UPBD
Upbound Group, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+18.15%
vs ±12.3% implied · ×1.47
shaded = implied · ▲▼ = realized
Upbound Group, Inc.
22.72
+2.02 · +9.76%
No thesis.
Fund move
Fund move
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $194.2M | 15.67% | +11.51% | |
| 2 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $89.9M | 7.25% | +7.49% | |
| 3 | FMRFMR | $70.3M | 5.67% | −38.74% | |
| 4 | Dimensional Fund AdvisorsDimensional | $58.2M | 4.70% | +14.61% | |
| 5 | State StreetState Streetindex-like | $53.3M | 4.30% | +7.49% | |
| 6 | Goldman Sachs GroupGoldman Sachs | $51.1M | 4.12% | +74.86% | |
| 7 | Vanguard Capital ManagementVanguardindex-like | $49.4M | 3.99% | +2.28% | |
| 8 | LSV Asset ManagementLSV | $48.4M | 3.90% | −1.43% | |
| 9 | IEQ CapitalIEQ Capital | $37.6M | 3.03% | −54.65% | |
| 10 | Geode Capital ManagementGeodeindex-like | $31.2M | 2.51% | +8.34% | |
| 11 | Bragg Financial AdvisorsBragg Financial | $25.2M | 2.04% | +5.90% | |
| 12 | Charles Schwab Investment ManagementCharles Schwabindex-like | $24.5M | 1.98% | −8.88% | |
| 13 | Wellington Management GroupWellington | $23.4M | 1.89% | −12.06% | |
| 14 | Huber Capital ManagementHuber | $22.5M | 1.82% | −37.63% | |
| 15 | Morgan StanleyMorgan Stanley | $22.2M | 1.79% | +33.65% | |
| 16 | Bank of New York MellonBank of New York Mellonindex-like | $18.9M | 1.52% | +3.94% | |
| 17 | American Century CompaniesAmerican Century Companies | $18.1M | 1.46% | +148.78% | |
| 18 | Hotchkis & Wiley Capital ManagementHotchkis & Wiley | $17.7M | 1.42% | +12.76% | |
| 19 | AQR Capital ManagementAQR | $15.3M | 1.23% | +150.65% | |
| 20 | Millennium ManagementMillennium | $15.1M | 1.21% | +295.41% | |
| 21 | Northern TrustNorthern Trustindex-like | $14.3M | 1.16% | +12.11% | |
| 22 | Kennedy Capital ManagementKennedy | $13.8M | 1.12% | −2.55% | |
| 23 | InvescoInvesco | $12.3M | 0.99% | new | |
| 24 | Citadel AdvisorsCitadel | $11.1M | 0.89% | +128.27% | |
| 25 | Pacer AdvisorsPacer | $9.6M | 0.77% | +9.18% |
256 managers report $1.2B of Upbound on form 13F for the quarter ended Jun 30 '26. 31 of them hold 80% of it; BlackRock is largest at 15.67%.
Linked news
Expected move
Inputsspot 20.70exp Mar 19ATM strike 20ATM straddle 4.73IV 48%