Security key
76009N100
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 58,124,613
- Total 13F shares
- 55,963,730
- Share change
- +1,419,306
- Total reported value
- $1,010,060,870
- Put/Call ratio
- 58%
- Price per share
- $18.05
- Number of holders
- 235
- Value change
- +$25,994,143
- Number of buys
- 126
- Number of sells
- 99
Report period
Q1 2026
Institutions
235
Top holders
10
UPBD full security history
Previous quarter: Q4 2025
UPBOUND GROUP, INC. SEC filings
UPBOUND GROUP, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 76009N100
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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. |
13D/G
13F
|
Company |
14%
|
7,860,363
|
$161,530,460 | $0 | 31 Mar 2025 | |
| FMR LLC |
13D/G
13F
|
Company |
9%
|
5,197,356
|
$91,265,567 | $0 | 31 Dec 2025 | |
| IEQ CAPITAL, LLC |
13D/G
13F
|
Company |
7.9%
|
4,540,625
|
$119,645,469 | $0 | 30 Jun 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 PORTFOLIO MANAGEMENT LLC |
13D/G
|
Vanguard Portfolio Management |
7%
|
4,057,098
|
$73,230,619 | $0 | 31 Mar 2026 | |
| Fahmi Karam |
3/4/5
|
Chief Executive Officer, Director |
0.44%
|
254,505
|
$5,482,037 | — | 26 Feb 2026 | |
| Halim Khouri |
3/4/5
|
EVP, Chief Financial Officer |
0.18%
|
103,854
|
$2,365,794 | — | 23 Feb 2026 | |
| Montrone Ralph T. |
3/4/5
|
EVP, Acima |
0.12%
|
66,949
|
$1,442,081 | -$151,380 | 26 Feb 2026 | |
| Anthony J. Blasquez |
3/4/5
|
EVP-RAC |
0.09%
|
53,717
|
$1,157,064 | -$82,705 | 26 Feb 2026 | |
| Transient C. Taylor |
3/4/5
|
EVP, CHRO |
0.08%
|
43,982
|
$947,372 | — | 26 Feb 2026 | |
| Bryan J. Pechersky |
3/4/5
|
EVP, GC and Corp Secretary |
0.08%
|
43,924
|
$946,122 | — | 26 Feb 2026 | |
| Rebecca Wooters |
3/4/5
|
EVP, Chief Growth Officer |
0.03%
|
17,910
|
$407,989 | — | 23 Feb 2026 | |
| VANGUARD GROUP INC |
13F
|
Company |
12%
|
7,132,443
|
$125,245,699 | — | 31 Dec 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
4.3%
|
2,515,279
|
$44,168,000 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
4.1%
|
2,410,524
|
$43,219,687 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.6%
|
2,067,567
|
$36,306,241 | — | 31 Dec 2025 | |
| Huber Capital Management LLC |
13F
|
Company |
3%
|
1,739,045
|
$30,537,630 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.3%
|
1,315,672
|
$23,103,200 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,279,100
|
$22,464,942 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
2.1%
|
1,235,539
|
$21,696,065 | — | 31 Dec 2025 | |
| Bragg Financial Advisors, Inc |
13F
|
Company |
1.9%
|
1,105,047
|
$19,404,626 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.5%
|
869,798
|
$15,273,646 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.4%
|
808,377
|
$14,195,140 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
726,944
|
$12,765,130 | — | 31 Dec 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.2%
|
672,289
|
$11,805,395 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1%
|
595,041
|
$10,448,920 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.95%
|
550,651
|
$9,669,432 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.94%
|
548,630
|
$9,633,944 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.89%
|
514,649
|
$9,037,236 | — | 31 Dec 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.76%
|
441,351
|
$7,750,124 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.76%
|
440,371
|
$7,732,915 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.67%
|
391,580
|
$6,876,145 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.62%
|
362,607
|
$6,367,379 | — | 31 Dec 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.6%
|
347,851
|
$6,108,264 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.57%
|
333,415
|
$5,854,760 | — | 31 Dec 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.57%
|
328,753
|
$5,772,903 | — | 31 Dec 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
0.53%
|
306,786
|
$6,564,243 | — | 31 Dec 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.52%
|
301,906
|
$5,301,469 | — | 31 Dec 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.51%
|
296,712
|
$5,210,263 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.51%
|
295,085
|
$5,181,692 | — | 31 Dec 2025 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
13F
|
Individual |
0.49%
|
282,320
|
$4,957,539 | — | 31 Dec 2025 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.47%
|
274,950
|
$4,828,000 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.46%
|
268,405
|
$4,713,192 | — | 31 Dec 2025 | |
| CSM Advisors, LLC |
13F
|
Company |
0.43%
|
251,985
|
$4,425,000 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.43%
|
248,719
|
$4,367,505 | — | 31 Dec 2025 | |
| Empowered Funds, LLC |
13F
|
Company |
0.37%
|
214,851
|
$3,772,784 | — | 31 Dec 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.31%
|
180,595
|
$3,171,248 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.3%
|
176,061
|
$3,091,638 | — | 31 Dec 2025 | |
| INTECH INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.29%
|
169,921
|
$2,983,812 | — | 31 Dec 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.28%
|
162,218
|
$2,848,548 | — | 31 Dec 2025 |
Institutional Holders of UPBOUND GROUP, INC. - Common Stock (UPBD) as of Q1 2026
As of 31 Mar 2026,
UPBOUND GROUP, INC. - Common Stock (UPBD) was held by
235 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
55,963,730 shares.
The largest 10 holders included
BlackRock, Inc., FMR LLC, VANGUARD PORTFOLIO MANAGEMENT LLC, IEQ CAPITAL, LLC, DIMENSIONAL FUND ADVISORS LP, LSV ASSET MANAGEMENT, STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, Huber Capital Management LLC, and GOLDMAN SACHS GROUP INC.
This page lists
235
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
235
Q1 2026 holders
235
Holder diff
0
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.