13F

Stock

Upbound Group, Inc.

UPBD · held by 9 managers

Reported value

$30M

Holders

9

+0 new · −0 exited

Holders’ est. mark

−$163.4K

Price effect on 3 books still in the name

Largest holder

$18.2M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY768.5K$18.2MHeld
BANK OF AMERICA CORP /DE/391.4K$9.25MHeld
BARCLAYS PLC105.4K$2.49M−$154.9KCut−$668.3K
VIRTUS ADVISERS, LLC5.51K$130.1K−$8.09KCut−$8.09K
Essential Partners LLC311$7.35K−$457Cut−$6.63K
IFP Advisors, Inc265$6.26KHeld
Allworth Financial LP217$5.13KHeld
KBC Group NV2.45K$58Held
FNY Investment Advisers, LLC1.36K$32Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.