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UPBOUND GROUP, INC. hedge fund holdings

UPBDNASDAQ
$15.72-0.19 (-1.19%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

UPBD · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-28.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202512172$202M$99.6M233Aug 14, 2025
Q3 20259389$99.3M$106M242Nov 14, 2025
Q4 202591104$92.1M$62.2M224Feb 14, 2026
Q1 20269969$92.1M$70.1M229May 15, 2026
Q2 202611561$177M$140M244Aug 14, 2026

Quarterly action breakdown

Q2 2026
244 filers
New position
33
$18.1M+853K sh
Increased
82
$159M+7.49M sh
Reduced
49
-$138M-6.51M sh
Out / sold
12
-$1.91M-90K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Huber Capital Management LLCReduce 37.63%-$13.6M$22.5M3.32%Aug 12, 2026
Wellington Management Group LLPReduce 12.06%-$3.22M$23.4M0.00%Aug 14, 2026
Miller Value Partners, LLCAdded 115.00%+$2.93M$5.47M1.29%Aug 14, 2026
Picton Mahoney Asset ManagementNew Buy+$2.79M$2.79M0.02%Aug 13, 2026
Hotchkis & Wiley Capital Management LLCAdded 12.76%+$2M$17.7M0.05%Aug 14, 2026
Quantinno Capital Management LPAdded 198.06%+$1.99M$3M0.00%Aug 13, 2026
Venture Visionary Partners LLCNew Buy+$1.94M$1.94M0.05%Jul 27, 2026
Segall Bryant & Hamill, LLCNew Buy+$1.82M$1.82M0.02%Aug 12, 2026
Bragg Financial Advisors, IncAdded 5.90%+$1.41M$25.2M0.68%Aug 12, 2026
Mitsubishi UFJ Trust & Banking CorpReduce 58.15%-$1.22M$881K0.00%Aug 6, 2026
Kestra Private Wealth Services, LLCNew Buy+$1.01M$1.01M0.01%Jul 28, 2026
Pacer Advisors, Inc.Added 9.18%+$805K$9.57M0.02%Aug 13, 2026
EntryPoint Capital, LLCAdded 205.92%+$783K$1.16M0.28%Aug 13, 2026
Banco Bilbao Vizcaya Argentaria, S.A.Sell 100%-$715K$00.00%Aug 12, 2026
LSV Asset ManagementReduce 1.43%-$700K$48.4M0.09%Aug 6, 2026
Vinva Investment Management LtdNew Buy+$657K$657K0.00%Aug 14, 2026
Blueshift Asset Management, LLCNew Buy+$570K$570K0.13%Aug 14, 2026
First Trust Advisors LPAdded 12.59%+$525K$4.7M0.00%Aug 11, 2026
Freestone Grove Partners LPReduce 50.18%-$483K$479K0.00%Aug 14, 2026
Redhawk Wealth Advisors, Inc.New Buy+$472K$472K0.05%Jul 9, 2026
Peregrine Capital Management LLCReduce 8.02%-$465K$5.34M0.17%Jul 17, 2026
CSM Advisors, LLCAdded 7.01%+$425K$6.49M0.14%Aug 14, 2026
Susquehanna Portfolio Strategies, LLCAdded 15.32%+$385K$2.9M0.05%Aug 14, 2026
Kennedy Capital Management LLCReduce 2.55%-$362K$13.8M0.24%Aug 14, 2026
Capital Fund Management S.A.Added 45.50%+$321K$1.03M0.00%Aug 13, 2026
Guggenheim Capital LLCAdded 35.33%+$311K$1.19M0.01%Aug 12, 2026
Krane Funds Advisors LLCReduce 44.45%-$271K$339K0.01%Aug 14, 2026
Kendall Capital ManagementReduce 17.79%-$267K$1.23M0.21%Aug 12, 2026
SummitTX Capital, L.P.New Buy+$237K$237K0.01%Aug 14, 2026
Moody National Bank Trust DivisionNew Buy+$227K$227K0.02%Jul 7, 2026
Jefferies Financial Group Inc.Sell 100%-$220K$00.00%Aug 17, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 32.31%+$219K$897K0.00%Aug 13, 2026
Allstate CorpNew Buy+$203K$203K0.00%Aug 13, 2026
Saxon Interests, Inc.New Buy+$201K$201K0.06%Aug 12, 2026
State of Alaska, Department of RevenueReduce 29.69%-$183K$433K0.00%Jul 20, 2026
PFG Investments, LLCAdded 59.23%+$179K$482K0.02%Jul 23, 2026
Inspire Advisors, LLCAdded 5.71%+$176K$3.27M0.23%Aug 13, 2026
Diversified Trust CoAdded 38.24%+$167K$605K0.01%Jul 17, 2026
Public Sector Pension Investment BoardReduce 3.29%-$130K$3.83M0.01%Aug 13, 2026
Horizon Investments, LLCAdded 14.74%+$114K$888K0.01%Aug 13, 2026
Rafferty Asset Management, LLCAdded 36.87%+$108K$399K0.00%Aug 14, 2026
Empowered Funds, LLCReduce 1.65%-$84.5K$5.02M0.03%Aug 17, 2026
Inspire Investing, LLCAdded 10.42%+$65.7K$697K0.03%Aug 12, 2026
Wbi Investments, LLCReduce 15.73%-$51.7K$277K0.07%Aug 11, 2026
Illinois Municipal Retirement FundReduce 5.08%-$33.7K$629K0.01%Aug 12, 2026
Tidal Investments LLCReduce 11.80%-$30.1K$225K0.00%Aug 13, 2026
Envestnet Portfolio Solutions, Inc.Reduce 5.07%-$21K$393K0.00%Jul 20, 2026
First Citizens Bank & Trust CoReduce 4.86%-$21K$411K0.01%Jul 13, 2026
Versant Capital Management, IncReduce 44.15%-$20K$25.3K0.00%Jul 2, 2026
Salomon & Ludwin, LLCAdded 205.87%+$18.2K$27K0.00%Aug 7, 2026
Summit Global InvestmentsReduce 2.19%-$17.4K$779K0.04%Aug 3, 2026
Islay Capital Management, LLCNew Buy+$15.9K$15.9K0.01%Aug 13, 2026
Purpose Unlimited Inc.New Buy+$12.9K$12.9K0.00%Aug 13, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 0.55%-$12K$2.16M0.00%Aug 13, 2026
Palouse Capital Management, Inc.Added 9.42%+$10.6K$123K0.08%Jul 8, 2026
CANADA LIFE ASSURANCE CoReduce 0.84%-$9.65K$1.14M0.00%Aug 13, 2026
Lido Advisors, LLCAdded 0.28%+$7.32K$2.65M0.01%Aug 7, 2026
Thrivent Financial for LutheransReduce 0.96%-$7.09K$731K0.00%Aug 14, 2026
Cibc World Market Inc.Reduce 2.25%-$6.66K$289K0.00%Aug 13, 2026
Aster Capital Management (DIFC) LtdReduce 80.24%-$4.31K$1.06K0.00%Aug 14, 2026
Bare Financial Services, IncSell 100%-$3.48K$00.00%Jul 27, 2026
Quarry LPSell 100%-$3.43K$00.00%Aug 14, 2026
Beacon Financial GroupAdded 0.15%+$2.48K$1.62M0.15%Jul 16, 2026
Optimize Financial Inc.Reduce 0.35%-$2.4K$689K0.25%Aug 27, 2026
Silver Grove Financial Group, Inc.New Buy+$2.08K$2.08K0.00%Aug 13, 2026
Stone House Investment Management, LLCReduce 58.16%-$1.74K$1.25K0.00%Aug 5, 2026
Fulcrum Asset Management LLPNew Buy+$834$8340.00%Aug 18, 2026
UMB Bank, n.a.Reduce 4.31%-$467$10.4K0.00%Aug 13, 2026
MassMutual Private Wealth & Trust, FSBReduce 42.50%-$361$4880.00%Jul 2, 2026
Investors Portfolio Services LLCSell 100%-$346$00.00%Aug 14, 2026
Pinnacle Wealth Planning Services, Inc.Added 0.44%+$255$58.4K0.01%Aug 7, 2026
Yousif Capital Management, LLCAdded 0.08%+$233$294K0.00%Jul 16, 2026
Lanark Financial, Inc.Added 1.87%+$212$11.6K0.00%Jul 21, 2026
Ankerstar Wealth, LLCReduce 40.00%-$129$1940.00%Aug 13, 2026
Gilpin Wealth Management, LLCReduce 27.78%-$106$2760.00%Jul 24, 2026
Davis Capital ManagementNew Buy+$64$640.00%Jul 16, 2026
Security National BankAdded 0.04%+$21$52.4K0.01%Jul 15, 2026
Keating Financial Advisory Services, Inc.Sell 100%-$18$00.00%Aug 11, 2026

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