UPBOUND GROUP, INC. (UPBD) — Institutional Holders, Q2 2026
261 institutional investment managers reported a UPBD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UPBD in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- GOLDMAN SACHS GROUPAdded · +1,030,740 sh+$21.9M
- BlackRockAdded · +944,446 sh+$20.0M
- MILLENNIUM MANAGEMENTAdded · +529,958 sh+$11.2M
- AMERICAN CENTURY COMPANIESAdded · +510,230 sh+$10.8M
- AQR CAPITAL MANAGEMENTAdded · +432,836 sh+$9.2M
Biggest sellers
- IEQ CAPITALTrimmed · -2,133,429 sh-$45.3M
- FMRTrimmed · -2,095,235 sh-$44.5M
- Huber Capital ManagementTrimmed · -640,736 sh-$13.6M
- BALYASNY ASSET MANAGEMENT L.P.Trimmed · -361,781 sh-$7.7M
- WELLINGTON MANAGEMENT GROUP LLPTrimmed · -151,509 sh-$3.2M
UPBD 13F holders ranked 1–100 of 261
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 9,152,511 sh | 9,152,511 | $194.2M | <0.01% | +11.5% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT#2 · 4,234,326 sh | 4,234,326 | $89.9M | <0.01% | +7.5% |
| 3 | FMR#3 · 3,312,579 sh | 3,312,579 | $70.3M | <0.01% | -38.7% |
| 4 | DIMENSIONAL FUND ADVISORS#4 · 2,744,730 sh | 2,744,730 | $58.2M | 0.01% | +14.6% |
| 5 | STATE STREET#5 · 2,468,483 sh | 2,468,483 | $53.3M | <0.01% | +7.5% |
| 6 | GOLDMAN SACHS GROUP#6 · 2,407,712 sh | 2,407,712 | $51.1M | <0.01% | +74.9% |
| 7 | VANGUARD CAPITAL MANAGEMENT#7 · 2,327,538 sh | 2,327,538 | $49.4M | <0.01% | +2.3% |
| 8 | LSV ASSET MANAGEMENT#8 · 2,280,279 sh | 2,280,279 | $48.4M | 0.09% | -1.4% |
| 9 | IEQ CAPITAL#9 · 1,770,257 sh | 1,770,257 | $37.6M | 0.17% | -54.7% |
| 10 | GEODE CAPITAL MANAGEMENT#10 · 1,468,034 sh | 1,468,034 | $31.2M | <0.01% | +8.3% |
| 11 | Bragg Financial Advisors#11 · 1,189,215 sh | 1,189,215 | $25.2M | 0.68% | +5.9% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT#12 · 1,155,346 sh | 1,155,346 | $24.5M | <0.01% | -8.9% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP#13 · 1,104,571 sh | 1,104,571 | $23.4M | <0.01% | -12.1% |
| 14 | Huber Capital Management#14 · 1,061,869 sh | 1,061,869 | $22.5M | 3.32% | -37.6% |
| 15 | MORGAN STANLEY#15 · 1,047,419 sh | 1,047,419 | $22.2M | <0.01% | +33.6% |
| 16 | Bank of New York Mellon#16 · 888,866 sh | 888,866 | $18.9M | <0.01% | +3.9% |
| 17 | AMERICAN CENTURY COMPANIES#17 · 853,179 sh | 853,179 | $18.1M | <0.01% | +148.8% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#18 · 831,810 sh | 831,810 | $17.7M | 0.05% | +12.8% |
| 19 | AQR CAPITAL MANAGEMENT#19 · 720,150 sh | 720,150 | $15.3M | <0.01% | +150.6% |
| 20 | MILLENNIUM MANAGEMENT#20 · 709,357 sh | 709,357 | $15.1M | <0.01% | +295.4% |
| 21 | NORTHERN#21 · 675,057 sh | 675,057 | $14.3M | <0.01% | +12.1% |
| 22 | KENNEDY CAPITAL MANAGEMENT#22 · 651,996 sh | 651,996 | $13.8M | 0.24% | -2.6% |
| 23 | Invesco Ltd.#23 · 579,041 sh | 579,041 | $12.3M | <0.01% | +8.9% |
| 24 | Pacer Advisors#24 · 450,923 sh | 450,923 | $9.6M | 0.02% | +9.2% |
| 25 | CITADEL ADVISORS#25 · 437,058 sh | 437,058 | $9.3M | <0.01% | +180.4% |
| 26 | MARSHALL WACE, LLP#26 · 410,710 sh | 410,710 | $8.7M | <0.01% | +687.8% |
| 27 | VICTORY CAPITAL MANAGEMENT#27 · 394,376 sh | 394,376 | $8.4M | <0.01% | +8.4% |
| 28 | Advisors Asset Management#28 · 357,337 sh | 357,337 | $7.6M | 0.12% | +35.4% |
| 29 | BRIDGEWAY CAPITAL MANAGEMENT#29 · 354,744 sh | 354,744 | $7.5M | 0.13% | -2.5% |
| 30 | VANGUARD FIDUCIARY#30 · 348,824 sh | 348,824 | $7.4M | <0.01% | +1.3% |
| 31 | PANAGORA ASSET MANAGEMENT#31 · 321,099 sh | 321,099 | $6.8M | 0.02% | +27.3% |
| 32 | PRINCIPAL FINANCIAL GROUP#32 · 307,996 sh | 307,996 | $6.5M | <0.01% | +1.3% |
| 33 | CSM Advisors#33 · 306,014 sh | 306,014 | $6.5M | 0.14% | +7.0% |
| 34 | BANK OF AMERICA#34 · 294,594 sh | 294,594 | $6.3M | <0.01% | +51.2% |
| 35 | Qube Research & Technologies Ltd#35 · 286,621 sh | 286,621 | $6.1M | <0.01% | +16.8% |
| 36 | Creative Planning#36 · 271,002 sh | 271,002 | $5.8M | <0.01% | +181.8% |
| 37 | Universal- Beteiligungs- und Servicegesellschaft mbH#37 · 262,831 sh | 262,831 | $5.6M | <0.01% | +1.6% |
| 38 | MILLER VALUE PARTNERS#38 · 258,000 sh | 258,000 | $5.5M | 1.29% | +115.0% |
| 39 | PEREGRINE CAPITAL MANAGEMENT#39 · 251,447 sh | 251,447 | $5.3M | 0.17% | -8.0% |
| 40 | Empowered Funds#40 · 236,744 sh | 236,744 | $5.0M | 0.03% | -1.7% |
| 41 | BALYASNY ASSET MANAGEMENT L.P.#41 · 234,921 sh | 234,921 | $5.0M | <0.01% | -60.6% |
| 42 | FIRST ADVISORS#42 · 221,265 sh | 221,265 | $4.7M | <0.01% | +12.6% |
| 43 | Russell Investments Group, Ltd.#43 · 192,157 sh | 192,157 | $4.1M | <0.01% | +12.8% |
| 44 | SEI INVESTMENTS#44 · 188,883 sh | 188,883 | $4.0M | <0.01% | -22.9% |
| 45 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#45 · 182,312 sh | 182,312 | $3.9M | <0.01% | New |
| 46 | Connor, Clark & Lunn Investment Management Ltd.#46 · 182,289 sh | 182,289 | $3.9M | <0.01% | -21.2% |
| 47 | XTX Topco Ltd#47 · 180,319 sh | 180,319 | $3.8M | 0.05% | +595.4% |
| 48 | PUBLIC SECTOR PENSION INVESTMENT BOARD#48 · 180,284 sh | 180,284 | $3.8M | <0.01% | -3.3% |
| 49 | UBS Group AG#49 · 179,366 sh | 179,366 | $3.8M | <0.01% | -18.6% |
| 50 | Allianz Asset Management GmbH#50 · 170,109 sh | 170,109 | $3.6M | <0.01% | +40.0% |
| 51 | Nuveen#51 · 168,344 sh | 168,344 | $3.6M | <0.01% | +13.6% |
| 52 | AMERIPRISE FINANCIAL#52 · 158,362 sh | 158,362 | $3.4M | <0.01% | +5.9% |
| 53 | Trexquant Investment#53 · 157,506 sh | 157,506 | $3.3M | 0.02% | -42.6% |
| 54 | Inspire Advisors#54 · 154,942 sh | 154,942 | $3.3M | 0.23% | +5.7% |
| 55 | Sepio Capital#55 · 144,609 sh | 144,609 | $3.1M | — | 0.0% |
| 56 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#56 · 143,592 sh | 143,592 | $3.0M | 0.20% | +13.0% |
| 57 | RAYMOND JAMES FINANCIAL#57 · 142,832 sh | 142,832 | $3.0M | <0.01% | +23.9% |
| 58 | Quantinno Capital Management#58 · 141,470 sh | 141,470 | $3.0M | <0.01% | +198.1% |
| 59 | RHUMBLINE ADVISERS#59 · 136,873 sh | 136,873 | $2.9M | <0.01% | -7.8% |
| 60 | Susquehanna Portfolio Strategies#60 · 136,656 sh | 136,656 | $2.9M | 0.05% | +15.3% |
| 61 | Vanguard Global Advisers#61 · 135,250 sh | 135,250 | $2.9M | <0.01% | +23.6% |
| 62 | INTECH INVESTMENT MANAGEMENT#62 · 131,517 sh | 131,517 | $2.8M | 0.03% | -26.8% |
| 63 | PICTON MAHONEY ASSET MANAGEMENT#63 · 131,437 sh | 131,437 | $2.8M | 0.02% | New |
| 64 | Jump Financial#64 · 127,100 sh | 127,100 | $2.7M | 0.02% | +194.3% |
| 65 | Lido Advisors#65 · 124,926 sh | 124,926 | $2.7M | <0.01% | +0.3% |
| 66 | Legal & General Group Plc#66 · 118,017 sh | 118,017 | $2.5M | <0.01% | -6.9% |
| 67 | TWO SIGMA INVESTMENTS#67 · 115,280 sh | 115,280 | $2.4M | <0.01% | +753.9% |
| 68 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#68 · 114,141 sh | 114,141 | $2.4M | <0.01% | -10.5% |
| 69 | CLARK ESTATES#69 · 113,000 sh | 113,000 | $2.4M | 0.55% | 0.0% |
| 70 | ALGERT GLOBAL#70 · 109,568 sh | 109,568 | $2.3M | 0.03% | +93.0% |
| 71 | Swiss National Bank#71 · 105,000 sh | 105,000 | $2.2M | <0.01% | +2.1% |
| 72 | BNP Paribas Asset Management Holding S.A.#72 · 101,959 sh | 101,959 | $2.2M | <0.01% | -0.6% |
| 73 | D. E. Shaw#73 · 98,304 sh | 98,304 | $2.1M | <0.01% | -46.2% |
| 74 | Corient Private Wealth#74 · 91,393 sh | 91,393 | $1.9M | <0.01% | New |
| 75 | Venture Visionary Partners#75 · 91,367 sh | 91,367 | $1.9M | — | New |
| 76 | Point72 Asset Management, L.P.#76 · 90,403 sh | 90,403 | $1.9M | <0.01% | -47.9% |
| 77 | Cerity Partners#77 · 90,139 sh | 90,139 | $1.9M | <0.01% | +34.5% |
| 78 | PRICE T ROWE ASSOCIATES#78 · 88,798 sh | 88,798 | $1.9M | <0.01% | +22.4% |
| 79 | SEGALL BRYANT & HAMILL#79 · 85,860 sh | 85,860 | $1.8M | 0.02% | -0.6% |
| 80 | RENAISSANCE TECHNOLOGIES#80 · 83,200 sh | 83,200 | $1.8M | <0.01% | +30.2% |
| 81 | ROYAL BANK OF CANADA#81 · 82,978 sh | 82,978 | $1.8M | <0.01% | +468.3% |
| 82 | Range Financial Group#82 · 82,907 sh | 82,907 | $1.8M | — | +2.4% |
| 83 | BEACON FINANCIAL GROUP#83 · 76,108 sh | 76,108 | $1.6M | — | +0.2% |
| 84 | ExodusPoint Capital Management#84 · 74,030 sh | 74,030 | $1.6M | 0.01% | New |
| 85 | LPL Financial#85 · 72,880 sh | 72,880 | $1.5M | <0.01% | +3.8% |
| 86 | JPMORGAN CHASE#86 · 68,727 sh | 68,727 | $1.5M | <0.01% | -7.8% |
| 87 | WELLS FARGO & COMPANY#87 · 67,585 sh | 67,585 | $1.4M | <0.01% | +124.4% |
| 88 | Optimize Financial#88 · 64,964 sh | 64,964 | $1.4M | 0.25% | +99.3% |
| 89 | OSAIC#89 · 63,228 sh | 63,228 | $1.3M | <0.01% | +2079.5% |
| 90 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#90 · 62,920 sh | 62,920 | $1.3M | — | -8.7% |
| 91 | Mork Capital Management#91 · 62,610 sh | 62,610 | $1.3M | 0.85% | 0.0% |
| 92 | ALLIANCEBERNSTEIN L.P.#92 · 71,528 sh | 71,528 | $1.3M | <0.01% | -1.2% |
| 93 | DEUTSCHE BANK AG\#93 · 59,325 sh | 59,325 | $1.3M | <0.01% | +22.7% |
| 94 | Engineers Gate Manager#94 · 58,810 sh | 58,810 | $1.2M | 0.02% | +62.0% |
| 95 | Kendall Capital Management#95 · 58,130 sh | 58,130 | $1.2M | — | -17.8% |
| 96 | State of Tennessee, Treasury Department#96 · 57,072 sh | 57,072 | $1.2M | <0.01% | -16.8% |
| 97 | GUGGENHEIM CAPITAL#97 · 56,129 sh | 56,129 | $1.2M | <0.01% | +35.3% |
| 98 | PRUDENTIAL FINANCIAL#98 · 55,472 sh | 55,472 | $1.2M | <0.01% | +1.8% |
| 99 | BARCLAYS PLC#99 · 55,050 sh | 55,050 | $1.2M | <0.01% | +10.8% |
| 100 | EntryPoint Capital#100 · 54,793 sh | 54,793 | $1.2M | 0.28% | +205.9% |
Funds that sold out of UPBD in Q2 2026 (17)
Held UPBD at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.40,815 sh | 40,815 | $715.2K |
| Man Group plc31,469 sh | 31,469 | $568.0K |
| STATE OF WISCONSIN INVESTMENT BOARD15,739 sh | 15,739 | $284.1K |
| MANGROVE PARTNERS IM13,603 sh | 13,603 | $245.5K |
| ALPS ADVISORS12,367 sh | 12,367 | $223.2K |
| LEUCADIA NATIONAL12,211 sh | 12,211 | $220.4K |
| SIMPLEX TRADING6,609 sh | 6,609 | $119.3K |
| QUADRANT CAPITAL GROUP142 sh | 142 | $50.2K |
| MAI Capital Management522 sh | 522 | $9.4K |
| Advisory Services Network307 sh | 307 | $5.5K |
| FEDERATED HERMES247 sh | 247 | $4.5K |
| Bare Financial Services193 sh | 193 | $3.5K |
| Quarry190 sh | 190 | $3.4K |
| Wealth Preservation Advisors63 sh | 63 | $1.1K |
| Investors Portfolio Services20 sh | 20 | $346.00 |
| Kilter Group3 sh | 3 | $55.00 |
| Keating Financial Advisory Services1 sh | 1 | $18.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.