13FBOX
UPBOUND GROUP INC · 13F Institutional Holdings
Options Calculator Rankings

UPBOUND GROUP INC

UPBD
Institutions
259
Combined AUM (Q2 2026)
$1.24B
Combined Shares (Q2 2026)
58.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+9.0M
150 · 41 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6.8M
90 · 23 Exit · ≈
⚖️ Net
+2.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.24B
Institutions
259
New Buys
41
Adds
109
Reduces
67
Exits
23
Unchanged
42
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#100$194.2M9.2M$148.2M8.2M+944,446+11.51%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#83$89.9M4.2M$71.1M3.9M+295,184+7.49%Add
FMR LLC
<0.01%0.01%#99$70.3M3.3M$97.6M5.4M-2.1M-38.74%Reduce
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#54$58.2M2.7M$43.2M2.4M+349,960+14.61%Add
STATE STREET CORP
<0.01%<0.01%#132$53.3M2.5M$41.5M2.3M+171,994+7.49%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#82$51.1M2.4M$24.9M1.4M+1.0M+74.86%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#148$49.4M2.3M$41.1M2.3M+51,870+2.28%Add
LSV ASSET MANAGEMENT
0.09%0.09%#24$48.4M2.3M$41.8M2.3M-33,000-1.43%Reduce
IEQ CAPITAL, LLC
0.17%0.33%#14$37.6M1.8M$70.5M3.9M-2.1M-54.65%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#129$31.2M1.5M$24.5M1.4M+113,050+8.34%Add
Bragg Financial Advisors, Inc
0.68%0.64%#4$25.2M1.2M$20.3M1.1M+66,277+5.90%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#92$24.5M1.2M$22.9M1.3M-112,662-8.88%Reduce
WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#84$23.4M1.1M$22.7M1.3M-151,509-12.06%Reduce
Huber Capital Management LLC
3.32%4.75%#1$22.5M1.1M$30.7M1.7M-640,736-37.63%Reduce
MORGAN STANLEY
<0.01%<0.01%#142$22.2M1.0M$18.2M768,483+278,936+36.30%Add
Bank of New York Mellon Corp
<0.01%<0.01%#97$18.9M888,866$15.4M855,176+33,690+3.94%Add
AMERICAN CENTURY COMPANIES INC
0.01%<0.01%#61$18.1M853,179$6.2M342,949+510,230+148.78%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.05%0.04%#30$17.7M831,810$13.3M737,660+94,150+12.76%Add
AQR CAPITAL MANAGEMENT LLC
0.01%<0.01%#78$15.3M720,150$5.2M287,314+432,836+150.65%Add
MILLENNIUM MANAGEMENT LLC
0.01%<0.01%#79$15.1M709,357$3.2M179,399+529,958+295.41%Add
NORTHERN TRUST CORP
<0.01%<0.01%#128$14.3M675,057$10.9M602,160+72,897+12.11%Add
KENNEDY CAPITAL MANAGEMENT LLC
0.24%0.26%#9$13.8M651,996$12.1M669,071-17,075-2.55%Reduce
Invesco Ltd.
<0.01%<0.01%#153$12.3M579,041$9.6M531,825+47,216+8.88%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#139$11.1M522,258$4.1M228,785+293,473+128.27%Add
Pacer Advisors, Inc.
0.03%0.02%#36$9.6M450,923$7.5M413,005+37,918+9.18%Add
MARSHALL WACE, LLP
0.01%<0.01%#67$8.7M410,710$940,96452,131+358,579+687.84%Add
VICTORY CAPITAL MANAGEMENT INC
<0.01%<0.01%#80$8.4M394,376$6.6M363,747+30,629+8.42%Add
Advisors Asset Management, Inc.
0.12%0.08%#21$7.6M357,337$4.8M263,823+93,514+35.45%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.13%0.13%#19$7.5M354,744$6.6M363,941-9,197-2.53%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#130$7.4M348,824$6.2M344,341+4,483+1.30%Add
PANAGORA ASSET MANAGEMENT INC
0.02%0.02%#42$6.8M321,099$4.6M252,214+68,885+27.31%Add
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#93$6.5M307,996$5.5M303,918+4,078+1.34%Add
CSM Advisors, LLC
0.14%0.13%#18$6.5M306,014$5.2M285,978+20,036+7.01%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#191$6.3M294,594$3.5M194,819+99,775+51.21%Add
Qube Research & Technologies Ltd
0.01%<0.01%#76$6.1M286,621$4.4M245,468+41,153+16.77%Add
Creative Planning
<0.01%<0.01%#90$5.8M271,002$1.7M96,177+174,825+181.77%Add
Universal- Beteiligungs- und Servicegesellschaft mbH
0.01%0.01%#60$5.6M262,831$4.7M258,815+4,016+1.55%Add
MILLER VALUE PARTNERS, LLC
1.29%0.57%#2$5.5M258,000$2.2M120,000+138,000+115.00%Add
PEREGRINE CAPITAL MANAGEMENT LLC
0.17%0.18%#13$5.3M251,447$4.9M273,370-21,923-8.02%Reduce
Empowered Funds, LLC
0.03%0.03%#38$5.0M236,744$4.3M240,726-3,982-1.65%Reduce
BALYASNY ASSET MANAGEMENT L.P.
0.01%0.01%#71$5.0M234,921$10.8M596,702-361,781-60.63%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#102$4.7M221,265$3.5M196,526+24,739+12.59%Add
Russell Investments Group, Ltd.
<0.01%<0.01%#95$4.1M192,157$3.1M170,403+21,754+12.77%Add
SEI INVESTMENTS CO
<0.01%<0.01%#89$4.0M188,883$4.4M244,848-55,965-22.86%Reduce
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%#127$3.9M182,312$00+182,312New Buy
Connor, Clark & Lunn Investment Management Ltd.
0.01%0.01%#64$3.9M182,289$4.2M231,337-49,048-21.20%Reduce
XTX Topco Ltd
0.05%0.01%#31$3.8M180,319$468,07325,932+154,387+595.35%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.01%0.01%#56$3.8M180,284$3.4M186,415-6,131-3.29%Reduce
UBS Group AG
<0.01%<0.01%#180$3.8M179,366$4.0M220,238-40,872-18.56%Reduce
Allianz Asset Management GmbH
<0.01%<0.01%#94$3.6M170,109$2.2M121,533+48,576+39.97%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow