UPBDUpbound Group, Inc.

$19.43

Who owns UPBD

231 institutions reported holding UPBD for 2026Q1, together 95% of the company, fewer than the 234 a quarter earlier.

231

Institutions reporting a position · as of 2026Q1 · down from 234 the quarter before

Shares held by institutions
55.9M

Shares held by institutions · 95% of the company · long US equity positions only, as reported on Form 13F

Reported value
$1.01B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
45%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
32
Positions exited
40
Added to
87
Reduced
65
Top 10 holdersof the company
61%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q123155.9M$1.01B
2025Q423455.2M$971M
2025Q325653.6M$1.27B
2025Q224752.6M$1.32B
2025Q124048.0M$1.15B
2024Q423846.6M$1.36B
2024Q324345.2M$1.45B
2024Q224649.8M$1.53B
2024Q123946.2M$1.63B
2023Q423044.6M$1.51B
2023Q321245.2M$1.33B
2023Q221848.9M$1.52B
2023Q120347.8M$1.17B
2022Q420549.2M$1.11B
2022Q321447.5M$833M
2022Q221749.6M$965M
Largest reported holders, 2026Q1
HolderShares% of companyValue
BlackRock Inc.8.2M14%$148M
VANGUARD GROUP INC6.7M11%$121M
FMR LLC5.4M9.2%$98M
IEQ CAPITAL, LLC3.9M6.6%$70M
DIMENSIONAL FUND ADVISORS LP2.4M4.1%$43M
LSV ASSET MANAGEMENT2.3M3.9%$42M
STATE STREET CORP2.3M3.9%$41M
Huber Capital Management LLC1.7M2.9%$31M
GOLDMAN SACHS GROUP INC1.4M2.3%$25M
GEODE CAPITAL MANAGEMENT LLC1.4M2.3%$24M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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