Security record
UPBD
Upbound Group, Inc. · Technology · Software - Application
89Tracked holders
+4Δ holders
40.25MShares held
$854.83MReported value
+8New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +4.7% ·
share flow +9.1% ·
net new positions +4.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 9.15M | +11.5% | $194.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 3.31M | -38.7% | $70.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 3.31M | -38.7% | $70.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 3.31M | -38.7% | $70.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 2.74M | +14.6% | $58.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 2.74M | +14.6% | $58.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 2.74M | +14.6% | $58.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 2.74M | +14.6% | $58.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 2.74M | +14.6% | $58.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passive) | 2.47M | +7.5% | $53.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 2.41M | +74.9% | $51.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 2.41M | +74.9% | $51.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 2.41M | +74.9% | $51.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Vanguard Capital Management Llc | 2.33M | +2.3% | $49.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 1.47M | +8.3% | $31.16M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 1.47M | +8.3% | $31.16M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 30 | Charles Schwab Investment… | 1.16M | -8.9% | $24.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Wellington Management ✦ | 1.10M | -12.1% | $23.44M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 32 | Wellington Management ✦ | 1.10M | -12.1% | $23.44M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 33 | Wellington Management ✦ | 1.10M | -12.1% | $23.44M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 34 | Wellington Management ✦ | 1.10M | -12.1% | $23.44M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 35 | Wellington Management ✦ | 1.10M | -12.1% | $23.44M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.05M | +33.6% | $22.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.05M | +33.6% | $22.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.05M | +33.6% | $22.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.05M | +33.6% | $22.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.05M | +33.6% | $22.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.05M | +33.6% | $22.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.05M | +33.6% | $22.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 888.87K | +3.9% | $18.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 888.87K | +3.9% | $18.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 888.87K | +3.9% | $18.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 888.87K | +3.9% | $18.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 888.87K | +3.9% | $18.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 888.87K | +3.9% | $18.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | American Century Companies Inc | 853.18K | +148.8% | $18.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Hotchkis & Wiley Capital Management… | 831.81K | +12.8% | $17.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 720.15K | +150.7% | $15.28M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 720.15K | +150.7% | $15.28M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 720.15K | +150.7% | $15.28M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 720.15K | +150.7% | $15.28M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 720.15K | +150.7% | $15.28M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 720.15K | +150.7% | $15.28M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 57 | Millennium Management ✦ | 709.36K | +295.4% | $15.05M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 58 | Northern Trust Corp | 675.06K | +12.1% | $14.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Northern Trust Corp | 675.06K | +12.1% | $14.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Northern Trust Corp | 675.06K | +12.1% | $14.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Northern Trust Corp | 675.06K | +12.1% | $14.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Northern Trust Corp | 675.06K | +12.1% | $14.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Northern Trust Corp | 675.06K | +12.1% | $14.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Invesco Ltd. | 579.04K | +8.9% | $12.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Invesco Ltd. | 579.04K | +8.9% | $12.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Invesco Ltd. | 579.04K | +8.9% | $12.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Invesco Ltd. | 579.04K | +8.9% | $12.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Invesco Ltd. | 579.04K | +8.9% | $12.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Pacer Advisors, Inc. | 450.92K | +9.2% | $9.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Citadel Advisors ✦ | 437.06K | +180.4% | $9.27M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 71 | Marshall Wace ✦ | 410.71K | +687.8% | $8.72M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 72 | Marshall Wace ✦ | 410.71K | +687.8% | $8.72M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 73 | Marshall Wace ✦ | 410.71K | +687.8% | $8.72M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 74 | Victory Capital Management Inc | 394.38K | +8.4% | $8.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Principal Financial Group Inc | 308.00K | +1.3% | $6.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Principal Financial Group Inc | 308.00K | +1.3% | $6.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Bank Of America Corp /De/ | 294.59K | +51.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Bank Of America Corp /De/ | 294.59K | +51.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Qube Research & Technologies Ltd | 286.62K | +16.8% | $6.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Creative Planning | 271.00K | +181.8% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Creative Planning | 271.00K | +181.8% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Universal- Beteiligungs- und… | 262.83K | +1.6% | $5.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Balyasny Asset Management L.P. | 234.92K | -60.6% | $4.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | First Trust Advisors Lp | 221.26K | +12.6% | $4.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Russell Investments Group, Ltd. | 192.16K | +12.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Russell Investments Group, Ltd. | 192.16K | +12.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 192.16K | +12.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 192.16K | +12.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Russell Investments Group, Ltd. | 192.16K | +12.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Russell Investments Group, Ltd. | 192.16K | +12.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Sei Investments Co | 188.88K | -22.9% | $4.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Sei Investments Co | 188.88K | -22.9% | $4.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Arrowstreet Capital ✦ | 182.31K | New | $3.87M | 0.0% | New | 1 | SEC ↗ |
| 94 | Connor, Clark & Lunn Investment… | 182.29K | -21.2% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | UBS Group AG | 179.37K | -18.6% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | UBS Group AG | 179.37K | -18.6% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | UBS Group AG | 179.37K | -18.6% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Allianz Asset Management GmbH | 170.11K | +40.0% | $3.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Nuveen, LLC | 168.34K | +13.6% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Nuveen, LLC | 168.34K | +13.6% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $3.87M | 0.0% |
Exited
| Man Group plc | $568,016 | was 0.0% |
| State Of Wisconsin Investment… | $284,089 | was 0.0% |
| Simplex Trading, Llc | $119,292 | was 0.0% |
| Federated Hermes, Inc. | $4,458 | 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: Q2 2026 ·
Methodology ·
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