$19.70
-0.07 (-0.35%)
Market Cap
$1.1B
Shares Outstanding
58,117,600
Institutional Holders
241
Total Inst. Value
$1.1B
% of Float Held
91.8%
QoQ Holder Change
+54
Institutional data as of Q1 2025
New Positions
50
Closed Positions
35
Increased
96
Decreased
72
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $215.2M | 8,980,778 |
| 2 | VANGUARD GROUP INC | $168.3M | 7,025,821 |
| 3 | FMR LLC | $111.9M | 4,668,388 |
| 4 | DIMENSIONAL FUND ADVISORS LP | $53.0M | 2,211,010 |
| 5 | STATE STREET CORP | $51.9M | 2,165,086 |
| 6 | LSV ASSET MANAGEMENT | $40.5M | 1,689,151 |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $31.5M | 1,314,162 |
| 8 | Huber Capital Management LLC | $22.7M | 949,055 |
| 9 | KENNEDY CAPITAL MANAGEMENT LLC | $22.0M | 918,527 |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | $19.2M | 802,481 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| VANGUARD GROUP INC | +245K | $168.3M |
| FMR LLC | +429K | $111.9M |
| STATE STREET CORP | +17K | $51.9M |
| LSV ASSET MANAGEMENT | +114K | $40.5M |
| GEODE CAPITAL MANAGEMENT, LLC | +95K | $31.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | -689K | $3K |
| BARCLAYS PLC | -242K | $2.9M |
| Cubist Systematic Strategies, LLC | -182K | $226K |
| ALGERT GLOBAL LLC | -133K | $3.7M |
| DIMENSIONAL FUND ADVISORS LP | -117K | $53.0M |
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Frequently Asked Questions
How many institutional investors hold UPBD?
As of Q1 2025, 241 institutional investors report holding UPBD (Upbound Group, Inc.) in their 13F filings.
What percentage of Upbound Group, Inc. is owned by institutions?
Institutional investors hold approximately 91.8% of Upbound Group, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most UPBD?
The largest institutional holder of UPBD is BlackRock, Inc. with $215.2M in shares.
Are institutions buying or selling UPBD?
This quarter, 50 institutions opened new positions in UPBD and 35 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.