Upbound GroupUPBD
13F holders, Q2 2024 (June 30)247holders +6
37new positions
31sold out
6famous investors
$30.72avg. 13F price*
At the end of Q2 2024, 247 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, up 6 from Q1 2024. 37 opened new positions and 31 sold out. The largest holders were BlackRock Inc. ($243.9M), Vanguard Group Inc. ($198.4M) and FMR LLC ($176.8M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Upbound Group Inc.
- CUSIP
- 76009N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $21.8M |
| Exits | 31 | $40.4M |
All 13F filers, Q1 2024 → Q2 2024: 7,307,995 shares bought and 3,680,394 shares sold, net +3,627,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 247 holders
| BlackRock Inc. | 0.01% | Reduce -0.6% | 7,945,921 | $243.9M |
| Vanguard Group Inc. | 0.00% | Add +7.6% | 6,462,247 | $198.4M |
| FMR LLC | 0.01% | Add +2.1% | 5,757,961 | $176.8M |
| Ieq Capital, LLC | 1.99% | Add +112.7% | 4,827,021 | $148.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.6% | 2,173,377 | $66.7M |
| State Street Corp. | 0.00% | Reduce -2.3% | 1,984,410 | $61.7M |
| LSV Asset Management | 0.11% | Reduce -0.0% | 1,693,553 | $52.0M |
| Cooper Creek Partners Management LLC | 1.56% | Add +149.2% | 1,390,840 | $42.7M |
| Engaged Capital LLC | 6.14% | Reduce -29.9% | 1,167,051 | $35.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.4% | 1,163,453 | $35.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.9% | 880,880 | $27.0M |
| Bank of New York Mellon Corp | 0.00% | Add +2.0% | 761,765 | $23.4M |
| Huber Capital Management LLC | 5.20% | Add +51.4% | 745,299 | $22.9M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +8.6% | 694,376 | $21.3M |
| Morgan Stanley | 0.00% | Add +27.6% | 657,241 | $20.2M |
| Nuveen Asset Management, LLC | 0.00% | Add +27.8% | 528,954 | $16.2M |
| Northern Trust Corp. | 0.00% | Reduce -3.8% | 521,277 | $16.0M |
| Marshall Wace, LLP | 0.02% | Add +1903.6% | 395,888 | $12.2M |
| Invesco Ltd. | 0.00% | Add +3.5% | 389,893 | $12.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -50.1% | 360,660 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.0% | 354,267 | $10.9M |
| Bragg Financial Advisors, Inc | 0.48% | Add +39.8% | 353,238 | $10.8M |
| Bank of America Corp. | 0.00% | Reduce -70.5% | 299,941 | $9.2M |
| Federated Hermes, Inc. | 0.02% | Reduce -0.3% | 283,192 | $8.7M |
| Verition Fund Management LLC | 0.07% | Add +62.5% | 266,462 | $8.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.9% | 240,355 | $7.4M |
| Barclays PLC | 0.00% | Add +8.5% | 221,892 | $6.8M |
| Norges Bank | 0.00% | Reduce -34.8% | 217,864 | $6.7M |
| American Century Companies Inc. | 0.00% | Reduce -64.2% | 211,520 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +38.8% | 199,821 | $6.1M |
| Balyasny Asset Management L.P. | 0.02% | Add +135.4% | 189,555 | $5.8M |
| Alliancebernstein L.P. | 0.00% | No change | 188,138 | $5.8M |
| Bank of Montreal | 0.00% | New | 179,355 | $5.6M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +4.3% | 179,990 | $5.5M |
| Algert Global LLC | 0.15% | Reduce -17.0% | 145,316 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 144,167 | $4.4M |
| Rhumbline Advisers | 0.00% | Reduce -1.3% | 142,307 | $4.4M |
| Edgestream Partners, L.P. | 0.21% | Add +2.6% | 140,632 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Add +63.5% | 137,706 | $4.2M |
| D. E. Shaw & Co. | 0.01% | Add +840.7% | 133,915 | $4.1M |
| Citadel Advisors | 0.00% | Add +71.7% | 131,831 | $4.0M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 125,541 | $3.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +89.3% | 120,221 | $3.7M |
| Man Group plc | 0.01% | Add +115.0% | 118,959 | $3.7M |
| Landscape Capital Management, L.L.C. | 0.28% | Add +241.7% | 108,463 | $3.3M |
| Millennium Management | 0.00% | Reduce -4.0% | 101,935 | $3.1M |
| Segall Bryant & Hamill, LLC | 0.06% | New | 101,100 | $3.1M |
| Public Sector Pension Investment Board | 0.02% | Add +8.0% | 98,592 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +4726.9% | 97,792 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.0% | 93,097 | $2.9M |
| Citigroup Inc. | 0.00% | Add +166.2% | 93,059 | $2.9M |
| Swiss National Bank | 0.00% | No change | 91,100 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | Add +11.9% | 87,507 | $2.7M |
| Martingale Asset Management L P | 0.06% | Add +25.5% | 85,716 | $2.6M |
| First National Bank of Omaha | 0.17% | Add +860.4% | 82,845 | $2.5M |
| New York State Teachers Retirement System | 0.01% | No change | 80,185 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -47.7% | 79,185 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -4.5% | 71,985 | $2.2M |
| HSBC Holdings PLC | 0.00% | Add +49.5% | 72,275 | $2.2M |
| Meritage Portfolio Management | 0.14% | New | 71,702 | $2.2M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +4547.0% | 70,681 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.1% | 69,174 | $2.1M |
| Two Sigma Investments, LP | 0.01% | Add +704.1% | 67,796 | $2.1M |
| Interval Partners, LP | 0.06% | Reduce -32.1% | 65,301 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +39.2% | 64,650 | $2.0M |
| UBS Group AG | 0.00% | Reduce -37.0% | 63,997 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.6% | 63,576 | $2.0M |
| First National Advisers, LLC | 0.35% | Add +32.8% | 63,011 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +13.8% | 61,484 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Add +279.7% | 59,767 | $1.8M |
| Kendall Capital Management | 0.55% | Reduce -0.4% | 54,090 | $1.7M |
| Walleye Capital LLC | 0.02% | Add +741.3% | 50,598 | $1.6M |
| Two Sigma Advisers, LP | 0.00% | Add +138.4% | 50,300 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -4.8% | 48,620 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -36.0% | 48,607 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 45,659 | $1.4M |
| Canada Pension Plan Investment Board | 0.00% | Add +40.3% | 45,300 | $1.4M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +37.9% | 45,177 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +14.4% | 41,403 | $1.3M |
| Secure Asset Management, LLC | 0.24% | Add +4.6% | 41,112 | $1.3M |
| Amundi | 0.00% | Reduce -3.2% | 40,540 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Add +8.9% | 38,895 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -42.7% | 37,209 | $1.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | New | 37,101 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +7.3% | 37,025 | $1.1M |
| Aquatic Capital Management LLC | 0.04% | Add +553.7% | 35,300 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.3% | 34,208 | $1.1M |
| Alberta Investment Management Corp | 0.01% | No change | 33,600 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +13.4% | 31,366 | $963K |
| Cornercap Investment Counsel Inc. | 0.16% | Reduce -0.9% | 31,282 | $960K |
| Caxton Associates LP | 0.04% | New | 31,137 | $956K |
| ClariVest Asset Management LLC | 0.10% | Add +0.7% | 31,132 | $956K |
| Dynamic Technology Lab Private Ltd | 0.11% | New | 31,042 | $953K |
| MetLife Investment Management, LLC | 0.01% | Add +8.6% | 31,007 | $952K |
| Corebridge Financial, Inc. | 0.01% | — | 30,751 | $944K |
| AQR Capital Management | 0.00% | Reduce -8.0% | 30,716 | $943K |
| Teacher Retirement System of Texas | 0.01% | Reduce -2.0% | 30,339 | $931K |
| Gsa Capital Partners LLP | 0.06% | Add +65.6% | 29,492 | $905K |
| Jackson Creek Investment Advisors LLC | 0.32% | Reduce -0.2% | 28,772 | $883K |
| Engineers Gate Manager LP | 0.02% | Reduce -29.1% | 28,561 | $877K |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.