Upbound GroupUPBD
13F holders, Q1 2026 (March 31)240holders +2
33new positions
34sold out
7famous investors
$18.05avg. 13F price*
At the end of Q1 2026, 240 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, up 2 from Q4 2025. 33 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($148.2M), FMR LLC ($97.6M) and Vanguard Portfolio Management LLC ($71.1M). 7 famous investors held it, including Bill Miller (0.6% of Miller Value Partners's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Upbound Group Inc.
- CUSIP
- 76009N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $26.4M |
| Exits | 34 | $13.1M |
All 13F filers, Q4 2025 → Q1 2026: 5,196,390 shares bought and 4,001,909 shares sold, net +1,194,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| BlackRock, Inc. | 0.00% | Add +0.9% | 8,208,065 | $148.2M |
| FMR LLC | 0.01% | Add +4.0% | 5,407,814 | $97.6M |
| Vanguard Portfolio Management LLC | 0.00% | — | 3,939,142 | $71.1M |
| Ieq Capital, LLC | 0.33% | Reduce -4.8% | 3,903,686 | $70.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +15.8% | 2,394,770 | $43.2M |
| LSV Asset Management | 0.09% | Reduce -8.0% | 2,313,279 | $41.8M |
| State Street Corp. | 0.00% | Reduce -4.7% | 2,296,489 | $41.5M |
| Vanguard Capital Management LLC | 0.00% | — | 2,275,668 | $41.1M |
| Huber Capital Management LLC | 4.75% | Reduce -2.1% | 1,702,605 | $30.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +89.4% | 1,376,972 | $24.9M |
| Geode Capital Management, LLC | 0.00% | Add +5.9% | 1,354,984 | $24.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.6% | 1,268,008 | $22.9M |
| Wellington Management Group LLP | 0.00% | Reduce -4.5% | 1,256,080 | $22.7M |
| Bragg Financial Advisors, Inc | 0.64% | Add +1.6% | 1,122,938 | $20.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 855,176 | $15.4M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 783,721 | $14.1M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +1089.8% | 737,660 | $13.3M |
| Kennedy Capital Management LLC | 0.26% | Reduce -0.5% | 669,071 | $12.1M |
| Northern Trust Corp. | 0.00% | Add +1.2% | 602,160 | $10.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +35.2% | 596,702 | $10.8M |
| Invesco Ltd. | 0.00% | Reduce -3.1% | 531,825 | $9.6M |
| Pacer Advisors, Inc. | 0.02% | New | 413,005 | $7.5M |
| Bridgeway Capital Management, LLC | 0.13% | Add +4.6% | 363,941 | $6.6M |
| Victory Capital Management Inc. | 0.00% | Add +0.3% | 363,747 | $6.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 344,341 | $6.2M |
| American Century Companies Inc. | 0.00% | Add +27.8% | 342,949 | $6.2M |
| Principal Financial Group Inc. | 0.00% | Add +22.2% | 303,918 | $5.5M |
| AQR Capital Management | 0.00% | Reduce -13.8% | 287,314 | $5.2M |
| CSM Advisors, LLC | 0.13% | Add +13.5% | 285,978 | $5.2M |
| Trexquant Investment LP | 0.04% | Add +253.4% | 274,266 | $5.0M |
| Peregrine Capital Management LLC | 0.18% | New | 273,370 | $4.9M |
| Advisors Asset Management, Inc. | 0.08% | Add +62.6% | 263,823 | $4.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -8.3% | 258,815 | $4.7M |
| Panagora Asset Management Inc. | 0.02% | Reduce -23.3% | 252,214 | $4.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -55.4% | 245,468 | $4.4M |
| Sei Investments Co. | 0.00% | Add +249.0% | 244,848 | $4.4M |
| Empowered Funds, LLC | 0.03% | Add +12.0% | 240,726 | $4.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -23.4% | 231,337 | $4.2M |
| UBS Group AG | 0.00% | Add +186.0% | 220,238 | $4.0M |
| First Trust Advisors LP | 0.00% | Add +57.3% | 196,526 | $3.5M |
| Bank of America Corp. | 0.00% | Add +10.7% | 194,819 | $3.5M |
| Public Sector Pension Investment Board | 0.01% | Add +3.2% | 186,415 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -58.5% | 182,689 | $3.3M |
| Intech Investment Management LLC | 0.03% | Add +5.8% | 179,690 | $3.2M |
| Millennium Management | 0.00% | Reduce -54.2% | 179,399 | $3.2M |
| Point72 Asset Management | 0.01% | New | 173,582 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +5.3% | 170,403 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -47.2% | 155,885 | $2.8M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +56.0% | 150,195 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Add +60.1% | 149,493 | $2.7M |
| Rhumbline Advisers | 0.00% | Add +1.7% | 148,383 | $2.7M |
| Nuveen, LLC | 0.00% | Reduce -71.2% | 148,218 | $2.7M |
| Squarepoint Ops LLC | 0.01% | Add +26.6% | 147,951 | $2.7M |
| Inspire Advisors, LLC | 0.22% | Add +10.2% | 146,577 | $2.6M |
| Sepio Capital, LP | 0.14% | Reduce -2.5% | 144,609 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.0% | 127,526 | $2.3M |
| Landscape Capital Management, L.L.C. | 0.15% | Add +433.6% | 127,095 | $2.3M |
| Legal & General Group Plc | 0.00% | Reduce -7.1% | 126,813 | $2.3M |
| Lido Advisors, LLC | 0.01% | Reduce -59.4% | 124,581 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | New | 121,533 | $2.2M |
| Miller Value Partners | 0.57% | Add +71.4% | 120,000 | $2.2M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | New | 118,502 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +9.6% | 115,297 | $2.1M |
| Clark Estates Inc. | 0.49% | No change | 113,000 | $2.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 109,422 | $2.0M |
| Swiss National Bank | 0.00% | No change | 102,800 | $1.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +0.3% | 102,526 | $1.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -16.7% | 99,247 | $1.8M |
| Creative Planning | 0.00% | Add +72.8% | 96,177 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -72.5% | 81,455 | $1.5M |
| Range Financial Group LLC | 0.49% | Add +6.7% | 80,999 | $1.5M |
| Beacon Financial Group | 0.14% | Add +0.1% | 75,991 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.2% | 74,511 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +21.0% | 72,561 | $1.3M |
| Kendall Capital Management | 0.26% | Add +9.0% | 70,705 | $1.3M |
| Alliancebernstein L.P. | 0.00% | No change | 72,428 | $1.3M |
| LPL Financial LLC | 0.00% | Add +51.5% | 70,232 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -16.6% | 68,884 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Add +18.5% | 68,563 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +14.4% | 67,013 | $1.2M |
| Renaissance Technologies | 0.00% | New | 63,900 | $1.2M |
| Mork Capital Management, LLC | 0.80% | No change | 62,610 | $1.1M |
| Algert Global LLC | 0.02% | Reduce -79.3% | 56,780 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +3.1% | 54,482 | $983K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.5% | 54,059 | $976K |
| Marshall Wace, LLP | 0.00% | Reduce -39.6% | 52,131 | $941K |
| Barclays PLC | 0.00% | Reduce -59.1% | 49,681 | $897K |
| Deutsche Bank AG | 0.00% | Reduce -67.8% | 48,344 | $873K |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 48,090 | $868K |
| Quantinno Capital Management LP | 0.00% | Add +83.4% | 47,463 | $857K |
| Freestone Grove Partners LP | 0.01% | Add +136.5% | 45,314 | $818K |
| Jump Financial, LLC | 0.01% | New | 43,184 | $779K |
| Citigroup Inc. | 0.00% | Add +34.2% | 41,666 | $752K |
| Guggenheim Capital LLC | 0.01% | Reduce -21.9% | 41,477 | $749K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -18.9% | 40,815 | $715K |
| Summit Global Investments | 0.04% | Reduce -4.1% | 37,522 | $677K |
| Engineers Gate Manager LP | 0.01% | Add +23.8% | 36,310 | $655K |
| Horizon Investments, LLC | 0.01% | Add +4.9% | 36,485 | $644K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 34,786 | $628K |
| Capital Fund Management S.A. | 0.01% | Reduce -12.4% | 33,286 | $601K |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.