Security record · archived quarter
UPBD
Upbound Group, Inc. · Technology · Software - Application
18Tracked holders
+1Δ holders
27.74MShares held
$656.42MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow +0.5% ·
net new positions 0.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| 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 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 7.99M | -2.3% | $188.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passive) | 6.90M | +0.6% | $163.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 6.90M | +0.6% | $163.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 6.90M | +0.6% | $163.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 6.90M | +0.6% | $163.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 6.90M | +0.6% | $163.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 4.93M | +6.8% | $116.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 4.93M | +6.8% | $116.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 4.93M | +6.8% | $116.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passive) | 2.16M | +3.8% | $52.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passive) | 1.30M | -3.4% | $30.63M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passive) | 1.30M | -3.4% | $30.63M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 26 | Wellington Management ✦ | 1.26M | +60.3% | $29.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | Wellington Management ✦ | 1.26M | +60.3% | $29.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | Wellington Management ✦ | 1.26M | +60.3% | $29.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | Wellington Management ✦ | 1.26M | +60.3% | $29.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 30 | Wellington Management ✦ | 1.26M | +60.3% | $29.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | Wellington Management ✦ | 1.26M | +60.3% | $29.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 768.48K | — | $18.16M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 768.48K | — | $18.16M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 768.48K | — | $18.16M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 768.48K | — | $18.16M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 768.48K | — | $18.16M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 768.48K | — | $18.16M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 768.48K | — | $18.16M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 768.48K | — | $18.16M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 534.12K | — | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 534.12K | — | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 534.12K | — | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 534.12K | — | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 534.12K | — | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 534.12K | — | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 534.12K | — | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 534.12K | — | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 468.60K | — | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 468.60K | — | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 440.67K | +170.5% | $10.41M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 440.67K | +170.5% | $10.41M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 279.01K | +29.1% | $6.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 279.01K | +29.1% | $6.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 279.01K | +29.1% | $6.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 279.01K | +29.1% | $6.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 279.01K | +29.1% | $6.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 57 | D. E. Shaw & Co. ✦ | 255.84K | -33.1% | $6.05M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 58 | Marshall Wace ✦ | 179.02K | -73.9% | $4.23M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 59 | Marshall Wace ✦ | 179.02K | -73.9% | $4.23M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 60 | Marshall Wace ✦ | 179.02K | -73.9% | $4.23M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 61 | Bridgewater Associates ✦ | 123.30K | New | $2.91M | 0.0% | New | 1 | SEC ↗ |
| 62 | Millennium Management ✦ | 88.30K | -78.3% | $2.09M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | T. Rowe Price ✦ | 57.70K | +3.1% | $1.36M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 64 | Arrowstreet Capital ✦ | 15.62K | -75.4% | $368,982 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 65 | Point72 Asset Management ✦ | 700 | New | $16,541 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $2.91M | 0.0% |
| Point72 Asset Management | $16,541 | 0.0% |
Exited
| Norges Bank | $439,903 | was 0.0% |
| Renaissance Technologies | $225,900 | 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.
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: Q3 2025 ·
Methodology ·
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