Upbound GroupUPBD

13F holders, Q2 2026 (June 30)
258holders +18
37new positions
17sold out
7famous investors
$21.24avg. 13F price*

At the end of Q2 2026, 258 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, up 18 from Q1 2026. 37 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($194.2M), Vanguard Portfolio Management LLC ($89.9M) and FMR LLC ($70.3M). 7 famous investors held it, including Bill Miller (1.3% of Miller Value Partners's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Upbound Group Inc.
CUSIP
76009N100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 241Q1 2024Q2 2024: 247Q2 2024Q3 2024: 245Q3 2024Q4 2024: 240Q4 2024Q1 2025: 243Q1 2025Q2 2025: 255Q2 2025Q3 2025: 261Q3 2025Q4 2025: 238Q4 2025Q1 2026: 240Q1 2026Q2 2026: 258Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions37$22.4M
Exits17$2.4M

All 13F filers, Q1 2026 → Q2 2026: 8,724,758 shares bought and 6,694,459 shares sold, net +2,030,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 258 holders

BlackRock, Inc. 0.00% Add +11.5% 9,152,511 $194.2M
Vanguard Portfolio Management LLC 0.00% Add +7.5% 4,234,326 $89.9M
FMR LLC 0.00% Reduce -38.7% 3,312,579 $70.3M
Dimensional Fund Advisors LP 0.01% Add +14.6% 2,744,730 $58.2M
State Street Corp. 0.00% Add +7.5% 2,468,483 $53.3M
Goldman Sachs Group Inc. 0.01% Add +74.9% 2,407,712 $51.1M
Vanguard Capital Management LLC 0.00% Add +2.3% 2,327,538 $49.4M
LSV Asset Management 0.09% Reduce -1.4% 2,280,279 $48.4M
Ieq Capital, LLC 0.17% Reduce -54.6% 1,770,257 $37.6M
Geode Capital Management, LLC 0.00% Add +8.3% 1,468,034 $31.2M
Bragg Financial Advisors, Inc 0.68% Add +5.9% 1,189,215 $25.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -8.9% 1,155,346 $24.5M
Wellington Management Group LLP 0.00% Reduce -12.1% 1,104,571 $23.4M
Huber Capital Management LLC 3.32% Reduce -37.6% 1,061,869 $22.5M
Morgan Stanley 0.00% Add +33.6% 1,047,419 $22.2M
Bank of New York Mellon Corp 0.00% Add +3.9% 888,866 $18.9M
American Century Companies Inc. 0.01% Add +148.8% 853,179 $18.1M
Hotchkis & Wiley Capital Management LLC 0.05% Add +12.8% 831,810 $17.7M
AQR Capital Management 0.01% Add +150.7% 720,150 $15.3M
Millennium Management 0.01% Add +295.4% 709,357 $15.1M
Northern Trust Corp. 0.00% Add +12.1% 675,057 $14.3M
Kennedy Capital Management LLC 0.24% Reduce -2.5% 651,996 $13.8M
Invesco Ltd. 0.00% Add +8.9% 579,041 $12.3M
Pacer Advisors, Inc. 0.02% Add +9.2% 450,923 $9.6M
Citadel Advisors 0.01% Add +180.4% 437,058 $9.3M
Marshall Wace, LLP 0.01% Add +687.8% 410,710 $8.7M
Victory Capital Management Inc. 0.00% Add +8.4% 394,376 $8.4M
Advisors Asset Management, Inc. 0.12% Add +35.5% 357,337 $7.6M
Bridgeway Capital Management, LLC 0.13% Reduce -2.5% 354,744 $7.5M
Vanguard Fiduciary Trust Co. 0.00% Add +1.3% 348,824 $7.4M
Panagora Asset Management Inc. 0.02% Add +27.3% 321,099 $6.8M
Principal Financial Group Inc. 0.00% Add +1.3% 307,996 $6.5M
CSM Advisors, LLC 0.14% Add +7.0% 306,014 $6.5M
Allianz Asset Management GmbH 0.01% Add +144.0% 296,542 $6.3M
Bank of America Corp. 0.00% Add +51.2% 294,594 $6.3M
Qube Research & Technologies Ltd 0.01% Add +16.8% 286,621 $6.1M
Creative Planning 0.00% Add +181.8% 271,002 $5.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +1.6% 262,831 $5.6M
Miller Value Partners 1.29% Add +115.0% 258,000 $5.5M
Peregrine Capital Management LLC 0.17% Reduce -8.0% 251,447 $5.3M
Empowered Funds, LLC 0.03% Reduce -1.6% 236,744 $5.0M
Balyasny Asset Management L.P. 0.01% Reduce -60.6% 234,921 $5.0M
First Trust Advisors LP 0.00% Add +12.6% 221,265 $4.7M
Russell Investments Group, Ltd. 0.00% Add +12.8% 192,157 $4.1M
Sei Investments Co. 0.00% Reduce -22.9% 188,883 $4.0M
Arrowstreet Capital, Limited Partnership 0.00% New 182,312 $3.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -21.2% 182,289 $3.9M
XTX Topco Ltd 0.05% Add +595.4% 180,319 $3.8M
Public Sector Pension Investment Board 0.01% Reduce -3.3% 180,284 $3.8M
UBS Group AG 0.00% Reduce -18.6% 179,366 $3.8M
Nuveen, LLC 0.00% Add +13.6% 168,344 $3.6M
Ameriprise Financial Inc. 0.00% Add +5.9% 158,362 $3.4M
Trexquant Investment LP 0.02% Reduce -42.6% 157,506 $3.3M
Inspire Advisors, LLC 0.23% Add +5.7% 154,942 $3.3M
Sepio Capital, LP 0.15% No change 144,609 $3.1M
Landscape Capital Management, L.L.C. 0.20% Add +13.0% 143,592 $3.0M
Raymond James Financial Inc. 0.00% Add +23.9% 142,832 $3.0M
Quantinno Capital Management LP 0.00% Add +198.1% 141,470 $3.0M
Rhumbline Advisers 0.00% Reduce -7.8% 136,873 $2.9M
Susquehanna Portfolio Strategies, LLC 0.05% Add +15.3% 136,656 $2.9M
Vanguard Global Advisers, LLC 0.00% Add +23.6% 135,250 $2.9M
Intech Investment Management LLC 0.03% Reduce -26.8% 131,517 $2.8M
Picton Mahoney Asset Management 0.03% New 131,437 $2.8M
Jump Financial, LLC 0.03% Add +194.3% 127,100 $2.7M
Lido Advisors, LLC 0.01% Add +0.3% 124,926 $2.7M
Legal & General Group Plc 0.00% Reduce -6.9% 118,017 $2.5M
Two Sigma Investments, LP 0.00% Add +753.9% 115,280 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.5% 114,141 $2.4M
Clark Estates Inc. 0.55% No change 113,000 $2.4M
Algert Global LLC 0.03% Add +93.0% 109,568 $2.3M
Swiss National Bank 0.00% Add +2.1% 105,000 $2.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -0.6% 101,959 $2.2M
D. E. Shaw & Co. 0.00% Reduce -46.2% 98,304 $2.1M
Corient Private Wealth LP 0.00% New 91,393 $1.9M
Venture Visionary Partners LLC 0.05% New 91,367 $1.9M
Point72 Asset Management 0.00% Reduce -47.9% 90,403 $1.9M
Cerity Partners LLC 0.00% Add +34.5% 90,139 $1.9M
T. Rowe Price Associates Inc. 0.00% Add +22.4% 88,798 $1.9M
Segall Bryant & Hamill, LLC 0.02% New 85,860 $1.8M
Renaissance Technologies 0.00% Add +30.2% 83,200 $1.8M
Royal Bank of Canada 0.00% Add +468.3% 82,978 $1.8M
Range Financial Group LLC 0.48% Add +2.4% 82,907 $1.8M
Beacon Financial Group 0.15% Add +0.1% 76,108 $1.6M
ExodusPoint Capital Management, LP 0.01% New 74,030 $1.6M
LPL Financial LLC 0.00% Add +3.8% 72,880 $1.5M
JPMorgan Chase & Co. 0.00% Reduce -7.8% 68,727 $1.5M
Wells Fargo & Company 0.00% Add +124.4% 67,585 $1.4M
Osaic Holdings, Inc. 0.00% Add +2079.5% 63,228 $1.3M
New York State Teachers Retirement System 0.00% Reduce -8.7% 62,920 $1.3M
Mork Capital Management, LLC 0.85% No change 62,610 $1.3M
Alliancebernstein L.P. 0.00% Reduce -1.2% 71,528 $1.3M
Deutsche Bank AG 0.00% Add +22.7% 59,325 $1.3M
Engineers Gate Manager LP 0.02% Add +62.0% 58,810 $1.2M
Kendall Capital Management 0.21% Reduce -17.8% 58,130 $1.2M
California State Teachers Retirement System 0.00% Add +19.1% 57,253 $1.2M
State of Tennessee, Department of Treasury 0.00% Reduce -16.8% 57,072 $1.2M
Guggenheim Capital LLC 0.01% Add +35.3% 56,129 $1.2M
Prudential Financial Inc. 0.00% Add +1.8% 55,472 $1.2M
Barclays PLC 0.00% Add +10.8% 55,050 $1.2M
EntryPoint Capital, LLC 0.28% Add +205.9% 54,793 $1.2M

"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.

Show all 258 holders