PLANO, TX
UPBOUND GROUP, INC.UPBD— Latest position per institution from SEC 13F filings
15
Institutional holders
56.36M
Total shares held
1.18B
Estimated value
2.82M
Avg. position size
BLACKROCK, INC.
CIK 2012383
Shares
9.15M
Value
194.22M
Filed
Jun 30, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
7.95M
Value
243.94M
Filed
Jun 30, 2024
VANGUARD GROUP INC
CIK 102909
Shares
7.13M
Value
125.25M
Filed
Dec 31, 2025
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
4.23M
Value
89.85M
Filed
Jun 30, 2026
FMR LLC
CIK 315066
Shares
3.31M
Value
70.29M
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
2.74M
Value
58.24M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
2.47M
Value
53.32M
Filed
Jun 30, 2026
GOLDMAN SACHS GROUP INC
CIK 886982
Shares
2.41M
Value
51.09M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
2.33M
Value
49.39M
Filed
Jun 30, 2026
LSV ASSET MANAGEMENT
CIK 1050470
Shares
2.28M
Value
48.39K
Filed
Jun 30, 2026
IEQ CAPITAL, LLC
CIK 1779789
Shares
1.77M
Value
37.56M
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
1.47M
Value
31.16M
Filed
Jun 30, 2026
COOPER CREEK PARTNERS MANAGEMENT LLC
CIK 1512162
Shares
1.39M
Value
42.70K
Filed
Jun 30, 2024
BRAGG FINANCIAL ADVISORS, INC
CIK 1327055
Shares
1.19M
Value
25.24M
Filed
Jun 30, 2026
ENGAGED CAPITAL LLC
CIK 1559771
Shares
1.17M
Value
35.83M
Filed
Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
Shares
1.16M
Value
24.52M
Filed
Jun 30, 2026
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
Shares
1.10M
Value
23.44M
Filed
Jun 30, 2026
HUBER CAPITAL MANAGEMENT LLC
CIK 1511697
Shares
1.06M
Value
22.53M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.05M
Value
22.23M
Filed
Jun 30, 2026
DEER PARK ROAD CORP
CIK 1702490
Shares
1M
Value
24.51M
Filed
Mar 31, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2012383 | 9.15M | 194.22M | Jun 30, 2026 |
| 2 | BLACKROCK FINANCE, INC. | 1364742 | 7.95M | 243.94M | Jun 30, 2024 |
| 3 | VANGUARD GROUP INC | 102909 | 7.13M | 125.25M | Dec 31, 2025 |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 4.23M | 89.85M | Jun 30, 2026 |
| 5 | FMR LLC | 315066 | 3.31M | 70.29M | Jun 30, 2026 |
| 6 | DIMENSIONAL FUND ADVISORS LP | 354204 | 2.74M | 58.24M | Jun 30, 2026 |
| 7 | STATE STREET CORP | 93751 | 2.47M | 53.32M | Jun 30, 2026 |
| 8 | GOLDMAN SACHS GROUP INC | 886982 | 2.41M | 51.09M | Jun 30, 2026 |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 2.33M | 49.39M | Jun 30, 2026 |
| 10 | LSV ASSET MANAGEMENT | 1050470 | 2.28M | 48.39K | Jun 30, 2026 |
| 11 | IEQ CAPITAL, LLC | 1779789 | 1.77M | 37.56M | Jun 30, 2026 |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 1.47M | 31.16M | Jun 30, 2026 |
| 13 | COOPER CREEK PARTNERS MANAGEMENT LLC | 1512162 | 1.39M | 42.70K | Jun 30, 2024 |
| 14 | BRAGG FINANCIAL ADVISORS, INC | 1327055 | 1.19M | 25.24M | Jun 30, 2026 |
| 15 | ENGAGED CAPITAL LLC | 1559771 | 1.17M | 35.83M | Jun 30, 2024 |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | 1.16M | 24.52M | Jun 30, 2026 |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 902219 | 1.10M | 23.44M | Jun 30, 2026 |
| 18 | HUBER CAPITAL MANAGEMENT LLC | 1511697 | 1.06M | 22.53M | Jun 30, 2026 |
| 19 | MORGAN STANLEY | 895421 | 1.05M | 22.23M | Jun 30, 2026 |
| 20 | DEER PARK ROAD CORP | 1702490 | 1M | 24.51M | Mar 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.