13F Insight
DOSSIER · 13F Holders · Q1 2026Technology · Services-Equipment Rental & Leasing, NECHigh-convictionMulti-bagger
UPBD

UPBOUND GROUP INC

258 institutions still hold UPBOUND GROUP INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 76009N100·Services-Equipment Rental & Leasing, NEC·258 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.5%
vs prior quarter
13F value held
$745M
64.0% inst. owned
of float
Holders
258
-114 QoQ
filers reporting
Activity
+11 / −80
+750 added · −793 reduced
this quarter
Concentration
19.88%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

258 institutions reported UPBD in Q1 2026. BlackRock, Inc. leads at 19.9% of the visible book. -114 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$148M8.2M0.00%Q1 202602
FMR LLC
CIK 0000315066
$98M5.4M0.01%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$71M3.9M0.00%Q1 202604
IEQ CAPITAL, LLC
CIK 0001779789
$70M3.9M0.33%Q1 202605
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$43M2.4M0.01%Q1 202606
STATE STREET CORP
CIK 0000093751
$41M2.3M0.00%Q1 202607
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$41M2.3M0.00%Q1 202608
Huber Capital Management LLC
CIK 0001511697
$31M1.7M4.75%Q1 202609
GOLDMAN SACHS GROUP INC
CIK 0000886982
$25M1.4M0.00%Q1 202610
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$24M1.4M0.00%Q1 202611
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$23M1.3M0.00%Q1 202612
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$23M1.3M0.00%Q1 202613
Bragg Financial Advisors, Inc
CIK 0001327055
$20M1.1M0.64%Q1 202614
Bank of New York Mellon Corp
CIK 0001390777
$15M855K0.00%Q1 202615
MORGAN STANLEY
CIK 0000895421
$14M784K0.00%Q1 202616
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
CIK 0001164833
$13M738K0.04%Q1 202617
KENNEDY CAPITAL MANAGEMENT LLC
CIK 0000884589
$12M669K0.26%Q1 202618
NORTHERN TRUST CORP
CIK 0000073124· Index
$11M602K0.00%Q1 202619
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$11M597K0.01%Q1 202620
Invesco Ltd.
CIK 0000914208
$10M532K0.00%Q1 2026
Page 1 of 13
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