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Of the 11 tracked institutions holding UPBD, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +7.1pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, UPBD (UPBOUND GROUP INC) is held with a combined value of $451.97M across 25,233,532 shares. The largest holder is BlackRock, Inc. with a position worth $148.16M. 2 funds opened new positions in the most recent quarter. 4 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$451.97M
Total Shares Held
25,233,532
Institutional Holders
11
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $148.16M | 0.00% | +0.9% |
| 2 | VANGUARD GROUP INC | $125.25M | 0.00% | +3.4% |
| 3 | FMR LLC | $97.61M | 0.01% | +4.0% |
| 4 | STATE STREET CORP | $41.45M | 0.00% | -4.7% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $22.67M | 0.00% | -4.5% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $5.19M | 0.00% | -13.8% |
| 7 | MILLENNIUM MANAGEMENT LLC | $3.24M | 0.00% | -54.2% |
| 8 | Point72 Asset Management, L.P. | $3.13M | 0.01% | New |
| 9 | CITADEL ADVISORS LLC | $2.81M | 0.00% | -47.2% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.31M | 0.00% | +21.0% |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of UPBD with a position worth $148.16M, representing 0.00% of their portfolio. In total, 11 institutional investors hold UPBD with a combined value of $451.97M.
In the most recent quarter, 2 funds opened a new position in UPBD. Additionally, 4 increased their holdings and 5 reduced their positions.
Institutional investors hold $451.97M worth of UPBD stock across 11 positions. The largest institutional holder is BlackRock, Inc. with $148.16M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UPBD, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their UPBD positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$20.61
2026-07-27
YTD
+18.8%
40% of 52-week range