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Upbound Group (UPBD) Institutional Ownership

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$22.74 -0.04 (-0.18%)
Closing price 10/3/2025 04:00 PM Eastern
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$22.74 0.00 (0.00%)
As of 10/3/2025 04:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for Upbound Group (NASDAQ:UPBD)

Current
Institutional Ownership
Percentage
90.30%
Number of
Institutional Buyers
(last 12 months)
172
Total
Institutional Inflows
(last 12 months)
$390.97M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$144.68M
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UPBD Institutional Buying and Selling by Quarter

Upbound Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2025 GAMMA Investing LLC3,787$89K0.0%+44.7%0.007%
9/24/2025Texas Permanent School Fund Corp231,378$5.81M0.1%+8.2%0.400%
9/4/2025Osaic Holdings Inc.14,011$352K0.0%+175.3%0.024%
8/27/2025Squarepoint Ops LLC58,279$1.46M0.0%N/A0.101%
8/19/2025State of Wyoming7,913$199K0.0%N/A0.014%
8/18/2025Caxton Associates LLP44,217$1.11M0.0%N/A0.076%
8/16/2025Public Sector Pension Investment Board175,462$4.40M0.0%+8.3%0.303%
8/16/2025Headlands Technologies LLC31,360$787K0.1%+10.2%0.054%
8/15/2025CANADA LIFE ASSURANCE Co51,444$1.29M0.0%+5.6%0.089%
8/15/2025Tower Research Capital LLC TRC 4,891$123K0.0%+47.5%0.008%
8/15/2025State of Tennessee Department of Treasury41,258$1.04M0.0%-12.1%0.071%
8/15/2025Vident Advisory LLC20,455$513K0.0%N/A0.035%
8/15/2025Teza Capital Management LLC11,064$278K0.2%-7.0%0.019%
8/15/2025Tidal Investments LLC41,769$1.05M0.0%+53.8%0.072%
8/15/2025Rafferty Asset Management LLC13,668$343K0.0%+7.9%0.024%
8/15/2025Man Group plc19,331$485K0.0%-43.5%0.033%
8/15/2025Engineers Gate Manager LP103,575$2.60M0.0%+245.6%0.179%
8/15/2025BNP Paribas Financial Markets143,757$3.61M0.0%+21.0%0.248%
8/15/2025Brevan Howard Capital Management LP42,925$1.08M0.0%+217.1%0.074%
8/15/2025Bank of America Corp DE345,438$8.67M0.0%+67.5%0.597%
8/15/2025Ameriprise Financial Inc.119,546$3.00M0.0%+5.1%0.206%
8/15/2025AQR Capital Management LLC216,050$5.42M0.0%+347.5%0.373%
8/14/2025California State Teachers Retirement System43,340$1.09M0.0%-1.5%0.075%
8/14/2025Raymond James Financial Inc.157,605$3.96M0.0%+2.6%0.272%
8/14/2025Canada Pension Plan Investment Board3,800$95K0.0%N/A0.007%
8/14/2025Quantinno Capital Management LP13,777$346K0.0%N/A0.024%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.28,783$722K0.0%-9.7%0.050%
8/14/2025Ieq Capital LLC4,535,114$113.83M0.7%+517.8%7.833%
8/14/2025The Manufacturers Life Insurance Company 25,705$645K0.0%+1.9%0.044%
8/14/2025Squarepoint Ops LLC58,279$1.46M0.0%N/A0.101%
8/14/2025Sei Investments Co.41,124$1.03M0.0%+112.7%0.071%
8/14/2025Nebula Research & Development LLC39,992$1.00M0.1%+66.6%0.069%
8/14/2025Azora Capital LP755,429$18.96M0.9%N/A1.305%
8/14/2025Qube Research & Technologies Ltd783,997$19.68M0.0%+27.3%1.354%
8/14/2025Cerity Partners LLC11,604$291K0.0%N/A0.020%
8/14/2025Federated Hermes Inc.91,234$2.29M0.0%-69.8%0.158%
8/13/2025Amundi86,408$2.27M0.0%-17.3%0.149%
8/13/2025Marshall Wace LLP684,990$17.19M0.0%+4.6%1.183%
8/13/2025First Trust Advisors LP107,579$2.70M0.0%+36.0%0.186%
8/13/2025Kennedy Capital Management LLC586,925$14.73M0.4%-36.1%1.014%
8/13/2025Invesco Ltd.408,811$10.26M0.0%-10.0%0.706%
8/13/2025Arrowstreet Capital Limited Partnership63,402$1.59M0.0%-48.3%0.110%
8/13/2025Quantbot Technologies LP5,092$128K0.0%-91.0%0.009%
8/13/2025Panagora Asset Management Inc.313,854$7.88M0.0%+5.3%0.542%
8/13/2025New York State Common Retirement Fund14,751$370K0.0%-30.0%0.025%
8/13/2025Norges Bank17,526$440K0.0%N/A0.030%
8/13/2025Capital Fund Management S.A.11,261$283K0.0%N/A0.019%
8/12/2025Advisors Asset Management Inc.4,625$116K0.0%+18.2%0.008%
8/12/2025XTX Topco Ltd13,199$331K0.0%N/A0.023%
8/12/2025Steward Partners Investment Advisory LLC1,574$40K0.0%-66.1%0.003%
8/12/2025Summit Global Investments42,138$1.06M0.1%N/A0.073%
8/12/2025Prudential Financial Inc.53,250$1.34M0.0%+5.9%0.092%
8/12/2025American Century Companies Inc.107,210$2.69M0.0%+19.4%0.185%
8/12/2025Segall Bryant & Hamill LLC87,312$2.19M0.0%-8.6%0.151%
8/12/2025Rhumbline Advisers156,461$3.93M0.0%+5.1%0.270%
8/12/2025Franklin Resources Inc.37,404$939K0.0%+5.5%0.065%
8/12/2025Legal & General Group Plc141,978$3.56M0.0%+2.6%0.245%
8/12/2025Brandywine Global Investment Management LLC155,097$3.89M0.0%-3.7%0.268%
8/12/2025JPMorgan Chase & Co.74,388$1.87M0.0%-72.9%0.128%
8/12/2025Swiss National Bank98,700$2.48M0.0%+9.5%0.170%
8/11/2025Inspire Advisors LLC115,894$2.91M0.3%N/A0.200%
8/11/2025LSV Asset Management2,041,415$51.24M0.1%+20.9%3.526%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH244,409$6.14M0.0%+0.2%0.422%
8/8/2025Cetera Investment Advisers9,823$247K0.0%-10.6%0.017%
8/8/2025Intech Investment Management LLC236,966$5.95M0.1%+6.6%0.409%
8/8/2025Creative Planning24,942$626K0.0%+117.0%0.043%
8/8/2025SG Americas Securities LLC18,810$472K0.0%-59.8%0.032%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,213$332K0.0%+8.1%0.023%
8/8/2025Olympiad Research LP9,703$244K0.4%N/A0.017%
8/8/2025Banco Bilbao Vizcaya Argentaria S.A.38,161$961K0.0%-14.5%0.066%
8/8/2025Police & Firemen s Retirement System of New Jersey12,726$319K0.0%+10.5%0.022%
8/8/2025Geode Capital Management LLC1,341,347$33.67M0.0%+2.1%2.317%
8/7/2025ProShare Advisors LLC11,704$294K0.0%-7.0%0.020%
8/7/2025CSM Advisors LLC160,189$4.02M0.1%N/A0.277%
8/7/2025Campbell & CO Investment Adviser LLC24,478$614K0.0%N/A0.042%
8/7/2025Connor Clark & Lunn Investment Management Ltd.325,554$8.17M0.0%+189.3%0.562%
8/7/2025Los Angeles Capital Management LLC38,386$963K0.0%N/A0.066%
8/6/2025Fox Run Management L.L.C.22,133$556K0.1%-33.6%0.038%
8/5/2025Bank of New York Mellon Corp791,626$19.87M0.0%+1.4%1.369%
8/5/2025Corton Capital Inc.10,057$252K0.3%N/A0.017%
8/1/2025Teacher Retirement System of Texas67,336$1.69M0.0%+367.9%0.116%
8/1/2025Y Intercept Hong Kong Ltd42,107$1.06M0.0%N/A0.073%
7/31/2025Nisa Investment Advisors LLC12,183$311K0.0%+5.5%0.021%
7/31/2025AlphaQuest LLC1,352$34K0.0%-79.8%0.002%
7/30/2025First Citizens Bank & Trust Co.9,854$247K0.0%N/A0.017%
7/29/2025VIRGINIA RETIREMENT SYSTEMS ET Al87,400$2.19M0.0%N/A0.151%
7/28/2025Allianz Asset Management GmbH84,556$2.12M0.0%+0.7%0.146%
7/25/2025Envestnet Portfolio Solutions Inc.9,537$239K0.0%N/A0.016%
7/25/2025Yousif Capital Management LLC19,093$479K0.0%+4.2%0.033%
7/25/2025CWM LLC12,763$320K0.0%+578.9%0.022%
7/24/2025Inspire Investing LLC15,861$398K0.0%+10.6%0.027%
7/24/2025Blue Trust Inc.1,292$32K0.0%-27.6%0.002%
7/23/2025KLP Kapitalforvaltning AS10,700$272K0.0%+24.4%0.019%
7/16/2025Kendall Capital Management93,930$2.36M0.6%+2.1%0.162%
7/16/2025State of Alaska Department of Revenue30,657$769K0.0%+8.3%0.053%
7/14/2025 GAMMA Investing LLC2,617$66K0.0%+414.1%0.005%
7/11/2025Diversified Trust Co15,923$400K0.0%+10.7%0.028%
7/11/2025Kingstone Capital Partners Texas LLC12,480$313K0.0%N/A0.022%
7/10/2025Moody National Bank Trust Division8,775$220K0.0%N/A0.015%
6/18/2025Voya Investment Management LLC36,431$873K0.0%+74.2%0.063%
(Data available from 1/1/2016 forward)

UPBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPBD shares?

During the previous two years, 268 institutional investors and hedge funds held shares of Upbound Group. The most heavily invested institutionals were Vanguard Group Inc. ($168.34M), FMR LLC ($123.65M), Ieq Capital LLC ($113.83M), Dimensional Fund Advisors LP ($67.91M), State Street Corp ($64.88M), LSV Asset Management ($51.24M), and Engaged Capital LLC ($35.83M).Learn more on Upbound Group's institutional investors.

What percentage of Upbound Group's stock is owned by institutional investors?

90.30% of Upbound Group's stock is owned by institutional investors. Learn more on UPBD's institutional investor holdings.

Which institutional investors have been buying Upbound Group's stock?

Of the 243 institutional investors that purchased Upbound Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ieq Capital LLC ($7.79M), Vanguard Group Inc. ($6.37M), FMR LLC ($6.20M), LSV Asset Management ($2.16M), Charles Schwab Investment Management Inc. ($994.14K), Bank of New York Mellon Corp ($966.65K), and American Century Companies Inc. ($828.60K).

How much institutional buying is happening at Upbound Group?

Institutional investors have bought a total of 14,716,835 shares in the last 24 months. This purchase volume represents approximately $390.97M in transactions.

Which of Upbound Group's major shareholders have been selling company stock?

Of the 91 institutional investors that sold Upbound Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.52M), Kennedy Capital Management LLC ($331.60K), Bank of America Corp DE ($314.11K), Cubist Systematic Strategies LLC ($224.94K), Federated Hermes Inc. ($215.53K), JPMorgan Chase & Co. ($200.43K), and Millennium Management LLC ($153.93K).

How much institutional selling is happening at Upbound Group?

Institutional investors have sold a total of 5,045,907 shares in the last 24 months. This volume of shares sold represents approximately $144.68M in transactions.


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This page (NASDAQ:UPBD) was last updated on 10/5/2025 by MarketBeat.com Staff
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