Upbound GroupUPBD
13F holders, Q4 2025 (December 31)238holders −23
34new positions
56sold out
5famous investors
$17.60avg. 13F price*
At the end of Q4 2025, 238 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, down 23 from Q3 2025. 34 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($142.9M), Vanguard Group Inc. ($125.2M) and FMR LLC ($91.3M). 5 famous investors held it, including Bill Miller (0.4% of Miller Value Partners's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Upbound Group Inc.
- CUSIP
- 76009N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $14.3M |
| Exits | 56 | $32.3M |
All 13F filers, Q3 2025 → Q4 2025: 5,396,268 shares bought and 3,604,882 shares sold, net +1,791,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 238 holders
| BlackRock, Inc. | 0.00% | Add +1.9% | 8,136,983 | $142.9M |
| Vanguard Group Inc. | 0.00% | Add +3.4% | 7,132,443 | $125.2M |
| FMR LLC | 0.00% | Add +5.5% | 5,197,356 | $91.3M |
| Ieq Capital, LLC | 0.22% | Reduce -0.5% | 4,101,233 | $72.0M |
| LSV Asset Management | 0.10% | Reduce -0.7% | 2,515,279 | $44.2M |
| State Street Corp. | 0.00% | Add +11.4% | 2,410,524 | $43.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -3.4% | 2,067,567 | $36.3M |
| Huber Capital Management LLC | 4.50% | Add +80.2% | 1,739,045 | $30.5M |
| Wellington Management Group LLP | 0.00% | Add +4.8% | 1,315,672 | $23.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.3% | 1,279,100 | $22.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.0% | 1,235,539 | $21.7M |
| Bragg Financial Advisors, Inc | 0.63% | Add +12.1% | 1,105,047 | $19.4M |
| Bank of New York Mellon Corp | 0.00% | Add +12.3% | 869,798 | $15.3M |
| Morgan Stanley | 0.00% | Add +5.2% | 808,377 | $14.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +55.1% | 726,944 | $12.8M |
| Kennedy Capital Management LLC | 0.25% | Add +13.5% | 672,289 | $11.8M |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 595,041 | $10.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -16.9% | 550,651 | $9.7M |
| Invesco Ltd. | 0.00% | Add +28.1% | 548,630 | $9.6M |
| Nuveen, LLC | 0.00% | Reduce -26.3% | 514,649 | $9.0M |
| Balyasny Asset Management L.P. | 0.02% | Add +89.8% | 441,351 | $7.8M |
| D. E. Shaw & Co. | 0.01% | Add +72.1% | 440,371 | $7.7M |
| Millennium Management | 0.01% | Add +343.5% | 391,580 | $6.9M |
| Lido Advisors, LLC | 0.03% | Reduce -15.8% | 306,786 | $6.6M |
| Victory Capital Management Inc. | 0.00% | Add +6.9% | 362,607 | $6.4M |
| Bridgeway Capital Management, LLC | 0.13% | Add +5.6% | 347,851 | $6.1M |
| AQR Capital Management | 0.00% | Add +19.5% | 333,415 | $5.9M |
| Panagora Asset Management Inc. | 0.02% | Add +3.9% | 328,753 | $5.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -16.7% | 301,906 | $5.3M |
| BNP Paribas Financial Markets | 0.00% | Add +57.8% | 296,712 | $5.2M |
| Citadel Advisors | 0.00% | Reduce -33.0% | 295,085 | $5.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | No change | 282,320 | $5.0M |
| Algert Global LLC | 0.08% | Add +84.1% | 274,950 | $4.8M |
| American Century Companies Inc. | 0.00% | Reduce -24.1% | 268,405 | $4.7M |
| CSM Advisors, LLC | 0.12% | Add +22.5% | 251,985 | $4.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.2% | 248,719 | $4.4M |
| Empowered Funds, LLC | 0.06% | Add +9.5% | 214,851 | $3.8M |
| Public Sector Pension Investment Board | 0.01% | Reduce -11.2% | 180,595 | $3.2M |
| Bank of America Corp. | 0.00% | Reduce -55.0% | 176,061 | $3.1M |
| Intech Investment Management LLC | 0.03% | Reduce -31.1% | 169,921 | $3.0M |
| Advisors Asset Management, Inc. | 0.05% | Add +175.5% | 162,218 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +1.7% | 161,749 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +266.0% | 150,118 | $2.6M |
| Sepio Capital, LP | 0.14% | New | 148,309 | $2.6M |
| Rhumbline Advisers | 0.00% | Reduce -5.9% | 145,960 | $2.6M |
| Legal & General Group Plc | 0.00% | Reduce -2.5% | 136,560 | $2.4M |
| Inspire Advisors, LLC | 0.21% | Add +20.3% | 133,069 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.0% | 126,297 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +20.1% | 124,928 | $2.2M |
| Barclays PLC | 0.00% | Add +15.3% | 121,546 | $2.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -4.8% | 119,202 | $2.1M |
| Squarepoint Ops LLC | 0.00% | Add +22.5% | 116,910 | $2.1M |
| Clark Estates Inc. | 0.48% | Add +32.2% | 113,000 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -33.1% | 105,158 | $1.8M |
| Verition Fund Management LLC | 0.01% | Add +69.8% | 103,873 | $1.8M |
| Swiss National Bank | 0.00% | Add +1.9% | 102,800 | $1.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +13249.4% | 102,256 | $1.8M |
| Western Standard LLC | 0.81% | New | 100,000 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.2% | 98,350 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +64.2% | 96,277 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.8% | 93,348 | $1.6M |
| Segall Bryant & Hamill, LLC | 0.02% | No change | 86,887 | $1.5M |
| Marshall Wace, LLP | 0.00% | Reduce -51.8% | 86,350 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -4.4% | 82,556 | $1.4M |
| Trexquant Investment LP | 0.01% | New | 77,608 | $1.4M |
| UBS Group AG | 0.00% | Reduce -36.2% | 76,998 | $1.4M |
| Beacon Financial Group | 0.13% | Add +0.1% | 75,917 | $1.3M |
| Range Financial Group LLC | 0.46% | New | 75,882 | $1.3M |
| Alliancebernstein L.P. | 0.00% | No change | 72,428 | $1.3M |
| Sei Investments Co. | 0.00% | Add +86.8% | 70,166 | $1.2M |
| Miller Value Partners | 0.43% | Add +250.0% | 70,000 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +45.3% | 66,679 | $1.2M |
| Kendall Capital Management | 0.24% | Reduce -43.3% | 64,870 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -55.0% | 62,872 | $1.1M |
| Mork Capital Management, LLC | 0.67% | Add +83.1% | 62,610 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +40.3% | 57,873 | $1.1M |
| Hotchkis & Wiley Capital Management LLC | 0.00% | New | 62,000 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.9% | 59,958 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +438.2% | 58,555 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Add +14.9% | 51,288 | $992K |
| Creative Planning | 0.00% | Add +152.1% | 55,648 | $977K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.6% | 53,807 | $945K |
| Guggenheim Capital LLC | 0.01% | Add +175.9% | 53,077 | $932K |
| Prudential Financial Inc. | 0.00% | Reduce -5.8% | 52,832 | $928K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -15.2% | 50,343 | $884K |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 48,481 | $851K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -46.2% | 46,600 | $818K |
| LPL Financial LLC | 0.00% | Add +1.5% | 46,341 | $814K |
| Gsa Capital Partners LLP | 0.07% | New | 44,520 | $782K |
| Franklin Resources Inc. | 0.00% | Reduce -26.8% | 41,650 | $731K |
| Summit Global Investments | 0.04% | Reduce -5.1% | 39,139 | $687K |
| Capital Fund Management S.A. | 0.01% | New | 37,997 | $667K |
| Graham Capital Management, L.P. | 0.03% | Add +255.6% | 36,932 | $649K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.7% | 35,811 | $629K |
| Horizon Investments, LLC | 0.01% | New | 34,769 | $611K |
| Vident Advisory, LLC | 0.01% | Add +33.2% | 33,108 | $581K |
| Citigroup Inc. | 0.00% | Add +118.2% | 31,045 | $545K |
| Voya Investment Management LLC | 0.00% | Add +0.4% | 29,675 | $521K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.1% | 29,721 | $520K |
| Engineers Gate Manager LP | 0.01% | Reduce -75.3% | 29,319 | $515K |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.