Who owns Upbound Group, Inc. (UPBD)
Which tracked institutional funds hold UPBD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UPBD company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
50 tracked funds added or opened UPBD while 33 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UPBD’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UPBD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UPBD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 240 tracked filers holding UPBD, 134 increased or opened the position and 107 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UPBD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- VANGUARD PORTFOLIO MANAGEMENT LLC$71M
- VANGUARD CAPITAL MANAGEMENT LLC$41M
- Pacer Advisors, Inc.$7M
- VANGUARD FIDUCIARY TRUST CO$6M
- PEREGRINE CAPITAL MANAGEMENT LLC$5M
- Point72 Asset Management, L.P.$3M
Full exits 9
- VANGUARD GROUP INC$116M
- Verition Fund Management LLC$2M
- Western Standard LLC$2M
- JANE STREET GROUP, LLC$1M
- VIRGINIA RETIREMENT SYSTEMS ET Al$818K
- GSA CAPITAL PARTNERS LLP$782K
Largest adds
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$12M
- GOLDMAN SACHS GROUP INC$12M
- DIMENSIONAL FUND ADVISORS LP$7M
- FMR LLC$5M
- BlackRock, Inc.$5M
- Trexquant Investment LP$4M
Largest trims
- Nuveen, LLC$6M
- Qube Research & Technologies Ltd$5M
- D. E. Shaw & Co., Inc.$4M
- Lido Advisors, LLC$4M
- ALGERT GLOBAL LLC$4M
- BNP PARIBAS FINANCIAL MARKETS$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 8,208,065 | $148M | 12.8% | 2026-Q1 |
| FMR LLC added | 5,350,083 | $97M | 8.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,939,142 | $71M | 6.2% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 3,903,686 | $70M | 6.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,394,770 | $43M | 3.7% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 2,313,279 | $42M | 3.6% | 2026-Q1 |
| STATE STREET CORP trimmed | 2,296,489 | $41M | 3.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,275,668 | $41M | 3.6% | 2026-Q1 |
| Huber Capital Management LLC trimmed | 1,702,605 | $31M | 2.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,376,972 | $25M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,354,984 | $24M | 2.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,268,008 | $23M | 2.0% | 2026-Q1 |
| Bragg Financial Advisors, Inc added | 1,122,938 | $20M | 1.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,107,983 | $20M | 1.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 855,176 | $15M | 1.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 783,721 | $14M | 1.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 737,660 | $13M | 1.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 669,071 | $12M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 602,160 | $11M | 0.9% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 596,702 | $11M | 0.9% | 2026-Q1 |
| Invesco Ltd. trimmed | 451,000 | $8M | 0.7% | 2026-Q1 |
| Pacer Advisors, Inc. added | 413,005 | $7M | 0.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 363,941 | $7M | 0.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 363,747 | $7M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 344,341 | $6M | 0.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 342,949 | $6M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 303,918 | $5M | 0.5% | 2026-Q1 |
| CSM Advisors, LLC added | 285,978 | $5M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 283,365 | $5M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 274,266 | $5M | 0.4% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC new | 273,370 | $5M | 0.4% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 263,823 | $5M | 0.4% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 258,815 | $5M | 0.4% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 252,214 | $5M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 245,468 | $4M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 244,848 | $4M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 240,726 | $4M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 231,337 | $4M | 0.4% | 2026-Q1 |
| UBS Group AG added | 220,238 | $4M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 196,526 | $4M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 194,819 | $4M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 186,415 | $3M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 182,689 | $3M | 0.3% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 179,690 | $3M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 179,399 | $3M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 173,582 | $3M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 170,403 | $3M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 155,885 | $3M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 150,195 | $3M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 149,493 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 148,383 | $3M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 148,218 | $3M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 147,951 | $3M | 0.2% | 2026-Q1 |
| Inspire Advisors, LLC added | 146,577 | $3M | 0.2% | 2026-Q1 |
| Sepio Capital, LP trimmed | 144,609 | $3M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 127,526 | $2M | 0.2% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 127,095 | $2M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 126,813 | $2M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 124,581 | $2M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 121,533 | $2M | 0.2% | 2026-Q1 |
| Miller Value Partners, LLC added | 120,000 | $2M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC new | 118,502 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 115,297 | $2M | 0.2% | 2026-Q1 |
| CLARK ESTATES INC/NY | 113,000 | $2M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 109,422 | $2M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 77,900 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 102,800 | $2M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 102,526 | $2M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 99,247 | $2M | 0.2% | 2026-Q1 |
| Creative Planning added | 96,177 | $2M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 86,365 | $2M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 81,455 | $1M | 0.1% | 2026-Q1 |
| Range Financial Group LLC added | 80,999 | $1M | 0.1% | 2026-Q1 |
| BEACON FINANCIAL GROUP added | 75,991 | $1M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 74,511 | $1M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 72,561 | $1M | 0.1% | 2026-Q1 |
| Kendall Capital Management added | 70,705 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 72,428 | $1M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 70,232 | $1M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 68,884 | $1M | 0.1% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 68,563 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 67,013 | $1M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 63,900 | $1M | 0.1% | 2026-Q1 |
| Mork Capital Management, LLC | 62,610 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,629,324 | $116M | 10.1% | 2025-Q4 stale |
| Azora Capital LP added | 755,429 | $19M | 1.6% | 2025-Q2 stale |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. new | 384,160 | $9M | 0.8% | 2025-Q1 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 384,052 | $9M | 0.8% | 2025-Q3 stale |
| AXA S.A. | 165,161 | $4M | 0.4% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC trimmed | 149,476 | $4M | 0.3% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 127,985 | $3M | 0.3% | 2025-Q3 stale |
| Bridgewater Associates, LP added | 123,302 | $3M | 0.3% | 2025-Q3 stale |
| AXA Investment Managers S.A. new | 101,395 | $2M | 0.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 95,234 | $2M | 0.2% | 2025-Q3 stale |
| Verition Fund Management LLC added | 103,873 | $2M | 0.2% | 2025-Q4 stale |
| Western Standard LLC new | 100,000 | $2M | 0.2% | 2025-Q4 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 70,907 | $2M | 0.1% | 2025-Q3 stale |
| NATIXIS ADVISORS, LLC added | 64,686 | $2M | 0.1% | 2025-Q1 stale |
| New Century Financial Group, LLC new | 46,951 | $1M | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 62,872 | $1M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.