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  • UPBD Upbound Group, Inc.

UPBD

Upbound Group, Inc.

Company with tickers: UPBD

CIK
933036
CUSIP
76009N100
Shares Outstanding
58,293,726
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 234
Total Value: $869,385,141
Total Shares: 48,165,390
Showing 1–100 of 239 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 234 13F filers · Δ vs Dec 31, 2025
Top Holder
17.0%
+2.1 pts
Top 5
46.1%
−2.7 pts
Top 10
62.8%
−2.3 pts
HHI
620
Broadly held −5

Quarterly Activity

vs Dec 31, 2025
New
225
Increased
6
Decreased
3
Sold Out
229
Unchanged
0
Holder count: -4
Institutional value: -9.0%
Shares held: -11.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Mega GOLDMAN SACHS GROUP INC +650,028 1,376,972
Mid Horizon Investments, LLC +1,716 36,485
Mega VICTORY CAPITAL MANAGEMENT INC +1,140 363,747
Large Rockefeller Capital Management L.P. +436 569
Small Essential Partners LLC +157 224

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Mega HSBC HOLDINGS PLC −5,890 16,763
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. −861 94,547
Small Palouse Capital Management, Inc. −257 5,307

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega BlackRock, Inc. 8,208,065 $148,155,568
Mega FMR LLC 5,407,814 $97,611,041
Large IEQ CAPITAL, LLC 3,903,686 $70,461,532
Mega DIMENSIONAL FUND ADVISORS LP 2,394,770 $43,225,597
Large LSV ASSET MANAGEMENT 2,313,279 $41,754,685

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega BlackRock, Inc. 8,136,983 $142,885,415
Mega VANGUARD GROUP INC 6,629,324 $116,410,929
Mega FMR LLC 5,197,356 $91,265,570
Large IEQ CAPITAL, LLC 4,101,233 $72,017,651
Large LSV ASSET MANAGEMENT 2,515,279 $44,168,299
100 of 100 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mega BlackRock, Inc. $148,155,568 17.04% 8,208,065 View
Mega FMR LLC $97,611,041 11.23% 5,407,814 View
Large IEQ CAPITAL, LLC $70,461,532 8.10% 3,903,686 View
Mega DIMENSIONAL FUND ADVISORS LP $43,225,597 4.97% 2,394,770 View
Large LSV ASSET MANAGEMENT $41,754,685 4.80% 2,313,279 View
Mega STATE STREET CORP $41,451,626 4.77% 2,296,489 View
Small Huber Capital Management LLC $30,732,020 3.53% 1,702,605 View
Mega GOLDMAN SACHS GROUP INC $24,854,343 2.86% 1,376,972 View
Mega GEODE CAPITAL MANAGEMENT, LLC $24,457,460 2.81% 1,354,984 View
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $22,887,544 2.63% 1,268,008 View
Mega WELLINGTON MANAGEMENT GROUP LLP $22,672,242 2.61% 1,256,080 View
Mid Bragg Financial Advisors, Inc $20,269,030 2.33% 1,122,938 View
Mega Bank of New York Mellon Corp $15,435,925 1.78% 855,176 View
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13,314,763 1.53% 737,660 View
Mid KENNEDY CAPITAL MANAGEMENT LLC $12,076,731 1.39% 669,071 View
Large Balyasny Asset Management L.P. $10,770,471 1.24% 596,702 View
Mega Invesco Ltd. $9,599,439 1.10% 531,825 View
Mid Pacer Advisors, Inc. $7,454,740 0.86% 413,005 View
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $6,569,135 0.76% 363,941 View
Mega VICTORY CAPITAL MANAGEMENT INC $6,565,633 0.76% 363,747 View
Mega AMERICAN CENTURY COMPANIES INC $6,190,229 0.71% 342,949 View
Mega PRINCIPAL FINANCIAL GROUP INC $5,485,719 0.63% 303,918 View
Mega AQR CAPITAL MANAGEMENT LLC $5,186,015 0.60% 287,314 View
Mid CSM Advisors, LLC $5,161,902 0.59% 285,978 View
Large Trexquant Investment LP $4,950,501 0.57% 274,266 View
Mid PEREGRINE CAPITAL MANAGEMENT LLC $4,934,328 0.57% 273,370 View
Mid Advisors Asset Management, Inc. $4,762,005 0.55% 263,823 View
Large Universal- Beteiligungs- und Servicegesellschaft mbH $4,671,610 0.54% 258,815 View
Large PANAGORA ASSET MANAGEMENT INC $4,552,462 0.52% 252,214 View
Large Qube Research & Technologies Ltd $4,430,697 0.51% 245,468 View
Large SEI INVESTMENTS CO $4,419,505 0.51% 244,848 View
Large Empowered Funds, LLC $4,345,104 0.50% 240,726 View
Large Connor, Clark & Lunn Investment Management Ltd. $4,175,632 0.48% 231,337 View
Mega UBS Group AG $3,975,294 0.46% 220,238 View
Mega FIRST TRUST ADVISORS LP $3,547,294 0.41% 196,526 View
Mega BANK OF AMERICA CORP /DE/ $3,516,482 0.40% 194,819 View
Large Public Sector Pension Investment Board $3,364,790 0.39% 186,415 View
Mega D. E. Shaw & Co., Inc. $3,297,536 0.38% 182,689 View
Mid INTECH INVESTMENT MANAGEMENT LLC $3,243,404 0.37% 179,690 View
Mega MILLENNIUM MANAGEMENT LLC $3,238,151 0.37% 179,399 View
Large Point72 Asset Management, L.P. $3,133,155 0.36% 173,582 View
Large Russell Investments Group, Ltd. $3,075,772 0.35% 170,403 View
Mega CITADEL ADVISORS LLC $2,813,724 0.32% 155,885 View
Mid Y-Intercept (Hong Kong) Ltd $2,711,019 0.31% 150,195 View
Mega AMERIPRISE FINANCIAL INC $2,698,348 0.31% 149,493 View
Mega RHUMBLINE ADVISERS $2,678,313 0.31% 148,383 View
Mega Nuveen, LLC $2,675,334 0.31% 148,218 View
Large Squarepoint Ops LLC $2,670,515 0.31% 147,951 View
Small Inspire Advisors, LLC $2,645,714 0.30% 146,577 View
Small Sepio Capital, LP $2,610,192 0.30% 144,609 View
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,301,840 0.26% 127,526 View
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $2,294,064 0.26% 127,095 View
Mega Legal & General Group Plc $2,288,973 0.26% 126,813 View
Large Lido Advisors, LLC $2,248,687 0.26% 124,581 View
Large Allianz Asset Management GmbH $2,193,670 0.25% 121,533 View
Small Miller Value Partners, LLC $2,166,000 0.25% 120,000 View
Mid Susquehanna Portfolio Strategies, LLC $2,138,961 0.25% 118,502 View
Mega RAYMOND JAMES FINANCIAL INC $2,081,109 0.24% 115,297 View
Small CLARK ESTATES INC/NY $2,039,650 0.23% 113,000 View
Mega Swiss National Bank $1,855,540 0.21% 102,800 View
Large Mitsubishi UFJ Trust & Banking Corp $1,791,408 0.21% 99,247 View
Large Creative Planning $1,735,994 0.20% 96,177 View
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $1,706,573 0.20% 94,547 View
Mid SEGALL BRYANT & HAMILL, LLC $1,558,888 0.18% 86,365 View
Mega BNP PARIBAS ARBITRAGE, SA $1,470,262 0.17% 81,455 View
Small Range Financial Group LLC $1,462,031 0.17% 80,999 View
Small BEACON FINANCIAL GROUP $1,371,637 0.16% 75,991 View
Mega JPMORGAN CHASE & CO $1,344,923 0.15% 74,511 View
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,309,726 0.15% 72,561 View
Mega ALLIANCEBERNSTEIN L.P. $1,307,325 0.15% 72,428 View
Small Kendall Capital Management $1,276,225 0.15% 70,705 View
Mega LPL Financial LLC $1,267,687 0.15% 70,232 View
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM $1,243,356 0.14% 68,884 View
Large State of Tennessee, Department of Treasury $1,237,562 0.14% 68,563 View
Large Cerity Partners LLC $1,209,584 0.14% 67,013 View
Large RENAISSANCE TECHNOLOGIES LLC $1,153,395 0.13% 63,900 View
Small Mork Capital Management, LLC $1,130,110 0.13% 62,610 View
Mid ALGERT GLOBAL LLC $1,024,879 0.12% 56,780 View
Large PRUDENTIAL FINANCIAL INC $983,400 0.11% 54,482 View
Large CANADA LIFE ASSURANCE Co $975,764 0.11% 54,059 View
Large MARSHALL WACE, LLP $940,964 0.11% 52,131 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $902,500 0.10% 50,000 View
Mega CITADEL ADVISORS LLC $898,890 0.10% 49,800 View
Mega BARCLAYS PLC $896,741 0.10% 49,681 View
Mega DEUTSCHE BANK AG\ $872,608 0.10% 48,344 View
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $868,024 0.10% 48,090 View
Large Quantinno Capital Management LP $856,707 0.10% 47,463 View
Large Freestone Grove Partners LP $817,917 0.09% 45,314 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $805,030 0.09% 44,600 View
Mid Jump Financial, LLC $779,469 0.09% 43,184 View
Mega CITIGROUP INC $752,070 0.09% 41,666 View
Large GUGGENHEIM CAPITAL LLC $748,658 0.09% 41,477 View
Large BANCO BILBAO VIZCAYA ARGENTARIA, S.A. $736,710 0.08% 40,815 View
Small Summit Global Investments $677,272 0.08% 37,522 View
Mid Horizon Investments, LLC $658,554 0.08% 36,485 View
Mid Engineers Gate Manager LP $655,395 0.08% 36,310 View
Large Thrivent Financial for Lutherans $627,887 0.07% 34,786 View
Large CAPITAL FUND MANAGEMENT S.A. $600,812 0.07% 33,286 View
Small Optimize Financial Inc $588,339 0.07% 32,595 View
Large Walleye Capital LLC $579,405 0.07% 32,100 View
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