Security record · archived quarter
UPBD
Upbound Group, Inc. · Technology · Software - Application
85Tracked holders
-3Δ holders
40.45MShares held
$712.31MReported value
+0New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow +2.5% ·
net new positions -3.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 7.13M | +3.4% | $125.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 7.13M | +3.4% | $125.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 7.13M | +3.4% | $125.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 7.13M | +3.4% | $125.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 7.13M | +3.4% | $125.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 5.20M | +5.5% | $91.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 5.20M | +5.5% | $91.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 5.20M | +5.5% | $91.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passive) | 2.41M | +11.4% | $43.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 2.07M | — | $36.31M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 2.07M | — | $36.31M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 2.07M | — | $36.31M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 2.07M | — | $36.31M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 2.07M | — | $36.31M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wellington Management ✦ | 1.32M | +4.8% | $23.10M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 31 | Wellington Management ✦ | 1.32M | +4.8% | $23.10M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 32 | Wellington Management ✦ | 1.32M | +4.8% | $23.10M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Wellington Management ✦ | 1.32M | +4.8% | $23.10M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 34 | Wellington Management ✦ | 1.32M | +4.8% | $23.10M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 35 | Wellington Management ✦ | 1.32M | +4.8% | $23.10M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passive) | 1.28M | -1.3% | $22.46M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 37 | Geode Capital Management ✦ (passive) | 1.28M | -1.3% | $22.46M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 38 | Charles Schwab Investment… | 1.24M | — | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 869.80K | — | $15.27M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 869.80K | — | $15.27M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 869.80K | — | $15.27M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 869.80K | — | $15.27M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 869.80K | — | $15.27M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 869.80K | — | $15.27M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 869.80K | — | $15.27M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 808.38K | +5.2% | $14.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 808.38K | +5.2% | $14.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 808.38K | +5.2% | $14.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 808.38K | +5.2% | $14.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 808.38K | +5.2% | $14.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 808.38K | +5.2% | $14.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 808.38K | +5.2% | $14.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 808.38K | +5.2% | $14.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Goldman Sachs Group ✦ | 726.94K | +55.1% | $12.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 726.94K | +55.1% | $12.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Northern Trust Corp | 595.04K | — | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Northern Trust Corp | 595.04K | — | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Northern Trust Corp | 595.04K | — | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Northern Trust Corp | 595.04K | — | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Northern Trust Corp | 595.04K | — | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Northern Trust Corp | 595.04K | — | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Northern Trust Corp | 595.04K | — | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Qube Research & Technologies Ltd | 550.65K | — | $9.67M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Invesco Ltd. | 548.63K | — | $9.63M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Invesco Ltd. | 548.63K | — | $9.63M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Invesco Ltd. | 548.63K | — | $9.63M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Invesco Ltd. | 548.63K | — | $9.63M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Invesco Ltd. | 548.63K | — | $9.63M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Nuveen, LLC | 514.65K | — | $9.04M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Nuveen, LLC | 514.65K | — | $9.04M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Nuveen, LLC | 514.65K | — | $9.04M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Balyasny Asset Management L.P. | 441.35K | — | $7.75M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Balyasny Asset Management L.P. | 441.35K | — | $7.75M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | D. E. Shaw & Co. ✦ | 440.37K | +72.1% | $7.73M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 75 | Millennium Management ✦ | 391.58K | +343.5% | $6.88M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 76 | Lido Advisors, LLC | 306.79K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Victory Capital Management Inc | 362.61K | — | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | AQR Capital Management ✦ | 333.42K | +19.5% | $5.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 79 | AQR Capital Management ✦ | 333.42K | +19.5% | $5.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 80 | AQR Capital Management ✦ | 333.42K | +19.5% | $5.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 81 | AQR Capital Management ✦ | 333.42K | +19.5% | $5.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 82 | AQR Capital Management ✦ | 333.42K | +19.5% | $5.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 83 | AQR Capital Management ✦ | 333.42K | +19.5% | $5.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 84 | Connor, Clark & Lunn Investment… | 301.91K | — | $5.30M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Bnp Paribas Financial Markets | 296.71K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Citadel Advisors ✦ | 295.08K | -33.0% | $5.18M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 87 | Citadel Advisors ✦ | 295.08K | -33.0% | $5.18M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 88 | Universal- Beteiligungs- und… | 282.32K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | American Century Companies Inc | 268.40K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Principal Financial Group Inc | 248.72K | — | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Principal Financial Group Inc | 248.72K | — | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank Of America Corp /De/ | 176.06K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank Of America Corp /De/ | 176.06K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank Of America Corp /De/ | 176.06K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Of America Corp /De/ | 176.06K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank Of America Corp /De/ | 176.06K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Russell Investments Group, Ltd. | 161.75K | — | $2.84M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Russell Investments Group, Ltd. | 161.75K | — | $2.84M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Russell Investments Group, Ltd. | 161.75K | — | $2.84M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Russell Investments Group, Ltd. | 161.75K | — | $2.84M | 0.0% | n/c | 1 | 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
| Bridgewater Associates | $2.91M | was 0.0% |
| Arrowstreet Capital | $368,982 | was 0.0% |
| Point72 Asset Management | $16,541 | 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: Q4 2025 ·
Methodology ·
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