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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 %
MAM
101
Martingale Asset Management
Massachusetts
$717K 28,570 -4,200 -13%
BFS
102
Bradley Foster & Sargent
Connecticut
$653K 26,016 +26,016 New
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$645K 25,705 +482 +2%
Creative Planning
104
Creative Planning
Kansas
$626K 24,942 +13,450 +117%
CCIA
105
Campbell & Co Investment Adviser
Maryland
$614K 24,478 +24,478 New
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$602K 24,000 -100 -0.4%
IMRF
107
Illinois Municipal Retirement Fund
Illinois
$602K 23,972 -1,957 -8%
Jacobs Levy Equity Management
108
Jacobs Levy Equity Management
New Jersey
$592K 23,596 -30,705 -57%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$591K 23,555 – –
FRM
110
Fox Run Management
Connecticut
$556K 22,133 -11,176 -34%
ACM
111
Aquatic Capital Management
Illinois
$555K 22,114 +15,981 +261%
Verition Fund Management
112
Verition Fund Management
Connecticut
$548K 21,846 -148,267 -87%
VA
113
Vident Advisory
Georgia
$513K 20,455 +20,455 New
SO
114
STRS Ohio
Ohio
$502K 20,000 -6,100 -23%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$502K 20,009 +15,747 +369%
Man Group
116
Man Group
United Kingdom
$485K 19,331 -14,890 -44%
HI
117
Horizon Investments
North Carolina
$482K 19,204 +19,204 New
YCM
118
Yousif Capital Management
Michigan
$479K 19,093 +777 +4%
AIM
119
Aigen Investment Management
New York
$475K 18,911 -305 -2%
SG Americas Securities
120
SG Americas Securities
New York
$472K 18,810 -27,986 -60%
HW
121
Hancock Whitney
Mississippi
$468K 18,652 +6,744 +57%
KFA
122
Krane Funds Advisors
New York
$453K 18,049 +18,049 New
Norges Bank
123
Norges Bank
Norway
$440K 17,526 +17,526 New
Comerica Bank
124
Comerica Bank
Texas
$440K 17,515 +975 +6%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$433K 17,222 – –
3 4
5
6 7