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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 %
First Trust Advisors
51
First Trust Advisors
Illinois
$2.7M 107,579 +28,476 +36%
American Century Companies
52
American Century Companies
Missouri
$2.69M 107,210 +17,420 +19%
UBS Group
53
UBS Group
Switzerland
$2.65M 105,470 -3,488 -3%
EGM
54
Engineers Gate Manager
New York
$2.6M 103,575 +73,604 +246%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.48M 98,700 +8,600 +10%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$2.39M 95,161 +79 +0.1%
KCM
57
Kendall Capital Management
Maryland
$2.36M 93,930 +1,935 +2%
Federated Hermes
58
Federated Hermes
Pennsylvania
$2.29M 91,234 -210,857 -70%
Amundi
59
Amundi
France
$2.27M 86,408 -18,098 -17%
VRS
60
Virginia Retirement Systems
Virginia
$2.19M 87,400 +38,200 +78%
SBH
61
Segall Bryant & Hamill
Illinois
$2.19M 87,312 -8,215 -9%
IP
62
Interval Partners
New York
$2.15M 85,724 +25,869 +43%
Allianz Asset Management
63
Allianz Asset Management
Germany
$2.12M 84,556 +621 +0.7%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$2.04M 81,377 +207 +0.3%
AG
65
Algert Global
California
$2.01M 79,920 -74,038 -48%
CEI
66
Clark Estates Inc
New York
$1.93M 77,000 – –
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$1.87M 74,388 -200,433 -73%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.8M 71,528 – –
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$1.69M 67,336 +52,944 +368%
Prudential Financial
70
Prudential Financial
New Jersey
$1.67M 53,250 +2,948 +6%
Arrowstreet Capital
71
Arrowstreet Capital
Massachusetts
$1.59M 63,402 -59,350 -48%
SSA
72
Schonfeld Strategic Advisors
New York
$1.51M 60,125 +23,658 +65%
Squarepoint
73
Squarepoint
New York
$1.46M 58,279 +58,279 New
GCM
74
Graham Capital Management
Connecticut
$1.43M 56,932 -7,214 -11%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$1.41M 55,950 +7,499 +15%
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