UPBOUND GROUP, INC. - Common Stock (UPBD)

CUSIP: 76009N100

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / Common Stock
Shares outstanding
57,748,397
Total 13F shares
48,687,381
Share change
+1,081,966
Total reported value
$1,516,295,469
Put/Call ratio
8.3%
Price per share
$31.13
Number of holders
213
Value change
+$38,932,065
Number of buys
111
Number of sells
104

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.

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
FMR LLC
13F
Company
14%
8,359,312
$204,886,737 31 Mar 2023
13F
BlackRock Finance, Inc.
13F
Company
14%
7,862,952
$192,720,947 31 Mar 2023
13F
Allred Aaron R.
3/4/5
EVP, Acima
class O/S missing
5,165,973
$170,167,150 28 Mar 2022
VANGUARD GROUP INC
13F
Company
9.7%
5,596,898
$137,179,970 31 Mar 2023
13F
Engaged Capital LLC
13F
Company
6.7%
3,857,916
$94,557,521 31 Mar 2023
13F
STATE STREET CORP
13F
Company
3.9%
2,246,018
$55,049,901 31 Mar 2023
13F
IEQ CAPITAL, LLC
13F
Company
3.4%
1,982,688
$48,595,683 31 Mar 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
3.1%
1,802,934
$44,186,176 31 Mar 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.7%
989,409
$24,250,423 31 Mar 2023
13F
LSV ASSET MANAGEMENT
13F
Company
1.6%
927,200
$22,726,000 31 Mar 2023
13F
Bank of New York Mellon Corp
13F
Company
1.6%
909,404
$22,289,481 31 Mar 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.4%
802,233
$19,662,731 31 Mar 2023
13F
NORTHERN TRUST CORP
13F
Company
0.98%
563,490
$13,811,139 31 Mar 2023
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.92%
532,278
$13,046,134 31 Mar 2023
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
0.89%
515,360
$12,631,480 31 Mar 2023
13F
Huber Capital Management LLC
13F
Company
0.88%
510,207
$12,505,174 31 Mar 2023
13F
Invesco Ltd.
13F
Company
0.82%
471,734
$11,562,201 31 Mar 2023
13F
NORGES BANK
13F
Company
0.78%
452,415
$11,088,692 31 Mar 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.77%
444,965
$10,906,103 31 Mar 2023
13F
JPMORGAN CHASE & CO
13F
Company
0.75%
433,179
$10,616,000 31 Mar 2023
13F
Alyeska Investment Group, L.P.
13F
Company
0.74%
424,595
$10,406,823 31 Mar 2023
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
0.72%
418,670
$10,261,602 31 Mar 2023
13F
MORGAN STANLEY
13F
Company
0.71%
411,802
$10,093,287 31 Mar 2023
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.58%
334,343
$8,194,747 31 Mar 2023
13F
FEDERATED HERMES, INC.
13F
Company
0.53%
306,884
$7,521,727 31 Mar 2023
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.52%
302,672
$7,418,491 31 Mar 2023
13F
D. E. Shaw & Co., Inc.
13F
Company
0.5%
289,812
$7,103,292 31 Mar 2023
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
0.47%
268,857
$6,590,000 31 Mar 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.43%
250,338
$6,135,776 31 Mar 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.28%
159,226
$3,902,000 31 Mar 2023
13F
Fisher Asset Management, LLC
13F
Company
0.27%
157,141
$3,851,525 31 Mar 2023
13F
Bragg Financial Advisors, Inc
13F
Company
0.27%
156,195
$3,828,340 31 Mar 2023
13F
RHUMBLINE ADVISERS
13F
Company
0.27%
154,239
$3,780,000 31 Mar 2023
13F
Legal & General Group Plc
13F
Company
0.26%
148,317
$3,635,250 31 Mar 2023
13F
Maureen B. Short
3/4/5
CFO
class O/S missing
109,460
$3,605,612 01 Apr 2022
Redwood Investment Management, LLC
13F
Company
0.25%
146,743
$3,597,000 31 Mar 2023
13F
Jason Jude Hogg
3/4/5
EVP-Acima
class O/S missing
107,085
$3,527,380 25 Feb 2022
CITADEL ADVISORS LLC
13F
Company
0.23%
131,291
$3,217,942 31 Mar 2023
13F
Advisors Asset Management, Inc.
13F
Company
0.23%
130,942
$3,209,388 31 Mar 2023
13F
KENNEDY CAPITAL MANAGEMENT LLC
13F
Company
0.22%
128,439
$3,148,040 31 Mar 2023
13F
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
0.22%
124,657
$3,055,343 31 Mar 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.2%
116,362
$2,852,045 31 Mar 2023
13F
Swiss National Bank
13F
Company
0.2%
114,200
$2,799,042 31 Mar 2023
13F
Trexquant Investment LP
13F
Company
0.19%
106,895
$2,619,996 31 Mar 2023
13F
Catherine M. Skula
3/4/5
EVP, Chief Development Officer
class O/S missing
76,524
$2,520,701 26 May 2021
BARCLAYS PLC
13F
Company
0.18%
102,449
$2,511,025 31 Mar 2023
13F
Qube Research & Technologies Ltd
13F
Company
0.17%
98,420
$2,412,274 31 Mar 2023
13F
ExodusPoint Capital Management, LP
13F
Company
0.16%
93,098
$2,282,000 31 Mar 2023
13F
FIRST NATIONAL BANK OF OMAHA
13F
Company
0.16%
90,452
$2,216,977 31 Mar 2023
13F
PUBLIC SECTOR PENSION INVESTMENT BOARD
13F
Company
0.15%
88,119
$2,159,797 31 Mar 2023
13F

Institutional Holders of UPBOUND GROUP, INC. - Common Stock (UPBD) as of Q2 2023

As of 30 Jun 2023, UPBOUND GROUP, INC. - Common Stock (UPBD) was held by 213 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 48,687,381 shares. The largest 10 holders included BlackRock Inc., FMR LLC, VANGUARD GROUP INC, Engaged Capital LLC, IEQ CAPITAL, LLC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, GEODE CAPITAL MANAGEMENT, LLC, LSV ASSET MANAGEMENT, and Bank of New York Mellon Corp. This page lists 213 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
199
Q2 2023 holders
213
Holder diff
14
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 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.