HOTCHKIS & WILEY's UPBD Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 62,000 shares of Upbound Group, Inc. (UPBD) worth $1.09 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in UPBD, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2013, adding 1.06 M shares. Largest reduction occurred in Q4 2014, reducing 2.7 M shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Upbound Group (UPBD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Upbound Group (UPBD) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +62,000 | New Buy | 62,000 | $17.56 |
| Q3 2024 | -179,990 | Sold Out | 0 | $0.00 |
| Q2 2024 | +7,400 | Add 4.29% | 179,990 | $30.70 |
| Q1 2024 | +172,590 | New Buy | 172,590 | $35.21 |
| Q3 2023 | -334,680 | Sold Out | 0 | $0.00 |
| Q2 2023 | -83,990 | Reduce 20.06% | 334,680 | $31.13 |
| Q1 2023 | +4,300 | Add 1.04% | 418,670 | $24.51 |
| Q4 2022 | -10,150 | Reduce 2.39% | 414,370 | $22.55 |
| Q3 2022 | +140,810 | Add 49.63% | 424,520 | $17.51 |
| Q2 2022 | +3,800 | Add 1.36% | 283,710 | $19.45 |
| Q1 2022 | +148,335 | Add 112.74% | 279,910 | $25.19 |
| Q4 2021 | +11,250 | Add 9.35% | 131,575 | $48.04 |
| Q3 2021 | -5,170 | Reduce 4.12% | 120,325 | $56.21 |
| Q2 2021 | +7,110 | Add 6.01% | 125,495 | $53.07 |
| Q1 2021 | -29,775 | Reduce 20.10% | 118,385 | $57.66 |
| Q4 2020 | +148,160 | New Buy | 148,160 | $38.29 |
| Q4 2018 | -175,100 | Sold Out | 0 | $0.00 |
| Q3 2018 | -39,970 | Reduce 18.58% | 175,100 | $14.38 |
| Q2 2018 | -335,800 | Reduce 60.96% | 215,070 | $14.72 |
| Q1 2018 | -7,800 | Reduce 1.40% | 550,870 | $8.63 |
| Q4 2017 | -95,100 | Reduce 14.55% | 558,670 | $11.10 |
| Q3 2017 | -19,500 | Reduce 2.90% | 653,770 | $11.48 |
| Q2 2017 | -137,800 | Reduce 16.99% | 673,270 | $11.72 |
| Q1 2017 | -195,100 | Reduce 19.39% | 811,070 | $8.87 |
| Q4 2016 | -146,800 | Reduce 12.73% | 1.01 M | $11.25 |
| Q3 2016 | -44,700 | Reduce 3.73% | 1.15 M | $12.64 |
| Q2 2016 | -72,800 | Reduce 5.73% | 1.2 M | $12.28 |
| Q1 2016 | -40,800 | Reduce 3.11% | 1.27 M | $15.85 |
| Q4 2015 | -43,500 | Reduce 3.21% | 1.31 M | $14.97 |
| Q3 2015 | -21,360 | Reduce 1.55% | 1.35 M | $24.25 |
| Q2 2015 | -500 | Reduce 0.04% | 1.38 M | $28.35 |
| Q1 2015 | +12,300 | Add 0.90% | 1.38 M | $27.44 |
| Q4 2014 | -2.7 M | Reduce 66.41% | 1.36 M | $36.32 |
| Q3 2014 | -1.54 M | Reduce 27.43% | 4.06 M | $30.35 |
| Q2 2014 | -118,846 | Reduce 2.08% | 5.6 M | $28.68 |
| Q1 2014 | +612,087 | Add 11.99% | 5.72 M | $26.60 |
| Q4 2013 | +1.06 M | Add 26.06% | 5.1 M | $33.34 |
| Q3 2013 | +967,300 | Add 31.39% | 4.05 M | $38.10 |
| Q2 2013 | +3.08 M | Add 0.00% | 3.08 M | $37.55 |
HOTCHKIS & WILEY's Upbound Group Investment FAQs
HOTCHKIS & WILEY first purchased Upbound Group, Inc. (UPBD) in Q2 2013, acquiring 3,081,170 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Upbound Group, Inc. (UPBD) for 39 quarters since Q2 2013.
HOTCHKIS & WILEY's largest addition to Upbound Group, Inc. (UPBD) was in Q2 2013, adding 3,081,170 shares worth $115.7 M.
According to the latest 13F filing for Q4 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 62,000 shares of Upbound Group, Inc. (UPBD), valued at approximately $1.09 M.
As of the Q4 2025 filing, Upbound Group, Inc. (UPBD) represents approximately 0.00% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Upbound Group, Inc. (UPBD) was 5,715,772 shares, as reported at the end of Q1 2014.