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Upbound Group (UPBD) Institutional Ownership

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$26.56 -1.08 (-3.91%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$27.60 +1.04 (+3.91%)
As of 02/21/2025 06:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Upbound Group (NASDAQ:UPBD)

Current
Institutional Ownership
Percentage
90.30%
Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$308.88M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$137.35M
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UPBD Institutional Buying and Selling by Quarter

Upbound Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 PharVision Advisers LLC10,754$314K0.3%N/A0.020%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC140,151$4.09M0.0%+18.2%0.256%
2/17/2025 Voloridge Investment Management LLC147,893$4.31M0.0%+101.7%0.270%
2/17/2025 Vident Advisory LLC16,444$480K0.0%N/A0.030%
2/17/2025 Twinbeech Capital LP45,979$1.34M0.0%N/A0.084%
2/17/2025 Two Sigma Advisers LP20,500$598K0.0%-37.3%0.037%
2/17/2025 Tidal Investments LLC17,900$522K0.0%N/A0.033%
2/17/2025 Teza Capital Management LLC19,227$561K0.1%-42.1%0.035%
2/17/2025 Sherbrooke Park Advisers LLC11,510$336K0.1%N/A0.021%
2/17/2025 Rafferty Asset Management LLC12,312$359K0.0%-11.2%0.023%
2/17/2025 ProShare Advisors LLC16,071$469K0.0%-27.6%0.029%
2/17/2025 Man Group plc69,688$2.03M0.0%-14.7%0.127%
2/17/2025 Nuveen Asset Management LLC548,896$16.01M0.0%-19.7%1.003%
2/17/2025 Mork Capital Management LLC34,200$998K0.7%N/A0.063%
2/17/2025 Millennium Management LLC45,863$1.34M0.0%-77.0%0.084%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.30,515$890K0.0%+3.8%0.056%
2/17/2025 Interval Partners LP65,842$1.92M0.0%+21.8%0.120%
2/17/2025 Jacobs Levy Equity Management Inc.21,768$635K0.0%-15.6%0.040%
2/17/2025 Graham Capital Management L.P.42,452$1.24M0.0%+9.4%0.078%
2/17/2025 Deutsche Bank AG47,670$1.39M0.0%+40.4%0.087%
2/17/2025 D. E. Shaw & Co. Inc.362,525$10.58M0.0%+13.3%0.663%
2/17/2025 CoreCap Advisors LLC24,192$706K0.0%+12.5%0.044%
2/17/2025 Corton Capital Inc.7,105$207K0.1%-20.2%0.013%
2/17/2025 Cresset Asset Management LLC46,921$1.39M0.0%+5.6%0.086%
2/17/2025 Crestline Management LP7,880$230K0.0%N/A0.014%
2/17/2025 Cubist Systematic Strategies LLC191,171$5.58M0.0%-18.4%0.349%
2/17/2025 Cetera Investment Advisers10,731$313K0.0%-3.3%0.020%
2/17/2025 Centiva Capital LP12,545$366K0.0%-18.9%0.023%
2/17/2025 Bank of America Corp DE162,143$4.73M0.0%-66.0%0.296%
2/17/2025 BNP Paribas Financial Markets168,446$4.91M0.0%+31.7%0.308%
2/17/2025 Ameriprise Financial Inc.118,602$3.46M0.0%-1.3%0.217%
2/17/2025 Algert Global LLC287,442$8.39M0.2%+8.2%0.525%
2/17/2025 AXA S.A.119,925$3.50M0.0%+63.3%0.219%
2/14/2025 Jane Street Group LLC22,377$653K0.0%-72.1%0.041%
2/14/2025 Freestone Grove Partners LP7,569$221K0.0%N/A0.014%
2/14/2025 Schonfeld Strategic Advisors LLC68,491$2.00M0.0%-59.6%0.125%
2/14/2025 Northern Trust Corp653,053$19.05M0.0%+22.0%1.194%
2/14/2025 Tudor Investment Corp ET AL11,889$347K0.0%-39.6%0.022%
2/14/2025 Quarry LP2,698$79K0.0%-17.8%0.005%
2/14/2025 Nebula Research & Development LLC23,913$698K0.1%+17.5%0.044%
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2/14/2025 Hancock Whitney Corp10,580$309K0.0%N/A0.019%
2/14/2025 Voya Investment Management LLC20,915$610K0.0%+21.9%0.038%
2/14/2025 Banco Bilbao Vizcaya Argentaria S.A.24,721$713K0.0%-4.0%0.045%
2/14/2025 Fuller & Thaler Asset Management Inc.799,757$23.33M0.1%+15.2%1.462%
2/14/2025 Price T Rowe Associates Inc. MD67,890$1.98M0.0%+6.0%0.124%
2/14/2025 Hsbc Holdings PLC46,054$1.33M0.0%-35.1%0.084%
2/14/2025 State of Tennessee Department of Treasury42,064$1.23M0.0%+10.0%0.077%
2/14/2025 Tower Research Capital LLC TRC 9,482$277K0.0%-29.7%0.017%
2/14/2025 MetLife Investment Management LLC32,816$957K0.0%+5.8%0.060%
2/14/2025 Dimensional Fund Advisors LP2,328,229$67.91M0.0%+4.1%4.256%
2/14/2025 First Trust Advisors LP70,746$2.06M0.0%N/A0.129%
2/13/2025 CANADA LIFE ASSURANCE Co47,803$1.39M0.0%-22.8%0.087%
2/13/2025 Marshall Wace LLP350,949$10.24M0.0%+333.9%0.642%
2/13/2025 Walleye Capital LLC8,926$260K0.0%-92.7%0.016%
2/13/2025 XTX Topco Ltd19,685$574K0.0%N/A0.036%
2/13/2025 Barclays PLC363,770$10.61M0.0%+15.0%0.665%
2/13/2025 Bragg Financial Advisors Inc406,171$11.85M0.5%+14.1%0.743%
2/13/2025 Kennedy Capital Management LLC350,162$10.21M0.2%N/A0.640%
2/13/2025 LSV Asset Management1,574,823$45.94M0.1%-6.4%2.879%
2/13/2025 Raymond James Financial Inc.134,459$3.92M0.0%N/A0.246%
2/13/2025 Renaissance Technologies LLC81,200$2.37M0.0%+617.8%0.148%
2/13/2025 Legal & General Group Plc138,447$4.04M0.0%+3.4%0.253%
2/13/2025 Invesco Ltd.434,819$12.68M0.0%+16.3%0.795%
2/13/2025 FMR LLC4,239,068$123.65M0.0%-1.9%7.750%
2/13/2025 Federated Hermes Inc.306,768$8.95M0.0%+2.0%0.561%
2/13/2025 Russell Investments Group Ltd.58,072$1.69M0.0%-33.9%0.106%
2/13/2025 Dynamic Technology Lab Private Ltd34,970$1.02M0.2%+51.2%0.064%
2/13/2025 Wells Fargo & Company MN28,863$842K0.0%+32.1%0.053%
2/12/2025 Huber Capital Management LLC856,147$24.97M5.0%+2.2%1.565%
2/12/2025 Bryce Point Capital LLC67,428$1.97M0.6%N/A0.123%
2/12/2025 Headlands Technologies LLC26,978$787K0.1%+57.2%0.049%
2/12/2025 Geode Capital Management LLC1,219,661$35.58M0.0%+0.1%2.230%
2/12/2025 Franklin Resources Inc.35,263$1.03M0.0%+7.5%0.064%
2/12/2025 Wellington Management Group LLP559,120$16.31M0.0%+37.9%1.022%
2/12/2025 O Shaughnessy Asset Management LLC16,871$492K0.0%-22.2%0.031%
2/12/2025 Brandywine Global Investment Management LLC167,397$4.88M0.0%N/A0.306%
2/12/2025 Arrowstreet Capital Limited Partnership811,604$23.67M0.0%-4.1%1.484%
2/12/2025 Norges Bank148,384$4.33M0.0%N/A0.271%
2/12/2025 JPMorgan Chase & Co.235,570$6.87M0.0%+29.2%0.431%
2/12/2025 Mitsubishi UFJ Trust & Banking Corp117,771$3.44M0.0%+16.1%0.215%
2/11/2025 Segall Bryant & Hamill LLC97,895$2.86M0.0%-4.8%0.179%
2/11/2025 Prudential Financial Inc.50,162$1.59M0.0%-1.0%0.092%
2/11/2025 Corebridge Financial Inc.28,392$828K0.0%-7.2%0.052%
2/11/2025 Vanguard Group Inc.6,781,075$197.80M0.0%+1.7%12.397%
2/11/2025 LPL Financial LLC20,326$593K0.0%-3.5%0.037%
2/11/2025 Fox Run Management L.L.C.14,217$415K0.1%-22.0%0.026%
2/11/2025 KLP Kapitalforvaltning AS16,600$490K0.0%N/A0.030%
2/11/2025 Sei Investments Co.19,334$564K0.0%+204.6%0.035%
2/11/2025 American Century Companies Inc.32,745$955K0.0%+216.8%0.060%
2/11/2025 Quantbot Technologies LP20,382$595K0.0%-69.2%0.037%
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2/11/2025 Teacher Retirement System of Texas103,978$3.03M0.0%+135.1%0.190%
2/10/2025 Thrivent Financial for Lutherans68,984$2.01M0.0%-26.7%0.126%
2/10/2025 First National Advisers LLC66,910$1.95M0.3%+2.6%0.122%
2/10/2025 Natixis Advisors LLC64,282$1.88M0.0%+524.6%0.118%
2/10/2025 Vestcor Inc5,973$174K0.0%N/A0.011%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.21,005$613K0.0%N/A0.038%
2/7/2025 AlphaQuest LLC15,871$463K0.1%+137.5%0.029%
2/7/2025 Kendall Capital Management80,950$2.36M0.7%+44.3%0.148%
2/7/2025 Amundi56,159$1.68M0.0%+29.1%0.103%
2/7/2025 PNC Financial Services Group Inc.3,785$110K0.0%+12.8%0.007%
(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, 237 institutional investors and hedge funds held shares of Upbound Group. The most heavily invested institutionals were Vanguard Group Inc. ($197.80M), FMR LLC ($123.65M), Dimensional Fund Advisors LP ($67.91M), State Street Corp ($64.88M), LSV Asset Management ($45.94M), Engaged Capital LLC ($35.83M), and Geode Capital Management LLC ($35.58M).Learn more on UPBD's institutional investors.

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

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

Which institutional investors have been buying Upbound Group stock?

Of the 200 institutional investors that purchased Upbound Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($6.20M), Vanguard Group Inc. ($6.12M), Ieq Capital LLC ($3.99M), LSV Asset Management ($1.69M), Bank of New York Mellon Corp ($956.04K), Charles Schwab Investment Management Inc. ($916.69K), and American Century Companies Inc. ($754.13K).

How much institutional buying is happening at Upbound Group?

Institutional investors have bought a total of 31,606,660 shares in the last 24 months. This purchase volume represents approximately $950.41M in transactions.

Which Upbound Group major shareholders have been selling company stock?

Of the 102 institutional investors that sold Upbound Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.52M), Engaged Capital LLC ($498.66K), American Century Companies Inc. ($379.35K), Bank of America Corp DE ($314.11K), Millennium Management LLC ($158.20K), Nuveen Asset Management LLC ($134.53K), and Walleye Capital LLC ($112.94K).

How much institutional selling is happening at Upbound Group?

Institutional investors have sold a total of 4,716,770 shares in the last 24 months. This volume of shares sold represents approximately $146.01M in transactions.



This page (NASDAQ:UPBD) was last updated on 2/22/2025 by MarketBeat.com Staff
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