Fund moves

Upbound Group, Inc. (UPBD): Kennedy Capital Management LLC reduced its stake -332K shares

Kennedy Capital Management LLC reduced its stake in Upbound Group, Inc., per its Q2 2025 13F.

587K
Shares reported · -332K vs prior quarter
0.35%
Disclosed portfolio weight
$14.7M
Reported value
Holdings as of
Jun 30, 2025
Filed
Aug 13, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

    What came next

    1. Aug 21, 2025InsiderOfficer sold ~$83K of UPBD shares in the open market
    2. Sep 11, 2025InsiderOfficer sold ~$151K of UPBD shares in the open market
    3. Oct 30, 2025Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
    4. Oct 30, 2025Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On October 30, 2025, Upbound Group, Inc. (the “Company”) announced that Mr. Hal Khouri will join the Company as its Executive Vice President - Chief Financial Officer effective November 10, 2025.”
    5. Nov 17, 2025Company filing · Form 8-K · Temporary Suspension of Trading Under Registrant's Employee Benefit PlansSuspended trading under its employee plans
    View the official recordSEC Form 13F-HR

    How to read SEC Form 13F-HR

    Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

    Full guide: What is an SEC Form 13F?

    What else is on file for Upbound Group, Inc.

    For Upbound Group, Inc., OQRO holds 9 insider filings (SEC Form 4 or Form 144) dated in the last 90 days.

    These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its UPBD page.

    How this filing works

    Explore the data

    Other disclosures at Upbound Group, Inc.

    Everything OQRO holds on this company is on its UPBD page.

    This is one filing. OQRO holds the rest

    Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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