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Equibles

UPBD

Upbound Group, Inc.

Company with tickers: UPBD

CIK
933036
CUSIP
76009N100
Shares Outstanding
58,293,726
13F Activity (30d)
14 filings 10 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 240
Total Value: $1,016,560,984
Total Shares: 56,319,177
Showing 1–100 of 245 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Superinvestors Holding UPBD

All superinvestors →
Bill Miller $2,166,000

Holder Concentration

Across 239 13F filers · Δ vs Dec 31, 2025
Top Holder
15.7%
Jun 2023 → Mar 2026 · range 14.7% – 19.3%
+1.0 pts
Top 5
42.5%
Jun 2023 → Mar 2026 · range 42.5% – 58.3%
−6.3 pts
Top 10
59.8%
Jun 2023 → Mar 2026 · range 59.8% – 72.7%
−5.0 pts
HHI
550
Jun 2023 → Mar 2026 · range 550 – 842
Broadly held−77

Quarterly Activity

vs Dec 31, 2025
New
39
Increased
95
Decreased
68
Sold Out
39
Unchanged
38
Holder count: 0
Institutional value: +4.5%
Shares held: +1.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC +675,660 737,660
Mega GOLDMAN SACHS GROUP INC +650,028 1,376,972
Mega DIMENSIONAL FUND ADVISORS LP +327,203 2,394,770
Mega FMR LLC +210,458 5,407,814
Large Trexquant Investment LP +196,658 274,266

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega Nuveen, LLC −366,431 148,218
Large Qube Research & Technologies Ltd −305,183 245,468
Mega D. E. Shaw & Co., Inc. −268,482 182,689
Mid ALGERT GLOBAL LLC −218,170 56,780
Mega BNP PARIBAS ARBITRAGE, SA −215,257 81,455

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large VANGUARD PORTFOLIO MANAGEMENT LLC 4,057,098 $73,230,618
Mega VANGUARD CAPITAL MANAGEMENT LLC 2,275,668 $41,075,807
Mid Pacer Advisors, Inc. 413,005 $7,454,740
Mega VANGUARD FIDUCIARY TRUST CO 344,341 $6,215,355
Mid PEREGRINE CAPITAL MANAGEMENT LLC 273,370 $4,934,328

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 7,132,443 $125,245,696
Large Verition Fund Management LLC 103,873 $1,824,009
Small Western Standard LLC 100,000 $1,756,000
Mid SEGALL BRYANT & HAMILL, LLC 86,887 $1,525,735
Large VIRGINIA RETIREMENT SYSTEMS ET Al 46,600 $818,296
Filter: New 39 Increased 95 Reduced 68 Sold out 39 Unchanged 38
Showing 100 of 245
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $148,155,568 14.57% 8,208,065
Mega FMR LLC $97,611,041 9.60% 5,407,814
Large VANGUARD PORTFOLIO MANAGEMENT LLC $73,230,618 7.20% 4,057,098
Large IEQ CAPITAL, LLC $70,461,532 6.93% 3,903,686
Mega DIMENSIONAL FUND ADVISORS LP $43,225,597 4.25% 2,394,770
Large LSV ASSET MANAGEMENT $41,754,685 4.11% 2,313,279
Mega STATE STREET CORP $41,451,626 4.08% 2,296,489
Mega VANGUARD CAPITAL MANAGEMENT LLC $41,075,807 4.04% 2,275,668
Small Huber Capital Management LLC $30,732,020 3.02% 1,702,605
Mega GOLDMAN SACHS GROUP INC $24,854,343 2.44% 1,376,972
Mega GEODE CAPITAL MANAGEMENT, LLC $24,457,460 2.41% 1,354,984
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $22,887,544 2.25% 1,268,008
Mega WELLINGTON MANAGEMENT GROUP LLP $22,672,242 2.23% 1,256,080
Mid Bragg Financial Advisors, Inc $20,269,030 1.99% 1,122,938
Mega Bank of New York Mellon Corp Bank $15,435,925 1.52% 855,176
Mega MORGAN STANLEY $14,146,162 1.39% 783,721
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13,314,763 1.31% 737,660
Mid KENNEDY CAPITAL MANAGEMENT LLC $12,076,731 1.19% 669,071
Mega NORTHERN TRUST CORP Bank $10,868,984 1.07% 602,160
Large Balyasny Asset Management L.P. $10,770,471 1.06% 596,702
Mega Invesco Ltd. $9,599,439 0.94% 531,825
Mid Pacer Advisors, Inc. $7,454,740 0.73% 413,005
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $6,569,135 0.65% 363,941
Mega VICTORY CAPITAL MANAGEMENT INC $6,565,633 0.65% 363,747
Mega VANGUARD FIDUCIARY TRUST CO Bank $6,215,355 0.61% 344,341
Mega AMERICAN CENTURY COMPANIES INC $6,190,229 0.61% 342,949
Mega PRINCIPAL FINANCIAL GROUP INC $5,485,719 0.54% 303,918
Mega AQR CAPITAL MANAGEMENT LLC $5,186,015 0.51% 287,314
Mid CSM Advisors, LLC $5,161,902 0.51% 285,978
Large Trexquant Investment LP $4,950,501 0.49% 274,266
Mid PEREGRINE CAPITAL MANAGEMENT LLC $4,934,328 0.49% 273,370
Mid Advisors Asset Management, Inc. $4,762,005 0.47% 263,823
Large Universal- Beteiligungs- und Servicegesellschaft mbH $4,671,610 0.46% 258,815
Large PANAGORA ASSET MANAGEMENT INC $4,552,462 0.45% 252,214
Large Qube Research & Technologies Ltd $4,430,697 0.44% 245,468
Large SEI INVESTMENTS CO $4,419,505 0.43% 244,848
Large Empowered Funds, LLC $4,345,104 0.43% 240,726
Large Connor, Clark & Lunn Investment Management Ltd. $4,175,632 0.41% 231,337
Mega UBS Group AG $3,975,294 0.39% 220,238
Mega FIRST TRUST ADVISORS LP $3,547,294 0.35% 196,526
Mega BANK OF AMERICA CORP /DE/ Bank $3,516,482 0.35% 194,819
Large Public Sector Pension Investment Board Pension $3,364,790 0.33% 186,415
Mega D. E. Shaw & Co., Inc. $3,297,536 0.32% 182,689
Mid INTECH INVESTMENT MANAGEMENT LLC $3,243,404 0.32% 179,690
Mega MILLENNIUM MANAGEMENT LLC $3,238,151 0.32% 179,399
Large Point72 Asset Management, L.P. $3,133,155 0.31% 173,582
Large Russell Investments Group, Ltd. $3,075,772 0.30% 170,403
Mega CITADEL ADVISORS LLC $2,813,724 0.28% 155,885
Mid Y-Intercept (Hong Kong) Ltd $2,711,019 0.27% 150,195
Mega AMERIPRISE FINANCIAL INC $2,698,348 0.27% 149,493
Mega RHUMBLINE ADVISERS $2,678,313 0.26% 148,383
Mega Nuveen, LLC $2,675,334 0.26% 148,218
Large Squarepoint Ops LLC $2,670,515 0.26% 147,951
Small Inspire Advisors, LLC $2,645,714 0.26% 146,577
Small Sepio Capital, LP $2,610,192 0.26% 144,609
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,301,840 0.23% 127,526
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $2,294,064 0.23% 127,095
Mega Legal & General Group Plc $2,288,973 0.23% 126,813
Large Lido Advisors, LLC $2,248,687 0.22% 124,581
Large Allianz Asset Management GmbH $2,193,670 0.22% 121,533
Small Miller Value Partners, LLC $2,166,000 0.21% 120,000
Mid Susquehanna Portfolio Strategies, LLC $2,138,961 0.21% 118,502
Mega RAYMOND JAMES FINANCIAL INC $2,081,109 0.20% 115,297
Small CLARK ESTATES INC/NY $2,039,650 0.20% 113,000
Mega Vanguard Global Advisers, LLC $1,975,067 0.19% 109,422
Mega Swiss National Bank Bank $1,855,540 0.18% 102,800
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $1,850,593 0.18% 102,526
Large Mitsubishi UFJ Trust & Banking Corp $1,791,408 0.18% 99,247
Large Creative Planning $1,735,994 0.17% 96,177
Mega BNP PARIBAS ARBITRAGE, SA $1,470,262 0.14% 81,455
Small Range Financial Group LLC $1,462,031 0.14% 80,999
Small BEACON FINANCIAL GROUP $1,371,637 0.13% 75,991
Mega JPMORGAN CHASE & CO $1,344,923 0.13% 74,511
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,309,726 0.13% 72,561
Mega ALLIANCEBERNSTEIN L.P. $1,307,325 0.13% 72,428
Small Kendall Capital Management $1,276,225 0.13% 70,705
Mega LPL Financial LLC $1,267,687 0.12% 70,232
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $1,243,356 0.12% 68,884
Large State of Tennessee, Department of Treasury $1,237,562 0.12% 68,563
Large Cerity Partners LLC $1,209,584 0.12% 67,013
Large RENAISSANCE TECHNOLOGIES LLC $1,153,395 0.11% 63,900
Small Mork Capital Management, LLC $1,130,110 0.11% 62,610
Mid ALGERT GLOBAL LLC $1,024,879 0.10% 56,780
Large PRUDENTIAL FINANCIAL INC $983,400 0.10% 54,482
Large CANADA LIFE ASSURANCE Co Insurance $975,764 0.10% 54,059
Large MARSHALL WACE, LLP $940,964 0.09% 52,131
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $902,500 0.09% 50,000
Mega CITADEL ADVISORS LLC $898,890 0.09% 49,800
Mega BARCLAYS PLC $896,741 0.09% 49,681
Mega DEUTSCHE BANK AG\ Bank $872,608 0.09% 48,344
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $868,024 0.09% 48,090
Large Quantinno Capital Management LP $856,707 0.08% 47,463
Large Freestone Grove Partners LP $817,917 0.08% 45,314
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $805,030 0.08% 44,600
Mid Jump Financial, LLC $779,469 0.08% 43,184
Mega CITIGROUP INC $752,070 0.07% 41,666
Large GUGGENHEIM CAPITAL LLC $748,658 0.07% 41,477
Large BANCO BILBAO VIZCAYA ARGENTARIA, S.A. $736,710 0.07% 40,815
Small Summit Global Investments $677,272 0.07% 37,522
Mid Horizon Investments, LLC $658,554 0.06% 36,485

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