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Upbound Group

238 hedge funds and large institutions have $1.01B invested in Upbound Group in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

4% more capital invested

Capital invested by funds: $972M → $1.01B (+$38M)

0.93% more ownership

Funds ownership: 95.37%96.29% (+0.93%)

0% more funds holding

Funds holding: 237238 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
238
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
94
Reduced
67
Closed
34
Calls
$3.13M
Puts
$2.14M
Net Calls
+$989K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$148M +$1.39M +71,082 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$97.6M +$4.1M +210,458 +4%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$71.1M +$76.8M +3,939,142 New
IC
4
IEQ Capital
California
$70.5M -$3.85M -197,547 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$43.2M +$6.38M +327,203 +16%
LSV Asset Management
6
LSV Asset Management
Illinois
$41.8M -$3.94M -202,000 -8%
State Street
7
State Street
Massachusetts
$41.5M -$2.22M -114,035 -5%
VCM
8
Vanguard Capital Management
Pennsylvania
$41.1M +$44.3M +2,275,668 New
HCM
9
Huber Capital Management
California
$30.7M -$710K -36,440 -2%
Goldman Sachs
10
Goldman Sachs
New York
$24.9M +$12.7M +650,028 +89%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$24.5M +$1.48M +75,884 +6%
Charles Schwab
12
Charles Schwab
California
$22.9M +$633K +32,469 +3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$22.7M -$1.16M -59,592 -5%
BFA
14
Bragg Financial Advisors
North Carolina
$20.3M +$349K +17,891 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$15.4M -$285K -14,622 -2%
Morgan Stanley
16
Morgan Stanley
New York
$14.1M -$480K -24,656 -3%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$13.3M +$13.2M +675,660 +1,090%
KCM
18
Kennedy Capital Management
Missouri
$12.1M -$62.7K -3,218 -0.5%
Northern Trust
19
Northern Trust
Illinois
$10.9M +$139K +7,119 +1%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$10.8M +$3.03M +155,351 +35%
Invesco
21
Invesco
Georgia
$9.6M -$327K -16,805 -3%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$7.46M +$8.05M +413,005 New
BCM
23
Bridgeway Capital Management
Texas
$6.57M +$314K +16,090 +5%
Victory Capital Management
24
Victory Capital Management
Texas
$6.57M +$22.2K +1,140 +0.3%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$6.22M +$6.71M +344,341 New