Запись по ценной бумаге · архивный квартал
UPBD
Upbound Group, Inc. · Technology · Software - Application
88Отслеживаемые держатели
+3Δ держателей
36.96MАкций в держании
$667.16MОтчётная стоимость
+10Новые позиции
−7Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +3.5% ·
поток акций +3.9% ·
новые чистые позиции +3.4%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 8.21M | +0.9% | $148.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 5.41M | +4.0% | $97.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 5.41M | +4.0% | $97.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 5.41M | +4.0% | $97.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 2.39M | +15.8% | $43.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 2.39M | +15.8% | $43.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 2.39M | +15.8% | $43.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 2.39M | +15.8% | $43.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 2.39M | +15.8% | $43.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (пассивный) | 2.30M | -4.7% | $41.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 24 | Vanguard Capital Management Llc | 2.28M | — | $41.08M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 1.38M | +89.4% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 1.38M | +89.4% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 1.38M | +89.4% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Geode Capital Management ✦ (пассивный) | 1.35M | +5.9% | $24.46M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Geode Capital Management ✦ (пассивный) | 1.35M | +5.9% | $24.46M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 30 | Charles Schwab Investment… | 1.27M | +2.6% | $22.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wellington Management ✦ | 1.26M | -4.5% | $22.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 32 | Wellington Management ✦ | 1.26M | -4.5% | $22.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 33 | Wellington Management ✦ | 1.26M | -4.5% | $22.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 34 | Wellington Management ✦ | 1.26M | -4.5% | $22.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 35 | Wellington Management ✦ | 1.26M | -4.5% | $22.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 36 | Wellington Management ✦ | 1.26M | -4.5% | $22.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 855.18K | -1.7% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 855.18K | -1.7% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 855.18K | -1.7% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 855.18K | -1.7% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 855.18K | -1.7% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 855.18K | -1.7% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 783.72K | -3.0% | $14.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 783.72K | -3.0% | $14.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 783.72K | -3.0% | $14.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 783.72K | -3.0% | $14.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 783.72K | -3.0% | $14.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 783.72K | -3.0% | $14.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 783.72K | -3.0% | $14.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 783.72K | -3.0% | $14.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Hotchkis & Wiley Capital Management… | 737.66K | +1089.8% | $13.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Northern Trust Corp | 602.16K | +1.2% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Northern Trust Corp | 602.16K | +1.2% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Northern Trust Corp | 602.16K | +1.2% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 602.16K | +1.2% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Northern Trust Corp | 602.16K | +1.2% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Northern Trust Corp | 602.16K | +1.2% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Balyasny Asset Management L.P. | 596.70K | +35.2% | $10.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Invesco Ltd. | 531.83K | -3.1% | $9.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Invesco Ltd. | 531.83K | -3.1% | $9.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Invesco Ltd. | 531.83K | -3.1% | $9.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Invesco Ltd. | 531.83K | -3.1% | $9.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Invesco Ltd. | 531.83K | -3.1% | $9.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Pacer Advisors, Inc. | 413.00K | Новый | $7.46M | 0.0% | New | 1 | SEC ↗ |
| 65 | Victory Capital Management Inc | 363.75K | +0.3% | $6.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | American Century Companies Inc | 342.95K | +27.8% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Principal Financial Group Inc | 303.92K | +22.2% | $5.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Principal Financial Group Inc | 303.92K | +22.2% | $5.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 287.31K | -13.8% | $5.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 287.31K | -13.8% | $5.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 287.31K | -13.8% | $5.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 287.31K | -13.8% | $5.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 287.31K | -13.8% | $5.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 287.31K | -13.8% | $5.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 75 | Universal- Beteiligungs- und… | 258.81K | -8.3% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Qube Research & Technologies Ltd | 245.47K | -55.4% | $4.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Sei Investments Co | 244.85K | +249.0% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Sei Investments Co | 244.85K | +249.0% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Connor, Clark & Lunn Investment… | 231.34K | -23.4% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | UBS Group AG | 220.24K | +186.0% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | UBS Group AG | 220.24K | +186.0% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | UBS Group AG | 220.24K | +186.0% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | UBS Group AG | 220.24K | +186.0% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | First Trust Advisors Lp | 196.53K | +57.3% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Bank Of America Corp /De/ | 194.82K | +10.7% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Bank Of America Corp /De/ | 194.82K | +10.7% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | D. E. Shaw & Co. ✦ | 182.69K | -58.5% | $3.30M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 88 | Millennium Management ✦ | 179.40K | -54.2% | $3.24M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 89 | Point72 Asset Management ✦ | 173.58K | Новый | $3.13M | 0.0% | New | 1 | SEC ↗ |
| 90 | Russell Investments Group, Ltd. | 170.40K | +5.3% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Russell Investments Group, Ltd. | 170.40K | +5.3% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Russell Investments Group, Ltd. | 170.40K | +5.3% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Russell Investments Group, Ltd. | 170.40K | +5.3% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Russell Investments Group, Ltd. | 170.40K | +5.3% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Russell Investments Group, Ltd. | 170.40K | +5.3% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Citadel Advisors ✦ | 155.88K | -47.2% | $2.81M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 97 | Ameriprise Financial Inc | 149.49K | +60.1% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Ameriprise Financial Inc | 149.49K | +60.1% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Rhumbline Advisers | 148.38K | +1.7% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Nuveen, LLC | 148.22K | -71.2% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Pacer Advisors, Inc. | $7.46M | 0.0% |
| Point72 Asset Management | $3.13M | 0.0% |
Закрыто
| Jane Street Group, Llc | $1.10M | составлял 0.0% |
| Voya Investment Management Llc | $521,093 | составлял 0.0% |
| ProShare Advisors LLC | $179,200 | составлял 0.0% |
| Lazard Asset Management Llc | $176,267 | составлял 0.0% |
| Canada Pension Plan… | $66,728 | составлял 0.0% |
| Group One Trading Llc | $33,364 | составлял 0.0% |
| Northwestern Mutual Wealth… | $913 | 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 держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
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: Q1 2026 ·
Методология ·
Получить через API