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Winton Group’s Upbound Group UPBD Stock Holding History

Winton Group’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 		$524K Buy
+24,700
New +$462K 0.02% 695
2022
Q1 		– Sell
-55,474
Closed -$2.67M – 1156
2021
Q4 		$2.67M Buy
+55,474
New +$2.77M 0.16% 133
2019
Q4 		– Sell
-14,955
Closed -$386K – 1771
2019
Q3 		$386K Buy
14,955
+2,867
+24% +$75.3K ﹤0.01% 1175
2019
Q2 		$322K Buy
+12,088
New +$287K 0.01% 859

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winton Group's UPBD Position: Q2 2026 in Review

Winton Group opened a new position in Upbound Group (UPBD) in Q2 2026: 24,700 shares worth $524K. The stake represents 0.02% of the portfolio and ranks #695 among its holdings. This is a return to the name: Winton Group previously reported a position in UPBD as recently as Q4 2021.

Winton Group first reported a position in UPBD in Q2 2019 and has held it in 4 quarters since. The position peaked at $2.67M in Q4 2021. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Winton Group held 24,700 shares of Upbound Group worth $524K as of Q2 2026.
  • Upbound Group was a new Winton Group position in Q2 2026.
  • Upbound Group made up 0.02% of Winton Group's portfolio in Q2 2026, its #695 holding.
  • Winton Group first reported a position in Upbound Group in Q2 2019 and has held it in 4 quarters since.
  • Winton Group's Upbound Group position peaked at $2.67M in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.