WBI INVESTMENTS, LLC

Position in UPBD — Upbound Group, Inc.

CIK 1397424 RED BANK, NJ

Position in UPBD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$276,899

-$2,587 QoQ

Shares Held

13,049

-15.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#157

of 256 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $7,851,428 across 7 Software - Application names. UPBD ranks #6 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	7,212	$1,877,715
2	ADP	Automatic Data Processing Inc	7,886	$1,766,068
3	PAYX	Paychex Inc	17,251	$1,696,290
4	ROP	Roper Technologies Inc	3,827	$1,295,017
5	TEAM	Atlassian Corp	9,034	$702,754
6	UPBD	Upbound Group, Inc. This page	13,049	$276,899
7	SNOW	Snowflake Inc.	930	$236,685

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,899	13,049	-15.7%	Shares	Defined	2026-08-11
2026-03-31	$279,486	15,484	+2.9%	Shares	Defined	2026-05-11
2025-12-31	$264,313	15,052	+51.6%	Shares	Defined	2026-02-13
2025-09-30	$234,622	9,929	-5.2%	Shares	Defined	2025-11-20
2025-06-30	$263,022	10,479	+16.9%	Shares	Defined	2025-08-11
2025-03-31	$214,777	8,964	-16.4%	Shares	Defined	2025-05-22
2023-09-30	$315,645	10,718	-54.9%	Shares	Defined	2023-11-09
2023-06-30	$738,995	23,739	+122.9%	Shares	Defined	2023-08-07
2023-03-31	$261,006	10,649	-40.7%	Shares	Defined	2023-05-15
2022-12-31	$405,246	17,971	-24.9%	Shares	Defined	2023-02-13
2022-09-30	$418,996	23,929	+5.8%	Shares	Defined	2022-10-26
2022-06-30	$439,920	22,618	—	Shares	Defined	2022-07-25
No filing history on record for this holder in this stock.