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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 %
BlackRock
1
BlackRock
New York
$205M -$20.2M -805,140 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$172M -$4.21M -167,751 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$116M -$1.31M -52,289 -1%
IC
4
IEQ Capital
California
$114M +$95.4M +3,801,043 +518%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.5M -$1.03M -40,947 -2%
State Street
6
State Street
Massachusetts
$53.2M -$2.03M -79,522 -4%
LSV Asset Management
7
LSV Asset Management
Illinois
$51.2M +$8.84M +352,264 +21%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$33.7M +$682K +27,185 +2%
Charles Schwab
9
Charles Schwab
California
$27.4M +$979K +39,005 +4%
NL
10
Nuveen LLC
North Carolina
$23.4M +$12.9M +513,478 +123%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$22.7M +$2.59M +103,237 +13%
BFA
12
Bragg Financial Advisors
North Carolina
$22.3M +$4.15M +165,412 +23%
Morgan Stanley
13
Morgan Stanley
New York
$20.2M +$6.8M +270,916 +51%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$19.9M +$266K +10,610 +1%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$19.7M +$4.22M +168,113 +27%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$19.7M +$5.7M +227,029 +41%
ACL
17
Azora Capital LP
Florida
$19M +$19M +755,429 New
Marshall Wace
18
Marshall Wace
United Kingdom
$17.2M +$763K +30,398 +5%
Northern Trust
19
Northern Trust
Illinois
$15.8M -$412K -16,403 -3%
KCM
20
Kennedy Capital Management
Missouri
$14.7M -$8.32M -331,602 -36%
HCM
21
Huber Capital Management
California
$14.4M -$9.39M -374,116 -39%
Goldman Sachs
22
Goldman Sachs
New York
$12M -$1.36M -54,003 -10%
Invesco
23
Invesco
Georgia
$10.3M -$1.14M -45,313 -10%
Millennium Management
24
Millennium Management
New York
$10.2M +$6.79M +270,441 +198%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$9.61M -$3.08M -122,552 -24%
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