2026-09-22
AI summary pending
View Full Filing (SEC EDGAR)Upbound Group Inc
$15.400%
+$98.1M
Net Activity
+7.28% total shares
Institutions Holding
261
Popularity Rank
#2399
Avg Weight
0.04%
Total Value
$1.3B
261 institutions currently hold UPBD, with 153 net buyers and 87 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
87
Net Buying Institutions
153
Top 5 by Value
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Across its top 20 institutional holders, UPBD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 32/100).
UPBD ranks #2399 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
261 institutions disclose a position in UPBD, but none treat it as a major bet — even Huber Capital Management LLC, its most concentrated holder, allocates just 3.3% of its own portfolio to it.
State of Alaska, Department of Revenue has trimmed its UPBD position for two straight quarters, cutting it by $335.0K while still holding $189.0K.
UPBD is down 0% today, but institutions show net buying of $98.1M this quarter — a divergence between today's price move and the underlying institutional flow.
UPBD posted net income of $90.3M over the trailing twelve months.
+$292.8M
Total Buy Value
$140.5M
Total Sell Value
153
Net Buyers
87
Net Sellers
UPBD
Q2 2026
Top 5 Institutional Movers
UPBD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
Filings (90d)
$189K
Total Est. Value
10K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Blasquez Anthony J | 2026-08-21 | $189K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| FMR LLC | 13G/A | 2026-08-06 | 5.7% |
| Allred Aaron R | 13G/A | 2026-07-22 | 3.1% |
3
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Upbound Group (UPBD) put out a Form 8-K on July 30, 2026, saying it had released its financial results for the quarter ended June 30, 2026. The filing covers Items 2.02 and 7.01, with the actual press release and earnings materials attached as Exhibits 99.1 and 99.2, plus an investor presentation. That said, the excerpt we have doesn't include any actual numbers, so it only confirms that earnings were announced — not what the results were.
View Full Filing (SEC EDGAR)Upbound Group, Inc. (UPBD) disclosed a cybersecurity incident where unauthorized parties accessed non-sensitive customer information and other documents. The stolen data was subsequently used to create fraudulent lease-to-own agreements, leading to about $13 million in reported losses in its Acima segment during Q2 2026. The company took mitigation steps, including enhanced authentication and fraud detection, and notified federal law enforcement. The investigation is ongoing, and the company currently believes the incident is not material.
View Full Filing (SEC EDGAR)76009N100
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,949
Total reported value
$485.2B
Held by 4949 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,868
Total reported value
$1.5T
Held by 4868 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,789
Total reported value
$1.2T
Held by 4789 institutions — one of the most-tracked stocks on AlphaSMO
Access UPBD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/UPBDCLI
npx alphasmo stocks get UPBD