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 |
| Aquatic Capital Management LLC | 0.01% | New | 29,247 | $514K |
| MetLife Investment Management, LLC | 0.00% | Reduce -12.1% | 28,396 | $499K |
| Inspire Investing, LLC | 0.04% | Add +37.4% | 27,094 | $476K |
| SG Americas Securities, LLC | 0.00% | Add +70.9% | 27,031 | $475K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.5% | 26,782 | $470K |
| Quantinno Capital Management LP | 0.00% | Add +100.3% | 25,885 | $455K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.2% | 24,347 | $428K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.4% | 23,900 | $420K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 23,819 | $418K |
| Janus Henderson Group PLC | 0.00% | No change | 23,555 | $414K |
| CoreCap Advisors, LLC | 0.01% | Reduce -16.3% | 23,485 | $412K |
| Truvestments Capital LLC | 0.07% | Add +14.2% | 23,051 | $405K |
| Brevan Howard Capital Management LP | 0.01% | Add +34.7% | 23,036 | $405K |
| HSBC Holdings PLC | 0.00% | New | 22,653 | $398K |
| Krane Funds Advisors LLC | 0.01% | Add +13.9% | 22,598 | $397K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.4% | 21,907 | $385K |
| AlphaQuest LLC | 0.02% | Add +153.1% | 21,362 | $375K |
| Rafferty Asset Management, LLC | 0.00% | Add +40.9% | 19,203 | $337K |
| Freestone Grove Partners LP | 0.00% | Add +16.0% | 19,162 | $336K |
| Diversified Trust Co. | 0.01% | No change | 18,146 | $319K |
| Nisa Investment Advisors, LLC | 0.00% | Add +12.1% | 17,383 | $315K |
| Fiduciary Financial Group, LLC | 0.04% | New | 17,813 | $313K |
| Boothbay Fund Management, LLC | 0.01% | New | 17,690 | $311K |
| Inceptionr LLC | 0.09% | New | 17,468 | $307K |
| Headlands Technologies LLC | 0.03% | Reduce -12.5% | 17,028 | $299K |
| New York State Common Retirement Fund | 0.00% | No change | 16,851 | $296K |
| Hancock Whitney Corp. | 0.01% | Reduce -10.9% | 16,745 | $294K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,737 | $276K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 15,612 | $274K |
| TrueMark Investments, LLC | 0.05% | Reduce -92.5% | 15,541 | $273K |
| Amalgamated Bank | 0.00% | Add +0.9% | 15,409 | $271K |
| Yousif Capital Management, LLC | 0.00% | Reduce -11.7% | 14,116 | $270K |
| Wbi Investments, LLC | 0.07% | Add +51.6% | 15,052 | $264K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 14,573 | $256K |
| Exchange Traded Concepts, LLC | 0.00% | Add +38.8% | 14,423 | $253K |
| Arizona State Retirement System | 0.00% | Reduce -6.3% | 14,411 | $253K |
| Cibc World Market Inc. | 0.00% | New | 13,946 | $245K |
| Caxton Associates LLP | 0.00% | Reduce -77.9% | 13,767 | $242K |
| Alps Advisors Inc. | 0.00% | No change | 13,657 | $240K |
| Mangrove Partners Im, LLC | 0.02% | New | 13,603 | $239K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -10.3% | 13,151 | $231K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 12,902 | $227K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -1.0% | 12,546 | $220K |
| Aristeia Capital, L.L.C. | 0.01% | New | 12,477 | $219K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.9% | 12,048 | $212K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +1.7% | 11,916 | $209K |
| MQS Management LLC | 0.12% | New | 11,844 | $208K |
| Tidal Investments LLC | 0.00% | Reduce -73.0% | 11,789 | $207K |
| Cwm, LLC | 0.00% | Add +3.6% | 11,727 | $206K |
| PharVision Advisers, LLC | 0.10% | New | 11,678 | $205K |
| Comerica Bank | 0.00% | Reduce -22.3% | 11,202 | $197K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,700 | $191K |
| SummitTX Capital, L.P. | 0.01% | New | 10,625 | $187K |
| DRW Securities, LLC | 0.01% | Reduce -20.6% | 10,602 | $186K |
| Swiss Life Asset Management Ltd | 0.00% | New | 10,443 | $183K |
| ProShare Advisors LLC | 0.00% | Add +3.2% | 10,205 | $179K |
| Lazard Asset Management LLC | 0.00% | New | 10,038 | $176K |
| STRS Ohio | 0.00% | No change | 9,500 | $167K |
| Wolverine Asset Management LLC | 0.01% | No change | 8,652 | $152K |
| Royal Bank of Canada | 0.00% | Add +1020.3% | 8,436 | $148K |
| National Bank of Canada | 0.00% | New | 7,050 | $124K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,390 | $112K |
| Osaic Holdings, Inc. | 0.00% | Reduce -89.4% | 6,227 | $109K |
| Palouse Capital Management, Inc. | 0.06% | Reduce -4.9% | 5,564 | $98K |
| Simplex Trading, LLC | 0.00% | Add +14.7% | 4,715 | $83K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,388 | $77K |
| Canada Pension Plan Investment Board | 0.00% | No change | 3,800 | $67K |
| Public Employees Retirement System of Ohio | 0.00% | Add +18.7% | 3,400 | $60K |
| GAMMA Investing LLC | 0.00% | Reduce -30.9% | 2,617 | $46K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 2,485 | $44K |
| Security National Bank | 0.01% | Add +2.1% | 2,469 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.8% | 2,459 | $43K |
| KBC Group NV | 0.00% | No change | 2,454 | $43K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,082 | $37K |
| Sterling Capital Management LLC | 0.00% | Reduce -13.1% | 2,097 | $37K |
| Group One Trading LLC | 0.00% | New | 1,900 | $33K |
| Arax Advisory Partners | 0.00% | Reduce -42.8% | 1,597 | $28K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,500 | $26K |
| Hantz Financial Services, Inc. | 0.00% | Add +238.3% | 1,448 | $25K |
| Clearstead Advisors, LLC | 0.00% | Reduce -10.7% | 1,200 | $21K |
| Versant Capital Management, Inc | 0.00% | Add +163.9% | 1,190 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.9% | 1,184 | $21K |
| Wolff Wiese Magana LLC | 0.01% | No change | 1,000 | $18K |
| Federated Hermes, Inc. | 0.00% | Reduce -98.6% | 979 | $17K |
| Covestor Ltd | 0.01% | Reduce -26.9% | 958 | $17K |
| Vestcor Inc | 0.00% | No change | 979 | $17K |
| Quarry LP | 0.00% | Reduce -43.1% | 790 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -49.4% | 759 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 566 | $10K |
| MAI Capital Management | 0.00% | Add +1.8% | 511 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 432 | $8K |
| Allworth Financial LP | 0.00% | Add +90.8% | 414 | $7K |
| SageView Advisory Group, LLC | 0.00% | New | 412 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | New | 400 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 374 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +60.2% | 346 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 338 | $6K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 335 | $6K |
| Signaturefd, LLC | 0.00% | Add +157.0% | 329 | $6K |
| IFP Advisors, Inc | 0.00% | Add +23.0% | 326 | $6K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -31.9% | 316 | $6K |
| US Bancorp \de | 0.00% | Reduce -7.1% | 302 | $5K |
| Fifth Third Bancorp | 0.00% | Reduce -14.0% | 276 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 269 | $5K |
| True Wealth Design, LLC | 0.00% | Reduce -27.7% | 240 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -30.9% | 259 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -79.9% | 200 | $4K |
| Larson Financial Group LLC | 0.00% | Add +556.0% | 164 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -55.5% | 158 | $3K |
| Rothschild Investment LLC | 0.00% | Add +121.4% | 155 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +26.7% | 147 | $3K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.8% | 133 | $2K |
| Quadrant Capital Group LLC | 0.00% | Reduce -93.3% | 132 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +427.3% | 116 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +4.9% | 107 | $2K |
| Essential Partners LLC | 0.00% | Reduce -78.5% | 67 | $1K |
| Stone House Investment Management, LLC | 0.00% | Reduce -30.1% | 58 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +522.2% | 56 | $983 |
| UMB Bank, n.a. | 0.00% | Reduce -74.4% | 54 | $948 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 52 | $913 |
| Hilton Head Capital Partners, LLC | 0.00% | — | 51 | $896 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $615 |
| Jones Financial Companies LLLP | 0.00% | Reduce -97.2% | 32 | $562 |
| Cornerstone Financial Management LLC | 0.00% | — | 29 | $509 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 25 | $439 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 25 | $439 |
| Paladin Partners, LLC | 0.00% | — | 25 | $439 |
| Sunbelt Securities, Inc. | 0.00% | Add +320.0% | 21 | $369 |
| Trust Co | 0.00% | New | 16 | $281 |
| Manchester Capital Management LLC | 0.00% | New | 15 | $264 |
| CIBC Private Wealth Group LLC | 0.00% | New | 12 | $211 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 8 | $144 |
| Ankerstar Wealth, LLC | 0.00% | — | 7 | $123 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -96.0% | 4 | $70 |
| SJS Investment Consulting Inc. | 0.00% | New | 3 | $53 |
| Gilpin Wealth Management, LLC | 0.00% | — | 3 | $53 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $24 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -83.1% | 12 | $0 |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.