5065
2025 Q1	$235K	Buy	9,819 +893	+10%	+$24.5K	﹤0.01%	3144
2024 Q4	$260K	Sell	8,926 -111,443	-93%	-$3.46M	﹤0.01%	3546
2024 Q3	$3.85M	Buy	120,369 +69,771	+138%	+$2.24M	0.01%	1367
2024 Q2	$1.55M	Buy	50,598 +44,584	+741%	+$1.42M	﹤0.01%	2355
2024 Q1	$212K	Sell	6,014 -13,318	-69%	-$445K	﹤0.01%	3944
2023 Q4	$657K	Buy	+19,332	New	+$576K	﹤0.01%	2720
2022 Q2	–	Sell	-40,604	Closed	-$1.02M	–	2736
2022 Q1	$1.02M	Buy	+40,604	New	+$1.47M	0.03%	625
2021 Q3	–	Sell	-7,909	Closed	-$420K	–	1822
2021 Q2	$420K	Buy	+7,909	New	+$459K	0.01%	826

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Walleye Capital's UPBD Position: Q2 2026 in Review

Walleye Capital opened a new position in Upbound Group (UPBD) in Q2 2026: 537 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #4479 among its holdings. This is a return to the name: Walleye Capital previously reported a position in UPBD as recently as Q3 2025.

Walleye Capital first reported a position in UPBD in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.85M in Q3 2024. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Walleye Capital held 537 shares of Upbound Group worth $11.4K as of Q2 2026.
Upbound Group was a new Walleye Capital position in Q2 2026.
Upbound Group made up ﹤0.01% of Walleye Capital's portfolio in Q2 2026, its #4479 holding.
Walleye Capital first reported a position in Upbound Group in Q2 2021 and has held it in 10 quarters since.
Walleye Capital's Upbound Group position peaked at $3.85M in Q3 2024.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.