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Upbound Group
UPBD

Overview Fund Activity

242 hedge funds and large institutions have $1.15B invested in Upbound Group in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
242
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
74
Closed
33
Calls
$2.18M
Puts
$953K
Net Calls
+$1.23M
Net Calls Change
-$807K

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$22M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$112M
3
NL
3
Nuveen LLC
North Carolina
$10M
4
LMC
4
Lightspeed Management Company
California
$9.2M
5
BFA
5
Bragg Financial Advisors
North Carolina
$17.4M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$2.94M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$0
3
Barclays
3
Barclays
United Kingdom
$2.92M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$226K
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$215M 8,980,778 -60,800 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M 7,025,821 +244,746 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$112M 4,668,388 +429,320 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$53M 2,211,010 -117,219 -5%
State Street
5
State Street
Massachusetts
$51.9M 2,165,086 +16,910 +0.8%
LSV Asset Management
6
LSV Asset Management
Illinois
$40.5M 1,689,151 +114,328 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$31.5M 1,314,162 +94,501 +8%
Charles Schwab
8
Charles Schwab
California
$25.2M 1,051,636 +77,450 +8%
HCM
9
Huber Capital Management
California
$22.7M 949,055 +92,908 +11%
KCM
10
Kennedy Capital Management
Missouri
$22M 918,527 +568,365 +162%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$19.2M 802,481 +2,724 +0.3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$18.7M 781,016 -16,462 -2%
IC
13
IEQ Capital
California
$17.6M 734,071 -14,885 -2%
BFA
14
Bragg Financial Advisors
North Carolina
$17.4M 724,231 +318,060 +78%
Marshall Wace
15
Marshall Wace
United Kingdom
$15.7M 654,592 +303,643 +87%
Northern Trust
16
Northern Trust
Illinois
$15.5M 647,612 -5,441 -0.8%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$14.8M 615,884 +27,735 +5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$13.3M 556,295 -2,825 -0.5%
Morgan Stanley
19
Morgan Stanley
New York
$12.8M 533,618 -78,820 -13%
Goldman Sachs
20
Goldman Sachs
New York
$12.8M 532,809 +224,811 +73%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$12.1M 505,243 +142,718 +39%
Invesco
22
Invesco
Georgia
$10.9M 454,124 +19,305 +4%
NL
23
Nuveen LLC
North Carolina
$10M 418,330 +418,330 New
LMC
24
Lightspeed Management Company
California
$9.2M 384,160 +384,160 New
Federated Hermes
25
Federated Hermes
Pennsylvania
$7.24M 302,091 -4,677 -2%
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