13F

Stock

Upbound Group, Inc.

UPBD · held by 239 managers

Reported value

$909.6M

Holders

239

+1 new · −4 exited

Holders’ est. mark

−$6.38M

Price effect on 7 books still in the name

Largest holder

$142.9M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.8.14M$142.9M—Held
Vanguard7.13M$125.2M—Held
Fidelity5.2M$91.3M—Held
IEQ CAPITAL, LLC4.1M$72M—Held
State Street2.41M$43.2M—Held
DIMENSIONAL FUND ADVISORS LP2.07M$36.3M—Held
Huber Capital Management LLC1.74M$30.5M—Held
WELLINGTON MANAGEMENT GROUP LLP1.32M$23.1M—Held
GEODE CAPITAL MANAGEMENT, LLC1.28M$22.5M—Held
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.24M$21.7M—Held
Bragg Financial Advisors, Inc1.11M$19.4M—Held
Bank of New York Mellon Corp869.8K$15.3M—Held
MORGAN STANLEY808.4K$14.2M−$4.66MCut−$3.96M
GOLDMAN SACHS GROUP INC726.9K$12.8M—Held
KENNEDY CAPITAL MANAGEMENT LLC672.3K$11.8M—Held
NORTHERN TRUST CORP595K$10.4M—Held
Qube Research & Technologies Ltd550.7K$9.67M—Held
Invesco Ltd.548.6K$9.63M—Held
Nuveen, LLC514.6K$9.04M—Held
Balyasny Asset Management L.P.441.4K$7.75M—Held
D. E. Shaw & Co., Inc.440.4K$7.73M—Held
MILLENNIUM MANAGEMENT LLC391.6K$6.88M—Held
Lido Advisors, LLC306.8K$6.56M—Held
VICTORY CAPITAL MANAGEMENT INC362.6K$6.37M—Held
BRIDGEWAY CAPITAL MANAGEMENT, LLC347.9K$6.11M—Held
Icahn Capital333.4K$5.85M—Held
PANAGORA ASSET MANAGEMENT INC328.8K$5.77M—Held
Connor, Clark & Lunn Investment Management Ltd.301.9K$5.3M—Held
BNP PARIBAS FINANCIAL MARKETS296.7K$5.21M—Held
Citadel295.1K$5.18M—Held
Universal- Beteiligungs- und Servicegesellschaft mbH282.3K$4.96M—Held
AMERICAN CENTURY COMPANIES INC268.4K$4.71M—Held
PRINCIPAL FINANCIAL GROUP INC248.7K$4.37M—Held
Empowered Funds, LLC214.9K$3.77M—Held
PUBLIC SECTOR PENSION INVESTMENT BOARD180.6K$3.17M—Held
BANK OF AMERICA CORP /DE/176.1K$3.09M−$1.07MCut−$6.16M
INTECH INVESTMENT MANAGEMENT LLC169.9K$2.98M—Held
Advisors Asset Management, Inc.162.2K$2.85M—Held
Russell Investments Group, Ltd.161.7K$2.84M—Held
DEUTSCHE BANK AG\150.1K$2.64M—Held
Sepio Capital, LP148.3K$2.6M—Held
RHUMBLINE ADVISERS146K$2.56M—Held
Legal & General Group Plc136.6K$2.4M—Held
Inspire Advisors, LLC133.1K$2.34M—Held
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC126.3K$2.22M—Held
FIRST TRUST ADVISORS LP124.9K$2.19M—Held
BARCLAYS PLC121.5K$2.13M−$639.6KCut−$355.5K
Mitsubishi UFJ Trust & Banking Corp119.2K$2.09M—Held
Squarepoint Ops LLC116.9K$2.05M—Held
CLARK ESTATES INC/NY113K$1.98M—Held
RAYMOND JAMES FINANCIAL INC105.2K$1.85M—Held
Verition Fund Management LLC103.9K$1.82M—Held
Swiss National Bank102.8K$1.81M—Held
Western Standard LLC100K$1.76M—Held
JPMORGAN CHASE & CO98.3K$1.73M—Held
Y-Intercept (Hong Kong) Ltd96.3K$1.69M—Held
AMERIPRISE FINANCIAL INC93.3K$1.64M—Held
SEGALL BRYANT & HAMILL, LLC86.9K$1.53M—Held
MARSHALL WACE, LLP86.3K$1.52M—Held
Trexquant Investment LP77.6K$1.36M—Held
UBS Group AG77K$1.35M—Held
BEACON FINANCIAL GROUP75.9K$1.33M—Held
Range Financial Group LLC75.9K$1.33M—Held
ALLIANCEBERNSTEIN L.P.72.4K$1.27M—Held
SEI INVESTMENTS CO70.2K$1.23M—Held
Miller Value Partners, LLC70K$1.23M—Held
WELLS FARGO & COMPANY/MN66.7K$1.17M—Held
Kendall Capital Management64.9K$1.14M—Held
JANE STREET GROUP, LLC62.9K$1.1M—Held
Mork Capital Management, LLC62.6K$1.1M—Held
State of Tennessee, Department of Treasury57.9K$1.09M—Held
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC62K$1.09M—Held
Cerity Partners LLC58.6K$1.03M—Held
LOS ANGELES CAPITAL MANAGEMENT LLC51.3K$991.9K—Held
Creative Planning55.6K$977.2K—Held
GUGGENHEIM CAPITAL LLC53.1K$932K—Held
PRUDENTIAL FINANCIAL INC52.8K$927.7K—Held
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.50.3K$883.6K—Held
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM48.5K$851.3K—Held
VIRGINIA RETIREMENT SYSTEMS ET Al46.6K$818.3K—Held
LPL Financial LLC46.3K$813.8K—Held
FRANKLIN RESOURCES INC41.6K$731.4K—Held
CAPITAL FUND MANAGEMENT S.A.38K$667.2K—Held
Graham Capital Management, L.P.36.9K$648.5K—Held
Horizon Investments, LLC34.8K$610.5K—Held
Vident Advisory, LLC33.1K$581.4K—Held
CITIGROUP INC31K$545.1K—Held
VOYA INVESTMENT MANAGEMENT LLC29.7K$521.1K—Held
Engineers Gate Manager LP29.3K$514.8K—Held
Aquatic Capital Management LLC29.2K$513.6K—Held
MetLife Investment Management, LLC28.4K$498.6K—Held
Inspire Investing, LLC27.1K$475.8K—Held
Illinois Municipal Retirement Fund26.8K$470.3K—Held
Quantinno Capital Management LP25.9K$454.5K—Held
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24.3K$427.5K—Held
Louisiana State Employees Retirement System23.9K$419.7K—Held
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.23.8K$418.3K—Held
JANUS HENDERSON GROUP PLC23.6K$413.5K—Held
CoreCap Advisors, LLC23.5K$412.4K—Held
Truvestments Capital LLC23.1K$404.8K—Held
Brevan Howard Capital Management LP23K$404.5K—Held
HSBC HOLDINGS PLC22.7K$398.3K—Held
Krane Funds Advisors LLC22.6K$396.8K—Held
MANUFACTURERS LIFE INSURANCE COMPANY, THE21.9K$384.7K—Held
AlphaQuest LLC21.4K$375.1K—Held
Rafferty Asset Management, LLC19.2K$337.2K—Held
Freestone Grove Partners LP19.2K$336.5K—Held
DIVERSIFIED TRUST CO18.1K$318.6K—Held
NISA INVESTMENT ADVISORS, LLC17.4K$314.7K—Held
FIDUCIARY FINANCIAL GROUP, LLC17.8K$312.8K—Held
BOOTHBAY FUND MANAGEMENT, LLC17.7K$310.6K—Held
INCEPTIONR LLC17.5K$306.7K—Held
Headlands Technologies LLC17K$299K—Held
NEW YORK STATE COMMON RETIREMENT FUND16.9K$295.9K—Held
HANCOCK WHITNEY CORP16.7K$294K—Held
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM15.7K$276.3K—Held
Zurcher Kantonalbank (Zurich Cantonalbank)15.6K$274.1K—Held
TrueMark Investments, LLC15.5K$272.9K—Held
YOUSIF CAPITAL MANAGEMENT, LLC14.1K$269.6K—Held
WBI INVESTMENTS, LLC15.1K$264.3K—Held
Police & Firemen's Retirement System of New Jersey14.6K$255.9K—Held
EXCHANGE TRADED CONCEPTS, LLC14.4K$253.3K—Held
ARIZONA STATE RETIREMENT SYSTEM14.4K$253.1K—Held
CIBC WORLD MARKET INC.13.9K$244.9K—Held
CAXTON ASSOCIATES LLP13.8K$241.7K—Held
ALPS ADVISORS INC13.7K$239.8K—Held
MANGROVE PARTNERS IM, LLC13.6K$238.9K—Held
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS12.9K$226.6K—Held
FIRST CITIZENS BANK & TRUST CO12.5K$220.3K—Held
ARISTEIA CAPITAL, L.L.C.12.5K$219.1K—Held
Envestnet Portfolio Solutions, Inc.12K$211.6K—Held
OREGON PUBLIC EMPLOYEES RETIREMENT FUND11.9K$209.2K—Held
MQS Management LLC11.8K$208K—Held
Tidal Investments LLC11.8K$207K—Held
PharVision Advisers, LLC11.7K$205.1K—Held
COMERICA BANK11.2K$196.7K—Held
KLP KAPITALFORVALTNING AS10.7K$191.4K—Held
SummitTX Capital, L.P.10.6K$186.6K—Held
DRW Securities, LLC10.6K$186.2K—Held
Swiss Life Asset Management Ltd10.4K$183.4K—New
ProShare Advisors LLC10.2K$179.2K—Held
LAZARD ASSET MANAGEMENT LLC10K$176.3K—Held
STRS OHIO9.5K$166.8K—Held
WOLVERINE ASSET MANAGEMENT LLC8.65K$151.9K—Held
ROYAL BANK OF CANADA8.44K$148K—Held
NATIONAL BANK OF CANADA /FI/7.05K$123.7K—Held
OSAIC HOLDINGS, INC.6.23K$109.3K—Held
Palouse Capital Management, Inc.5.56K$97.7K—Held
SIMPLEX TRADING, LLC4.71K$82.8K—Held
Ameritas Investment Partners, Inc.4.39K$77.1K—Held
CANADA PENSION PLAN INVESTMENT BOARD3.8K$66.7K—Held
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO3.4K$59.7K—Held
GAMMA Investing LLC2.62K$46K—Held
LSV ASSET MANAGEMENT2.52M$44.2K—Held
Pinnacle Wealth Planning Services, Inc.2.48K$43.6K—Held
Security National Bank2.47K$43.4K—Held
PNC Financial Services Group, Inc.2.46K$43.2K—Held
Sterling Capital Management LLC2.1K$36.8K—Held
GROUP ONE TRADING LLC1.9K$33.4K—Held
Arax Advisory Partners1.6K$28.1K—Held
NOMURA ASSET MANAGEMENT CO LTD1.5K$26.3K—Held
Clearstead Advisors, LLC1.2K$21.1K—Held
Versant Capital Management, Inc1.19K$20.9K—Held
Tower Research Capital LLC (TRC)1.18K$20.8K—Held
WOLFF WIESE MAGANA LLC1K$17.6K—Held
FEDERATED HERMES, INC.979$17.2K—Held
Quarry LP790$13.9K—Held
Steward Partners Investment Advisory, LLC759$13.3K—Held
MAI Capital Management511$8.97K—Held
AdvisorNet Financial, Inc432$7.59K—Held
Allworth Financial LP414$7.27K−$1.32KAdded$2.14K
SageView Advisory Group, LLC412$7.23K—Held
Glen Eagle Advisors, LLC400$7.02K—Held
Front Row Advisors LLC374$6.71K—Held
EverSource Wealth Advisors, LLC346$6.08K—Held
Physician Wealth Advisors, Inc.338$5.94K—Held
BARROW HANLEY MEWHINNEY & STRAUSS LLC335$5.88K—Held
SIGNATUREFD, LLC329$5.78K—Held
IFP Advisors, Inc326$5.72K−$1.61KCut−$537
Salomon & Ludwin, LLC316$5.57K—Held
US BANCORP \DE\302$5.3K—Held
FIFTH THIRD BANCORP276$4.85K—Held
ALGERT GLOBAL LLC274.9K$4.83K—Held
Private Wealth Asset Management, LLC269$4.72K—Held
CSM Advisors, LLC252K$4.42K—Held
True Wealth Design, LLC240$4.21K—Held
Farther Finance Advisors, LLC200$3.51K—Held
Larson Financial Group LLC164$2.88K—Held
Smartleaf Asset Management LLC158$2.78K—Held
ROTHSCHILD INVESTMENT LLC155$2.72K—Held
SBI Securities Co., Ltd.147$2.58K—Held
Rockefeller Capital Management L.P.133$2.34K—Held
QUADRANT CAPITAL GROUP LLC132$2.32K—Held
Bare Financial Services, Inc116$2.04K—Held
Parkside Financial Bank & Trust107$1.88K—Held
BNP PARIBAS ASSET MANAGEMENT Holding S.A.102.3K$1.79K—Held
NEW YORK STATE TEACHERS RETIREMENT SYSTEM82.6K$1.45K—Held
Essential Partners LLC67$1.18K−$406Cut−$6.17K
PRICE T ROWE ASSOCIATES INC /MD/60K$1.05K—Held
Stone House Investment Management, LLC58$1.02K—Held
Cedar Mountain Advisors, LLC56$983—Held
UMB Bank, n.a.54$948—Held
CANADA LIFE ASSURANCE Co53.8K$945—Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO52$913—Held
Hilton Head Capital Partners, LLC51$896—Held
GSA CAPITAL PARTNERS LLP44.5K$782—Held
Summit Global Investments39.1K$687—Held
Thrivent Financial for Lutherans35.8K$629—Held
FARMERS & MERCHANTS INVESTMENTS INC35$615—Held
JONES FINANCIAL COMPANIES LLLP32$562—Held
State of Alaska, Department of Revenue29.7K$520—Held
Cornerstone Financial Management LLC29$509—Held
SG Americas Securities, LLC27K$475—Held
Gunpowder Capital Management, LLC dba Oliver Wealth Management25$439—Held
Godfrey Financial Associates, Inc.25$439—Held
Sunbelt Securities, Inc.21$369—Held
Trust Co16$281—Held
AMALGAMATED BANK15.4K$271—Held
Manchester Capital Management LLC15$264—Held
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13.2K$231—Held
CIBC Private Wealth Group LLC12$211—Held
CWM, LLC11.7K$206—Held
Transamerica Financial Advisors, LLC8$144—Held
Ankerstar Wealth, LLC7$123—Held
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO6.39K$112—Held
MassMutual Private Wealth & Trust, FSB4$70—Held
SJS Investment Consulting Inc.3$53—Held
GILPIN WEALTH MANAGEMENT, LLC3$53—Held
KBC Group NV2.45K$43−$15Cut−$15
DekaBank Deutsche Girozentrale1.08K$37—Held
HANTZ FINANCIAL SERVICES, INC.1.45K$25—Held
Dunhill Financial, LLC1$24—Held
Vestcor Inc979$17—Held
Covestor Ltd958$17—Held
HARBOR CAPITAL ADVISORS, INC.566$10—Held
BESSEMER GROUP INC259$4—Held
Global Retirement Partners, LLC0$1—Held
Erste Asset Management GmbH0$0—Held
Capital Advisors, Ltd. LLC12$0—Held

Who left

Positions as of Q4 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.