Запись по ценной бумаге · архивный квартал
UPBD
Upbound Group, Inc. · Technology · Software - Application
85Отслеживаемые держатели
-3Δ держателей
40.45MАкций в держании
$712.31MОтчётная стоимость
+0Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.4% ·
поток акций +2.5% ·
новые чистые позиции -3.5%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 29.11K | $456,731 | n/a | n/a |
| Q2 2026 | 88 | +4 | 40.35M | $856.86M | +8 | −5 |
| Q1 2026 | 88 | +3 | 36.96M | $667.16M | +10 | −7 |
| Q4 2025 | 85 | -3 | 40.45M | $712.31M | n/a | −3 |
| Q3 2025 | 18 | +1 | 27.74M | $656.42M | +2 | −2 |
| Q2 2025 | 15 | 0 | 25.86M | $649.90M | n/a | n/a |
| Q1 2025 | 12 | 0 | 5.82M | $139.49M | n/a | n/a |
| Q4 2024 | 12 | -2 | 5.87M | $171.97M | n/a | −2 |
| Q3 2024 | 13 | 0 | 3.58M | $114.68M | +1 | −1 |
| Q2 2024 | 13 | n/a | 2.73M | $83.70M | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 8.14M | +1.9% | $142.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (пассивный) | 7.13M | +3.4% | $125.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 5.20M | +5.5% | $91.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | State Street Global Advisors ✦ (пассивный) | 2.41M | +11.4% | $43.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 2.07M | n/a | $36.31M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 6 | Wellington Management ✦ | 1.32M | +4.8% | $23.10M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 7 | Geode Capital Management ✦ (пассивный) | 1.28M | -1.3% | $22.46M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | Charles Schwab Investment… | 1.24M | n/a | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 869.80K | n/a | $15.27M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 10 | Morgan Stanley ✦ | 808.38K | +5.2% | $14.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 11 | Goldman Sachs Group ✦ | 726.94K | +55.1% | $12.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Northern Trust Corp | 595.04K | n/a | $10.45M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 13 | Qube Research & Technologies Ltd | 550.65K | n/a | $9.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 548.63K | n/a | $9.63M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 15 | Nuveen, LLC | 514.65K | n/a | $9.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Balyasny Asset Management L.P. | 441.35K | n/a | $7.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | D. E. Shaw & Co. ✦ | 440.37K | +72.1% | $7.73M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | Millennium Management ✦ | 391.58K | +343.5% | $6.88M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Lido Advisors, LLC | 306.79K | n/a | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Victory Capital Management Inc | 362.61K | n/a | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 333.42K | +19.5% | $5.85M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 22 | Connor, Clark & Lunn Investment… | 301.91K | n/a | $5.30M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 296.71K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 295.08K | -33.0% | $5.18M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 25 | Universal- Beteiligungs- und… | 282.32K | n/a | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | American Century Companies Inc | 268.40K | n/a | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Principal Financial Group Inc | 248.72K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Bank Of America Corp /De/ | 176.06K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 29 | Russell Investments Group, Ltd. | 161.75K | n/a | $2.84M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 30 | Deutsche Bank Ag\ | 150.12K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Rhumbline Advisers | 145.96K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Legal & General Group Plc | 136.56K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | UBS AM, a distinct business unit of… | 126.30K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 34 | First Trust Advisors Lp | 124.93K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Barclays Plc | 121.55K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Mitsubishi UFJ Trust & Banking Corp | 119.20K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Squarepoint Ops LLC | 116.91K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Raymond James Financial Inc | 105.16K | n/a | $1.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Swiss National Bank | 102.80K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BNP Paribas Asset Management… | 102.26K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | JPMorgan Chase ✦ | 98.35K | -81.6% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 42 | Ameriprise Financial Inc | 93.35K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Marshall Wace ✦ | 86.35K | -51.8% | $1.52M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 44 | UBS Group AG | 77.00K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Alliancebernstein L.P. | 72.43K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Sei Investments Co | 70.17K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Wells Fargo & Company/Mn | 66.68K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Jane Street Group, Llc | 62.87K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Hotchkis & Wiley Capital Management… | 62.00K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | T. Rowe Price ✦ | 59.96K | +3.9% | $1.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 51 | Cerity Partners LLC | 58.55K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Creative Planning | 55.65K | n/a | $977,179 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Prudential Financial Inc | 52.83K | n/a | $927,730 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | California State Teachers… | 48.48K | n/a | $851,326 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | LPL Financial LLC | 46.34K | n/a | $813,755 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Hsbc Holdings Plc | 45.31K | n/a | $796,698 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | Franklin Resources Inc | 41.65K | n/a | $731,375 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 58 | Citigroup Inc | 31.05K | n/a | $545,150 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | Voya Investment Management Llc | 29.68K | n/a | $521,093 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Quantinno Capital Management LP | 25.89K | n/a | $454,549 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 24.35K | n/a | $427,533 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Janus Henderson Group Plc | 23.55K | n/a | $413,508 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Manufacturers Life Insurance… | 21.91K | n/a | $384,687 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | New York State Common Retirement… | 16.85K | n/a | $295,904 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | State Board Of Administration Of… | 15.74K | n/a | $276,342 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 15.61K | n/a | $274,147 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Cibc World Market Inc. | 13.95K | n/a | $244,892 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Tidal Investments LLC | 11.79K | n/a | $207,015 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Cwm, Llc | 11.73K | n/a | $206,000 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | ProShare Advisors LLC | 10.21K | n/a | $179,200 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Lazard Asset Management Llc | 10.04K | n/a | $176,267 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Royal Bank Of Canada | 8.44K | n/a | $148,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 73 | National Bank Of Canada /Fi/ | 7.05K | n/a | $123,727 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Osaic Holdings, Inc. | 6.23K | n/a | $109,332 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 75 | Simplex Trading, Llc | 4.71K | n/a | $82,795 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Canada Pension Plan Investment Board | 3.80K | n/a | $66,728 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 2.46K | n/a | $43,179 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 78 | Group One Trading Llc | 1.90K | n/a | $33,364 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Nomura Asset Management Co Ltd | 1.50K | n/a | $26,340 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Federated Hermes, Inc. | 979 | n/a | $17,191 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Us Bancorp \De\ | 302 | n/a | $5,303 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Fifth Third Bancorp | 276 | n/a | $4,847 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Rockefeller Capital Management L.P. | 133 | n/a | $2,337 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | Northwestern Mutual Wealth… | 52 | n/a | $913 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Jones Financial Companies Lllp | 32 | n/a | $562 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Bridgewater Associates | $2.91M | составлял 0.0% |
| Arrowstreet Capital | $368,982 | составлял 0.0% |
| Point72 Asset Management | $16,541 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 238 держатели, 55.98M акции, $956.40M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Aug 21
Blasquez Anthony J
Officer · 10.00K акц. · $188,500
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Oct 08
SC 13G: DIMENSIONAL FUND ADVISORS LP
Aug 06
SC 13G/A: FMR LLC
Jul 22
SC 13G/A: Allred Aaron R
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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