Upbound GroupUPBD
13F holders, Q1 2024 (March 31)241holders
6famous investors
$35.28avg. 13F price*
At the end of Q1 2024, 241 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings. The largest holders were BlackRock Inc. ($281.4M), Vanguard Group Inc. ($211.5M) and FMR LLC ($198.6M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Upbound Group Inc.
- CUSIP
- 76009N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $56.7M |
| Exits | 28 | $13.6M |
Ownership 241 holders
| BlackRock Inc. | 0.01% | Reduce -0.0% | 7,991,605 | $281.4M |
| Vanguard Group Inc. | 0.00% | Add +3.6% | 6,005,494 | $211.5M |
| FMR LLC | 0.01% | Reduce -17.7% | 5,639,597 | $198.6M |
| Ieq Capital, LLC | 1.15% | Add +61.3% | 2,269,115 | $79.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.8% | 2,186,568 | $77.0M |
| State Street Corp. | 0.00% | Add +4.0% | 2,031,542 | $71.5M |
| LSV Asset Management | 0.12% | Add +43.0% | 1,693,695 | $59.6M |
| Engaged Capital LLC | 9.50% | Reduce -30.5% | 1,665,708 | $58.6M |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 1,135,740 | $40.0M |
| Bank of America Corp. | 0.00% | Add +13.2% | 1,014,947 | $35.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.6% | 831,473 | $29.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.9% | 746,546 | $26.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +222.8% | 722,588 | $25.4M |
| Fuller & Thaler Asset Management, Inc. | 0.10% | Add +24.0% | 639,359 | $22.5M |
| American Century Companies Inc. | 0.01% | Reduce -24.1% | 590,871 | $20.8M |
| Cooper Creek Partners Management LLC | 0.81% | New | 558,022 | $19.6M |
| Northern Trust Corp. | 0.00% | Reduce -5.5% | 541,982 | $19.1M |
| Morgan Stanley | 0.00% | Reduce -8.1% | 515,005 | $18.1M |
| Huber Capital Management LLC | 3.90% | Add +25.2% | 492,195 | $17.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -5.2% | 413,991 | $14.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.4% | 407,125 | $14.3M |
| Invesco Ltd. | 0.00% | Reduce -7.5% | 376,632 | $13.3M |
| SG Capital Management LLC | 4.00% | New | 346,439 | $12.2M |
| Norges Bank | 0.00% | Reduce -6.7% | 334,352 | $11.8M |
| Federated Hermes, Inc. | 0.02% | Reduce -1.6% | 283,891 | $10.0M |
| Bragg Financial Advisors, Inc | 0.40% | Add +4.2% | 252,713 | $8.9M |
| Principal Financial Group Inc. | 0.01% | Add +6.3% | 247,592 | $8.7M |
| Philadelphia Financial Management of San Francisco, LLC | 1.74% | Add +5.4% | 236,029 | $8.3M |
| Barclays PLC | 0.00% | Add +50.9% | 204,435 | $7.2M |
| Alliancebernstein L.P. | 0.00% | Add +15.0% | 188,138 | $6.6M |
| Algert Global LLC | 0.24% | Add +60.1% | 175,073 | $6.2M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | New | 172,590 | $6.1M |
| Verition Fund Management LLC | 0.06% | Add +400.2% | 164,032 | $5.8M |
| Fisher Asset Management | 0.00% | Add +6.2% | 160,346 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +11.9% | 152,464 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.8% | 151,428 | $5.3M |
| Rhumbline Advisers | 0.00% | Reduce -1.1% | 144,192 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +42.5% | 143,977 | $5.1M |
| Edgestream Partners, L.P. | 0.24% | Add +78.4% | 137,031 | $4.8M |
| SageView Advisory Group, LLC | 0.24% | New | 9,678 | $4.8M |
| Legal & General Group Plc | 0.00% | Add +0.4% | 126,460 | $4.5M |
| Millennium Management | 0.00% | Reduce -18.2% | 106,208 | $3.7M |
| UBS Group AG | 0.00% | Add +1.5% | 101,559 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.1% | 96,924 | $3.4M |
| Interval Partners, LP | 0.13% | Add +155.1% | 96,131 | $3.4M |
| Public Sector Pension Investment Board | 0.02% | Reduce -1.2% | 91,258 | $3.2M |
| Swiss National Bank | 0.00% | Reduce -2.8% | 91,100 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -11.5% | 84,234 | $3.0M |
| Balyasny Asset Management L.P. | 0.01% | New | 80,520 | $2.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.0% | 80,185 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | Add +27.0% | 78,191 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +18.7% | 77,819 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -13.5% | 76,778 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -19.3% | 75,933 | $2.7M |
| Raymond James & Associates | 0.00% | Add +1.0% | 75,334 | $2.7M |
| Martingale Asset Management L P | 0.05% | Add +77.1% | 68,310 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +341.4% | 64,900 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.4% | 63,519 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.4% | 61,984 | $2.2M |
| Man Group plc | 0.01% | Add +272.6% | 55,342 | $1.9M |
| Kendall Capital Management | 0.66% | Reduce -3.1% | 54,304 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.2% | 54,034 | $1.9M |
| Credit Suisse AG/ | 0.00% | Reduce -3.4% | 51,466 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -1.9% | 51,061 | $1.8M |
| HSBC Holdings PLC | 0.00% | Add +266.4% | 48,343 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -8.9% | 46,887 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -19.6% | 46,453 | $1.6M |
| First National Advisers, LLC | 0.34% | Add +2.7% | 47,461 | $1.5M |
| Engineers Gate Manager LP | 0.04% | Add +134.8% | 40,259 | $1.4M |
| Secure Asset Management, LLC | 0.33% | Add +4.2% | 39,291 | $1.4M |
| Texas Permanent School Fund Corp. | 0.01% | Add +1.4% | 38,965 | $1.4M |
| Amundi | 0.00% | Reduce -58.8% | 41,870 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | New | 36,200 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -18.4% | 35,717 | $1.3M |
| Inspire Advisors, LLC | 0.17% | Add +19.9% | 35,246 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -27.9% | 34,955 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +33.0% | 34,643 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -8.8% | 34,523 | $1.2M |
| Alberta Investment Management Corp | 0.01% | New | 33,600 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -6.5% | 33,379 | $1.2M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +316.6% | 32,756 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -20.0% | 32,412 | $1.1M |
| Canada Pension Plan Investment Board | 0.00% | New | 32,300 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.10% | New | 31,738 | $1.1M |
| Cornercap Investment Counsel Inc. | 0.17% | Add +96.5% | 31,565 | $1.1M |
| Deutsche Bank AG | 0.00% | Add +0.3% | 31,413 | $1.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -1.8% | 30,972 | $1.1M |
| ClariVest Asset Management LLC | 0.11% | Add +36691.7% | 30,905 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.36% | Reduce -0.2% | 28,825 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | No change | 28,553 | $1.0M |
| American International Group, Inc. | 0.00% | Reduce -3.6% | 28,447 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.09% | Reduce -48.2% | 28,163 | $992K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +14.4% | 27,658 | $974K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.9% | 27,123 | $955K |
| Wells Fargo & Company | 0.00% | Add +6.8% | 26,610 | $937K |
| Illinois Municipal Retirement Fund | 0.01% | Add +3.3% | 26,355 | $928K |
| Wakefield Asset Management LLLP | 0.31% | Add +0.6% | 25,398 | $894K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.6% | 24,806 | $873K |
| Teza Capital Management LLC | 0.11% | Add +121.6% | 24,264 | $854K |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 23,804 | $838K |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.