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Upbound Group Inc
UPBDAdd to Watchlist
18.320USD
+0.860+4.93%
Close 06/18, 16:00（ET）Quotes delayed by 15 min
1.07BMarket Cap
12.41P/E TTM
Shareholding Stats
Updated: Sun, May 10
Updated: Sun, May 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
12.49%
Fidelity Management & Research Company LLC
8.81%
Allred (Aaron R)
7.04%
IEQ Capital LLC
7.04%
Vanguard Portfolio Management, LLC
6.76%
Other
57.87%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
12.49%
Fidelity Management & Research Company LLC
8.81%
Allred (Aaron R)
7.04%
IEQ Capital LLC
7.04%
Vanguard Portfolio Management, LLC
6.76%
Other
57.87%
Shareholder Types
Shareholders
Proportion
Investment Advisor
57.28%
Investment Advisor/Hedge Fund
22.40%
Individual Investor
7.88%
Family Office
7.23%
Hedge Fund
5.08%
Research Firm
3.30%
Pension Fund
1.01%
Bank and Trust
0.72%
Insurance Company
0.03%
Institutional Shareholding
Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
574
59.34M
101.79%
+2.03M
2025Q4
567
50.88M
87.86%
-5.61M
2025Q3
552
50.77M
87.68%
-3.40M
2025Q2
547
55.10M
95.16%
-3.45M
2025Q1
561
54.89M
94.98%
-4.15M
2024Q4
559
53.61M
93.49%
-4.71M
2024Q3
554
52.48M
95.99%
-8.73M
2024Q2
560
57.17M
104.68%
+195.14K
2024Q1
550
53.54M
98.38%
-2.03M
2023Q4
563
51.72M
95.18%
-5.52M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
7.19M
12.42%
-14.61K
-0.20%
Sep 30, 2025
Fidelity Management & Research Company LLC
4.87M
8.4%
+313.38K
+6.88%
Sep 30, 2025
Allred (Aaron R)
4.10M
7.08%
-467.84K
-10.24%
Sep 30, 2025
IEQ Capital LLC
4.12M
7.12%
-411.99K
-9.08%
Sep 30, 2025
State Street Investment Management (US)
2.16M
3.74%
+78.81K
+3.78%
Sep 30, 2025
Dimensional Fund Advisors, L.P.
2.14M
3.7%
-29.31K
-1.35%
Sep 30, 2025
LSV Asset Management
2.53M
4.37%
+491.54K
+24.08%
Sep 30, 2025
Huber Capital Management LLC
965.27K
1.67%
+390.33K
+67.89%
Sep 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Aztlan Global Stock Selection DM SMID ETF
2.88%
Invesco S&P SmallCap High Dividend Low Volatility ETF
1.6%
KFA Value Line Dynamic Core Equity Index ETF
1.34%
WisdomTree US SmallCap Quality Dividend Growth
0.74%
Direxion Daily Retail Bull 3X Shares
0.7%
Acquirers Small and Micro Deep Value ETF
0.69%
State Street PDR S&P Retail ETF
0.62%
WBI Power Factor High Dividend ETF
0.52%
Invesco S&P SmallCap Consumer Discretionary ETF
0.49%
Distillate Small/Mid Cash Flow ETF
0.45%
View more
Aztlan Global Stock Selection DM SMID ETF
Proportion2.88%
Invesco S&P SmallCap High Dividend Low Volatility ETF
Proportion1.6%
KFA Value Line Dynamic Core Equity Index ETF
Proportion1.34%
WisdomTree US SmallCap Quality Dividend Growth
Proportion0.74%
Direxion Daily Retail Bull 3X Shares
Proportion0.7%
Acquirers Small and Micro Deep Value ETF
Proportion0.69%
State Street PDR S&P Retail ETF
Proportion0.62%
WBI Power Factor High Dividend ETF
Proportion0.52%
Invesco S&P SmallCap Consumer Discretionary ETF
Proportion0.49%
Distillate Small/Mid Cash Flow ETF
Proportion0.45%
