- Type / Class
- Equity / Common Stock
- Shares outstanding
- 57,748,397
- Total 13F shares
- 68,343,626
- Share change
- +6,733,796
- Total reported value
- $758,631,410
- Put/Call ratio
- 289%
- Price per share
- $11.10
- Number of holders
- 189
- Value change
- +$74,084,693
- Number of buys
- 78
- Number of sells
- 93
Quarterly Holders Quick Answers
What is CUSIP 76009N100?
CUSIP 76009N100 identifies UPBD - UPBOUND GROUP, INC. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 76009N100:
Top shareholders of UPBD - UPBOUND GROUP, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Engaged Capital LLC |
13F
|
Company |
16%
|
8,983,609
|
$103,132,000 | — | 30 Sep 2017 | |
| BlackRock Finance, Inc. |
13F
|
Company |
11%
|
6,324,474
|
$72,607,000 | — | 30 Sep 2017 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.4%
|
4,301,358
|
$49,379,000 | — | 30 Sep 2017 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
5.6%
|
3,215,402
|
$36,913,000 | — | 30 Sep 2017 | |
| Arlington Value Capital, LLC |
13F
|
Company |
5.3%
|
3,070,319
|
$35,247,000 | — | 30 Sep 2017 | |
| NOMURA HOLDINGS INC |
13F
|
Company |
3.3%
|
1,924,488
|
$22,097,000 | — | 30 Sep 2017 | |
| BRANDES INVESTMENT PARTNERS, LP |
13F
|
Company |
3.1%
|
1,818,996
|
$20,882,000 | — | 30 Sep 2017 | |
| STATE STREET CORP |
13F
|
Company |
2.9%
|
1,700,144
|
$19,517,000 | — | 30 Sep 2017 | |
| Archer Capital Management, L.P. |
13F
|
Company |
2.9%
|
1,675,828
|
$19,239,000 | — | 30 Sep 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
2.7%
|
1,577,669
|
$18,112,000 | — | 30 Sep 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.5%
|
1,418,648
|
$16,357,000 | — | 30 Sep 2017 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
1.8%
|
1,052,062
|
$12,078,000 | — | 30 Sep 2017 | |
| NORGES BANK |
13F
|
Company |
1.8%
|
1,021,634
|
$11,728,000 | — | 30 Sep 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.7%
|
999,557
|
$11,475,000 | — | 30 Sep 2017 | |
| Hill Path Capital LP |
13F
|
Company |
1.6%
|
951,485
|
$10,923,000 | — | 30 Sep 2017 | |
| Hudson Bay Capital Management LP |
13F
|
Company |
1.5%
|
888,751
|
$10,203,000 | — | 30 Sep 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.4%
|
824,964
|
$9,471,000 | — | 30 Sep 2017 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
1.3%
|
777,976
|
$8,927,000 | — | 30 Sep 2017 | |
| Marcato Capital Management LP |
13F
|
Company |
1.3%
|
730,840
|
$8,390,000 | — | 30 Sep 2017 | |
| Elm Ridge Management, LLC |
13F
|
Company |
1.2%
|
679,608
|
$7,802,000 | — | 30 Sep 2017 | |
| Invesco Ltd. |
13F
|
Company |
1.1%
|
657,595
|
$7,550,000 | — | 30 Sep 2017 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.1%
|
653,770
|
$7,505,000 | — | 30 Sep 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1%
|
587,131
|
$6,741,000 | — | 30 Sep 2017 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.97%
|
557,300
|
$6,398,000 | — | 30 Sep 2017 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.95%
|
548,865
|
$6,301,000 | — | 30 Sep 2017 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.94%
|
543,612
|
$6,240,000 | — | 30 Sep 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.88%
|
507,473
|
$5,826,000 | — | 30 Sep 2017 | |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.87%
|
504,850
|
$5,795,000 | — | 30 Sep 2017 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.85%
|
492,380
|
$5,653,000 | — | 30 Sep 2017 | |
| AQR Arbitrage LLC |
13F
|
Company |
0.8%
|
460,357
|
$5,285,000 | — | 30 Sep 2017 | |
| WATER ISLAND CAPITAL LLC |
13F
|
Company |
0.78%
|
450,000
|
$5,166,000 | — | 30 Sep 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.77%
|
446,584
|
$5,126,000 | — | 30 Sep 2017 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.72%
|
417,518
|
$4,793,000 | — | 30 Sep 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.7%
|
401,970
|
$4,615,000 | — | 30 Sep 2017 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.69%
|
397,322
|
$4,561,000 | — | 30 Sep 2017 | |
| MORGAN STANLEY |
13F
|
Company |
0.68%
|
392,713
|
$4,509,000 | — | 30 Sep 2017 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.65%
|
373,399
|
$4,287,000 | — | 30 Sep 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.65%
|
373,349
|
$4,286,000 | — | 30 Sep 2017 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.63%
|
364,689
|
$4,186,000 | — | 30 Sep 2017 | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
13F
|
Company |
0.62%
|
356,676
|
$4,095,000 | — | 30 Sep 2017 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
0.58%
|
332,903
|
$3,822,000 | — | 30 Sep 2017 | |
| Spark Investment Management LLC |
13F
|
Company |
0.57%
|
327,900
|
$3,764,000 | — | 30 Sep 2017 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.56%
|
323,030
|
$3,708,000 | — | 30 Sep 2017 | |
| AXA S.A. |
13F
|
Company |
0.42%
|
242,400
|
$2,783,000 | — | 30 Sep 2017 | |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC |
13F
|
Company |
0.42%
|
239,911
|
$2,754,000 | — | 30 Sep 2017 | |
| GRATIA CAPITAL, LLC |
13F
|
Company |
0.4%
|
230,189
|
$2,643,000 | — | 30 Sep 2017 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.4%
|
229,187
|
$2,631,000 | — | 30 Sep 2017 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.37%
|
212,396
|
$2,438,000 | — | 30 Sep 2017 | |
| Legal & General Group Plc |
13F
|
Company |
0.34%
|
199,125
|
$2,288,000 | — | 30 Sep 2017 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.34%
|
197,783
|
$2,271,000 | — | 30 Sep 2017 |
Institutional Holders of UPBOUND GROUP, INC. - Common Stock (UPBD) as of Q4 2017
As of 31 Dec 2017,
UPBOUND GROUP, INC. - Common Stock (UPBD) was held by
189 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
68,343,626 shares.
The largest 10 holders included
Engaged Capital LLC, BlackRock Inc., Vanguard Group Inc, Arlington Value Capital, LLC, FRONTIER CAPITAL MANAGEMENT CO LLC, STATE STREET CORP, BRANDES INVESTMENT PARTNERS, LP, NOMURA HOLDINGS INC, Philadelphia Financial Management of San Francisco, LLC, and Archer Capital Management, L.P..
This page lists
189
institutional shareholders reporting positions in this security
for the Q4 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2017 vs Q3 2017 Across Filers
Q3 2017 holders
183
Q4 2017 holders
189
Holder diff
6
| Investor | Q3 2017 Shares | Q4 2017 Shares | Share Diff | Share Chg % | Q3 2017 Value $ | Q4 2017 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.