Latest Period
Q1 2026
Security Snapshot
UPBOUND GROUP, INC. - Common Stock (UPBD) Institutional Ownership
CUSIP: 76009N100
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
235
Shares (Excl. Options)
55,963,730
Price
$18.05
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- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 55,963,730
- Total reported value
- $1,010,060,870
- Portfolio coverage rank
- 0%
- Share change
- +1,419,306
- Value change
- +$25,994,143
- Number of holders
- 235
- Security type / class
- Equity / Common Stock
- Symbol
- UPBD on Nasdaq
- Shares outstanding
- 58,124,613
- Reported price per share
- $17.96
- Price from insider filings
- $17.96
Latest holder snapshot
7 facts
Security identity
2 facts
Issuer context
3 facts
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- UPBD - UPBOUND GROUP, INC. - Common Stock is tracked under CUSIP 76009N100.
- 235 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 235 to 235 between Q4 2025 and Q1 2026.
- Reported value moved from $972,262,854 to $1,010,060,870.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 235 institutions filings for Q1 2026.
Security key
76009N100
Latest holder period
Q1 2026
13F holders
235
13D/G owners
5
CIK / CUSIP context first
Open Q1 2026 holders
UPBD full holder history
UPBOUND GROUP, INC. SEC filings
UPBOUND GROUP, INC. company facts
UPBOUND GROUP, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 76009N100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
UPBD
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | $161,530,460 | 7,860,363 | BlackRock, Inc. | 31 Mar 2025 | |||
| FMR LLC | 9% | $91,265,567 | 5,197,356 | FMR LLC | 31 Dec 2025 | |||
| IEQ CAPITAL, LLC | 7.9% | $119,645,469 | 4,540,625 | IEQ CAPITAL, LLC | 30 Jun 2025 | |||
| Allred Aaron R | 7.1% | -15% | $96,912,136 | -$11,055,012 | 4,101,233 | -10% | Allred Aaron R | 30 Sep 2025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7% | $73,230,619 | 4,057,098 | Vanguard Portfolio Management | 31 Mar 2026 |
As of 31 Mar 2026, 235 institutional investors reported holding 55,963,730 shares of UPBOUND GROUP, INC. - Common Stock (UPBD). This represents 96% of the company’s total 58,124,613 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
78%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | 8,208,065 | +0.87% | 0% | $148,155,567 |
| FMR LLC | 9.3% | 5,407,814 | +4% | 0.01% | $97,611,037 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.8% | 3,939,142 | 0% | 0% | $71,101,513 |
| IEQ CAPITAL, LLC | 6.7% | 3,903,686 | -4.8% | 0.33% | $70,461,532 |
| DIMENSIONAL FUND ADVISORS LP | 4.1% | 2,394,770 | +16% | 0.01% | $43,226,610 |
| LSV ASSET MANAGEMENT | 4% | 2,313,279 | -8% | 0.09% | $41,755,000 |
| STATE STREET CORP | 4% | 2,296,489 | -4.7% | 0% | $41,451,626 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.9% | 2,275,668 | 0% | 0% | $41,075,807 |
| Huber Capital Management LLC | 2.9% | 1,702,605 | -2.1% | 4.7% | $30,732,020 |
| GOLDMAN SACHS GROUP INC | 2.4% | 1,376,972 | +89% | 0% | $24,854,351 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 1,354,984 | +5.9% | 0% | $24,461,834 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.2% | 1,268,008 | +2.6% | 0% | $22,887,544 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.2% | 1,256,080 | -4.5% | 0% | $22,672,243 |
| Bragg Financial Advisors, Inc | 1.9% | 1,122,938 | +1.6% | 0.64% | $20,269,031 |
| Bank of New York Mellon Corp | 1.5% | 855,176 | -1.7% | 0% | $15,435,919 |
| MORGAN STANLEY | 1.3% | 783,721 | -3.1% | 0% | $14,146,170 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.3% | 737,660 | +1090% | 0.04% | $13,314,763 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.2% | 669,071 | -0.48% | 0.26% | $12,076,732 |
| NORTHERN TRUST CORP | 1% | 602,160 | +1.2% | 0% | $10,868,989 |
| Balyasny Asset Management L.P. | 1% | 596,702 | +35% | 0.02% | $10,770,471 |
| Invesco Ltd. | 0.91% | 531,825 | -3.1% | 0% | $9,599,442 |
| Pacer Advisors, Inc. | 0.71% | 413,005 | 0.02% | $7,454,740 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.63% | 363,941 | +4.6% | 0.13% | $6,569,135 |
| VICTORY CAPITAL MANAGEMENT INC | 0.63% | 363,747 | +0.31% | 0% | $6,565,633 |
| VANGUARD FIDUCIARY TRUST CO | 0.59% | 344,341 | 0% | 0% | $6,215,355 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 55,963,730 | $1,010,060,870 | +$25,994,143 | $18.05 | 235 |
| 2025 Q4 | 55,238,526 | $972,262,854 | +$20,014,148 | $17.56 | 235 |
| 2025 Q3 | 53,711,447 | $1,270,235,393 | +$16,855,240 | $23.63 | 259 |
| 2025 Q2 | 52,995,905 | $1,331,480,231 | +$121,988,407 | $25.10 | 254 |
| 2025 Q1 | 48,177,182 | $1,153,615,643 | +$35,966,956 | $23.96 | 240 |
| 2024 Q4 | 46,655,010 | $1,361,915,931 | +$30,083,482 | $29.17 | 239 |
| 2024 Q3 | 45,218,242 | $1,446,264,197 | -$167,986,812 | $31.99 | 245 |
| 2024 Q2 | 49,869,237 | $1,531,835,568 | +$108,355,655 | $30.70 | 246 |
| 2024 Q1 | 46,123,348 | $1,623,356,742 | +$55,955,618 | $35.21 | 240 |
| 2023 Q4 | 44,611,104 | $1,516,020,189 | -$21,832,321 | $33.97 | 233 |
| 2023 Q3 | 45,239,357 | $1,332,272,664 | -$109,132,929 | $29.45 | 213 |
| 2023 Q2 | 48,687,381 | $1,516,295,469 | +$38,932,065 | $31.13 | 213 |
| 2023 Q1 | 47,767,989 | $1,170,510,878 | -$30,669,611 | $24.51 | 199 |
| 2022 Q4 | 49,196,074 | $1,110,233,999 | +$47,103,899 | $22.55 | 201 |
| 2022 Q3 | 47,422,024 | $830,438,195 | -$42,786,344 | $17.51 | 197 |
| 2022 Q2 | 49,632,873 | $966,378,144 | -$43,935,681 | $19.45 | 205 |
| 2022 Q1 | 51,775,357 | $1,304,416,354 | +$60,571,038 | $25.19 | 214 |
| 2021 Q4 | 48,224,645 | $2,317,203,070 | -$158,897,614 | $48.04 | 242 |
| 2021 Q3 | 50,943,974 | $2,864,449,047 | -$61,555,363 | $56.21 | 268 |
| 2021 Q2 | 52,069,411 | $2,764,633,104 | +$100,339,785 | $53.07 | 280 |
| 2021 Q1 | 50,185,464 | $2,893,451,732 | -$2,698,110 | $57.66 | 267 |
| 2020 Q4 | 50,475,748 | $1,933,134,656 | -$46,082,457 | $38.29 | 242 |
| 2020 Q3 | 52,419,758 | $1,566,813,245 | -$43,928,542 | $29.89 | 241 |
| 2020 Q2 | 53,819,633 | $1,496,502,537 | +$18,641,444 | $27.82 | 203 |
| 2020 Q1 | 53,545,874 | $757,251,833 | -$102,659,839 | $14.14 | 196 |