Upbound UPBD Institutional Ownership

NASDAQ UPBD

$16.17 -0.15 (-0.92%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

256 Institutions

Increased 146 57.0%

Unchanged 41 16.0%

Reduced 69 27.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

99.30%

▲+3.12 pp QoQ

Shares Held by Institutions

57.89Mn

of 58.30Mn outstanding

▲+3.25% QoQ

Shares Outstanding

58.30Mn

407.68K held outside 13F filers

Institutional Investors

256

filed 13F for Jun 2026

▲+16 vs prior quarter

Net Shares Added (QoQ)

+1.82Mn

accumulated since last quarter

Value of Holdings

$944.79Mn

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

Updated Oct 11, 2026

Upbound Group, Inc. (NASDAQ:UPBD) counted 256 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Together they owned 99.30% of the outstanding stock in Q2 2026, up from 96.18% a quarter earlier.
Total shares held in Upbound rose 3.25% from Q1 2026, while the number of holders rose 1.19% from Q2 2025.
Among the 256 holders of Upbound, 146 added to their positions, 69 reduced their stakes and 41 left their positions unchanged.
Institutional investors held 57.89Mn shares of Upbound in total at the end of Q2 2026, up 1.82Mn from the prior quarter and up 5.87Mn from a year earlier.
BlackRock, Inc. led 13F holders of UPBD with 9.15Mn shares as of June 30, 2026, or 15.70% of shares outstanding.
Holders that added the most shares of Upbound in Q2 2026 were Goldman Sachs Group Inc (+1.03Mn shares), BlackRock, Inc. (+944.45K shares), Millennium Management LLC (+529.96K shares), American Century Companies Inc (+510.23K shares) and AQR Capital Management LLC (+432.84K shares).
Holders that trimmed the most shares of Upbound in Q2 2026 while keeping a position were Ieq Capital, LLC (-2.13Mn shares), FMR LLC (-2.1Mn shares), Huber Capital Management LLC (-640.74K shares), Balyasny Asset Management L.P. (-361.78K shares) and Wellington Management Group LLP (-151.51K shares).
Upbound's 10 largest institutional shareholders as of Q2 2026 were BlackRock, Inc. (9.15Mn shares), Vanguard Portfolio Management LLC (4.23Mn shares), FMR LLC (3.31Mn shares), Dimensional Fund Advisors LP (2.74Mn shares), State Street Corp (2.47Mn shares), Goldman Sachs Group Inc (2.41Mn shares), Vanguard Capital Management LLC (2.33Mn shares), LSV Asset Management (2.28Mn shares), Ieq Capital, LLC (1.77Mn shares) and Geode Capital Management, LLC (1.47Mn shares), per Business Quant data.

Form 13F Holdings

258 Institutional Holders

Report period 30 Jun, 2026

Total shares held 57.89Mn

Of outstanding 99.30%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	9,152,511	15.70%	▲944,446	+11.51%	$194.22Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,234,326	7.26%	▲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	4.23%	▲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
13	WELLINGTON MANAGEMENT GROUP LLP	0000902219	1,104,571	1.89%	▼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	1.52%	▲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
20	MILLENNIUM MANAGEMENT LLC	0001273087	709,357	1.22%	▲529,958	+295.41%	$15.05Mn

Showing 1 to 20 of 258 holders