Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Upbound Group Inc (UPBD)

248 + Investors. Track Smart Money conviction in UPBD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — UPBD

Based on 250 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added UPBD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
250 hedge funds hold UPBD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UPBD is almost the same as a year ago (-4 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

144 buying100 selling
Last quarter: 144 funds bought or added vs 100 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 44 → 41 → 42 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
156 out of 250 hedge funds have held UPBD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +20% but shares only +3% — price-driven

Value
+20%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~39 new funds/quarter

47 → 44 → 41 → 42 → 39 new funds/Q
New funds entering each quarter: 44 → 41 → 42 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 8% 1-2yr ■ 21% new
Entry-cohort mix of 256 holders: 180 (70%) are 2+ year veterans, 21 entered 1–2 years ago, and 55 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
47 of 248 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in UPBD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UPBD

In 2026 Q2, 144 hedge funds were net buyers of UPBD (39 opened a new position, 105 added to an existing one), while 100 reduced or exited (70 trimmed, 30 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 62% of total institutional value in UPBD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 250.

Hedge Fund Ownership: UPBD

How many hedge funds hold UPBD — quarterly history vs. share price
Quarterly hedge fund ownership of UPBD vs. share price

Market Analysis: UPBD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UPBD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: UPBD
248 + Investors

Track Smart Money conviction in UPBD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 248 241 2.9%
13F Shares 58M 56M 2.85%
Total Value $1.15B $961M 20.15%
New Positions 39 42 -3
Increased Positions 104 92 +12
Closed Positions 30 36 -6
Reduced Positions 67 68 -1
Total Calls 4 4 -
Total Puts 3 3 -
PUT/CALL Ratio 0.75 0.75 Neutral

Statistics: UPBD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

248 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UPBD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UPBD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Huber Capital Management LLC 3.32% 1,061,869 $22.5M
2 Miller Value Partners, LLC 1.29% 258,000 $5.5M
3 Mork Capital Management, LLC 0.85% 62,610 $1.3M
4 Bragg Financial Advisors, Inc 0.68% 1,189,215 $25.2M
5 Clark Estates Inc/Ny 0.55% 113,000 $2.4M
6 Range Financial Group LLC 0.48% 82,907 $1.8M
7 Kennedy Capital Management LLC 0.24% 651,996 $13.8M
8 Inspire Advisors, LLC 0.23% 154,942 $3.3M
9 Kendall Capital Management 0.21% 58,130 $1.2M
10 Landscape Capital Management, L.L.C. 0.20% 143,592 $3.0M
11 Peregrine Capital Management LLC 0.17% 251,447 $5.3M
12 Ieq Capital, LLC 0.17% 1,770,257 $37.6M
13 Sound Capital Solutions LLC 0.16% 32,482 $689K
14 Sepio Capital, LP 0.15% 144,609 $3.1M
15 Beacon Financial Group 0.15% 76,108 $1.6M
16 Bridgeway Capital Management, LLC 0.13% 354,744 $7.5M
17 Blueshift Asset Management, LLC 0.13% 26,864 $570K
18 Advisors Asset Management, Inc. 0.12% 357,337 $7.6M
19 Millington Securities, LLC 0.08% 15,484 $279K
20 Palouse Capital Management, Inc. 0.08% 5,807 $123K
21 Truvestments Capital LLC 0.07% 23,051 $489K
22 Wbi Investments, LLC 0.07% 13,049 $277K
23 Saxon Interests, INC. 0.06% 9,495 $201K
24 Venture Visionary Partners LLC 0.05% 91,367 $1.9M
25 Hotchkis & Wiley Capital Management LLC 0.05% 831,810 $17.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Upbound Group Inc (UPBD)

What does the Smart Money Trend signal show for UPBD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UPBD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UPBD?

Slight buying edge — 59% buying: Last quarter: 144 funds bought or added vs 100 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UPBD holders?

Elite ownership — 62% AUM from top-100 funds: 47 of 248 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in UPBD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UPBD?

62% of holders stayed for 2+ years: 156 out of 250 hedge funds have held UPBD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →