Upbound GroupUPBD
13F holders, Q3 2025 (September 30)261holders +6
43new positions
33sold out
7famous investors
$23.65avg. 13F price*
At the end of Q3 2025, 261 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, up 6 from Q2 2025. 43 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($188.7M), Vanguard Group Inc. ($163.1M) and FMR LLC ($116.4M). 7 famous investors held it, including Bill Miller (0.2% of Miller Value Partners's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $45.9M |
| Exits | 33 | $33.5M |
All 13F filers, Q2 2025 → Q3 2025: 5,515,831 shares bought and 4,618,443 shares sold, net +897,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| BlackRock, Inc. | 0.00% | Reduce -2.3% | 7,986,077 | $188.7M |
| Vanguard Group Inc. | 0.00% | Add +0.6% | 6,901,150 | $163.1M |
| FMR LLC | 0.01% | Add +6.8% | 4,927,820 | $116.4M |
| Ieq Capital, LLC | 0.30% | Reduce -9.1% | 4,123,127 | $97.4M |
| LSV Asset Management | 0.13% | Add +24.1% | 2,532,951 | $59.9M |
| State Street Corp. | 0.00% | Add +3.8% | 2,164,378 | $52.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.4% | 2,140,754 | $50.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.4% | 1,296,119 | $30.6M |
| Wellington Management Group LLP | 0.01% | Add +60.3% | 1,255,874 | $29.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.9% | 1,144,294 | $27.0M |
| Bragg Financial Advisors, Inc | 0.77% | Add +10.8% | 985,889 | $23.3M |
| Huber Capital Management LLC | 3.61% | Add +67.9% | 965,270 | $22.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 774,661 | $18.3M |
| Morgan Stanley | 0.00% | Reduce -4.5% | 768,483 | $18.2M |
| Nuveen, LLC | 0.00% | Reduce -25.0% | 698,712 | $16.5M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -15.5% | 662,760 | $15.7M |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 622,079 | $14.7M |
| Kennedy Capital Management LLC | 0.31% | Add +0.9% | 592,301 | $14.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.1% | 468,602 | $11.1M |
| Citadel Advisors | 0.01% | Add +170.5% | 440,665 | $10.4M |
| Invesco Ltd. | 0.00% | Add +4.8% | 428,297 | $10.1M |
| Bank of America Corp. | 0.00% | Add +13.3% | 391,383 | $9.2M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Reduce -57.6% | 384,052 | $9.1M |
| Lido Advisors, LLC | 0.04% | New | 364,357 | $8.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +11.4% | 362,579 | $8.6M |
| American Century Companies Inc. | 0.00% | Add +229.9% | 353,743 | $8.4M |
| Victory Capital Management Inc. | 0.00% | Add +2.9% | 339,145 | $8.0M |
| Bridgeway Capital Management, LLC | 0.17% | New | 329,267 | $7.8M |
| Panagora Asset Management Inc. | 0.03% | Add +0.8% | 316,471 | $7.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +15.5% | 282,320 | $6.7M |
| AQR Capital Management | 0.00% | Add +29.1% | 279,013 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Add +259.0% | 267,062 | $6.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -33.1% | 255,836 | $6.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.4% | 251,714 | $5.9M |
| Intech Investment Management LLC | 0.05% | Add +4.0% | 246,560 | $5.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 232,479 | $5.5M |
| TrueMark Investments, LLC | 0.85% | New | 205,780 | $4.9M |
| CSM Advisors, LLC | 0.14% | Add +28.4% | 205,701 | $4.9M |
| Public Sector Pension Investment Board | 0.02% | Add +15.8% | 203,259 | $4.8M |
| Empowered Funds, LLC | 0.05% | New | 196,267 | $4.6M |
| BNP Paribas Financial Markets | 0.00% | Add +30.8% | 188,078 | $4.4M |
| Marshall Wace, LLP | 0.00% | Reduce -73.9% | 179,019 | $4.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +67.2% | 159,061 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 157,297 | $3.7M |
| Rhumbline Advisers | 0.00% | Reduce -0.9% | 155,116 | $3.7M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.6% | 149,476 | $3.5M |
| Algert Global LLC | 0.06% | Add +86.9% | 149,380 | $3.5M |
| Legal & General Group Plc | 0.00% | Reduce -1.4% | 140,055 | $3.3M |
| Jane Street Group, LLC | 0.00% | Add +19.2% | 139,674 | $3.3M |
| Voloridge Investment Management, LLC | 0.01% | New | 127,985 | $3.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -11.7% | 125,254 | $3.0M |
| Bridgewater Associates | 0.01% | New | 123,302 | $2.9M |
| UBS Group AG | 0.00% | Add +14.4% | 120,666 | $2.9M |
| Engineers Gate Manager LP | 0.03% | Add +14.5% | 118,619 | $2.8M |
| Kendall Capital Management | 0.61% | Add +21.9% | 114,485 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.2% | 112,197 | $2.7M |
| Inspire Advisors, LLC | 0.25% | Reduce -4.5% | 110,620 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.3% | 109,815 | $2.6M |
| Barclays PLC | 0.00% | Reduce -16.3% | 105,368 | $2.5M |
| First Trust Advisors LP | 0.00% | Reduce -3.3% | 104,010 | $2.5M |
| AXA Investment Managers S.A. | 0.01% | — | 101,395 | $2.4M |
| Swiss National Bank | 0.00% | Add +2.2% | 100,900 | $2.4M |
| Squarepoint Ops LLC | 0.00% | Add +63.7% | 95,402 | $2.3M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -27.1% | 95,234 | $2.3M |
| Millennium Management | 0.00% | Reduce -78.3% | 88,301 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Add +3.6% | 87,610 | $2.1M |
| Segall Bryant & Hamill, LLC | 0.03% | Reduce -0.5% | 86,887 | $2.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -0.9% | 86,600 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Add +6.1% | 86,328 | $2.0M |
| Clark Estates Inc. | 0.46% | Add +11.0% | 85,500 | $2.0M |
| Beacon Financial Group | 0.18% | New | 75,876 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Add +1.3% | 72,428 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Add +5.3% | 70,907 | $1.7M |
| Federated Hermes, Inc. | 0.00% | Reduce -22.8% | 70,477 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +317.5% | 58,500 | $1.5M |
| Caxton Associates LLP | 0.04% | Add +41.0% | 62,357 | $1.5M |
| Verition Fund Management LLC | 0.01% | Add +180.1% | 61,184 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Add +1173.2% | 58,884 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +39.3% | 58,637 | $1.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +55.5% | 59,332 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.1% | 57,699 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +52.2% | 56,913 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +5.3% | 56,070 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.0% | 51,435 | $1.2M |
| California State Teachers Retirement System | 0.00% | Add +12.0% | 48,527 | $1.1M |
| New Century Financial Group, LLC | 1.97% | New | 46,951 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +21.9% | 45,894 | $1.1M |
| LPL Financial LLC | 0.00% | Add +6.7% | 45,668 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.8% | 45,182 | $1.1M |
| Los Angeles Capital Management LLC | 0.00% | Add +16.3% | 44,626 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +4.5% | 43,649 | $1.0M |
| Summit Global Investments | 0.06% | Reduce -2.1% | 41,261 | $975K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 41,258 | $975K |
| Deutsche Bank AG | 0.00% | Reduce -75.7% | 41,018 | $969K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.7% | 37,591 | $888K |
| Sei Investments Co. | 0.00% | Reduce -8.7% | 37,558 | $888K |
| Mork Capital Management, LLC | 0.56% | No change | 34,200 | $808K |
| Interval Partners, LP | 0.02% | Reduce -61.2% | 33,276 | $786K |
| MetLife Investment Management, LLC | 0.00% | No change | 32,290 | $763K |
| Voya Investment Management LLC | 0.00% | Reduce -18.3% | 29,563 | $699K |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.