Upbound UPBD Institutional Ownership

NASDAQ UPBD

$15.51 -0.11 (-0.70%)

As of: Sep 30, 2026 · 2:26 PM EDT

Institutions by Trading Activity

259 Institutions

Increased 147 56.8%

Unchanged 43 16.6%

Reduced 69 26.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

101.33%

▲+3.85 pp QoQ

Shares Held by Institutions

59.05Mn

of 58.27Mn outstanding

▲+5.65% QoQ

Shares Outstanding

58.27Mn

-773.07K held outside 13F filers

Institutional Investors

259

filed 13F for Jun 2026

▲+17 vs prior quarter

Net Shares Added (QoQ)

+3.16Mn

accumulated since last quarter

Value of Holdings

$922.32Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Upbound Group, Inc. (NASDAQ:UPBD) showed up in the 13F filings of 259 institutional investors as of June 2026.

They owned 101.3% of outstanding stock in June 2026, up from 97.5% the prior quarter.
They increased total shares held in UPBD by 5.65% quarter over quarter, and investors in Upbound increased 1.57% from a year ago.
Activity in UPBD broke down as 147 buyers, 69 sellers, and 43 unchanged among 259 total holders.
Altogether, these fund groups held 59.05Mn shares in UPBD by June 2026, up by 3.16Mn shares quarter on quarter, and up 7.02Mn shares year over year.
As of June 30, 2026, the biggest holder of Upbound is BlackRock, Inc. at 9.15Mn shares, representing 15.71% of shares outstanding.
The most significant purchases of UPBD for the quarter ending June 2026 came from Sixth Street Partners Management Company, L.P. (1.16Mn), Goldman Sachs Group Inc (1.03Mn), BlackRock, Inc. (944.45K), MILLENNIUM MANAGEMENT LLC (529.96K), AMERICAN CENTURY COMPANIES INC (510.23K).
The biggest sellers of Upbound for the quarter ending June 2026 included IEQ CAPITAL, LLC (2.13Mn), FMR LLC (2.1Mn), Huber Capital Management LLC (640.74K), BALYASNY ASSET MANAGEMENT L.P. (361.78K), WELLINGTON MANAGEMENT GROUP LLP (151.51K).
Per Business Quant, the top 10 investors in UPBD for the quarter ending June 2026 include BlackRock, Inc. (9.15Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.23Mn), FMR LLC (3.31Mn), DIMENSIONAL FUND ADVISORS LP (2.74Mn), State Street Corp (2.47Mn), Goldman Sachs Group Inc (2.41Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.33Mn), LSV ASSET MANAGEMENT (2.28Mn), IEQ CAPITAL, LLC (1.77Mn), GEODE CAPITAL MANAGEMENT, LLC (1.47Mn).

Form 13F Holdings

259 Institutional Holders

Report period 30 Jun, 2026

Total shares held 59.05Mn

Of outstanding 101.33%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	9,152,511	15.71%	▲944,446	+11.51%	$194.22Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,234,326	7.27%	▲295,184	+7.49%	$89.85Mn
3	FMR LLC	0000315066	3,312,579	5.68%	▼2,095,235	-38.74%	$70.29Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	2,744,730	4.71%	▲349,960	+14.61%	$58.24Mn
5	State Street Corp	0000093751	2,468,483	4.24%	▲171,994	+7.49%	$53.32Mn
6	Goldman Sachs Group Inc	0000886982	2,407,712	4.13%	▲1,030,740	+74.86%	$51.09Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,327,538	3.99%	▲51,870	+2.28%	$49.39Mn
8	LSV ASSET MANAGEMENT	0001050470	2,280,279	3.91%	▼33,000	-1.43%	$48.39K
9	IEQ CAPITAL, LLC	0001779789	1,770,257	3.04%	▼2,133,429	-54.65%	$37.56Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,468,034	2.52%	▲113,050	+8.34%	$31.16Mn
11	Bragg Financial Advisors, Inc	0001327055	1,189,215	2.04%	▲66,277	+5.90%	$25.24Mn
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,155,346	1.98%	▼112,662	-8.88%	$24.52Mn
12	Sixth Street Partners Management Company, L.P.	0001812095	1,155,346	1.98%	▲1,155,346	0.00%	$24.52Mn
13	WELLINGTON MANAGEMENT GROUP LLP	0000902219	1,104,571	1.90%	▼151,509	-12.06%	$23.44Mn
14	Huber Capital Management LLC	0001511697	1,061,869	1.82%	▼640,736	-37.63%	$22.53Mn
15	Morgan Stanley	0000895421	1,047,419	1.80%	▲263,698	+33.65%	$22.23Mn
16	Bank of New York Mellon Corp	0001390777	888,866	1.53%	▲33,690	+3.94%	$18.86Mn
17	AMERICAN CENTURY COMPANIES INC	0000748054	853,179	1.46%	▲510,230	+148.78%	$18.10Mn
18	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	831,810	1.43%	▲94,150	+12.76%	$17.65Mn
19	AQR CAPITAL MANAGEMENT LLC	0001167557	720,150	1.24%	▲432,836	+150.65%	$15.28Mn

Showing 1 to 20 of 259 holders