Security record · archived quarter
UPBD
Upbound Group, Inc. · Technology · Software - Application
88Tracked holders
+3Δ holders
36.96MShares held
$667.16MReported value
+10New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +3.5% ·
share flow +3.9% ·
net new positions +3.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 2 | Fidelity (FMR) ✦ | 5.41M | +4.0% | $97.61M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Dimensional Fund Advisors Lp | 2.39M | +15.8% | $43.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (passive) | 2.30M | -4.7% | $41.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 2.28M | n/a | $41.08M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 1.38M | +89.4% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Geode Capital Management ✦ (passive) | 1.35M | +5.9% | $24.46M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Charles Schwab Investment… | 1.27M | +2.6% | $22.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 1.26M | -4.5% | $22.67M | 0.0% | ▼ Trim | 8 | SEC ↗ ×6 |
| 10 | Bank of New York Mellon Corp | 855.18K | -1.7% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 11 | Morgan Stanley ✦ | 783.72K | -3.0% | $14.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 12 | Hotchkis & Wiley Capital Management… | 737.66K | +1089.8% | $13.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northern Trust Corp | 602.16K | +1.2% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 14 | Balyasny Asset Management L.P. | 596.70K | +35.2% | $10.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Invesco Ltd. | 531.83K | -3.1% | $9.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 16 | Pacer Advisors, Inc. | 413.00K | New | $7.46M | 0.0% | New | 1 | SEC ↗ |
| 17 | Victory Capital Management Inc | 363.75K | +0.3% | $6.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | American Century Companies Inc | 342.95K | +27.8% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Principal Financial Group Inc | 303.92K | +22.2% | $5.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | AQR Capital Management ✦ | 287.31K | -13.8% | $5.19M | 0.0% | ▼ Trim | 8 | SEC ↗ ×6 |
| 21 | Universal- Beteiligungs- und… | 258.81K | -8.3% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 245.47K | -55.4% | $4.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Sei Investments Co | 244.85K | +249.0% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Connor, Clark & Lunn Investment… | 231.34K | -23.4% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 220.24K | +186.0% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | First Trust Advisors Lp | 196.53K | +57.3% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 194.82K | +10.7% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | D. E. Shaw & Co. ✦ | 182.69K | -58.5% | $3.30M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Millennium Management ✦ | 179.40K | -54.2% | $3.24M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 30 | Point72 Asset Management ✦ | 173.58K | New | $3.13M | 0.0% | New | 1 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 170.40K | +5.3% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 32 | Citadel Advisors ✦ | 155.88K | -47.2% | $2.81M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 149.49K | +60.1% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Rhumbline Advisers | 148.38K | +1.7% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Nuveen, LLC | 148.22K | -71.2% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Squarepoint Ops LLC | 147.95K | +26.6% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 127.53K | +1.0% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 38 | Legal & General Group Plc | 126.81K | -7.1% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Lido Advisors, LLC | 124.58K | -59.4% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Allianz Asset Management GmbH | 121.53K | New | $2.19M | 0.0% | New | 1 | SEC ↗ |
| 41 | Raymond James Financial Inc | 115.30K | +9.6% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Swiss National Bank | 102.80K | 0.0% | $1.86M | 0.0% | Held | 2 | SEC ↗ |
| 43 | BNP Paribas Asset Management… | 102.53K | +0.3% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Mitsubishi UFJ Trust & Banking Corp | 99.25K | -16.7% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Creative Planning | 96.18K | +72.8% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 81.45K | -72.5% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 74.51K | -24.2% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 48 | T. Rowe Price ✦ | 72.56K | +21.0% | $1.31M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 49 | Alliancebernstein L.P. | 72.43K | 0.0% | $1.27M | 0.0% | Held | 2 | SEC ↗ |
| 50 | LPL Financial LLC | 70.23K | +51.5% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Cerity Partners LLC | 67.01K | +14.4% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Renaissance Technologies ✦ | 63.90K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 53 | Prudential Financial Inc | 54.48K | +3.1% | $983,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Marshall Wace ✦ | 52.13K | -39.6% | $940,964 | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 55 | Barclays Plc | 49.68K | -59.1% | $896,742 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Deutsche Bank Ag\ | 48.34K | -67.8% | $872,609 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | California State Teachers… | 48.09K | -0.8% | $868,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 47.46K | +83.4% | $856,717 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Citigroup Inc | 41.67K | +34.2% | $752,071 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 60 | Man Group plc | 31.47K | New | $568,016 | 0.0% | New | 1 | SEC ↗ ×2 |
| 61 | Wells Fargo & Company/Mn | 30.12K | -54.8% | $543,668 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 62 | Susquehanna International Group, Llp | 29.91K | New | $539,966 | 0.0% | New | 1 | SEC ↗ |
| 63 | Franklin Resources Inc | 29.34K | -29.6% | $529,659 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 64 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 24.62K | +1.1% | $444,355 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Janus Henderson Group Plc | 23.55K | 0.0% | $425,050 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Manufacturers Life Insurance… | 20.71K | -5.5% | $373,888 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | New York State Common Retirement… | 16.85K | 0.0% | $304,161 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Hsbc Holdings Plc | 16.76K | -63.0% | $297,554 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | State Of Wisconsin Investment Board | 15.74K | New | $284,089 | 0.0% | New | 1 | SEC ↗ |
| 70 | State Board Of Administration Of… | 15.74K | 0.0% | $284,053 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 15.61K | 0.0% | $281,797 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Royal Bank Of Canada | 14.60K | +73.1% | $263,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 73 | Amundi | 14.55K | New | $262,700 | 0.0% | New | 1 | SEC ↗ ×2 |
| 74 | Cibc World Market Inc. | 13.95K | 0.0% | $251,725 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Two Sigma Investments ✦ | 13.50K | New | $243,675 | 0.0% | New | 1 | SEC ↗ |
| 76 | Fifth Third Bancorp | 12.30K | +4357.6% | $222,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Wealth Enhancement Advisory… | 12.39K | New | $217,218 | 0.0% | New | 1 | SEC ↗ |
| 78 | Tidal Investments LLC | 12.01K | +1.9% | $216,835 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Cwm, Llc | 10.40K | -11.3% | $187,651 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | National Bank Of Canada /Fi/ | 8.60K | +22.0% | $155,162 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Simplex Trading, Llc | 6.61K | +40.2% | $119,292 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 3.69K | +49.9% | $66,514 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 83 | Osaic Holdings, Inc. | 2.90K | -53.4% | $52,358 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 84 | Nomura Asset Management Co Ltd | 1.50K | 0.0% | $27,075 | 0.0% | Held | 2 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 569 | +327.8% | $10,279 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 86 | Us Bancorp \De\ | 384 | +27.1% | $6,931 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Federated Hermes, Inc. | 247 | -74.8% | $4,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Jones Financial Companies Lllp | 132 | +312.5% | $2,387 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Pacer Advisors, Inc. | $7.46M | 0.0% |
| Point72 Asset Management | $3.13M | 0.0% |
| Allianz Asset Management GmbH | $2.19M | 0.0% |
| Renaissance Technologies | $1.15M | 0.0% |
| Man Group plc | $568,016 | 0.0% |
| Susquehanna International… | $539,966 | 0.0% |
| State Of Wisconsin Investment… | $284,089 | 0.0% |
| Amundi | $262,700 | 0.0% |
| Two Sigma Investments | $243,675 | 0.0% |
| Wealth Enhancement Advisory… | $217,218 | 0.0% |
Exited
| Jane Street Group, Llc | $1.10M | was 0.0% |
| Voya Investment Management Llc | $521,093 | was 0.0% |
| ProShare Advisors LLC | $179,200 | was 0.0% |
| Lazard Asset Management Llc | $176,267 | was 0.0% |
| Canada Pension Plan… | $66,728 | was 0.0% |
| Group One Trading Llc | $33,364 | was 0.0% |
| Northwestern Mutual Wealth… | $913 | 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 21
Blasquez Anthony J
Officer · 10.00K sh · $188,500
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Oct 08
SC 13G: DIMENSIONAL FUND ADVISORS LP
Aug 06
SC 13G/A: FMR LLC
Jul 22
SC 13G/A: Allred Aaron R
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: Q1 2026 ·
Methodology ·
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