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Upbound Group
UPBD

Overview Fund Activity

252 hedge funds and large institutions have $1.32B invested in Upbound Group in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
252
Holders Change
+10
Holders Change %
+4.13%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
44
Increased
113
Reduced
64
Closed
29
Calls
$3.04M
Puts
$1.32M
Net Calls
+$1.72M
Net Calls Change
+$497K

Top Buyers

1
IC
1
IEQ Capital
California
$114M
2
ACL
2
Azora Capital LP
Florida
$19M
3
NL
3
Nuveen LLC
North Carolina
$23.4M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$51.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$205M
2
HCM
2
Huber Capital Management
California
$14.4M
3
KCM
3
Kennedy Capital Management
Missouri
$14.7M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.29M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$205M 8,175,638 -805,140 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$172M 6,858,070 -167,751 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$116M 4,616,099 -52,289 -1%
IC
4
IEQ Capital
California
$114M 4,535,114 +3,801,043 +518%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.5M 2,170,063 -40,947 -2%
State Street
6
State Street
Massachusetts
$53.2M 2,085,564 -79,522 -4%
LSV Asset Management
7
LSV Asset Management
Illinois
$51.2M 2,041,415 +352,264 +21%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$33.7M 1,341,347 +27,185 +2%
Charles Schwab
9
Charles Schwab
California
$27.4M 1,090,641 +39,005 +4%
NL
10
Nuveen LLC
North Carolina
$23.4M 931,808 +513,478 +123%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$22.7M 905,718 +103,237 +13%
BFA
12
Bragg Financial Advisors
North Carolina
$22.3M 889,643 +165,412 +23%
Morgan Stanley
13
Morgan Stanley
New York
$20.2M 804,534 +270,916 +51%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$19.9M 791,626 +10,610 +1%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$19.7M 783,997 +168,113 +27%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$19.7M 783,324 +227,029 +41%
ACL
17
Azora Capital LP
Florida
$19M 755,429 +755,429 New
Marshall Wace
18
Marshall Wace
United Kingdom
$17.2M 684,990 +30,398 +5%
Northern Trust
19
Northern Trust
Illinois
$15.8M 631,209 -16,403 -3%
KCM
20
Kennedy Capital Management
Missouri
$14.7M 586,925 -331,602 -36%
HCM
21
Huber Capital Management
California
$14.4M 574,939 -374,116 -39%
Goldman Sachs
22
Goldman Sachs
New York
$12M 478,806 -54,003 -10%
Invesco
23
Invesco
Georgia
$10.3M 408,811 -45,313 -10%
Millennium Management
24
Millennium Management
New York
$10.2M 407,105 +270,441 +198%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$9.61M 382,691 -122,552 -24%
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