Upbound GroupUPBD
13F holders, Q3 2024 (September 30)245holders −2
30new positions
33sold out
7famous investors
$31.98avg. 13F price*
At the end of Q3 2024, 245 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, down 2 from Q2 2024. 30 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($277.7M), Vanguard Group Inc. ($213.3M) and FMR LLC ($138.2M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $25.1M |
| Exits | 33 | $99.6M |
All 13F filers, Q2 2024 → Q3 2024: 4,844,405 shares bought and 10,173,331 shares sold, net −5,328,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| BlackRock, Inc. | 0.01% | — | 8,681,206 | $277.7M |
| Vanguard Group Inc. | 0.00% | Add +3.2% | 6,667,863 | $213.3M |
| FMR LLC | 0.01% | Reduce -25.0% | 4,320,993 | $138.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.9% | 2,235,463 | $71.5M |
| State Street Corp. | 0.00% | Add +2.2% | 2,028,224 | $64.9M |
| LSV Asset Management | 0.12% | Reduce -0.7% | 1,681,953 | $53.8M |
| Geode Capital Management, LLC | 0.00% | Add +4.7% | 1,217,880 | $39.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 914,047 | $29.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +134.6% | 846,082 | $27.1M |
| Huber Capital Management LLC | 5.39% | Add +12.4% | 837,804 | $26.8M |
| Ieq Capital, LLC | 0.30% | Reduce -84.3% | 756,498 | $24.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 742,707 | $23.8M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +0.0% | 694,377 | $22.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +29.2% | 683,428 | $21.9M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 632,257 | $20.2M |
| Qube Research & Technologies Ltd | 0.04% | Add +204.7% | 608,771 | $19.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +58.6% | 561,949 | $18.0M |
| Northern Trust Corp. | 0.00% | Add +2.7% | 535,127 | $17.1M |
| Bank of America Corp. | 0.00% | Add +58.8% | 476,249 | $15.2M |
| Wellington Management Group LLP | 0.00% | Add +2864.5% | 405,569 | $13.0M |
| Invesco Ltd. | 0.00% | Reduce -4.1% | 373,885 | $12.0M |
| Bragg Financial Advisors, Inc | 0.47% | Add +0.8% | 356,038 | $11.4M |
| D. E. Shaw & Co. | 0.01% | Add +138.8% | 319,830 | $10.2M |
| Barclays PLC | 0.00% | Add +42.5% | 316,225 | $10.1M |
| Federated Hermes, Inc. | 0.02% | Add +6.2% | 300,727 | $9.6M |
| Algert Global LLC | 0.23% | Add +82.8% | 265,661 | $8.5M |
| Cubist Systematic Strategies, LLC | 0.11% | Add +231.6% | 234,348 | $7.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.9% | 231,053 | $7.4M |
| Millennium Management | 0.01% | Add +96.0% | 199,790 | $6.4M |
| Citadel Advisors | 0.01% | Add +50.7% | 198,689 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Add +130.3% | 182,397 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.4% | 178,018 | $5.7M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +355.6% | 169,521 | $5.4M |
| Verition Fund Management LLC | 0.04% | Reduce -42.2% | 154,093 | $4.9M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -20.8% | 150,127 | $4.8M |
| Rhumbline Advisers | 0.00% | Add +1.6% | 144,617 | $4.6M |
| Norges Bank | 0.00% | Reduce -34.7% | 142,181 | $4.5M |
| Legal & General Group Plc | 0.00% | Add +3.9% | 130,475 | $4.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.2% | 127,862 | $4.1M |
| Philadelphia Financial Management of San Francisco, LLC | 0.86% | New | 126,139 | $4.0M |
| Walleye Capital LLC | 0.05% | Add +137.9% | 120,369 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.7% | 120,141 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.4% | 118,583 | $3.8M |
| Citigroup Inc. | 0.00% | Add +26.9% | 118,042 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +18.6% | 115,958 | $3.7M |
| Public Sector Pension Investment Board | 0.02% | Add +4.8% | 103,292 | $3.3M |
| Segall Bryant & Hamill, LLC | 0.04% | Add +1.7% | 102,811 | $3.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +3223.7% | 101,405 | $3.2M |
| Davidson Kempner Capital Management LP | 0.11% | New | 100,000 | $3.2M |
| Landscape Capital Management, L.L.C. | 0.32% | Reduce -9.1% | 98,605 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Add +153.0% | 98,421 | $3.1M |
| Intech Investment Management LLC | 0.03% | Add +288.6% | 95,989 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.1% | 94,129 | $3.0M |
| Allianz Asset Management GmbH | 0.00% | Add +4.7% | 91,640 | $2.9M |
| Swiss National Bank | 0.00% | No change | 91,100 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +157.0% | 87,914 | $2.8M |
| Man Group plc | 0.01% | Reduce -31.3% | 81,732 | $2.6M |
| Marshall Wace, LLP | 0.00% | Reduce -79.6% | 80,885 | $2.6M |
| New York State Teachers Retirement System | 0.01% | Add +0.5% | 80,578 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +23.9% | 80,123 | $2.6M |
| First National Bank of Omaha | 0.16% | Reduce -8.0% | 76,187 | $2.4M |
| AXA S.A. | 0.01% | New | 73,423 | $2.3M |
| Voloridge Investment Management, LLC | 0.01% | New | 73,328 | $2.3M |
| HSBC Holdings PLC | 0.00% | Reduce -1.8% | 70,980 | $2.3M |
| Canada Pension Plan Investment Board | 0.00% | Add +52.5% | 69,100 | $2.2M |
| Panagora Asset Management Inc. | 0.01% | New | 66,198 | $2.1M |
| Quantbot Technologies LP | 0.08% | New | 66,177 | $2.1M |
| First National Advisers, LLC | 0.33% | Add +3.5% | 65,236 | $2.1M |
| Raymond James & Associates | 0.00% | Reduce -10.6% | 64,363 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.8% | 64,051 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.8% | 61,953 | $2.0M |
| Caxton Associates LP | 0.09% | Add +94.0% | 60,402 | $1.9M |
| Engineers Gate Manager LP | 0.04% | Add +105.8% | 58,793 | $1.9M |
| Kendall Capital Management | 0.55% | Add +3.7% | 56,080 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.13% | Add +181.5% | 55,025 | $1.8M |
| Interval Partners, LP | 0.05% | Reduce -17.2% | 54,061 | $1.7M |
| Martingale Asset Management L P | 0.04% | Reduce -40.9% | 50,691 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +4.2% | 50,671 | $1.6M |
| Secure Asset Management, LLC | 0.27% | Add +22.5% | 50,376 | $1.6M |
| UBS Group AG | 0.00% | Reduce -24.8% | 48,131 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -34.4% | 45,356 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 44,458 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +7.3% | 44,415 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +45.8% | 44,232 | $1.4M |
| Amundi | 0.00% | Add +7.3% | 43,502 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -42.7% | 38,825 | $1.2M |
| Graham Capital Management, L.P. | 0.07% | Add +410.4% | 38,812 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Add +3.2% | 38,224 | $1.2M |
| Summit Global Investments | 0.08% | New | 37,997 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.35% | Add +28.6% | 37,012 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +24.8% | 33,957 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +23.0% | 33,870 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +32.8% | 33,862 | $1.1M |
| Alberta Investment Management Corp | 0.01% | No change | 33,600 | $1.1M |
| Teza Capital Management LLC | 0.12% | Add +102.7% | 33,192 | $1.1M |
| Edgestream Partners, L.P. | 0.05% | Reduce -76.5% | 32,991 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Reduce -35.0% | 32,700 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | Reduce -46.3% | 32,099 | $1.0M |
| Aquatic Capital Management LLC | 0.03% | Reduce -10.5% | 31,600 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | No change | 31,007 | $992K |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.