Upbound GroupUPBD
13F holders, Q4 2024 (December 31)240holders −5
26new positions
37sold out
6famous investors
$29.19avg. 13F price*
At the end of Q4 2024, 240 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, down 5 from Q3 2024. 26 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($263.7M), Vanguard Group Inc. ($197.8M) and FMR LLC ($123.7M). 6 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Upbound Group Inc.
- CUSIP
- 76009N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $24.9M |
| Exits | 37 | $28.6M |
All 13F filers, Q3 2024 → Q4 2024: 4,155,034 shares bought and 2,992,570 shares sold, net +1,162,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| BlackRock, Inc. | 0.01% | Add +4.2% | 9,041,578 | $263.7M |
| Vanguard Group Inc. | 0.00% | Add +1.7% | 6,781,075 | $197.8M |
| FMR LLC | 0.01% | Reduce -1.9% | 4,239,068 | $123.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.2% | 2,328,229 | $67.9M |
| State Street Corp. | 0.00% | Add +5.9% | 2,148,176 | $63.4M |
| LSV Asset Management | 0.11% | Reduce -6.4% | 1,574,823 | $45.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 1,219,661 | $35.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +6.6% | 974,186 | $28.4M |
| Huber Capital Management LLC | 4.98% | Add +2.2% | 856,147 | $25.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -4.1% | 811,604 | $23.7M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +15.2% | 799,757 | $23.3M |
| Bank of New York Mellon Corp | 0.00% | Add +7.4% | 797,478 | $23.3M |
| Ieq Capital, LLC | 0.21% | Reduce -1.0% | 748,956 | $21.8M |
| Northern Trust Corp. | 0.00% | Add +22.0% | 653,053 | $19.0M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 612,438 | $17.9M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -3.4% | 588,149 | $17.2M |
| Wellington Management Group LLP | 0.00% | Add +37.9% | 559,120 | $16.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -19.7% | 548,896 | $16.0M |
| Invesco Ltd. | 0.00% | Add +16.3% | 434,819 | $12.7M |
| Bragg Financial Advisors, Inc | 0.48% | Add +14.1% | 406,171 | $11.8M |
| Philadelphia Financial Management of San Francisco, LLC | 2.29% | Add +209.8% | 390,738 | $11.4M |
| Barclays PLC | 0.01% | Add +15.0% | 363,770 | $10.6M |
| D. E. Shaw & Co. | 0.01% | Add +13.3% | 362,525 | $10.6M |
| Marshall Wace, LLP | 0.01% | Add +333.9% | 350,949 | $10.2M |
| Kennedy Capital Management LLC | 0.23% | New | 350,162 | $10.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.2% | 307,998 | $9.0M |
| Federated Hermes, Inc. | 0.02% | Add +2.0% | 306,768 | $8.9M |
| Algert Global LLC | 0.20% | Add +8.2% | 287,442 | $8.4M |
| Verition Fund Management LLC | 0.04% | Add +78.2% | 274,590 | $8.0M |
| Victory Capital Management Inc. | 0.01% | Add +171.9% | 267,618 | $7.8M |
| Principal Financial Group Inc. | 0.00% | Add +3.0% | 238,007 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Add +29.1% | 235,570 | $6.9M |
| Intech Investment Management LLC | 0.06% | Add +122.1% | 213,198 | $6.2M |
| Cubist Systematic Strategies, LLC | 0.09% | Reduce -18.4% | 191,171 | $5.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 178,299 | $5.2M |
| Alliancebernstein L.P. | 0.00% | No change | 178,018 | $5.2M |
| Panagora Asset Management Inc. | 0.02% | Add +162.5% | 173,774 | $5.1M |
| BNP Paribas Financial Markets | 0.00% | Add +31.7% | 168,446 | $4.9M |
| Brandywine Global Investment Management, LLC | 0.04% | New | 167,397 | $4.9M |
| Bank of America Corp. | 0.00% | Reduce -66.0% | 162,143 | $4.7M |
| Norges Bank | 0.00% | Add +4.4% | 148,384 | $4.3M |
| Voloridge Investment Management, LLC | 0.02% | Add +101.7% | 147,893 | $4.3M |
| Rhumbline Advisers | 0.00% | Reduce -0.2% | 144,300 | $4.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +18.2% | 140,151 | $4.1M |
| Legal & General Group Plc | 0.00% | Add +6.1% | 138,447 | $4.0M |
| Raymond James Financial Inc. | 0.00% | — | 134,459 | $3.9M |
| Public Sector Pension Investment Board | 0.01% | Add +17.5% | 121,339 | $3.5M |
| AXA S.A. | 0.01% | Add +63.3% | 119,925 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.3% | 118,602 | $3.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +16.1% | 117,771 | $3.4M |
| UBS Group AG | 0.00% | Add +144.6% | 117,742 | $3.4M |
| Allianz Asset Management GmbH | 0.00% | Add +18.0% | 108,157 | $3.2M |
| Teacher Retirement System of Texas | 0.01% | Add +135.1% | 103,978 | $3.0M |
| Segall Bryant & Hamill, LLC | 0.04% | Reduce -4.8% | 97,895 | $2.9M |
| Citigroup Inc. | 0.00% | Reduce -22.8% | 91,100 | $2.7M |
| Swiss National Bank | 0.00% | No change | 91,100 | $2.7M |
| Renaissance Technologies | 0.00% | Add +617.8% | 81,200 | $2.4M |
| Kendall Capital Management | 0.69% | Add +44.4% | 80,950 | $2.4M |
| New York State Teachers Retirement System | 0.01% | Add +0.5% | 80,938 | $2.4M |
| First National Bank of Omaha | 0.14% | Reduce -6.0% | 71,628 | $2.1M |
| First Trust Advisors LP | 0.00% | New | 70,746 | $2.1M |
| Man Group plc | 0.01% | Reduce -14.7% | 69,688 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -26.7% | 68,984 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -59.6% | 68,491 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.0% | 67,890 | $2.0M |
| Bryce Point Capital, LLC | 0.57% | — | 67,428 | $2.0M |
| First National Advisers, LLC | 0.32% | Add +2.6% | 66,910 | $2.0M |
| Interval Partners, LP | 0.05% | Add +21.8% | 65,842 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Add +524.6% | 64,282 | $1.9M |
| Edgestream Partners, L.P. | 0.08% | Add +93.5% | 63,841 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -33.9% | 58,072 | $1.7M |
| Amundi | 0.00% | Add +29.1% | 56,159 | $1.7M |
| Secure Asset Management, LLC | 0.25% | Add +12.8% | 56,832 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 55,735 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -1.0% | 50,162 | $1.6M |
| Martingale Asset Management L P | 0.04% | Reduce -0.5% | 50,456 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -22.8% | 47,803 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +40.4% | 47,670 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +5.6% | 46,921 | $1.4M |
| Twinbeech Capital LP | 0.02% | New | 45,979 | $1.3M |
| Millennium Management | 0.00% | Reduce -77.0% | 45,863 | $1.3M |
| HSBC Holdings PLC | 0.00% | Reduce -35.1% | 46,054 | $1.3M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 43,984 | $1.3M |
| Graham Capital Management, L.P. | 0.06% | Add +9.4% | 42,452 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Add +10.1% | 42,064 | $1.2M |
| AQR Capital Management | 0.00% | Add +42.3% | 41,653 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.32% | Reduce -3.0% | 35,892 | $1.0M |
| Franklin Resources Inc. | 0.00% | Add +7.5% | 35,263 | $1.0M |
| Dynamic Technology Lab Private Ltd | 0.16% | Add +51.2% | 34,970 | $1.0M |
| Mork Capital Management, LLC | 0.66% | New | 34,200 | $998K |
| Alberta Investment Management Corp | 0.01% | No change | 33,600 | $980K |
| MetLife Investment Management, LLC | 0.01% | Add +5.8% | 32,816 | $957K |
| American Century Companies Inc. | 0.00% | Add +216.8% | 32,745 | $955K |
| Sanctuary Advisors, LLC | 0.01% | Add +320.0% | 31,519 | $942K |
| Citadel Advisors | 0.00% | Reduce -84.3% | 31,295 | $913K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.8% | 30,515 | $890K |
| Engineers Gate Manager LP | 0.02% | Reduce -49.2% | 29,885 | $872K |
| Wells Fargo & Company | 0.00% | Add +32.1% | 28,863 | $842K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -15.6% | 28,577 | $834K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.2% | 28,392 | $828K |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.