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 |
| AlphaQuest LLC | 0.14% | Add +101.2% | 23,467 | $826K |
| STRS Ohio | 0.00% | Reduce -11.1% | 23,200 | $816K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.4% | 22,779 | $802K |
| Franklin Resources Inc. | 0.00% | Add +32.5% | 22,762 | $801K |
| ExodusPoint Capital Management, LP | 0.01% | New | 22,666 | $798K |
| Squarepoint Ops LLC | 0.00% | Add +29.4% | 22,575 | $795K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +105.1% | 22,568 | $795K |
| Atom Investors LP | 0.10% | New | 22,142 | $780K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.4% | 22,000 | $775K |
| Two Sigma Advisers, LP | 0.00% | Reduce -16.3% | 21,100 | $743K |
| Brevan Howard Capital Management LP | 0.07% | New | 20,753 | $731K |
| Napatree Capital LLC | 0.70% | Reduce -3.1% | 23,384 | $725K |
| First Trust Advisors LP | 0.00% | Add +2.2% | 20,524 | $723K |
| Yousif Capital Management, LLC | 0.01% | Reduce -9.2% | 20,131 | $709K |
| Cambria Investment Management, L.P. | 0.04% | Add +51.5% | 19,778 | $696K |
| Marshall Wace, LLP | 0.00% | Reduce -4.4% | 19,759 | $696K |
| CoreCap Advisors, LLC | 0.04% | Add +6.2% | 19,722 | $694K |
| Partnership Wealth Management, LLC | 0.47% | Reduce -8.5% | 18,841 | $663K |
| Ritholtz Wealth Management | 0.02% | Add +2.8% | 18,765 | $661K |
| KBC Group NV | 0.00% | No change | 18,596 | $655K |
| Comerica Bank | 0.00% | Reduce -10.1% | 18,283 | $644K |
| Gsa Capital Partners LLP | 0.05% | New | 17,814 | $627K |
| Voya Investment Management LLC | 0.00% | Reduce -20.3% | 17,551 | $618K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 26,432 | $615K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,222 | $607K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -11.6% | 16,801 | $592K |
| Alps Advisors Inc. | 0.00% | Reduce -3.2% | 16,189 | $570K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -43.0% | 16,102 | $567K |
| State of Wisconsin Investment Board | 0.00% | New | 15,739 | $554K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +35.1% | 21,267 | $521K |
| Maryland State Retirement & Pension System | 0.01% | No change | 16,181 | $501K |
| D. E. Shaw & Co. | 0.00% | Reduce -82.6% | 14,236 | $501K |
| Amalgamated Bank | 0.00% | Reduce -29.4% | 14,083 | $496K |
| Wellington Management Group LLP | 0.00% | No change | 13,681 | $482K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -13.6% | 12,799 | $451K |
| Arizona State Retirement System | 0.00% | Reduce -4.7% | 12,683 | $447K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.4% | 12,672 | $446K |
| Guggenheim Capital LLC | 0.00% | Reduce -0.1% | 12,287 | $433K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -8.4% | 11,916 | $420K |
| LPL Financial LLC | 0.00% | Reduce -37.4% | 11,561 | $407K |
| Tributary Capital Management, LLC | 0.03% | Reduce -1.8% | 11,100 | $391K |
| ProShare Advisors LLC | 0.00% | Add +4.7% | 10,592 | $373K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -11.9% | 10,521 | $370K |
| Hohimer Wealth Management, LLC | 0.08% | New | 10,196 | $359K |
| Inspire Investing, LLC | 0.04% | Reduce -10.7% | 10,115 | $356K |
| Vise Technologies, Inc. | 0.07% | Reduce -4.2% | 10,033 | $353K |
| Optimist Retirement Group LLC | 0.18% | No change | 9,976 | $351K |
| Integrated Advisors Network LLC | 0.02% | Reduce -31.5% | 9,948 | $350K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 9,615 | $339K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,452 | $333K |
| Quantbot Technologies LP | 0.02% | New | 9,367 | $330K |
| Cetera Investment Advisers | 0.00% | New | 9,245 | $326K |
| Sei Investments Co. | 0.00% | New | 8,792 | $310K |
| Catalyst Funds Management Pty Ltd | 0.09% | — | 8,740 | $308K |
| Wolverine Asset Management LLC | 0.03% | No change | 8,652 | $305K |
| Axq Capital, LP | 0.07% | Add +7.3% | 8,491 | $299K |
| Two Sigma Investments, LP | 0.00% | Reduce -43.1% | 8,431 | $297K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.4% | 8,249 | $290K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -30.6% | 8,010 | $282K |
| Mackenzie Financial Corp. | 0.00% | New | 7,940 | $280K |
| Nebula Research & Development LLC | 0.06% | Add +16.4% | 7,903 | $278K |
| Contravisory Investment Management, Inc. | 0.06% | Reduce -0.4% | 7,820 | $275K |
| Inceptionr LLC | 0.07% | New | 7,694 | $271K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -1.6% | 7,670 | $270K |
| Mariner, LLC | 0.00% | Add +23.8% | 7,618 | $268K |
| iSAM Funds (UK) Ltd | 0.15% | New | 7,317 | $258K |
| Prentice Wealth Management LLC | 0.09% | Add +1.4% | 7,244 | $255K |
| Shell Asset Management Co. | 0.01% | Reduce -9.2% | 8,314 | $255K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.2% | 6,545 | $230K |
| Trajan Wealth LLC | 0.01% | — | 6,316 | $222K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,304 | $222K |
| Vestcor Inc | 0.01% | Reduce -18.2% | 6,257 | $220K |
| Walleye Capital LLC | 0.00% | Reduce -68.9% | 6,014 | $212K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.5% | 5,991 | $211K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.3% | 5,940 | $209K |
| First National Bank of Omaha | 0.01% | Reduce -91.6% | 8,626 | $207K |
| Lazard Asset Management LLC | 0.00% | Add +443.3% | 5,878 | $206K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | New | 5,759 | $203K |
| Petrus Trust Company, LTA | 0.02% | New | 5,718 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,479 | $193K |
| Aquatic Capital Management LLC | 0.01% | Add +1700.0% | 5,400 | $190K |
| Palouse Capital Management, Inc. | 0.12% | New | 5,119 | $180K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 4,836 | $170K |
| Point72 (DIFC) Ltd | 0.01% | — | 4,529 | $159K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.4% | 3,710 | $131K |
| SG Americas Securities, LLC | 0.00% | New | 3,189 | $112K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -11.1% | 2,825 | $99K |
| Harbour Investments, Inc. | 0.00% | No change | 2,785 | $98K |
| Pacifica Partners Inc. | 0.04% | No change | 2,773 | $97K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.1% | 2,282 | $80K |
| Carolina Wealth Advisors, LLC | 0.04% | No change | 2,265 | $80K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -52.5% | 2,173 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +27.3% | 2,026 | $71K |
| Wetzel Investment Advisors, Inc. | 0.04% | No change | 2,000 | $61K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.3% | 1,707 | $60K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +232.0% | 1,640 | $58K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -84.3% | 1,521 | $54K |
| Cwm, LLC | 0.00% | Reduce -7.4% | 1,356 | $48K |
| Royal Bank of Canada | 0.00% | Reduce -91.3% | 1,372 | $48K |
| Clearstead Advisors, LLC | 0.00% | Reduce -7.7% | 1,200 | $40K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,082 | $38K |
| Wolff Wiese Magana LLC | 0.03% | No change | 1,000 | $35K |
| CIBC Private Wealth Group LLC | 0.00% | New | 982 | $34K |
| Headlands Technologies LLC | 0.01% | New | 834 | $29K |
| Hexagon Capital Partners LLC | 0.01% | Add +17.5% | 812 | $29K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 790 | $28K |
| Blue Trust, Inc. | 0.00% | Add +8.8% | 756 | $27K |
| TD Private Client Wealth LLC | 0.00% | Add +49.8% | 746 | $26K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.7% | 677 | $24K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 600 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -3.4% | 432 | $15K |
| Versant Capital Management, Inc | 0.00% | Add +5.2% | 385 | $14K |
| Group One Trading LLC | 0.00% | Add +36.0% | 378 | $13K |
| US Bancorp \de | 0.00% | Add +8.1% | 361 | $13K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 335 | $12K |
| Covestor Ltd | 0.01% | Reduce -16.9% | 305 | $11K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -13.5% | 307 | $11K |
| Quarry LP | 0.00% | New | 294 | $10K |
| Main Street Group, LTD | 0.00% | New | 228 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | Add +300.0% | 180 | $6K |
| GAMMA Investing LLC | 0.00% | Add +36.7% | 164 | $6K |
| Signaturefd, LLC | 0.00% | No change | 126 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.3% | 126 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 102 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 86 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 64 | $2K |
| Eagle Bay Advisors LLC | 0.00% | New | 50 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 46 | $2K |
| Allworth Financial LP | 0.00% | No change | 44 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 26 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 18 | $636 |
| Pineridge Advisors LLC | 0.00% | Reduce -58.1% | 18 | $634 |
| UMB Bank, n.a. | 0.00% | New | 18 | $634 |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $564 |
| Avior Wealth Management, LLC | 0.00% | New | 11 | $387 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +11.1% | 10 | $353 |
| WR Wealth Planners, LLC | 0.00% | New | 10 | $352 |
| Rothschild Investment LLC | 0.00% | New | 5 | $176 |
| TFO Wealth Partners, LLC | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.