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Security record · archived quarter

UPBD

Upbound Group, Inc. · Technology · Software - Application

19.44 +0.4% mkt cap $1.13B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
15Tracked holders
0Δ holders
25.86MShares held
$649.90MReported value
+0New positions
−0Exits
Stable Conviction score 43/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.5% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
2 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
3 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
4 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
5 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
6 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
7 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
9 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
11 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
12 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
13 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
14 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
15 BlackRock (passive) 8.18M $205.21M 0.0% n/c 1 SEC ↗
16 The Vanguard Group (passive) 6.86M $172.14M 0.0% n/c 1 SEC ↗
17 The Vanguard Group (passive) 6.86M $172.14M 0.0% n/c 1 SEC ↗
18 The Vanguard Group (passive) 6.86M $172.14M 0.0% n/c 1 SEC ↗
19 The Vanguard Group (passive) 6.86M $172.14M 0.0% n/c 1 SEC ↗
20 The Vanguard Group (passive) 6.86M $172.14M 0.0% n/c 1 SEC ↗
21 Fidelity (FMR) 4.62M $115.86M 0.0% n/c 1 SEC ↗
22 Fidelity (FMR) 4.62M $115.86M 0.0% n/c 1 SEC ↗
23 Fidelity (FMR) 4.62M $115.86M 0.0% n/c 1 SEC ↗
24 State Street Global Advisors (passive) 2.09M -3.7% $53.17M 0.0% ▼ Trim 3 SEC ↗
25 Geode Capital Management (passive) 1.34M +2.1% $33.67M 0.0% ▲ Add 5 SEC ↗
26 Geode Capital Management (passive) 1.34M +2.1% $33.67M 0.0% ▲ Add 5 SEC ↗
27 Wellington Management 783.32K +40.8% $19.66M 0.0% ▲ Add 5 SEC ↗
28 Wellington Management 783.32K +40.8% $19.66M 0.0% ▲ Add 5 SEC ↗
29 Wellington Management 783.32K +40.8% $19.66M 0.0% ▲ Add 5 SEC ↗
30 Wellington Management 783.32K +40.8% $19.66M 0.0% ▲ Add 5 SEC ↗
31 Wellington Management 783.32K +40.8% $19.66M 0.0% ▲ Add 5 SEC ↗
32 Wellington Management 783.32K +40.8% $19.66M 0.0% ▲ Add 5 SEC ↗
33 Marshall Wace 684.99K +4.6% $17.19M 0.0% ▲ Add 5 SEC ↗
34 Marshall Wace 684.99K +4.6% $17.19M 0.0% ▲ Add 5 SEC ↗
35 Marshall Wace 684.99K +4.6% $17.19M 0.0% ▲ Add 5 SEC ↗
36 Marshall Wace 684.99K +4.6% $17.19M 0.0% ▲ Add 5 SEC ↗
37 Millennium Management 407.11K +197.9% $10.22M 0.0% ▲ Add 5 SEC ↗
38 D. E. Shaw & Co. 382.69K -24.3% $9.61M 0.0% ▼ Trim 5 SEC ↗
39 AQR Capital Management 216.05K +347.5% $5.42M 0.0% ▲ Add 5 SEC ↗
40 AQR Capital Management 216.05K +347.5% $5.42M 0.0% ▲ Add 5 SEC ↗
41 AQR Capital Management 216.05K +347.5% $5.42M 0.0% ▲ Add 5 SEC ↗
42 AQR Capital Management 216.05K +347.5% $5.42M 0.0% ▲ Add 5 SEC ↗
43 Citadel Advisors 162.90K +27.9% $4.09M 0.0% ▲ Add 5 SEC ↗
44 Citadel Advisors 162.90K +27.9% $4.09M 0.0% ▲ Add 5 SEC ↗
45 Arrowstreet Capital 63.40K -48.4% $1.59M 0.0% ▼ Trim 5 SEC ↗
46 T. Rowe Price 55.95K +15.5% $1.41M 0.0% ▲ Add 5 SEC ↗
47 Norges Bank (passive) 17.53K -77.5% $439,903 0.0% ▼ Trim 5 SEC ↗
48 Renaissance Technologies 9.00K -86.1% $225,900 0.0% ▼ Trim 5 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API