UPBOUND GROUP INC UPBD
$19.89
-4.1% 52w: $15.09 – $25.22
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data15.0920.1625.22
Jun 20, 2025 Jul 2, 2026
Institutional holders
239
-1 QoQ
13F value
$1.01B
+3.8% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.5×
$3.1M calls / $2.1M puts
Institutional value by quarter
Number of holders
Who owns UPBD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 8.2M | $148.2M | 0.0% | +0.9% |
| FMR LLC | Long only active | 5.4M | $97.6M | 0.0% | +4.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 3.9M | $71.1M | 0.0% | — |
| IEQ CAPITAL, LLC | Diversified mechanical | 3.9M | $70.5M | 0.3% | -4.8% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.4M | $43.2M | 0.0% | +15.8% |
| LSV ASSET MANAGEMENT | Other | 2.3M | $41.8M | 0.1% | -8.0% |
| STATE STREET CORP | Index provider | 2.3M | $41.5M | 0.0% | -4.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.3M | $41.1M | 0.0% | — |
| Huber Capital Management LLC ★2 | Fundamental diversified | 1.7M | $30.7M | 4.7% | -2.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.4M | $24.9M | 0.0% | +89.4% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.4M | $24.5M | 0.0% | +5.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.3M | $22.9M | 0.0% | +2.6% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.3M | $22.7M | 0.0% | -4.5% |
| Bragg Financial Advisors, Inc | Other | 1.1M | $20.3M | 0.6% | +1.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 855.2K | $15.4M | 0.0% | -1.7% |
| MORGAN STANLEY | Bank broker | 783.7K | $14.1M | 0.0% | -3.1% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 737.7K | $13.3M | 0.0% | +1089.8% |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 669.1K | $12.1M | 0.3% | -0.5% |
| NORTHERN TRUST CORP | Index provider | 602.2K | $10.9M | 0.0% | +1.2% |
| Balyasny Asset Management L.P. | Multistrat pod | 596.7K | $10.8M | 0.0% | +35.2% |
| Invesco Ltd. | Index provider | 531.8K | $9.6M | 0.0% | -3.1% |
| Pacer Advisors, Inc. | Diversified mechanical | 413.0K | $7.5M | 0.0% | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 363.9K | $6.6M | 0.1% | +4.6% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 363.7K | $6.6M | 0.0% | +0.3% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 344.3K | $6.2M | 0.0% | — |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 342.9K | $6.2M | 0.0% | +27.8% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 303.9K | $5.5M | 0.0% | +22.2% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 287.3K | $5.2M | 0.0% | -13.8% |
| CSM Advisors, LLC | Other | 286.0K | $5.2M | 0.1% | +13.5% |
| Trexquant Investment LP | Diversified mechanical | 274.3K | $5.0M | 0.0% | +253.4% |
| PEREGRINE CAPITAL MANAGEMENT LLC | Other | 273.4K | $4.9M | 0.2% | New |
| Advisors Asset Management, Inc. | Diversified mechanical | 263.8K | $4.8M | 0.1% | +62.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Diversified mechanical | 258.8K | $4.7M | 0.0% | -8.3% |
| PANAGORA ASSET MANAGEMENT INC | Diversified mechanical | 252.2K | $4.6M | 0.0% | -23.3% |
| Qube Research & Technologies Ltd | Quant stat arb | 245.5K | $4.4M | 0.0% | -55.4% |
| SEI INVESTMENTS CO | Diversified mechanical | 244.8K | $4.4M | 0.0% | +249.0% |
| Empowered Funds, LLC | Diversified mechanical | 240.7K | $4.3M | 0.0% | +12.0% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 231.3K | $4.2M | 0.0% | -23.4% |
| UBS Group AG | Bank broker | 220.2K | $4.0M | 0.0% | +186.0% |
| FIRST TRUST ADVISORS LP | Index provider | 196.5K | $3.5M | 0.0% | +57.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 194.8K | $3.5M | 0.0% | +10.7% |
| Public Sector Pension Investment Board | Pension sovereign | 186.4K | $3.4M | 0.0% | +3.2% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 182.7K | $3.3M | 0.0% | -58.5% |
| INTECH INVESTMENT MANAGEMENT LLC | Diversified mechanical | 179.7K | $3.2M | 0.0% | +5.7% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 179.4K | $3.2M | 0.0% | -54.2% |
| Point72 Asset Management, L.P. | Multistrat pod | 173.6K | $3.1M | 0.0% | New |
| Russell Investments Group, Ltd. | Diversified mechanical | 170.4K | $3.1M | 0.0% | +5.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 155.9K | $2.8M | 0.0% | -47.2% |
| Y-Intercept (Hong Kong) Ltd | Diversified mechanical | 150.2K | $2.7M | 0.1% | +56.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 149.5K | $2.7M | 0.0% | +60.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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