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Upbound Group Inc (UPBD)

CUSIP: 76009N100 | NYSE | Technology · Software - Application | Small Cap | 1119 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC4,662,4838.0%New 5%+ stakeSep 30, 202692d ahead of 13F (4,234,326 sh) · +428,157
13G/AAllred Aaron R1,821,6423.1%Newly reportedJun 30, 2026No 13F filer matched
13G/AVanguard Portfolio Management LLC4,662,483
8.0% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (4,234,326 sh) · +428,157
13G/AAllred Aaron R1,821,642
3.1% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,119,714
0.0% of portfolio›$49.0M
Principal Financial Group Inc391,156
0.0% of portfolio›$6.1M
One Way Holdings LLC357,316
0.3% of portfolio›$5.6M
Creative Planning325,466
0.0% of portfolio›$5.1M
CX Institutional294,173
0.1% of portfolio›$4.6K
Venture Visionary Partners LLC157,858
0.1% of portfolio›$2.5M
Citigroup Inc148,680
0.0% of portfolio›$2.3M
Sepio Capital, LP144,609
0.1% of portfolio›$2.3M
Lido Advisors, LLC124,958
0.0% of portfolio›$2.0M
Exchange Traded Concepts, LLC88,873
0.0% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd82,866
0.0% of portfolio›$1.3M
Range Financial Group LLC82,390
0.4% of portfolio›$1.3M
Beacon Financial Group77,068
0.1% of portfolio›$1.2M
Kendall Capital Management66,315
0.2% of portfolio›$1.0M
New York State Teachers Retirement System62,693
0.0% of portfolio›$984
DekaBank Deutsche Girozentrale43,442
0.0% of portfolio›$674
Inspire Investing, LLC41,475
0.0% of portfolio›$651.2K
Summit Global Investments38,648
0.0% of portfolio›$607
Redhawk Wealth Advisors, Inc.35,642
0.1% of portfolio›$559.6K
Achmea Investment Management B.V.32,200
0.0% of portfolio›$505.9K
Wealth Enhancement Advisory Services, LLC29,110
0.0% of portfolio›$456.7K
Louisiana State Employees Retirement System23,300
0.0% of portfolio›$365.8K
Olympiad Research LP21,997
0.4% of portfolio›$345.4K
Virginia Retirement Systems ET Al20,000
0.0% of portfolio›$314.0K
Arizona State Retirement System14,779
0.0% of portfolio›$232.0K
State of Wyoming14,707
0.0% of portfolio›$230.9K
Nisa Investment Advisors, LLC14,637
0.0% of portfolio›$229.8K
Amalgamated Bank14,218
0.0% of portfolio›$223
CoreCap Advisors, LLC14,145
0.0% of portfolio›$222.1K
Yousif Capital Management, LLC13,619
0.0% of portfolio›$213.8K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS12,912
0.0% of portfolio›$202.7K
Optimist Retirement Group LLC12,454
0.1% of portfolio›$195.5K
Oregon Public Employees Retirement Fund12,316
0.0% of portfolio›$193.4K
State of Alaska, Department of Revenue12,082
0.0% of portfolio›$189
Vise Technologies, Inc.10,976
0.0% of portfolio›$172.3K
Moody National Bank Trust Division10,148
0.0% of portfolio›$159.3K
Wolverine Asset Management LLC8,652
0.0% of portfolio›$135.8K
Signaturefd, LLC3,050
0.0% of portfolio›$47.9K
Pinnacle Wealth Planning Services, Inc.2,791
0.0% of portfolio›$43.8K
Gamma Investing LLC2,470
0.0% of portfolio›$38.8K
Security National Bank2,470
0.0% of portfolio›$38.8K
KBC Group NV2,454
0.0% of portfolio›$39
SBI Securities Co., Ltd.1,215
0.0% of portfolio›$19.1K
Sterling Capital Management LLC1,121
0.0% of portfolio›$17.6K
Farther Finance Advisors, LLC1,088
0.0% of portfolio›$17.1K
Wolff Wiese Magana LLC1,000
0.0% of portfolio›$15.7K
Simplex Trading, LLC932
0.0% of portfolio›$14.6K
Salomon & Ludwin, LLC837
0.0% of portfolio›$13.1K
SJS Investment Consulting Inc.802
0.0% of portfolio›$12.6K
EverSource Wealth Advisors, LLC756
0.0% of portfolio›$11.9K
Parkside Financial Bank & Trust626
0.0% of portfolio›$9.8K
IFP Advisors, Inc622
0.0% of portfolio›$9.8K
Lanark Financial, Inc.556
0.0% of portfolio›$8.7K
Covestor Ltd496
0.0% of portfolio›$7
Root Financial Partners, LLC464
0.0% of portfolio›$7.3K
Versant Capital Management, Inc459
0.0% of portfolio›$7.2K
True Wealth Design, LLC371
0.0% of portfolio›$5.8K
Essential Partners LLC331
0.0% of portfolio›$5.2K
Parallel Advisors, LLC326
0.0% of portfolio›$5.1K
Pension & Wealth Management Advisors, Inc.215
0.0% of portfolio›$3.4K
Farmers & Merchants Investments Inc57
0.0% of portfolio›$895
Cedar Mountain Advisors, LLC56
0.0% of portfolio›$879
Hilton Head Capital Partners, LLC51
0.0% of portfolio›$801
Arlington Trust Co LLC44
0.0% of portfolio›$691
Ascentis Wealth Management, LLC42
0.0% of portfolio›$659
Paladin Partners, LLC25
0.0% of portfolio›$393
MassMutual Private Wealth & Trust, FSB23
0.0% of portfolio›$361
UMB Private Wealth Management, LLC23
0.0% of portfolio›$361
Valley National Advisers Inc21
0.0% of portfolio›$330
Trust Co16
0.0% of portfolio›$251
JFS Wealth Advisors, LLC14
0.0% of portfolio›$220
Gilpin Wealth Management, LLC9
0.0% of portfolio›$142
Signature Resources Capital Management, LLC3
0.0% of portfolio›$49
Proathlete Wealth Management LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,119,714$49.0M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
391,156$6.1M0.0%CoreLowDes Moines, IA2026-11-02
One Way Holdings LLC
357,316$5.6M0.3%CoreMediumFlower Mound, TX2026-10-29
Creative Planning
325,466$5.1M0.0%IndexVery LowOverland Park, KS2026-11-02
CX Institutional
294,173$4.6K0.1%CoreMediumAuburn, IN2026-10-02
Venture Visionary Partners LLC
157,858$2.5M0.1%CoreLowSylvania, OH2026-10-07
Citigroup Inc
148,680$2.3M0.0%CoreMediumNew York, NY2026-11-04
Sepio Capital, LP
144,609$2.3M0.1%ETFLowSalt Lake City, UT2026-10-22
Lido Advisors, LLC
124,958$2.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Exchange Traded Concepts, LLC
88,873$1.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Y-Intercept (Hong Kong) Ltd
82,866$1.3M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Range Financial Group LLC
82,390$1.3M0.4%GARPMediumTigard, OR2026-10-21
Beacon Financial Group
77,068$1.2M0.1%ETFMediumDallas, TX2026-10-19
Kendall Capital Management
66,315$1.0M0.2%GARPLowRockville, MD2026-10-23
New York State Teachers Retirement System
62,693$9840.0%CoreVery LowAlbany, NY2026-10-22
DekaBank Deutsche Girozentrale
43,442$6740.0%CoreLowFrankfurt, Hong Kong2026-10-27
Inspire Investing, LLC
41,475$651.2K0.0%GARPHighMeridian, ID2026-10-22
Summit Global Investments
38,648$6070.0%CoreMediumBountiful, UT2026-10-28
Redhawk Wealth Advisors, Inc.
35,642$559.6K0.1%ETFHighMinneapolis, MN2026-10-14
Achmea Investment Management B.V.
32,200$505.9K0.0%CoreMediumZeist, Philippines2026-10-30
Wealth Enhancement Advisory Services, LLC
29,110$456.7K0.0%CoreLowPlymouth, MN2026-10-13
Louisiana State Employees Retirement System
23,300$365.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Olympiad Research LP
21,997$345.4K0.4%Deep ValueVery HighStamford, CT2026-11-04
Virginia Retirement Systems ET Al
20,000$314.0K0.0%CoreMediumRichmond, VA2026-10-28
Arizona State Retirement System
14,779$232.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
State of Wyoming
14,707$230.9K0.0%ValueHighCheyenne, WY2026-10-28
Nisa Investment Advisors, LLC
14,637$229.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Amalgamated Bank
14,218$2230.0%CoreVery LowNew York, NY2026-10-23
CoreCap Advisors, LLC
14,145$222.1K0.0%ETFMediumSouthfield, MI2026-10-08
Yousif Capital Management, LLC
13,619$213.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
12,912$202.7K0.0%CoreLowHarrisburg, PA2026-11-03
Optimist Retirement Group LLC
12,454$195.5K0.1%ValueLowBellevue, WA2026-10-30
Oregon Public Employees Retirement Fund
12,316$193.4K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
12,082$1890.0%CoreVery LowJuneau, AK2026-10-15
Vise Technologies, Inc.
10,976$172.3K0.0%IndexLowNew York, NY2026-10-29
Moody National Bank Trust Division
10,148$159.3K0.0%CoreMediumGalveston, TX2026-10-06
Wolverine Asset Management LLC
8,652$135.8K0.0%Deep ValueVery HighChicago, IL2026-11-02
Signaturefd, LLC
3,050$47.9K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Wealth Planning Services, Inc.
2,791$43.8K0.0%GARPLowMansfield, OH2026-10-27
Gamma Investing LLC
2,470$38.8K0.0%IndexVery LowFoster City, CA2026-10-08
Security National Bank
2,470$38.8K0.0%GrowthLowOmaha, NE2026-10-26
KBC Group NV
2,454$390.0%CoreMediumBrussels, Czech Republic2026-10-22
SBI Securities Co., Ltd.
1,215$19.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Sterling Capital Management LLC
1,121$17.6K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
1,088$17.1K0.0%IndexLowSan Francisco, CA2026-10-08
Wolff Wiese Magana LLC
1,000$15.7K0.0%GrowthLowCarslbad, CA2026-10-15
Simplex Trading, LLC
932$14.6K0.0%CoreVery HighChicago, IL2026-11-04
Salomon & Ludwin, LLC
837$13.1K0.0%ETFVery LowRichmond, VA2026-10-29
SJS Investment Consulting Inc.
802$12.6K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
756$11.9K0.0%CoreMediumBirmingham, AL2026-11-04
Parkside Financial Bank & Trust
626$9.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
622$9.8K0.0%GrowthLowTampa, FL2026-10-16
Lanark Financial, Inc.
556$8.7K0.0%CoreMediumBirmingham, AL2026-10-26
Covestor Ltd
496$70.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
464$7.3K0.0%ETFMediumEncinitas, CA2026-10-21
Versant Capital Management, Inc
459$7.2K0.0%GARPLowPhoenix, AZ2026-10-02
True Wealth Design, LLC
371$5.8K0.0%ETFMediumAkron, OH2026-10-13
Essential Partners LLC
331$5.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parallel Advisors, LLC
326$5.1K0.0%IndexLowSan Francisco, CA2026-11-03
Pension & Wealth Management Advisors, Inc.
215$3.4K0.0%ETFLowWaltham, MA2026-10-16
Farmers & Merchants Investments Inc
57$8950.0%CoreVery LowLincoln, NE2026-10-22
Cedar Mountain Advisors, LLC
56$8790.0%ETFVery LowLake Oswego, OR2026-10-15
Hilton Head Capital Partners, LLC
51$8010.0%CoreMediumHilton Head Island, SC2026-10-23
Arlington Trust Co LLC
44$6910.0%ETFMediumBirmingham, AL2026-10-20
Ascentis Wealth Management, LLC
42$6590.0%Agg GrowthLowDallas, TX2026-11-03
Paladin Partners, LLC
25$3930.0%ETFVery LowHartland, WI2026-10-06
MassMutual Private Wealth & Trust, FSB
23$3610.0%CoreLowSpringfield, MA2026-10-05
UMB Private Wealth Management, LLC
23$3610.0%GrowthN/AKansas City, MO2026-10-19
Valley National Advisers Inc
21$3300.0%ETFLowBethlehem, PA2026-10-23
Trust Co
16$2510.0%ETFVery LowManhattan, KS2026-10-09
JFS Wealth Advisors, LLC
14$2200.0%ETFVery LowHermitage, PA2026-11-03
Gilpin Wealth Management, LLC
9$1420.0%GrowthLowDenver, CO2026-10-09
Signature Resources Capital Management, LLC
3$490.0%ETFLowNewport Beach, CA2026-10-16
Proathlete Wealth Management LLC
0$00.0%ETFVery LowBoca Raton, FL2026-10-15