Who owns Upbound Group (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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on UPBD is one-sided between 2026-Q1 and 2026-Q2: 86 added or opened and 26 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 239 tracked filers holding UPBD, 140 increased or opened the position and 103 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 2026-Q1 and 2026-Q2 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 13
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4M
- PICTON MAHONEY ASSET MANAGEMENT$3M
- Venture Visionary Partners LLC$2M
- Corient Private Wealth LP$2M
- ExodusPoint Capital Management, LP$2M
- KESTRA PRIVATE WEALTH SERVICES, LLC$1M
Full exits 11
- LSV ASSET MANAGEMENT$42M
- Pacer Advisors, Inc.$7M
- CSM Advisors, LLC$5M
- NORGES BANK$2M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1M
- CANADA LIFE ASSURANCE Co$976K
Largest adds
- BlackRock, Inc.$46M
- GOLDMAN SACHS GROUP INC$26M
- VANGUARD PORTFOLIO MANAGEMENT LLC$19M
- DIMENSIONAL FUND ADVISORS LP$15M
- AMERICAN CENTURY COMPANIES INC$12M
- STATE STREET CORP$12M
Largest trims
- IEQ CAPITAL, LLC$33M
- FMR LLC$26M
- Huber Capital Management LLC$8M
- BALYASNY ASSET MANAGEMENT L.P.$6M
- Y-Intercept (Hong Kong) Ltd$2M
- Squarepoint Ops LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,152,511 | $194M | 17.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,234,326 | $90M | 8.0% | 2026-Q2 |
| FMR LLC trimmed | 3,312,579 | $70M | 6.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,744,730 | $58M | 5.2% | 2026-Q2 |
| STATE STREET CORP added | 2,468,483 | $53M | 4.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,407,712 | $51M | 4.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,327,538 | $49M | 4.4% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 1,770,257 | $38M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,468,034 | $31M | 2.8% | 2026-Q2 |
| Bragg Financial Advisors, Inc added | 1,189,215 | $25M | 2.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,155,346 | $25M | 2.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,104,571 | $23M | 2.1% | 2026-Q2 |
| Huber Capital Management LLC trimmed | 1,061,869 | $23M | 2.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,047,419 | $22M | 2.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 888,866 | $19M | 1.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 853,179 | $18M | 1.6% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 831,810 | $18M | 1.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 720,150 | $15M | 1.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 709,357 | $15M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 675,057 | $14M | 1.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 651,996 | $14M | 1.2% | 2026-Q2 |
| Invesco Ltd. added | 579,041 | $12M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 437,058 | $9M | 0.8% | 2026-Q2 |
| MARSHALL WACE, LLP added | 410,710 | $9M | 0.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 394,376 | $8M | 0.7% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 357,337 | $8M | 0.7% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 354,744 | $8M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 348,824 | $7M | 0.7% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 321,099 | $7M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 307,996 | $7M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 294,594 | $6M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 286,621 | $6M | 0.5% | 2026-Q2 |
| Creative Planning added | 271,002 | $6M | 0.5% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 262,831 | $6M | 0.5% | 2026-Q2 |
| Miller Value Partners, LLC added | 258,000 | $5M | 0.5% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 251,447 | $5M | 0.5% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 236,744 | $5M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 234,921 | $5M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 221,265 | $5M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 192,157 | $4M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 188,883 | $4M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 182,312 | $4M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 182,289 | $4M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 180,319 | $4M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 180,284 | $4M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 179,366 | $4M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH added | 170,109 | $4M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 168,344 | $4M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 158,362 | $3M | 0.3% | 2026-Q2 |
| Trexquant Investment LP trimmed | 157,506 | $3M | 0.3% | 2026-Q2 |
| Inspire Advisors, LLC added | 154,942 | $3M | 0.3% | 2026-Q2 |
| Sepio Capital, LP | 144,609 | $3M | 0.3% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 143,592 | $3M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 142,832 | $3M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 141,470 | $3M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 136,873 | $3M | 0.3% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 136,656 | $3M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 135,250 | $3M | 0.3% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 131,517 | $3M | 0.2% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 131,437 | $3M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 127,100 | $3M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC added | 124,926 | $3M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 118,017 | $3M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 115,280 | $2M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 114,141 | $2M | 0.2% | 2026-Q2 |
| CLARK ESTATES INC/NY | 113,000 | $2M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 109,568 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 105,000 | $2M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 101,959 | $2M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 98,304 | $2M | 0.2% | 2026-Q2 |
| Venture Visionary Partners LLC new | 91,367 | $2M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 90,403 | $2M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 90,139 | $2M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 88,798 | $2M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 85,860 | $2M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 83,200 | $2M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 82,978 | $2M | 0.2% | 2026-Q2 |
| Range Financial Group LLC added | 82,907 | $2M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP new | 82,756 | $2M | 0.2% | 2026-Q2 |
| BEACON FINANCIAL GROUP added | 76,108 | $2M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 74,030 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 72,880 | $2M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 71,528 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 68,727 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 67,585 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 63,228 | $1M | 0.1% | 2026-Q2 |
| Mork Capital Management, LLC | 62,610 | $1M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 59,325 | $1M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 58,810 | $1M | 0.1% | 2026-Q2 |
| Kendall Capital Management trimmed | 58,130 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 57,253 | $1M | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 57,072 | $1M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 56,129 | $1M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 55,472 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 55,050 | $1M | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC added | 54,793 | $1M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 48,430 | $1M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 47,828 | $1M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 46,588 | $989K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 42,271 | $897K | 0.1% | 2026-Q2 |
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.