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Upbound Group
UPBD

Overview Fund Activity

253 hedge funds and large institutions have $1.33B invested in Upbound Group in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.39%
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
65
Closed
30
Calls
$3.79M
Puts
$2.12M
Net Calls
+$1.67M
Net Calls Change
+$444K

Top Buyers

1
IC
IEQ Capital
California
+$95.4M
2
ACL
Azora Capital LP
Florida
+$19M
3
NL
Nuveen LLC
North Carolina
+$12.9M
4
LSV Asset Management
LSV Asset Management
Illinois
+$8.84M
5
Morgan Stanley
Morgan Stanley
New York
+$6.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$20.2M
2
HCM
Huber Capital Management
California
-$9.39M
3
LMC
Lightspeed Management Company
California
-$9.2M
4
KCM
Kennedy Capital Management
Missouri
-$8.32M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$5.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$1.41M +$188K +7,499 +15%
Canada Life
77
Canada Life
Manitoba, Canada
$1.29M +$68.7K +2,737 +6%
Citigroup
78
Citigroup
New York
$1.29M -$745K -29,691 -37%
CAU
79
Caxton Associates (UK)
$1.11M +$1.11M +44,217 New
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$1.09M -$16.2K -644 -1%
BHCM
81
Brevan Howard Capital Management
Jersey
$1.08M +$738K +29,389 +217%
LPL Financial
82
LPL Financial
California
$1.07M +$414K +16,510 +63%
SGI
83
Summit Global Investments
Utah
$1.06M +$1.06M +42,138 New
YIH
84
Y-Intercept (HK)
Hong Kong
$1.06M +$1.06M +42,107 New
TI
85
Tidal Investments
Wisconsin
$1.05M +$367K +14,616 +54%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$1.04M -$143K -5,701 -12%
SEI Investments
87
SEI Investments
Pennsylvania
$1.03M +$530K +21,121 +106%
NRD
88
Nebula Research & Development
New York
$1M +$401K +15,983 +67%
CPX
89
Canaan Partners XI
California
$974K – – –
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$963K +$963K +38,386 New
BBVA
91
Banco Bilbao Vizcaya Argentaria
Spain
$961K -$163K -6,477 -15%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$950K +$8.18K +326 +0.9%
Wells Fargo
93
Wells Fargo
California
$945K +$225K +8,977 +31%
Franklin Resources
94
Franklin Resources
California
$939K +$48.6K +1,938 +5%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$908K -$6.55K -261 -0.7%
MCM
96
Mork Capital Management
California
$858K – – –
MIM
97
MetLife Investment Management
New Jersey
$810K – – –
HT
98
Headlands Technologies
Illinois
$787K +$73.2K +2,915 +10%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$769K +$59.1K +2,356 +8%
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$722K -$78K -3,108 -10%
2 3
4
5 6