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 |
| Optimize Financial Inc. | 0.29% | New | 32,595 | $588K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 31,949 | $577K |
| Man Group plc | 0.00% | New | 31,469 | $568K |
| Illinois Municipal Retirement Fund | 0.01% | Add +16.7% | 31,249 | $564K |
| Wells Fargo & Company | 0.00% | Reduce -54.8% | 30,120 | $544K |
| Susquehanna International Group, LLP | 0.00% | New | 29,915 | $540K |
| Inspire Investing, LLC | 0.03% | Add +9.7% | 29,733 | $537K |
| MetLife Investment Management, LLC | 0.00% | Add +4.1% | 29,553 | $533K |
| Franklin Resources Inc. | 0.00% | Reduce -29.6% | 29,344 | $530K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.1% | 29,104 | $524K |
| Krane Funds Advisors LLC | 0.02% | Add +27.4% | 28,778 | $518K |
| XTX Topco Ltd | 0.01% | New | 25,932 | $468K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.1% | 24,618 | $444K |
| Janus Henderson Group PLC | 0.00% | No change | 23,555 | $425K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.4% | 23,100 | $417K |
| Truvestments Capital LLC | 0.07% | No change | 23,051 | $416K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -2.3% | 22,517 | $406K |
| Aquatic Capital Management LLC | 0.01% | Reduce -25.5% | 21,778 | $393K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.5% | 20,714 | $374K |
| Diversified Trust Co. | 0.01% | Add +13.6% | 20,608 | $372K |
| First Citizens Bank & Trust Co. | 0.01% | Add +62.2% | 20,354 | $367K |
| CoreCap Advisors, LLC | 0.01% | Reduce -13.6% | 20,303 | $366K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +61.8% | 19,488 | $352K |
| EntryPoint Capital, LLC | 0.09% | New | 17,911 | $323K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -62.2% | 17,600 | $318K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -3.0% | 17,160 | $310K |
| New York State Common Retirement Fund | 0.00% | No change | 16,851 | $304K |
| HSBC Holdings PLC | 0.00% | Reduce -26.0% | 16,763 | $298K |
| State of Wisconsin Investment Board | 0.00% | New | 15,739 | $284K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,737 | $284K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 15,612 | $282K |
| Wbi Investments, LLC | 0.08% | Add +2.9% | 15,484 | $279K |
| Millington Securities, LLC | 0.08% | — | 15,484 | $279K |
| Amalgamated Bank | 0.00% | Reduce -2.5% | 15,018 | $271K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 14,573 | $263K |
| Royal Bank of Canada | 0.00% | Add +73.1% | 14,601 | $263K |
| Amundi | 0.00% | New | 14,554 | $263K |
| Arizona State Retirement System | 0.00% | Reduce -0.7% | 14,312 | $258K |
| PFG Investments, LLC | 0.01% | New | 14,261 | $257K |
| Cibc World Market Inc. | 0.00% | No change | 13,946 | $252K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -20.0% | 13,908 | $251K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.9% | 13,855 | $250K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -28.4% | 13,750 | $248K |
| Mangrove Partners Im, LLC | 0.02% | No change | 13,603 | $246K |
| Two Sigma Investments, LP | 0.00% | New | 13,500 | $244K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 13,151 | $237K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 12,888 | $233K |
| Optimist Retirement Group LLC | 0.10% | New | 12,454 | $225K |
| Alps Advisors Inc. | 0.00% | Reduce -9.4% | 12,367 | $223K |
| Fifth Third Bancorp | 0.00% | Add +4357.6% | 12,303 | $222K |
| Jefferies Financial Group Inc. | 0.00% | New | 12,211 | $220K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,391 | $217K |
| Tidal Investments LLC | 0.00% | Add +1.9% | 12,013 | $217K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 11,916 | $215K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 11,817 | $213K |
| KLP Kapitalforvaltning As | 0.00% | Add +10.3% | 11,800 | $213K |
| Stephens Inc. | 0.00% | New | 11,563 | $209K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +839.4% | 11,122 | $201K |
| Cwm, LLC | 0.00% | Reduce -11.3% | 10,396 | $188K |
| Brooklyn Investment Group | 0.01% | New | 10,344 | $187K |
| Wolverine Asset Management LLC | 0.01% | No change | 8,652 | $156K |
| National Bank of Canada | 0.00% | Add +22.0% | 8,601 | $155K |
| Simplex Trading, LLC | 0.00% | Add +40.2% | 6,609 | $119K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,390 | $115K |
| Palouse Capital Management, Inc. | 0.07% | Reduce -4.6% | 5,307 | $96K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,388 | $79K |
| Public Employees Retirement System of Ohio | 0.00% | Add +10.0% | 3,740 | $68K |
| PNC Financial Services Group, Inc. | 0.00% | Add +49.9% | 3,685 | $67K |
| Hantz Financial Services, Inc. | 0.00% | Add +152.5% | 3,656 | $66K |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.4% | 2,901 | $52K |
| GAMMA Investing LLC | 0.00% | Add +8.6% | 2,842 | $51K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +10.3% | 2,742 | $49K |
| Security National Bank | 0.01% | No change | 2,469 | $45K |
| KBC Group NV | 0.00% | No change | 2,454 | $44K |
| Versant Capital Management, Inc | 0.00% | Add +79.5% | 2,136 | $39K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,500 | $27K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.8% | 1,263 | $23K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,200 | $22K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -97.8% | 1,144 | $21K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,082 | $19K |
| Wolff Wiese Magana LLC | 0.01% | No change | 1,000 | $18K |
| Signaturefd, LLC | 0.00% | Add +134.7% | 772 | $14K |
| Allworth Financial LP | 0.00% | Add +75.6% | 727 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | Add +327.8% | 569 | $10K |
| Lanark Financial, Inc. | 0.00% | New | 535 | $10K |
| MAI Capital Management | 0.00% | Add +2.1% | 522 | $9K |
| UMB Bank, n.a. | 0.00% | Add +846.3% | 511 | $9K |
| Larson Financial Group LLC | 0.00% | Add +192.1% | 479 | $9K |
| Covestor Ltd | 0.01% | Reduce -53.0% | 450 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 432 | $8K |
| Salomon & Ludwin, LLC | 0.00% | Add +34.8% | 426 | $7K |
| US Bancorp \de | 0.00% | Add +27.1% | 384 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 374 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.2% | 357 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +75.0% | 350 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 338 | $6K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 253 | $6K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 335 | $6K |
| Advisory Services Network, LLC | 0.00% | New | 307 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -6.8% | 304 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 269 | $5K |
| Parallel Advisors, LLC | 0.00% | New | 251 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -67.1% | 250 | $5K |
| Federated Hermes, Inc. | 0.00% | Reduce -74.8% | 247 | $4K |
| Main Street Group, LTD | 0.00% | New | 240 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -0.8% | 238 | $4K |
| Essential Partners LLC | 0.00% | Add +234.3% | 224 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 259 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -96.6% | 55 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +66.4% | 193 | $3K |
| Quarry LP | 0.00% | Reduce -76.0% | 190 | $3K |
| Rothschild Investment LLC | 0.00% | Add +19.4% | 185 | $3K |
| Stone House Investment Management, LLC | 0.00% | Add +143.1% | 141 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +312.5% | 132 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -17.0% | 122 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 107 | $2K |
| Quadrant Capital Group LLC | 0.00% | Reduce -46.2% | 71 | $1K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 63 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 56 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +200.0% | 36 | $1K |
| Cornerstone Financial Management LLC | 0.00% | Add +86.2% | 54 | $975 |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 51 | $921 |
| Arlington Trust Co LLC | 0.00% | New | 44 | $794 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +900.0% | 40 | $722 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $632 |
| Sunbelt Securities, Inc. | 0.00% | Add +52.4% | 32 | $578 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 25 | $451 |
| Paladin Partners, LLC | 0.00% | No change | 25 | $451 |
| Zions Bancorporation, National Association | 0.00% | New | 24 | $433 |
| Investors Portfolio Services LLC | 0.00% | New | 20 | $346 |
| Gilpin Wealth Management, LLC | 0.00% | Add +500.0% | 18 | $325 |
| Trust Co | 0.00% | No change | 16 | $289 |
| Ankerstar Wealth, LLC | 0.00% | Add +114.3% | 15 | $271 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -90.5% | 15 | $270 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 8 | $144 |
| SJS Investment Consulting Inc. | 0.00% | Add +133.3% | 7 | $127 |
| Kilter Group LLC | 0.00% | New | 3 | $55 |
| Signature Resources Capital Management, LLC | 0.00% | New | 3 | $54 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $24 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 1 | $18 |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.