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Institutional Ownership · SEC Form 13F

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.

240
Institutional holders
56M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added8,208,065$148M12.8%2026-Q1
FMR LLC added5,350,083$97M8.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,939,142$71M6.2%2026-Q1
IEQ CAPITAL, LLC trimmed3,903,686$70M6.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,394,770$43M3.7%2026-Q1
LSV ASSET MANAGEMENT trimmed2,313,279$42M3.6%2026-Q1
STATE STREET CORP trimmed2,296,489$41M3.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,275,668$41M3.6%2026-Q1
Huber Capital Management LLC trimmed1,702,605$31M2.7%2026-Q1
GOLDMAN SACHS GROUP INC added1,376,972$25M2.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,354,984$24M2.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,268,008$23M2.0%2026-Q1
Bragg Financial Advisors, Inc added1,122,938$20M1.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed1,107,983$20M1.7%2026-Q1
Bank of New York Mellon Corp trimmed855,176$15M1.3%2026-Q1
MORGAN STANLEY trimmed783,721$14M1.2%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added737,660$13M1.2%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC trimmed669,071$12M1.0%2026-Q1
NORTHERN TRUST CORP added602,160$11M0.9%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added596,702$11M0.9%2026-Q1
Invesco Ltd. trimmed451,000$8M0.7%2026-Q1
Pacer Advisors, Inc. added413,005$7M0.6%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added363,941$7M0.6%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added363,747$7M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new344,341$6M0.5%2026-Q1
AMERICAN CENTURY COMPANIES INC added342,949$6M0.5%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added303,918$5M0.5%2026-Q1
CSM Advisors, LLC added285,978$5M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed283,365$5M0.4%2026-Q1
Trexquant Investment LP added274,266$5M0.4%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC new273,370$5M0.4%2026-Q1
Advisors Asset Management, Inc. added263,823$5M0.4%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed258,815$5M0.4%2026-Q1
PANAGORA ASSET MANAGEMENT INC trimmed252,214$5M0.4%2026-Q1
Qube Research & Technologies Ltd trimmed245,468$4M0.4%2026-Q1
SEI INVESTMENTS CO added244,848$4M0.4%2026-Q1
Empowered Funds, LLC added240,726$4M0.4%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed231,337$4M0.4%2026-Q1
UBS Group AG added220,238$4M0.3%2026-Q1
FIRST TRUST ADVISORS LP added196,526$4M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added194,819$4M0.3%2026-Q1
Public Sector Pension Investment Board added186,415$3M0.3%2026-Q1
D. E. Shaw & Co., Inc. trimmed182,689$3M0.3%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC added179,690$3M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed179,399$3M0.3%2026-Q1
Point72 Asset Management, L.P. added173,582$3M0.3%2026-Q1
Russell Investments Group, Ltd. added170,403$3M0.3%2026-Q1
CITADEL ADVISORS LLC trimmed155,885$3M0.2%2026-Q1
Y-Intercept (Hong Kong) Ltd added150,195$3M0.2%2026-Q1
AMERIPRISE FINANCIAL INC added149,493$3M0.2%2026-Q1
RHUMBLINE ADVISERS added148,383$3M0.2%2026-Q1
Nuveen, LLC trimmed148,218$3M0.2%2026-Q1
Squarepoint Ops LLC added147,951$3M0.2%2026-Q1
Inspire Advisors, LLC added146,577$3M0.2%2026-Q1
Sepio Capital, LP trimmed144,609$3M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added127,526$2M0.2%2026-Q1
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added127,095$2M0.2%2026-Q1
Legal & General Group Plc trimmed126,813$2M0.2%2026-Q1
Lido Advisors, LLC trimmed124,581$2M0.2%2026-Q1
Allianz Asset Management GmbH added121,533$2M0.2%2026-Q1
Miller Value Partners, LLC added120,000$2M0.2%2026-Q1
Susquehanna Portfolio Strategies, LLC new118,502$2M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added115,297$2M0.2%2026-Q1
CLARK ESTATES INC/NY113,000$2M0.2%2026-Q1
Vanguard Global Advisers, LLC new109,422$2M0.2%2026-Q1
NORGES BANK trimmed77,900$2M0.2%2026-Q1
Swiss National Bank102,800$2M0.2%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added102,526$2M0.2%2026-Q1
Mitsubishi UFJ Trust & Banking Corp trimmed99,247$2M0.2%2026-Q1
Creative Planning added96,177$2M0.2%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed86,365$2M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed81,455$1M0.1%2026-Q1
Range Financial Group LLC added80,999$1M0.1%2026-Q1
BEACON FINANCIAL GROUP added75,991$1M0.1%2026-Q1
JPMORGAN CHASE & CO trimmed74,511$1M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added72,561$1M0.1%2026-Q1
Kendall Capital Management added70,705$1M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.72,428$1M0.1%2026-Q1
LPL Financial LLC added70,232$1M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed68,884$1M0.1%2026-Q1
State of Tennessee, Department of Treasury added68,563$1M0.1%2026-Q1
Cerity Partners LLC added67,013$1M0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added63,900$1M0.1%2026-Q1
Mork Capital Management, LLC62,610$1M0.1%2026-Q1
VANGUARD GROUP INC trimmed6,629,324$116M10.1%2025-Q4 stale
Azora Capital LP added755,429$19M1.6%2025-Q2 stale
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. new384,160$9M0.8%2025-Q1 stale
FULLER & THALER ASSET MANAGEMENT, INC. trimmed384,052$9M0.8%2025-Q3 stale
AXA S.A.165,161$4M0.4%2025-Q2 stale
Brandywine Global Investment Management, LLC trimmed149,476$4M0.3%2025-Q3 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC added127,985$3M0.3%2025-Q3 stale
Bridgewater Associates, LP added123,302$3M0.3%2025-Q3 stale
AXA Investment Managers S.A. new101,395$2M0.2%2025-Q3 stale
Cubist Systematic Strategies, LLC trimmed95,234$2M0.2%2025-Q3 stale
Verition Fund Management LLC added103,873$2M0.2%2025-Q4 stale
Western Standard LLC new100,000$2M0.2%2025-Q4 stale
TEACHER RETIREMENT SYSTEM OF TEXAS added70,907$2M0.1%2025-Q3 stale
NATIXIS ADVISORS, LLC added64,686$2M0.1%2025-Q1 stale
New Century Financial Group, LLC new46,951$1M0.1%2025-Q3 stale
JANE STREET GROUP, LLC trimmed62,872$1M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership