UPBD
Upbound Group, Inc.Company with tickers: UPBD
CIK
933036
CUSIP
76009N100
Shares Outstanding
58,293,726
Website
https://www.upbound.com
13F Activity (30d)
8 filings
4 filers
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding UPBD
218 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | — | 3,125,900 | $56,422,495 | 0.06% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 1,637,251 | $29,552,381 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 1,291,320 | $23,308,326 | 0.03% | Long | 2026-03-31 | |
| FPA Queens Road Small Cap Value Fund | — | 1,055,661 | $22,643,928 | 1.91% | Long | 2026-02-28 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 1,209,358 | $21,828,912 | 0.01% | Long | 2026-03-31 | |
| Huber Select Large Cap Value Fund | — | 861,898 | $17,031,104 | 3.41% | Long | 2026-04-30 | |
| Fidelity Advisor Value Strategies Fund | — | 711,800 | $15,268,110 | 0.79% | Long | 2026-02-28 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 768,206 | $13,866,118 | 0.02% | Long | 2026-03-31 | |
| Schwab Fundamental U.S. Small Company ETF | — | 635,573 | $13,633,041 | 0.14% | Long | 2026-02-28 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 581,293 | $10,492,339 | 0.01% | Long | 2026-03-31 | |
| iShares S&P Small-Cap 600 Value ETF | — | 509,053 | $9,188,407 | 0.12% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | — | 475,438 | $8,581,656 | 0.06% | Long | 2026-03-31 | |
| VANGUARD STRATEGIC EQUITY FUND | — | 432,948 | $7,814,711 | 0.08% | Long | 2026-03-31 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 424,047 | $7,654,048 | 0.08% | Long | 2026-03-31 | |
| VIP Value Strategies Portfolio | — | 404,800 | $7,306,640 | 0.71% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 284,148 | $6,094,975 | 0.01% | Long | 2026-02-28 | |
| Invesco S&P SmallCap 600 Revenue ETF | — | 274,024 | $5,877,815 | 0.35% | Long | 2026-02-28 | |
| Huber Small Cap Value Fund | — | 295,059 | $5,830,366 | 6.25% | Long | 2026-04-30 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 260,175 | $5,580,754 | 0.04% | Long | 2026-02-28 | |
| Schwab U.S. Small-Cap ETF | — | 252,955 | $5,425,885 | 0.03% | Long | 2026-02-28 | |
| iShares Russell 2000 Value ETF | — | 299,191 | $5,400,398 | 0.04% | Long | 2026-03-31 | |
| WisdomTree U.S. SmallCap Dividend Fund | — | 287,114 | $5,182,408 | 0.27% | Long | 2026-03-31 | |
| Fidelity Enhanced Small Cap ETF | — | 272,555 | $4,919,618 | 0.12% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | — | 271,535 | $4,901,207 | 0.12% | Long | 2026-03-31 | |
| Victory Market Neutral Income Fund | — | 264,963 | $4,782,582 | 0.16% | Long | 2026-03-31 | |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND | — | 205,889 | $4,416,319 | 0.07% | Long | 2026-02-28 | |
| U.S. MICRO CAP PORTFOLIO | — | 220,634 | $4,169,983 | 0.06% | Long | 2026-01-31 | |
| EA Bridgeway Omni Small-Cap Value ETF | — | 230,941 | $4,168,485 | 0.20% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 178,571 | $3,830,348 | 0.07% | Long | 2026-02-28 | |
| U.S. SMALL CAP VALUE PORTFOLIO | — | 196,232 | $3,708,785 | 0.02% | Long | 2026-01-31 | |
| Applied Finance Explorer Fund | — | 187,267 | $3,700,396 | 0.37% | Long | 2026-04-30 | |
| U.S. Targeted Value Portfolio | — | 182,235 | $3,444,242 | 0.02% | Long | 2026-01-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 177,798 | $3,360,382 | 0.02% | Long | 2026-01-31 | |
| VIP Value Portfolio | — | 178,234 | $3,217,124 | 0.53% | Long | 2026-03-31 | |
| Hotchkis and Wiley Small Cap Diversified Value Fund | — | 171,500 | $3,095,575 | 0.37% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P(R) Retail ETF | — | 170,945 | $3,085,557 | 1.42% | Long | 2026-03-31 | |
| iShares Russell 2000 Growth ETF | — | 145,174 | $2,620,391 | 0.02% | Long | 2026-03-31 | |
| BlackRock Advantage Small Cap Core Fund | — | 121,955 | $2,615,935 | 0.06% | Long | 2026-02-27 | |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | — | 114,639 | $2,459,007 | 0.14% | Long | 2026-02-28 | |
| Omni Small-Cap Value Fund | — | 133,000 | $2,400,650 | 0.20% | Long | 2026-03-31 | |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund | — | 131,479 | $2,373,196 | 0.66% | Long | 2026-03-31 | |
| NORTH SQUARE SMALL CAP VALUE FUND | — | 103,955 | $2,229,835 | 1.11% | Long | 2026-02-28 | |
| Miller Income Fund | — | 120,000 | $2,166,000 | 1.26% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 98,445 | $2,111,645 | 0.00% | Long | 2026-02-28 | |
| NYLIM VP Wellington Small Cap Portfolio | — | 114,281 | $2,062,772 | 0.58% | Long | 2026-03-31 | |
| Avantis U.S. Small Cap Equity ETF | — | 89,871 | $1,927,733 | 0.08% | Long | 2026-02-28 | |
| Columbia Small Cap Index Fund | — | 82,954 | $1,779,363 | 0.07% | Long | 2026-02-28 | |
| Fidelity Series Total Market Index Fund | — | 80,925 | $1,735,841 | 0.00% | Long | 2026-02-28 | |
| VictoryShares Small Cap Free Cash Flow ETF | — | 90,976 | $1,642,117 | 0.33% | Long | 2026-03-31 | |
| WisdomTree U.S. SmallCap Fund | — | 89,140 | $1,608,977 | 0.25% | Long | 2026-03-31 |
Showing 1–50 of 218 positions