Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Upbound Group Inc (UPBD)

237 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — UPBD

Based on 238 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
238 funds currently hold this stock — 92% of the 3.0-year high of 258 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 (-1 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

135 buying104 selling
Last quarter: 135 funds bought or added vs 104 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 — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 44 → 41 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
152 out of 238 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.
➡️

Steady discovery — ~40 new funds/quarter

39 → 46 → 44 → 41 → 40 new funds/Q
New funds entering each quarter: 46 → 44 → 41 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 243 current holders: 175 (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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
45 of 238 holders are among the 100 largest funds by AUM, controlling 41% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 Q1, 135 hedge funds were net buyers of UPBD (40 opened a new position, 95 added to an existing one), while 104 reduced or exited (68 trimmed, 36 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 41% of total institutional value in UPBD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 238.

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.

Is It Too Late to Buy Upbound Group Inc (UPBD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UPBD has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
UPBD
+4.9%
XLK
+39.1%

UPBD outperformed XLK by -34.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
UPBD
+10.6%
XLK
+4.8%

Since the filing became public, UPBD outperformed XLK by +5.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: UPBD
237 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 237 234 1.28%
13F Shares 56M 55M 1.42%
Total Value $959M $973M -1.42%
New Positions 39 41 -2
Increased Positions 92 88 +4
Closed Positions 36 65 -29
Reduced Positions 67 78 -11
Total Calls 4 4 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.75 0.5 Neutral

Statistics: UPBD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

237 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Huber Capital Management LLC 4.75% 1,702,605 $30.7M
2 Mork Capital Management, LLC 0.80% 62,610 $1.1M
3 Bragg Financial Advisors, Inc 0.64% 1,122,938 $20.3M
4 Miller Value Partners, LLC 0.57% 120,000 $2.2M
5 Range Financial Group LLC 0.49% 80,999 $1.5M
6 Clark Estates Inc/Ny 0.49% 113,000 $2.0M
7 Ieq Capital, LLC 0.33% 3,903,686 $70.5M
8 Optimize Financial Inc 0.29% 32,595 $588K
9 Kendall Capital Management 0.26% 70,705 $1.3M
10 Kennedy Capital Management LLC 0.26% 669,071 $12.1M
11 Inspire Advisors, LLC 0.22% 146,577 $2.6M
12 Peregrine Capital Management LLC 0.18% 273,370 $4.9M
13 Landscape Capital Management, L.L.C. 0.15% 127,095 $2.3M
14 Sepio Capital, LP 0.14% 144,609 $2.6M
15 Beacon Financial Group 0.13% 75,917 $1.3M
16 Bridgeway Capital Management, LLC 0.13% 363,941 $6.6M
17 Optimist Retirement Group LLC 0.10% 12,454 $225K
18 EntryPoint Capital, LLC 0.09% 17,911 $323K
19 Nebula Research & Development LLC 0.09% 39,992 $1.0M
20 Advisors Asset Management, Inc. 0.08% 263,823 $4.8M
21 Wbi Investments, LLC 0.08% 15,484 $279K
22 Truvestments Capital LLC 0.08% 23,051 $416K
23 Palouse Capital Management, Inc. 0.06% 5,307 $96K
24 Y-Intercept (Hong Kong) Ltd 0.05% 150,195 $2.7M
25 Inspire Investing, LLC 0.04% 29,733 $537K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 56% buying: Last quarter: 135 funds bought or added vs 104 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 — 41% AUM from top-100 funds: 45 of 238 holders are among the 100 largest funds by AUM, controlling 41% 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?

64% of holders stayed for 2+ years: 152 out of 238 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.

Is it too late to buy Upbound Group Inc (UPBD) following the 2026 Q1 hedge fund 13F filings?

As of today, UPBD has moved +10.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of +5.8%. Since the quarter end (March 31, 2026), UPBD has gained +4.9% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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