Y-Intercept (HK)’s Upbound Group UPBD Stock Holding History

Y-Intercept (HK)’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	$805K	Sell	37,945 -112,250	-75%	-$2.1M	0.02%	1126
2026 Q1	$2.71M	Buy	150,195 +53,918	+56%	+$1.05M	0.05%	579
2025 Q4	$1.69M	Buy	96,277 +37,640	+64%	+$728K	0.04%	701
2025 Q3	$1.39M	Buy	58,637 +16,530	+39%	+$408K	0.03%	815
2025 Q2	$1.06M	Buy	+42,107	New	+$984K	0.03%	909
2025 Q1	–	Sell	-28,577	Closed	-$834K	–	1626
2024 Q4	$834K	Sell	28,577 -5,285	-16%	-$164K	0.06%	502
2024 Q3	$1.08M	Buy	33,862 +8,360	+33%	+$269K	0.07%	410
2024 Q2	$783K	Buy	25,502 +2,934	+13%	+$93.7K	0.04%	608
2024 Q1	$795K	Buy	22,568 +11,564	+105%	+$386K	0.06%	481
2023 Q4	$374K	Buy	+11,004	New	+$328K	0.03%	738
2023 Q1	–	Sell	-21,899	Closed	-$494K	–	1554
2022 Q4	$494K	Buy	+21,899	New	+$469K	0.07%	438
2022 Q3	–	Sell	-21,755	Closed	-$423K	–	1284
2022 Q2	$423K	Buy	21,755 +2,456	+13%	+$61.1K	0.06%	477
2022 Q1	$486K	Buy	+19,299	New	+$697K	0.11%	275
2021 Q1	–	Sell	-5,995	Closed	-$230K	–	813
2020 Q4	$230K	Buy	+5,995	New	+$204K	0.1%	411

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

Y-Intercept (HK)'s UPBD Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Upbound Group (UPBD) stake by 75% in Q2 2026, selling an estimated $2.1M and leaving 37,945 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #1126.

Y-Intercept (HK) first reported a position in UPBD in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.71M in Q1 2026. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Y-Intercept (HK) held 37,945 shares of Upbound Group worth $805K as of Q2 2026.
Y-Intercept (HK) sold 112,250 Upbound Group shares in Q2 2026, an estimated $2.1M.
Upbound Group made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1126 holding.
Y-Intercept (HK) first reported a position in Upbound Group in Q4 2020 and has held it in 14 quarters since.
Y-Intercept (HK)'s Upbound Group position peaked at $2.71M in Q1 2026.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.