Upbound GroupUPBD
13F holders, Q1 2025 (March 31)243holders +3
33new positions
33sold out
5famous investors
$23.96avg. 13F price*
At the end of Q1 2025, 243 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, up 3 from Q4 2024. 33 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($215.2M), Vanguard Group Inc. ($168.3M) and FMR LLC ($111.9M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $23.1M |
| Exits | 33 | $24.9M |
All 13F filers, Q4 2024 → Q1 2025: 4,872,142 shares bought and 3,400,047 shares sold, net +1,472,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 243 holders
| BlackRock, Inc. | 0.00% | Reduce -0.7% | 8,980,778 | $215.2M |
| Vanguard Group Inc. | 0.00% | Add +3.6% | 7,025,821 | $168.3M |
| FMR LLC | 0.01% | Add +10.1% | 4,668,388 | $111.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -5.0% | 2,211,010 | $53.0M |
| State Street Corp. | 0.00% | Add +0.8% | 2,165,086 | $51.9M |
| LSV Asset Management | 0.10% | Add +7.3% | 1,689,151 | $40.5M |
| Geode Capital Management, LLC | 0.00% | Add +7.8% | 1,314,162 | $31.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.0% | 1,051,636 | $25.2M |
| Huber Capital Management LLC | 4.28% | Add +10.8% | 949,055 | $22.7M |
| Kennedy Capital Management LLC | 0.53% | Add +162.3% | 918,527 | $22.0M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Add +0.3% | 802,481 | $19.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 781,016 | $18.7M |
| Ieq Capital, LLC | 0.14% | Reduce -2.0% | 734,071 | $17.6M |
| Bragg Financial Advisors, Inc | 0.71% | Add +78.3% | 724,231 | $17.4M |
| Marshall Wace, LLP | 0.02% | Add +86.5% | 654,592 | $15.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 647,612 | $15.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +4.7% | 615,884 | $14.8M |
| Wellington Management Group LLP | 0.00% | Reduce -0.5% | 556,295 | $13.3M |
| Morgan Stanley | 0.00% | Reduce -12.9% | 533,618 | $12.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +73.0% | 532,809 | $12.8M |
| D. E. Shaw & Co. | 0.02% | Add +39.4% | 505,243 | $12.1M |
| Invesco Ltd. | 0.00% | Add +4.4% | 454,124 | $10.9M |
| Nuveen, LLC | 0.00% | — | 418,330 | $10.0M |
| Lightspeed Management Company, L.L.C. | 6.74% | New | 384,160 | $9.2M |
| Federated Hermes, Inc. | 0.02% | Reduce -1.5% | 302,091 | $7.2M |
| Panagora Asset Management Inc. | 0.04% | Add +71.5% | 298,003 | $7.1M |
| Victory Capital Management Inc. | 0.01% | Add +4.5% | 279,737 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +16.7% | 274,821 | $6.6M |
| Principal Financial Group Inc. | 0.00% | Add +7.2% | 255,244 | $6.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +36.8% | 243,915 | $5.8M |
| Intech Investment Management LLC | 0.05% | Add +4.2% | 222,245 | $5.3M |
| Bank of America Corp. | 0.00% | Add +27.2% | 206,224 | $4.9M |
| Balyasny Asset Management L.P. | 0.01% | New | 171,218 | $4.1M |
| Verition Fund Management LLC | 0.02% | Reduce -38.0% | 170,113 | $4.1M |
| AXA S.A. | 0.01% | Add +37.7% | 165,161 | $4.0M |
| Public Sector Pension Investment Board | 0.02% | Add +33.5% | 162,007 | $3.9M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.8% | 161,097 | $3.9M |
| Algert Global LLC | 0.09% | Reduce -46.4% | 153,958 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +14.3% | 153,638 | $3.7M |
| Rhumbline Advisers | 0.00% | Add +3.2% | 148,921 | $3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.1% | 138,589 | $3.3M |
| Legal & General Group Plc | 0.00% | Reduce -0.1% | 138,365 | $3.3M |
| Millennium Management | 0.00% | Add +198.0% | 136,664 | $3.3M |
| Citadel Advisors | 0.00% | Add +306.8% | 127,320 | $3.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -84.9% | 122,752 | $2.9M |
| Barclays PLC | 0.00% | Reduce -66.5% | 121,684 | $2.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +2.4% | 120,634 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -29.5% | 118,812 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.1% | 113,705 | $2.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +435.7% | 112,524 | $2.7M |
| UBS Group AG | 0.00% | Reduce -7.5% | 108,958 | $2.6M |
| Amundi | 0.00% | Add +86.1% | 104,506 | $2.3M |
| Segall Bryant & Hamill, LLC | 0.04% | Reduce -2.4% | 95,527 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +63.7% | 95,082 | $2.3M |
| Landscape Capital Management, L.L.C. | 0.20% | New | 93,320 | $2.2M |
| Kendall Capital Management | 0.65% | Add +13.6% | 91,995 | $2.2M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 90,100 | $2.2M |
| American Century Companies Inc. | 0.00% | Add +174.2% | 89,790 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +286.3% | 86,450 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -22.4% | 83,935 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Add +0.3% | 81,170 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -10.9% | 81,123 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +44.3% | 80,426 | $1.9M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -46.1% | 79,685 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +11.8% | 79,103 | $1.9M |
| Norges Bank | 0.00% | Reduce -47.5% | 77,900 | $1.9M |
| Clark Estates Inc. | 0.39% | New | 77,000 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -59.8% | 71,528 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +0.3% | 50,302 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +0.6% | 64,686 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -20.4% | 64,600 | $1.5M |
| Graham Capital Management, L.P. | 0.07% | Add +51.1% | 64,146 | $1.5M |
| Interval Partners, LP | 0.05% | Reduce -9.1% | 59,855 | $1.4M |
| Quantbot Technologies LP | 0.04% | Add +176.4% | 56,344 | $1.4M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +149.4% | 54,301 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 49,200 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.9% | 48,707 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -28.6% | 48,451 | $1.2M |
| AQR Capital Management | 0.00% | Add +15.9% | 48,276 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Add +11.6% | 46,959 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +209.8% | 46,796 | $1.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +80.6% | 44,638 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -7.3% | 44,172 | $1.1M |
| California State Teachers Retirement System | 0.00% | No change | 43,984 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -6.8% | 43,726 | $1.0M |
| Canaan Partners XI LLC | 1.40% | New | 38,824 | $930K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -45.6% | 37,517 | $899K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -46.8% | 36,467 | $874K |
| Voya Investment Management LLC | 0.00% | Add +74.2% | 36,431 | $873K |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 35,466 | $850K |
| Man Group plc | 0.00% | Reduce -50.9% | 34,221 | $820K |
| Mork Capital Management, LLC | 0.64% | No change | 34,200 | $819K |
| Alberta Investment Management Corp | 0.01% | No change | 33,600 | $805K |
| Fox Run Management, L.L.C. | 0.12% | Add +134.3% | 33,309 | $798K |
| Martingale Asset Management L P | 0.02% | Reduce -35.0% | 32,770 | $785K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.6% | 32,290 | $774K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 31,891 | $764K |
| Engineers Gate Manager LP | 0.01% | Add +0.3% | 29,971 | $718K |
| Twinbeech Capital LP | 0.01% | Reduce -35.4% | 29,707 | $712K |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 28,687 | $687K |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.