- Type / Class
- Equity / Common Stock
- Shares outstanding
- 58,124,613
- Total 13F shares
- 55,238,459
- Share change
- +1,635,112
- Total reported value
- $972,261,677
- Put/Call ratio
- 67%
- Price per share
- $17.56
- Number of holders
- 234
- Value change
- +$20,018,434
- Number of buys
- 122
- Number of sells
- 137
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?
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
14%
from 13D/G
|
7,986,077
|
$188,711,001 | — | 30 Sep 2025 | |
| Allred Aaron R. |
3/4/5
13D/G
|
EVP, Acima |
7.1%
from 13D/G
|
5,165,973
|
$170,167,150 | — | 28 Mar 2022 | |
| VANGUARD GROUP INC |
13F
|
Company |
12%
|
6,901,150
|
$163,074,175 | — | 30 Sep 2025 | |
| IEQ CAPITAL, LLC |
13D/G
13F
|
Company |
7.9%
|
4,540,625
|
$119,645,469 | $0 | 30 Jun 2025 | |
| FMR LLC |
13F
13D/G
|
Company |
9%
from 13D/G
|
4,927,820
|
$116,444,384 | — | 30 Sep 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
4.4%
|
2,532,951
|
$59,854,000 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
2,164,378
|
$52,000,853 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.7%
|
2,140,754
|
$50,589,249 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,296,119
|
$30,631,598 | — | 30 Sep 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.2%
|
1,255,874
|
$29,676,302 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
2%
|
1,144,294
|
$27,039,667 | — | 30 Sep 2025 | |
| Bragg Financial Advisors, Inc |
13F
|
Company |
1.7%
|
985,889
|
$23,296,558 | — | 30 Sep 2025 | |
| Huber Capital Management LLC |
13F
|
Company |
1.7%
|
965,270
|
$22,809,330 | — | 30 Sep 2025 | |
| Mitchell E. Fadel |
3/4/5
|
Chief Executive Officer, Director |
—
class O/S missing
|
830,841
|
$22,706,884 | — | 24 Feb 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.3%
|
774,661
|
$18,305,233 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.3%
|
768,483
|
$18,159,270 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
1.2%
|
698,712
|
$16,510,564 | — | 30 Sep 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
1.1%
|
662,760
|
$15,661,019 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
622,079
|
$14,699,727 | — | 30 Sep 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1%
|
592,301
|
$13,996,073 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.81%
|
468,602
|
$11,073,073 | — | 30 Sep 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.76%
|
440,665
|
$10,412,914 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.74%
|
428,297
|
$10,120,658 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.67%
|
391,383
|
$9,248,384 | — | 30 Sep 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.66%
|
384,052
|
$9,075,152 | — | 30 Sep 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
0.63%
|
364,357
|
$8,680,858 | — | 30 Sep 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.62%
|
362,579
|
$8,567,742 | — | 30 Sep 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.61%
|
353,743
|
$8,358,947 | — | 30 Sep 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.58%
|
339,145
|
$8,013,996 | — | 30 Sep 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.57%
|
329,267
|
$7,780,579 | — | 30 Sep 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.54%
|
316,471
|
$7,478,210 | — | 30 Sep 2025 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
13F
|
Individual |
0.49%
|
282,320
|
$6,671,221 | — | 30 Sep 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.48%
|
279,013
|
$6,593,073 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.46%
|
267,062
|
$6,310,675 | — | 30 Sep 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.44%
|
255,836
|
$6,045,405 | — | 30 Sep 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.43%
|
251,714
|
$5,948,002 | — | 30 Sep 2025 | |
| INTECH INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.42%
|
246,560
|
$5,826,212 | — | 30 Sep 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.4%
|
232,479
|
$5,493,479 | — | 30 Sep 2025 | |
| TrueMark Investments, LLC |
13F
|
Company |
0.35%
|
205,780
|
$4,862,581 | — | 30 Sep 2025 | |
| CSM Advisors, LLC |
13F
|
Company |
0.35%
|
205,701
|
$4,862,000 | — | 30 Sep 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.35%
|
203,259
|
$4,803,010 | — | 30 Sep 2025 | |
| Empowered Funds, LLC |
13F
|
Company |
0.34%
|
196,267
|
$4,637,789 | — | 30 Sep 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.32%
|
188,078
|
$4,444,283 | — | 30 Sep 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.31%
|
179,019
|
$4,230,221 | — | 30 Sep 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.27%
|
159,061
|
$3,758,626 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.27%
|
157,297
|
$3,716,922 | — | 30 Sep 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.27%
|
155,116
|
$3,665,372 | — | 30 Sep 2025 | |
| Maureen B. Short |
3/4/5
|
CFO |
—
class O/S missing
|
109,460
|
$3,605,612 | — | 01 Apr 2022 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.26%
|
149,476
|
$3,532,118 | — | 30 Sep 2025 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.26%
|
149,380
|
$3,530,000 | — | 30 Sep 2025 |
Institutional Holders of UPBOUND GROUP, INC. - Common Stock (UPBD) as of Q4 2025
As of 31 Dec 2025,
UPBOUND GROUP, INC. - Common Stock (UPBD) was held by
234 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
55,238,459 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, FMR LLC, IEQ CAPITAL, LLC, LSV ASSET MANAGEMENT, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, Huber Capital Management LLC, WELLINGTON MANAGEMENT GROUP LLP, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
234
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
259
Q4 2025 holders
234
Holder diff
-25
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 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.