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 |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.6% | 27,609 | $805K |
| Headlands Technologies LLC | 0.08% | Add +57.2% | 26,978 | $787K |
| Illinois Municipal Retirement Fund | 0.01% | Add +2.4% | 26,498 | $773K |
| STRS Ohio | 0.00% | No change | 26,100 | $761K |
| Napatree Capital LLC | 0.44% | Add +1.0% | 25,879 | $755K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -26.0% | 25,075 | $731K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.1% | 24,908 | $727K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -4.0% | 24,721 | $713K |
| CoreCap Advisors, LLC | 0.03% | Add +12.6% | 24,192 | $706K |
| Nebula Research & Development LLC | 0.08% | Add +17.4% | 23,913 | $698K |
| Janus Henderson Group PLC | 0.00% | No change | 23,555 | $687K |
| Louisiana State Employees Retirement System | 0.01% | No change | 23,500 | $685K |
| Jane Street Group, LLC | 0.00% | Reduce -72.1% | 22,377 | $653K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -15.6% | 21,768 | $635K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 21,005 | $613K |
| Voya Investment Management LLC | 0.00% | Add +21.9% | 20,915 | $610K |
| Two Sigma Advisers, LP | 0.00% | Reduce -37.3% | 20,500 | $598K |
| Quantbot Technologies LP | 0.02% | Reduce -69.2% | 20,382 | $595K |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 20,326 | $593K |
| XTX Topco Ltd | 0.05% | New | 19,685 | $574K |
| KBC Group NV | 0.00% | Add +5.8% | 19,681 | $574K |
| Sei Investments Co. | 0.00% | Add +204.6% | 19,334 | $564K |
| Teza Capital Management LLC | 0.08% | Reduce -42.1% | 19,227 | $561K |
| New York State Common Retirement Fund | 0.00% | No change | 18,851 | $550K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.7% | 18,415 | $537K |
| Tidal Investments LLC | 0.00% | New | 17,900 | $522K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 17,222 | $502K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.2% | 16,871 | $492K |
| KLP Kapitalforvaltning As | 0.00% | — | 16,600 | $490K |
| Nisa Investment Advisors, LLC | 0.00% | Add +43.5% | 16,543 | $489K |
| Comerica Bank | 0.00% | Reduce -1.8% | 16,668 | $486K |
| Vident Advisory, LLC | 0.01% | New | 16,444 | $480K |
| Maryland State Retirement & Pension System | 0.01% | No change | 16,435 | $479K |
| ProShare Advisors LLC | 0.00% | Reduce -27.6% | 16,071 | $469K |
| AlphaQuest LLC | 0.06% | Add +137.5% | 15,871 | $463K |
| Cornercap Investment Counsel Inc. | 0.14% | No change | 15,210 | $444K |
| SG Americas Securities, LLC | 0.00% | Add +240.2% | 15,103 | $441K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -6.5% | 14,857 | $433K |
| Alps Advisors Inc. | 0.00% | Add +3.6% | 14,689 | $428K |
| Amalgamated Bank | 0.00% | No change | 14,491 | $423K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -22.1% | 14,217 | $415K |
| Inspire Investing, LLC | 0.04% | Add +6.3% | 13,798 | $402K |
| Arizona State Retirement System | 0.00% | Add +0.8% | 13,473 | $393K |
| Centiva Capital, LP | 0.01% | Reduce -18.9% | 12,545 | $366K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -11.2% | 12,312 | $359K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +12.9% | 12,052 | $352K |
| Tudor Investment Corporation | 0.00% | Reduce -39.6% | 11,889 | $347K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 11,516 | $336K |
| Sherbrooke Park Advisers LLC | 0.11% | New | 11,510 | $336K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 11,416 | $333K |
| PharVision Advisers, LLC | 0.27% | — | 10,754 | $314K |
| Cetera Investment Advisers | 0.00% | Reduce -3.3% | 10,731 | $313K |
| Hancock Whitney Corp. | 0.01% | New | 10,580 | $309K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 10,393 | $303K |
| Tributary Capital Management, LLC | 0.02% | Reduce -4.9% | 9,700 | $283K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -3.6% | 9,628 | $281K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -29.7% | 9,482 | $277K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,452 | $276K |
| Prelude Capital Management, LLC | 0.02% | Reduce -51.0% | 9,401 | $274K |
| Vise Technologies, Inc. | 0.02% | Reduce -3.2% | 8,967 | $262K |
| Walleye Capital LLC | 0.00% | Reduce -92.6% | 8,926 | $260K |
| Wolverine Asset Management LLC | 0.02% | No change | 8,652 | $252K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -84.4% | 8,565 | $250K |
| Jones Financial Companies LLLP | 0.00% | Reduce -51.1% | 8,517 | $248K |
| Moody National Bank Trust Division | 0.03% | New | 8,274 | $241K |
| Optimist Retirement Group LLC | 0.11% | Add +12.9% | 7,991 | $233K |
| Cambria Investment Management, L.P. | 0.01% | Add +2.3% | 7,990 | $233K |
| Crestline Management, L.P. | 0.01% | New | 7,880 | $230K |
| Shell Asset Management Co. | 0.01% | No change | 7,865 | $229K |
| Freestone Grove Partners LP | 0.00% | — | 7,569 | $221K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.8% | 7,375 | $215K |
| Corton Capital Inc. | 0.12% | Reduce -20.2% | 7,105 | $207K |
| Prentice Wealth Management LLC | 0.06% | Reduce -0.9% | 6,922 | $202K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,390 | $186K |
| Vestcor Inc | 0.01% | New | 5,973 | $174K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,479 | $160K |
| Point72 (DIFC) Ltd | 0.01% | New | 4,966 | $145K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -96.0% | 4,644 | $135K |
| Palouse Capital Management, Inc. | 0.08% | Reduce -15.6% | 4,031 | $118K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.8% | 3,785 | $110K |
| Harbour Investments, Inc. | 0.00% | No change | 3,357 | $98K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.3% | 3,160 | $92K |
| Quarry LP | 0.02% | Reduce -17.8% | 2,698 | $79K |
| Carolina Wealth Advisors, LLC | 0.04% | Reduce -2.8% | 2,401 | $70K |
| Royal Bank of Canada | 0.00% | Reduce -71.6% | 2,353 | $69K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.2% | 1,933 | $56K |
| Lazard Asset Management LLC | 0.00% | Reduce -18.1% | 1,890 | $53K |
| Blue Trust, Inc. | 0.00% | Add +10.7% | 1,733 | $51K |
| Advisors Asset Management, Inc. | 0.00% | New | 1,400 | $41K |
| Cwm, LLC | 0.00% | Add +8.2% | 1,387 | $40K |
| Covestor Ltd | 0.02% | Add +17.8% | 1,338 | $39K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,200 | $35K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,082 | $31K |
| Wolff Wiese Magana LLC | 0.02% | No change | 1,000 | $29K |
| Hexagon Capital Partners LLC | 0.01% | Add +18.6% | 955 | $28K |
| R Squared Ltd | 0.02% | — | 870 | $25K |
| TD Private Client Wealth LLC | 0.00% | Add +9.9% | 820 | $24K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 790 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Add +926.5% | 698 | $20K |
| MAI Capital Management | 0.00% | New | 479 | $14K |
| US Bancorp \de | 0.00% | No change | 465 | $14K |
| Mainstream Capital Management LLC | 0.01% | New | 453 | $13K |
| Simplex Trading, LLC | 0.00% | New | 469 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 432 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 382 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.3% | 342 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 338 | $10K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 335 | $10K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 315 | $9K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 249 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -16.0% | 231 | $7K |
| Quadrant Capital Group LLC | 0.00% | Reduce -11.0% | 226 | $7K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 201 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 200 | $6K |
| Hemington Wealth Management | 0.00% | No change | 178 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -32.5% | 114 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +5.9% | 108 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -83.3% | 100 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.8% | 97 | $3K |
| SBI Securities Co., Ltd. | 0.00% | — | 90 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +15.6% | 74 | $2K |
| UMB Bank, n.a. | 0.00% | Reduce -25.0% | 72 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 85 | $2K |
| Eagle Bay Advisors LLC | 0.00% | Add +14.0% | 57 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 55 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -23.1% | 50 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.0% | 48 | $1K |
| Allworth Financial LP | 0.00% | No change | 44 | $1K |
| Arax Advisory Partners | 0.00% | Add +75.0% | 35 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 26 | $1K |
| Versant Capital Management, Inc | 0.00% | Add +140.0% | 24 | $700 |
| Fifth Third Bancorp | 0.00% | New | 23 | $671 |
| Pineridge Advisors LLC | 0.00% | No change | 18 | $532 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 12 | $351 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $351 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 12 | $350 |
| Global Financial Private Client, LLC | 0.00% | New | 4 | $117 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $58 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.