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 |
| Headlands Technologies LLC | 0.08% | Add +5.4% | 28,445 | $682K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.5% | 28,301 | $678K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.6% | 27,936 | $669K |
| Napatree Capital LLC | 0.38% | Add +7.6% | 27,837 | $667K |
| Tidal Investments LLC | 0.01% | Add +51.7% | 27,153 | $651K |
| LPL Financial LLC | 0.00% | Add +29.3% | 26,285 | $630K |
| STRS Ohio | 0.00% | No change | 26,100 | $625K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -2.1% | 25,929 | $621K |
| CoreCap Advisors, LLC | 0.03% | Add +7.0% | 25,885 | $620K |
| Semanteon Capital Management, LP | 0.34% | New | 25,850 | $619K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +49.9% | 25,282 | $606K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.3% | 25,223 | $604K |
| Louisiana State Employees Retirement System | 0.01% | Add +2.5% | 24,100 | $577K |
| Nebula Research & Development LLC | 0.05% | Add +0.4% | 24,009 | $575K |
| Janus Henderson Group PLC | 0.00% | No change | 23,555 | $559K |
| Centiva Capital, LP | 0.03% | Add +84.7% | 23,170 | $555K |
| New York State Common Retirement Fund | 0.00% | Add +11.8% | 21,074 | $505K |
| Sei Investments Co. | 0.00% | Add +3.5% | 20,003 | $479K |
| Petrus Trust Company, LTA | 0.04% | New | 19,454 | $466K |
| Aigen Investment Management, LP | 0.07% | New | 19,216 | $460K |
| Prelude Capital Management, LLC | 0.05% | Add +98.4% | 18,649 | $447K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.5% | 18,316 | $439K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 17,222 | $412K |
| Comerica Bank | 0.00% | Reduce -0.8% | 16,540 | $396K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -37.2% | 15,737 | $377K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +29.5% | 15,612 | $374K |
| Kingsview Wealth Management, LLC | 0.01% | New | 15,271 | $366K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -9.2% | 14,929 | $358K |
| Teacher Retirement System of Texas | 0.00% | Reduce -86.2% | 14,392 | $345K |
| Diversified Trust Co. | 0.01% | New | 14,380 | $345K |
| Amalgamated Bank | 0.00% | Reduce -0.8% | 14,371 | $344K |
| Inspire Investing, LLC | 0.04% | Add +3.9% | 14,338 | $344K |
| HSBC Holdings PLC | 0.00% | Reduce -68.9% | 14,337 | $342K |
| Alps Advisors Inc. | 0.00% | Reduce -3.5% | 14,173 | $340K |
| Brevan Howard Capital Management LP | 0.01% | New | 13,536 | $324K |
| Arizona State Retirement System | 0.00% | Reduce -1.0% | 13,337 | $320K |
| SummitTX Capital, L.P. | 0.01% | — | 12,914 | $309K |
| Rafferty Asset Management, LLC | 0.00% | Add +2.9% | 12,669 | $304K |
| ProShare Advisors LLC | 0.00% | Reduce -21.7% | 12,586 | $302K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +17.6% | 12,223 | $293K |
| EntryPoint Capital, LLC | 0.13% | New | 12,175 | $292K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 11,934 | $286K |
| Hancock Whitney Corp. | 0.01% | Add +12.6% | 11,908 | $285K |
| Cibc World Markets Corp. | 0.00% | New | 11,906 | $285K |
| Teza Capital Management LLC | 0.13% | Reduce -38.1% | 11,895 | $285K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.6% | 11,716 | $281K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -30.2% | 11,545 | $277K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,516 | $276K |
| Creative Planning | 0.00% | New | 11,492 | $275K |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 10,989 | $263K |
| Exchange Traded Concepts, LLC | 0.00% | Add +5.0% | 10,109 | $242K |
| Walleye Capital LLC | 0.00% | Add +10.0% | 9,819 | $235K |
| Two Sigma Advisers, LP | 0.00% | Reduce -52.2% | 9,800 | $235K |
| Dynamic Technology Lab Private Ltd | 0.03% | Reduce -72.4% | 9,639 | $231K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,452 | $226K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -95.1% | 9,413 | $226K |
| Optimist Retirement Group LLC | 0.11% | Add +15.8% | 9,257 | $222K |
| Wbi Investments, LLC | 0.06% | New | 8,964 | $215K |
| Bridgefront Capital, LLC | 0.06% | New | 8,933 | $214K |
| Wolverine Asset Management LLC | 0.02% | No change | 8,652 | $207K |
| First National Bank of Omaha | 0.01% | Reduce -88.0% | 8,626 | $207K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -48.2% | 8,600 | $206K |
| Blueshift Asset Management, LLC | 0.08% | New | 8,501 | $204K |
| MQS Management LLC | 0.12% | New | 8,426 | $202K |
| First National Advisers, LLC | 0.03% | Reduce -87.5% | 8,395 | $201K |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.7% | 8,031 | $191K |
| Shell Asset Management Co. | 0.01% | Reduce -4.2% | 7,538 | $181K |
| Quadrant Capital Group LLC | 0.01% | Add +2895.1% | 6,769 | $162K |
| AlphaQuest LLC | 0.02% | Reduce -57.8% | 6,694 | $160K |
| Palouse Capital Management, Inc. | 0.11% | Add +64.3% | 6,623 | $159K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,390 | $153K |
| Lazard Asset Management LLC | 0.00% | Add +241.5% | 6,455 | $153K |
| Aquatic Capital Management LLC | 0.00% | New | 6,133 | $147K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,479 | $131K |
| Osaic Holdings, Inc. | 0.00% | Add +61.0% | 5,089 | $122K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 4,645 | $111K |
| Royal Bank of Canada | 0.00% | Add +81.1% | 4,262 | $102K |
| Advisors Asset Management, Inc. | 0.00% | Add +179.4% | 3,912 | $94K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.2% | 3,474 | $83K |
| Harbour Investments, Inc. | 0.00% | No change | 3,357 | $80K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.0% | 3,317 | $79K |
| KBC Group NV | 0.00% | Reduce -87.5% | 2,454 | $59K |
| Public Employees Retirement System of Ohio | 0.00% | Add +18.6% | 2,293 | $55K |
| Cwm, LLC | 0.00% | Add +35.5% | 1,880 | $45K |
| Blue Trust, Inc. | 0.00% | Add +2.9% | 1,784 | $43K |
| Covestor Ltd | 0.03% | Add +26.6% | 1,694 | $40K |
| Quarry LP | 0.01% | Reduce -41.4% | 1,580 | $38K |
| TD Private Client Wealth LLC | 0.00% | Add +59.9% | 1,311 | $31K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,200 | $29K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,082 | $25K |
| Wolff Wiese Magana LLC | 0.02% | No change | 1,000 | $24K |
| Vestcor Inc | 0.00% | Reduce -83.6% | 979 | $23K |
| Versant Capital Management, Inc | 0.00% | Add +3837.5% | 945 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 790 | $19K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -23.9% | 727 | $17K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Add +78.4% | 562 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -18.9% | 566 | $13K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -89.7% | 511 | $12K |
| GAMMA Investing LLC | 0.00% | Add +120.3% | 509 | $12K |
| Brooklyn Investment Group | 0.00% | New | 499 | $12K |
| MAI Capital Management | 0.00% | Add +1.3% | 485 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 432 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.9% | 410 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 338 | $8K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 335 | $8K |
| Bessemer Group Inc. | 0.00% | Add +288.2% | 330 | $8K |
| US Bancorp \de | 0.00% | Reduce -35.0% | 302 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | — | 269 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 266 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +154.6% | 247 | $6K |
| Main Street Group, LTD | 0.00% | New | 240 | $6K |
| Coldstream Capital Management Inc. | 0.00% | New | 204 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 200 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -0.5% | 200 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +72.2% | 155 | $4K |
| Rothschild Investment LLC | 0.00% | Add +180.0% | 140 | $3K |
| Hemington Wealth Management | 0.00% | Reduce -11.8% | 157 | $3K |
| SVB Wealth LLC | 0.00% | New | 123 | $3K |
| UMB Bank, n.a. | 0.00% | Add +69.4% | 122 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +875.0% | 117 | $3K |
| Signaturefd, LLC | 0.00% | No change | 114 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.6% | 102 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +27.0% | 94 | $2K |
| Fifth Third Bancorp | 0.00% | Add +295.6% | 91 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 55 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 50 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.2% | 46 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 26 | $1K |
| Arax Advisory Partners | 0.00% | Add +5.7% | 37 | $887 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $839 |
| Stephens Consulting, LLC | 0.00% | New | 30 | $719 |
| Allworth Financial LP | 0.00% | Reduce -22.7% | 34 | $705 |
| True Wealth Design, LLC | 0.00% | New | 18 | $432 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -8.3% | 11 | $264 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -16.7% | 10 | $240 |
| Huntington National Bank | 0.00% | New | 9 | $216 |
| WealthTrak Capital Management LLC | 0.00% | New | 5 | $120 |
| Global Financial Private Client, LLC | 0.00% | Add +25.0% | 5 | $120 |
| Lindbrook Capital, LLC | 0.00% | New | 3 | $72 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $48 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $24 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $23 |
| Hantz Financial Services, Inc. | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.