Upbound Group
UPBD
239 hedge funds and large institutions have $1.01B invested in Upbound Group in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 34 closing their positions.
46% more call options, than puts
Call options by funds: $3.13M | Put options by funds: $2.14M
40% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 67
21% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 34
4% more capital invested
Capital invested by funds: $972M → $1.01B (+$38.3M)
0.95% more ownership
Funds ownership: 95.37% → 96.32% (+0.95%)
1% more funds holding
Funds holding: 237 → 239 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$13.2M |
| 2 |
Goldman Sachs
New York
|
+$12.7M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$8.05M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.38M |
| 5 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.14M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$5.95M |
| 3 |
D.E. Shaw & Co
New York
|
-$5.02M |
| 4 |
AG
Algert Global
San Francisco,
California
|
-$4.25M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$4.19M |
UPBD Hedge Fund Activity: Q1 2026 in Review
239 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q1 2026, worth a combined $1.01B — up 3.9% from $972M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new UPBD positions and 34 closed out — a net gain of 7 holders — while 94 added to existing stakes and 67 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $13.2M. The largest seller was Nuveen, cutting an estimated $7.14M.
- 239 institutional investors held Upbound Group (UPBD) as of Q1 2026, up from 237 in Q4 2025.
- Funds reported $1.01B of Upbound Group stock for Q1 2026, up 3.9% quarter-over-quarter.
- 41 funds opened new Upbound Group positions in Q1 2026 and 34 closed out, a net change of +7 holders.
- The largest Upbound Group buyer in Q1 2026 was Hotchkis & Wiley Capital Management, an estimated $13.2M added.
- The largest Upbound Group seller in Q1 2026 was Nuveen, an estimated $7.14M sold.
Based on aggregated 13F filings for Q1 2026.