Upbound GroupUPBD
13F holders, Q2 2025 (June 30)255holders +12
43new positions
31sold out
5famous investors
$25.12avg. 13F price*
At the end of Q2 2025, 255 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, up 12 from Q1 2025. 43 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($205.2M), Vanguard Group Inc. ($172.1M) and FMR LLC ($115.9M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Upbound Group Inc.
- CUSIP
- 76009N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $38.1M |
| Exits | 31 | $26.8M |
All 13F filers, Q1 2025 → Q2 2025: 9,062,855 shares bought and 4,314,989 shares sold, net +4,747,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| BlackRock, Inc. | 0.00% | Reduce -9.0% | 8,175,638 | $205.2M |
| Vanguard Group Inc. | 0.00% | Reduce -2.4% | 6,858,070 | $172.1M |
| FMR LLC | 0.01% | Reduce -1.1% | 4,616,099 | $115.9M |
| Ieq Capital, LLC | 0.70% | Add +517.8% | 4,535,114 | $113.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.9% | 2,170,063 | $54.5M |
| State Street Corp. | 0.00% | Reduce -3.7% | 2,085,564 | $53.2M |
| LSV Asset Management | 0.12% | Add +20.9% | 2,041,415 | $51.2M |
| Geode Capital Management, LLC | 0.00% | Add +2.1% | 1,341,347 | $33.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.7% | 1,090,641 | $27.4M |
| Nuveen, LLC | 0.01% | Add +122.7% | 931,808 | $23.4M |
| Fuller & Thaler Asset Management, Inc. | 0.08% | Add +12.9% | 905,718 | $22.7M |
| Bragg Financial Advisors, Inc | 0.80% | Add +22.8% | 889,643 | $22.3M |
| Morgan Stanley | 0.00% | Add +50.8% | 804,534 | $20.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 791,626 | $19.9M |
| Qube Research & Technologies Ltd | 0.03% | Add +27.3% | 783,997 | $19.7M |
| Wellington Management Group LLP | 0.00% | Add +40.8% | 783,324 | $19.7M |
| Azora Capital LP | 0.86% | New | 755,429 | $19.0M |
| Marshall Wace, LLP | 0.02% | Add +4.6% | 684,990 | $17.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 631,209 | $15.8M |
| Kennedy Capital Management LLC | 0.35% | Reduce -36.1% | 586,925 | $14.7M |
| Huber Capital Management LLC | 2.46% | Reduce -39.4% | 574,939 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.1% | 478,806 | $12.0M |
| Invesco Ltd. | 0.00% | Reduce -10.0% | 408,811 | $10.3M |
| Millennium Management | 0.01% | Add +197.9% | 407,105 | $10.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -24.3% | 382,691 | $9.6M |
| Bank of America Corp. | 0.00% | Add +67.5% | 345,438 | $8.7M |
| Victory Capital Management Inc. | 0.01% | Add +17.8% | 329,654 | $8.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +189.3% | 325,554 | $8.2M |
| Panagora Asset Management Inc. | 0.04% | Add +5.3% | 313,854 | $7.9M |
| Principal Financial Group Inc. | 0.00% | Add +0.0% | 255,303 | $6.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +0.2% | 244,409 | $6.1M |
| Intech Investment Management LLC | 0.06% | Add +6.6% | 236,966 | $5.9M |
| AQR Capital Management | 0.00% | Add +347.5% | 216,050 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +39.9% | 193,818 | $4.9M |
| Public Sector Pension Investment Board | 0.02% | Add +8.3% | 175,462 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +282.7% | 169,063 | $4.2M |
| AXA S.A. | 0.01% | No change | 165,161 | $4.1M |
| Citadel Advisors | 0.00% | Add +27.9% | 162,898 | $4.1M |
| CSM Advisors, LLC | 0.12% | New | 160,189 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +2.6% | 157,605 | $4.0M |
| Rhumbline Advisers | 0.00% | Add +5.1% | 156,461 | $3.9M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.7% | 155,097 | $3.9M |
| BNP Paribas Financial Markets | 0.00% | Add +21.0% | 143,757 | $3.6M |
| Legal & General Group Plc | 0.00% | Add +2.6% | 141,978 | $3.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +17.6% | 141,810 | $3.6M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +1288.4% | 130,692 | $3.3M |
| Barclays PLC | 0.00% | Add +3.4% | 125,824 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Add +5.1% | 119,546 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +35.5% | 117,150 | $2.9M |
| Inspire Advisors, LLC | 0.30% | New | 115,894 | $2.9M |
| First Trust Advisors LP | 0.00% | Add +36.0% | 107,579 | $2.7M |
| American Century Companies Inc. | 0.00% | Add +19.4% | 107,210 | $2.7M |
| UBS Group AG | 0.00% | Reduce -3.2% | 105,470 | $2.6M |
| Engineers Gate Manager LP | 0.03% | Add +245.6% | 103,575 | $2.6M |
| Swiss National Bank | 0.00% | Add +9.5% | 98,700 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 95,161 | $2.4M |
| Kendall Capital Management | 0.62% | Add +2.1% | 93,930 | $2.4M |
| Federated Hermes, Inc. | 0.00% | Reduce -69.8% | 91,234 | $2.3M |
| Amundi | 0.00% | Reduce -17.3% | 86,408 | $2.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +77.6% | 87,400 | $2.2M |
| Segall Bryant & Hamill, LLC | 0.03% | Reduce -8.6% | 87,312 | $2.2M |
| Interval Partners, LP | 0.05% | Add +43.2% | 85,724 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Add +0.7% | 84,556 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Add +0.3% | 81,377 | $2.0M |
| Algert Global LLC | 0.04% | Reduce -48.1% | 79,920 | $2.0M |
| Clark Estates Inc. | 0.43% | No change | 77,000 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -72.9% | 74,388 | $1.9M |
| Alliancebernstein L.P. | 0.00% | No change | 71,528 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.1% | 68,284 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Add +367.9% | 67,336 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +5.9% | 53,250 | $1.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -48.4% | 63,402 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +64.9% | 60,125 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 58,279 | $1.5M |
| Graham Capital Management, L.P. | 0.04% | Reduce -11.3% | 56,932 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.5% | 55,950 | $1.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.6% | 51,444 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -36.6% | 51,432 | $1.3M |
| Caxton Associates LLP | 0.03% | New | 44,217 | $1.1M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 43,340 | $1.1M |
| Brevan Howard Capital Management LP | 0.01% | Add +217.1% | 42,925 | $1.1M |
| LPL Financial LLC | 0.00% | Add +62.8% | 42,795 | $1.1M |
| Summit Global Investments | 0.06% | New | 42,138 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 42,107 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +53.8% | 41,769 | $1.0M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -12.1% | 41,258 | $1.0M |
| Sei Investments Co. | 0.00% | Add +105.6% | 41,124 | $1.0M |
| Nebula Research & Development LLC | 0.09% | Add +66.6% | 39,992 | $1.0M |
| Canaan Partners XI LLC | 0.57% | No change | 38,824 | $974K |
| Los Angeles Capital Management LLC | 0.00% | New | 38,386 | $963K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -14.5% | 38,161 | $961K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.9% | 37,843 | $950K |
| Wells Fargo & Company | 0.00% | Add +31.3% | 37,664 | $945K |
| Franklin Resources Inc. | 0.00% | Add +5.5% | 37,404 | $939K |
| Voya Investment Management LLC | 0.00% | Reduce -0.7% | 36,170 | $908K |
| Mork Capital Management, LLC | 0.63% | No change | 34,200 | $858K |
| MetLife Investment Management, LLC | 0.00% | No change | 32,290 | $810K |
| Headlands Technologies LLC | 0.09% | Add +10.3% | 31,360 | $787K |
| State of Alaska, Department of Revenue | 0.01% | Add +8.3% | 30,657 | $769K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -9.8% | 28,783 | $722K |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.