Upbound Group, Inc.: which funds bought and sold

Institutions that bought and sold Upbound Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 143 institutions that filed 13F reports for both quarters added to or opened positions in Upbound Group, and 86 cut or closed them. Together they added a net 1.9M shares, +3.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 203K shares (−1.4%); index fund managers were net buyers of 1.5M shares (+7.5%). 36 opened a new position and 17 sold out entirely.

Bought, Q2 2026 143 institutions, 36 of them new holders Sold, Q2 2026 86 institutions, 17 of them sold out

Net change, all compared +1.9M shares (+3.4%)

Net change, active managers −203K shares (−1.4%), 24 bought, 19 sold

Buyers versus sellers

institutions compared, 269

143 bought 40 86 sold

Active managers and hedge funds 24 bought · 19 sold · −203K

Index fund managers 8 bought · 2 sold · +1.5M

Other institutions 111 bought · 65 sold · +576K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Goldman Sachs Group Inc	+1.0M +74.9%	2.4M	$51.1M
Blackrock, Inc. Index funds	+944K +11.5%	9.2M	$194M
Millennium Management LLC Hedge fund	+530K +295.4%	709K	$15.1M
American Century Companies Inc Active manager	+510K +148.8%	853K	$18.1M
AQR Capital Management LLC Hedge fund	+433K +150.6%	720K	$15.3M
Marshall Wace, LLP Hedge fund	+359K +687.8%	411K	$8.7M
Dimensional Fund Advisors LP	+350K +14.6%	2.7M	$58.2M
Vanguard Portfolio Management LLC Index funds	+295K +7.5%	4.2M	$89.9M
Citadel Advisors LLC Hedge fund	+281K +180.4%	437K	$9.3M
Morgan Stanley	+264K +33.6%	1.0M	$22.2M
Arrowstreet Capital, Limited Partnership Hedge fund	+182K New position	182K	$3.9M
Creative Planning	+175K +181.8%	271K	$5.8M
State Street Corp Index funds	+172K +7.5%	2.5M	$53.3M
Xtx Topco Ltd	+154K +595.4%	180K	$3.8M
Miller Value Partners, LLC	+138K +115.0%	258K	$5.5M
Picton Mahoney Asset Management	+131K New position	131K	$2.8M
Geode Capital Management, LLC Index funds	+113K +8.3%	1.5M	$31.2M
Two Sigma Investments, LP Hedge fund	+102K +753.9%	115K	$2.4M
Bank Of America Corp	+100K +51.2%	295K	$6.3M
Hotchkis & Wiley Capital Management LLC Active manager	+94K +12.8%	832K	$17.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+530K +295.4%	709K	$15.1M
American Century Companies Inc Active manager	+510K +148.8%	853K	$18.1M
AQR Capital Management LLC Hedge fund	+433K +150.6%	720K	$15.3M
Marshall Wace, LLP Hedge fund	+359K +687.8%	411K	$8.7M
Citadel Advisors LLC Hedge fund	+281K +180.4%	437K	$9.3M
Arrowstreet Capital, Limited Partnership Hedge fund	+182K New position	182K	$3.9M
Two Sigma Investments, LP Hedge fund	+102K +753.9%	115K	$2.4M
Hotchkis & Wiley Capital Management LLC Active manager	+94K +12.8%	832K	$17.7M
Segall Bryant & Hamill, LLC Active manager	+86K New position	86K	$1.8M
Exoduspoint Capital Management, LP Hedge fund	+74K New position	74K	$1.6M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Ieq Capital, LLC	−2.1M −54.7%	1.8M	$37.6M
FMR LLC Active manager	−2.1M −38.7%	3.3M	$70.3M
Huber Capital Management LLC	−641K −37.6%	1.1M	$22.5M
Balyasny Asset Management L.P. Hedge fund	−362K −60.6%	235K	$5M
Wellington Management Group LLP Active manager	−152K −12.1%	1.1M	$23.4M
Trexquant Investment LP Hedge fund	−117K −42.6%	158K	$3.3M
Charles Schwab Investment Management Inc Index funds	−113K −8.9%	1.2M	$24.5M
Y-Intercept (Hong Kong) Ltd	−112K −74.7%	38K	$805,193
Squarepoint Ops LLC Hedge fund	−101K −68.5%	47K	$988,597
D. E. Shaw & Co., Inc. Hedge fund	−84K −46.2%	98K	$2.1M
Point72 Asset Management, L.P. Hedge fund	−83K −47.9%	90K	$1.9M
BNP Paribas Financial Markets	−63K −77.2%	19K	$394,246
Mitsubishi Ufj Trust & Banking Corp	−58K −58.2%	42K	$881,267
Sei Investments Co	−56K −22.9%	189K	$4M
Connor, Clark & Lunn Investment Management Ltd.	−49K −21.2%	182K	$3.9M
Intech Investment Management LLC Active manager	−48K −26.8%	132K	$2.8M
UBS Group AG	−41K −18.6%	179K	$3.8M
Banco Bilbao Vizcaya Argentaria, S.A.	−41K Sold out	0	—
LSV Asset Management Active manager	−33K −1.4%	2.3M	$48.4M
Man Group PLC Hedge fund	−31K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−2.1M −38.7%	3.3M	$70.3M
Balyasny Asset Management L.P. Hedge fund	−362K −60.6%	235K	$5M
Wellington Management Group LLP Active manager	−152K −12.1%	1.1M	$23.4M
Trexquant Investment LP Hedge fund	−117K −42.6%	158K	$3.3M
Squarepoint Ops LLC Hedge fund	−101K −68.5%	47K	$988,597
D. E. Shaw & Co., Inc. Hedge fund	−84K −46.2%	98K	$2.1M
Point72 Asset Management, L.P. Hedge fund	−83K −47.9%	90K	$1.9M
Intech Investment Management LLC Active manager	−48K −26.8%	132K	$2.8M
LSV Asset Management Active manager	−33K −1.4%	2.3M	$48.4M
Man Group PLC Hedge fund	−31K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Arrowstreet Capital, Limited PartnershipHedge fund	182K	$3.9M
Picton Mahoney Asset Management	131K	$2.8M
Corient Private Wealth LP	91K	$1.9M
Venture Visionary Partners LLC	91K	$1.9M
Segall Bryant & Hamill, LLCActive manager	86K	$1.8M
Exoduspoint Capital Management, LPHedge fund	74K	$1.6M
Kestra Private Wealth Services, LLC	48K	$1M
SG Americas Securities, LLC	42K	$898,000
Focus Partners Wealth	37K	$788,501
Vinva Investment Management Ltd	22K	$657,215

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Banco Bilbao Vizcaya Argentaria, S.A.	41K	$715,175
Man Group PLCHedge fund	31K	$568,016
State Of Wisconsin Investment Board	16K	$284,089
Mangrove Partners Im, LLCHedge fund	14K	$245,534
Alps Advisors Inc	12K	$223,224
Jefferies Financial Group Inc.	12K	$220,409
Simplex Trading, LLC	6,609	$119,292
Mai Capital Management	522	$9,415
Advisory Services Network, LLC	307	$5,541
Federated Hermes, Inc.Active manager	247	$4,458

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 256
Ten largest holders: 55.6%
Index fund managers: 38.0%
Active managers and hedge funds: 25.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	19	8	3	−203K	−1.4%
Index fund managers	8	2	0	0	+1.5M	+7.5%
Other institutions	111	65	28	14	+576K	+2.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Upbound Group.

Only managers that filed a holdings report for both quarters are compared (269 here). 10 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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