UPBOUND GROUP INC (UPBD) Institutional Ownership Changes & 13F Activity

UPBOUND GROUP INC (UPBD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Miller Value Partners, Engaged Capital, Semper Augustus Investments Group, and Hancock Classic Value.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy54,90063,900$1,153,395
Q1 2026Miller Value PartnersBuy50,000120,000$2,166,000
Q4 2025Miller Value PartnersBuy50,00070,000$1,229,200
Q3 2025Miller Value PartnersSell-35,04420,000$472,600
Q2 2025Renaissance Technologies LLCSell-55,6009,000$225,900
Q1 2025Renaissance Technologies LLCSell-16,60064,600$1,547,816
Q4 2024Renaissance Technologies LLCBuy69,88881,200$2,368,604
Q3 2024Renaissance Technologies LLCSell-11,70011,312$361,871
Q2 2024Engaged CapitalSell-498,6571,167,051$35,828,466
Q2 2024Renaissance Technologies LLCSell-9,40023,012$706,468
Q1 2024Engaged CapitalSell-731,2081,665,708$58,649,579
Q1 2024Renaissance Technologies LLCSell-8,10032,412$1,141
Q4 2023Engaged CapitalSell-1,270,4572,396,916$81,423,237
Q4 2023Renaissance Technologies LLCSell-6,70040,512$1,376
Q3 2023Engaged CapitalSell-190,5433,667,373$108,004,135
Q3 2023Renaissance Technologies LLCSell-8,30047,212$1,390
Q2 2023Renaissance Technologies LLCSell-7,20055,512$1,728
Q1 2023Engaged CapitalBuy253,7003,857,916$94,557,521
Q1 2023Renaissance Technologies LLCSell-95,50062,712$1,537
Q4 2022Engaged CapitalBuy1,039,6723,604,216$81,275,071
Q4 2022Renaissance Technologies LLCSell-60,200158,212$3,568
Q3 2022Engaged CapitalBuy208,8142,564,544$44,905
Q3 2022Renaissance Technologies LLCBuy95,513218,412$3,824
Q2 2022Renaissance Technologies LLCSell-421,600122,899$2,390
Q1 2022Renaissance Technologies LLCSell-287,800544,499$13,716
Q4 2021Renaissance Technologies LLCSell-391,337832,299$39,984
Q3 2021Renaissance Technologies LLCSell-410,1001,223,636$68,781
Q2 2021Engaged CapitalSell-562,8792,355,730$125,019
Q2 2021Renaissance Technologies LLCSell-558,8001,633,736$86,702
Q2 2021Semper Augustus Investments GroupBuy4,6004,600$244

Frequently asked questions about UPBD activity

  • Which institutional owners are buying UPBD?

    Institutional owners buying UPBD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UPBD activity?

    "Buy" means an investor increased their reported position in UPBD compared to the prior reporting period. This reflects growing exposure to UPBOUND GROUP INC (UPBD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UPBD increasing?

    Institutional interest in UPBD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related UPBD Institutional Insights