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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 %
Canada Life
76
Canada Life
Manitoba, Canada
$1.29M 51,444 +2,737 +6%
Citigroup
77
Citigroup
New York
$1.29M 51,432 -29,691 -37%
CAU
78
Caxton Associates (UK)
$1.11M 44,217 +44,217 New
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$1.09M 43,340 -644 -1%
BHCM
80
Brevan Howard Capital Management
Jersey
$1.08M 42,925 +29,389 +217%
LPL Financial
81
LPL Financial
California
$1.07M 42,795 +16,510 +63%
SGI
82
Summit Global Investments
Utah
$1.06M 42,138 +42,138 New
YIH
83
Y-Intercept (HK)
Hong Kong
$1.06M 42,107 +42,107 New
TI
84
Tidal Investments
Wisconsin
$1.05M 41,769 +14,616 +54%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1.04M 41,258 -5,701 -12%
SEI Investments
86
SEI Investments
Pennsylvania
$1.03M 41,124 +21,121 +106%
NRD
87
Nebula Research & Development
New York
$1M 39,992 +15,983 +67%
CPX
88
Canaan Partners XI
California
$974K 38,824 – –
Los Angeles Capital Management
89
Los Angeles Capital Management
California
$963K 38,386 +38,386 New
BBVA
90
Banco Bilbao Vizcaya Argentaria
Spain
$961K 38,161 -6,477 -15%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$950K 37,843 +326 +0.9%
Wells Fargo
92
Wells Fargo
California
$945K 37,664 +8,977 +31%
Franklin Resources
93
Franklin Resources
California
$939K 37,404 +1,938 +5%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$908K 36,170 -261 -0.7%
MCM
95
Mork Capital Management
California
$858K 34,200 – –
MIM
96
MetLife Investment Management
New Jersey
$810K 32,290 – –
HT
97
Headlands Technologies
Illinois
$787K 31,360 +2,915 +10%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$769K 30,657 +2,356 +8%
Mirae Asset Global ETFs Holdings
99
Mirae Asset Global ETFs Holdings
Hong Kong
$722K 28,783 -3,108 -10%
CA
100
CoreCap Advisors
Michigan
$720K 28,677 +2,792 +11%
2 3
4
5 6