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Upbound Group (UPBD) Institutional Ownership

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$23.27 -0.35 (-1.48%)
Closing price 08/14/2025 04:00 PM Eastern
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$23.27 0.00 (0.00%)
As of 08/14/2025 04:20 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.
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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)
163
Total
Institutional Inflows
(last 12 months)
$375.62M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$145.31M
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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
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%
8/14/2025 Cerity Partners LLC11,604$291K0.0%N/A0.020%
8/14/2025 Federated Hermes Inc.91,234$2.29M0.0%-69.8%0.158%
8/13/2025 Amundi86,408$2.27M0.0%-17.3%0.149%
8/13/2025 Marshall Wace LLP684,990$17.19M0.0%+4.6%1.183%
8/13/2025 First Trust Advisors LP107,579$2.70M0.0%+36.0%0.186%
8/13/2025 Kennedy Capital Management LLC586,925$14.73M0.4%-36.1%1.014%
8/13/2025 Invesco Ltd.408,811$10.26M0.0%-10.0%0.706%
8/13/2025 Arrowstreet Capital Limited Partnership63,402$1.59M0.0%-48.3%0.110%
8/13/2025 Quantbot Technologies LP5,092$128K0.0%-91.0%0.009%
8/13/2025 Panagora Asset Management Inc.313,854$7.88M0.0%+5.3%0.542%
8/13/2025 New York State Common Retirement Fund14,751$370K0.0%-30.0%0.025%
8/13/2025 Norges Bank17,526$440K0.0%N/A0.030%
8/13/2025 Capital Fund Management S.A.11,261$283K0.0%N/A0.019%
8/12/2025 Advisors Asset Management Inc.4,625$116K0.0%+18.2%0.008%
8/12/2025 XTX Topco Ltd13,199$331K0.0%N/A0.023%
8/12/2025 Steward Partners Investment Advisory LLC1,574$40K0.0%-66.1%0.003%
8/12/2025 Summit Global Investments42,138$1.06M0.1%N/A0.073%
8/12/2025 Prudential Financial Inc.53,250$1.34M0.0%+5.9%0.092%
8/12/2025 American Century Companies Inc.107,210$2.69M0.0%+19.4%0.185%
8/12/2025 Segall Bryant & Hamill LLC87,312$2.19M0.0%-8.6%0.151%
8/12/2025 Rhumbline Advisers156,461$3.93M0.0%+5.1%0.270%
8/12/2025 Franklin Resources Inc.37,404$939K0.0%+5.5%0.065%
8/12/2025 Legal & General Group Plc141,978$3.56M0.0%+2.6%0.245%
8/12/2025 Brandywine Global Investment Management LLC155,097$3.89M0.0%-3.7%0.268%
8/12/2025 JPMorgan Chase & Co.74,388$1.87M0.0%-72.9%0.128%
8/12/2025 Swiss National Bank98,700$2.48M0.0%+9.5%0.170%
8/11/2025 Inspire Advisors LLC115,894$2.91M0.3%N/A0.200%
8/11/2025 LSV Asset Management2,041,415$51.24M0.1%+20.9%3.526%
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8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH244,409$6.14M0.0%+0.2%0.422%
8/8/2025 Cetera Investment Advisers9,823$247K0.0%-10.6%0.017%
8/8/2025 Intech Investment Management LLC236,966$5.95M0.1%+6.6%0.409%
8/8/2025 Creative Planning24,942$626K0.0%+117.0%0.043%
8/8/2025 SG Americas Securities LLC18,810$472K0.0%-59.8%0.032%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,213$332K0.0%+8.1%0.023%
8/8/2025 Olympiad Research LP9,703$244K0.4%N/A0.017%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.38,161$961K0.0%-14.5%0.066%
8/8/2025 Police & Firemen s Retirement System of New Jersey12,726$319K0.0%+10.5%0.022%
8/8/2025 Geode Capital Management LLC1,341,347$33.67M0.0%+2.1%2.317%
8/7/2025 ProShare Advisors LLC11,704$294K0.0%-7.0%0.020%
8/7/2025 CSM Advisors LLC160,189$4.02M0.1%N/A0.277%
8/7/2025 Campbell & CO Investment Adviser LLC24,478$614K0.0%N/A0.042%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.325,554$8.17M0.0%+189.3%0.562%
8/7/2025 Los Angeles Capital Management LLC38,386$963K0.0%N/A0.066%
8/6/2025 Fox Run Management L.L.C.22,133$556K0.1%-33.6%0.038%
8/5/2025 Bank of New York Mellon Corp791,626$19.87M0.0%+1.4%1.369%
8/5/2025 Corton Capital Inc.10,057$252K0.3%N/A0.017%
8/1/2025 Teacher Retirement System of Texas67,336$1.69M0.0%+367.9%0.116%
8/1/2025 Y Intercept Hong Kong Ltd42,107$1.06M0.0%N/A0.073%
7/31/2025 Nisa Investment Advisors LLC12,183$311K0.0%+5.5%0.021%
7/31/2025 AlphaQuest LLC1,352$34K0.0%-79.8%0.002%
7/30/2025 First Citizens Bank & Trust Co.9,854$247K0.0%N/A0.017%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al87,400$2.19M0.0%N/A0.151%
7/28/2025 Allianz Asset Management GmbH84,556$2.12M0.0%+0.7%0.146%
7/25/2025 Envestnet Portfolio Solutions Inc.9,537$239K0.0%N/A0.016%
7/25/2025 Yousif Capital Management LLC19,093$479K0.0%+4.2%0.033%
7/25/2025 CWM LLC12,763$320K0.0%+578.9%0.022%
7/24/2025 Inspire Investing LLC15,861$398K0.0%+10.6%0.027%
7/24/2025 Blue Trust Inc.1,292$32K0.0%-27.6%0.002%
7/23/2025 KLP Kapitalforvaltning AS10,700$272K0.0%+24.4%0.019%
7/16/2025 Kendall Capital Management93,930$2.36M0.6%+2.1%0.162%
7/16/2025 State 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%
7/11/2025 Diversified Trust Co15,923$400K0.0%+10.7%0.028%
7/11/2025 Kingstone Capital Partners Texas LLC12,480$313K0.0%N/A0.022%
7/10/2025 Moody National Bank Trust Division8,775$220K0.0%N/A0.015%
6/18/2025Voya Investment Management LLC36,431$873K0.0%+74.2%0.063%
6/3/2025 Inspire Investing LLC14,338$344K0.0%+3.9%0.025%
5/29/2025 Rhumbline Advisers148,921$3.57M0.0%+3.2%0.258%
5/28/2025 Strs Ohio26,100$625K0.0%N/A0.045%
5/22/2025 WBI Investments LLC8,964$215K0.1%N/A0.016%
5/20/2025 Intech Investment Management LLC222,245$5.33M0.1%+4.2%0.384%
5/19/2025Jane Street Group LLC86,450$2.07M0.0%+286.3%0.150%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC138,589$3.32M0.0%-1.1%0.240%
5/16/2025Goldman Sachs Group Inc.532,809$12.77M0.0%+73.0%0.921%
5/16/2025 Dynamic Technology Lab Private Ltd9,639$231K0.0%-72.4%0.017%
5/16/2025Teza Capital Management LLC11,895$285K0.1%-38.1%0.021%
5/16/2025Petrus Trust Company LTA19,454$466K0.0%N/A0.034%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.31,891$764K0.0%+4.5%0.055%
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5/16/2025Interval Partners LP59,855$1.43M0.0%-9.1%0.104%
5/16/2025Jacobs Levy Equity Management Inc.54,301$1.30M0.0%+149.5%0.094%
5/16/2025Hancock Whitney Corp11,908$285K0.0%+12.6%0.021%
5/16/2025AQR Capital Management LLC48,276$1.16M0.0%+15.9%0.083%
5/16/2025 Advisors Asset Management Inc.3,912$94K0.0%+179.4%0.007%
5/16/2025 Amundi104,506$2.29M0.0%+86.1%0.181%
5/15/2025Cubist Systematic Strategies LLC9,413$226K0.0%-95.1%0.016%
5/15/2025Graham Capital Management L.P.64,146$1.54M0.0%+51.1%0.111%
5/15/2025Quarry LP1,580$38K0.0%-41.4%0.003%
5/15/2025 Panagora Asset Management Inc.298,003$7.14M0.0%+71.5%0.515%
(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, 263 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 235 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 14,100,483 shares in the last 24 months. This purchase volume represents approximately $375.62M in transactions.

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

Of the 92 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 Algert Global LLC ($163.24K).

How much institutional selling is happening at Upbound Group?

Institutional investors have sold a total of 5,062,743 shares in the last 24 months. This volume of shares sold represents approximately $145.31M in transactions.


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This page (NASDAQ:UPBD) was last updated on 8/15/2025 by MarketBeat.com Staff
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