UPBD
Upbound Group, Inc. · Technology · Software - Application
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 89 | +4 | 40.25M | $854.83M | +8 | −4 |
| Q1 2026 | 88 | +3 | 36.96M | $667.16M | +10 | −7 |
| Q4 2025 | 85 | -3 | 40.45M | $712.31M | — | −3 |
| Q3 2025 | 18 | +1 | 27.74M | $656.42M | +2 | −2 |
| Q2 2025 | 15 | 0 | 25.86M | $649.90M | — | — |
| Q1 2025 | 12 | 0 | 5.82M | $139.49M | — | — |
| Q4 2024 | 12 | -2 | 5.87M | $171.97M | — | −2 |
| Q3 2024 | 13 | 0 | 3.58M | $114.68M | +1 | −1 |
| Q2 2024 | 13 | — | 2.73M | $83.70M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.22M | +4.7% | $38.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.22M | +4.7% | $38.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Arrowstreet Capital ✦ | 846.08K | +134.6% | $27.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 405.57K | +2864.5% | $12.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 405.57K | +2864.5% | $12.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 405.57K | +2864.5% | $12.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 405.57K | +2864.5% | $12.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 319.83K | +138.8% | $10.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Millennium Management ✦ | 199.79K | +96.0% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 198.69K | +50.7% | $6.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 198.69K | +50.7% | $6.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Norges Bank ✦ (passive) | 142.18K | -34.7% | $4.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Marshall Wace ✦ | 80.89K | -79.6% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 80.89K | -79.6% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 64.05K | +0.8% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 64.05K | +0.8% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 38.83K | -42.7% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 30.37K | New | $971,631 | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 29.27K | -4.7% | $936,399 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 29.27K | -4.7% | $936,399 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Renaissance Technologies ✦ | 11.31K | -50.8% | $361,871 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $971,631 | 0.0% |
Exited
| Bridgewater Associates | $666,988 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 238 holders, 55.98M shares, $956.40M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.