Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UPBOUND GROUP INC (UPBD)

228 + 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
↓ -21
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — UPBD

Based on 223 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UPBD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
223 funds currently hold this stock — 91% of the 3.0-year high of 244 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

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 (-2 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

129 buying137 selling
Last quarter: 137 funds reduced or exited vs 129 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 38 → 44 → 44 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 16% medium ■ 18% new
147 out of 223 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.
💎

Buying through price weakness — shares +3%, value -23%

Value
-23%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~41 new funds/quarter

33 → 38 → 44 → 44 → 41 new funds/Q
New funds entering each quarter: 38 → 44 → 44 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 7% 1-2yr ■ 21% new
Of 228 current holders: 165 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
34 of 223 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 2025 Q4, 129 hedge funds were net buyers of UPBD (41 opened a new position, 88 added to an existing one), while 137 reduced or exited (75 trimmed, 62 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 49% of total institutional value in UPBD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -21 funds (more exits than new entries). Total institutional holders: 223.

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

Technology Software - Application

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 0 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: UPBD
2026 Q1 Stats Unlock in 5 days 228 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 228 252 -9.52%
13F Shares 55M 53M 2.97%
Total Value $965M $1.26B -23.31%
New Positions 41 46 -5
Increased Positions 92 100 -8
Closed Positions 64 39 +25
Reduced Positions 86 94 -8
Total Calls 4 6 -33.33%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: UPBD

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

228 + 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 institutional holders of UPBD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Huber Capital Management LLC 4.75% 1,702,605 $30.7M
2 Range Financial Group LLC 0.49% 80,999 $1.5M
3 CLARK ESTATES INC/NY 0.49% 113,000 $2.0M
4 IEQ CAPITAL, LLC 0.33% 3,903,686 $70.5M
5 Optimize Financial Inc 0.29% 32,595 $588K
6 Kendall Capital Management 0.26% 70,705 $1.3M
7 KENNEDY CAPITAL MANAGEMENT LLC 0.26% 669,071 $12.1M
8 PEREGRINE CAPITAL MANAGEMENT LLC 0.18% 273,370 $4.9M
9 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.15% 127,095 $2.3M
10 Sepio Capital, LP 0.14% 144,609 $2.6M
11 BEACON FINANCIAL GROUP 0.13% 75,917 $1.3M
12 Optimist Retirement Group LLC 0.10% 12,454 $225K
13 EntryPoint Capital, LLC 0.09% 17,911 $323K
14 LSV ASSET MANAGEMENT 0.09% 2,313,279 $42K
15 WBI INVESTMENTS, LLC 0.08% 15,484 $279K
16 Truvestments Capital LLC 0.08% 23,051 $416K
17 Palouse Capital Management, Inc. 0.06% 5,307 $96K
18 Y-Intercept (Hong Kong) Ltd 0.05% 150,195 $2.7M
19 Inspire Investing, LLC 0.04% 29,733 $537K
20 Summit Global Investments 0.04% 37,522 —
21 INTECH INVESTMENT MANAGEMENT LLC 0.03% 179,690 $3.2M
22 Susquehanna Portfolio Strategies, LLC 0.03% 118,502 $2.1M
23 Empowered Funds, LLC 0.03% 240,726 $4.3M
24 Krane Funds Advisors LLC 0.02% 28,778 $518K
25 AlphaQuest LLC 0.02% 21,362 $375K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UPBD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UPBD?

More sellers than buyers — 48% buying: Last quarter: 137 funds reduced or exited vs 129 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UPBD holders?

Elite ownership — 49% AUM from top-100 funds: 34 of 223 holders are among the 100 largest funds by AUM, controlling 49% 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?

66% of holders stayed for 2+ years: 147 out of 223 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.