greeksoup/ stock research

Upbound Group, Inc. 13F holders

Of the 44 funds followed here, 7 reported a position in Upbound Group, Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 3.3 million shares worth $70.3 million, 0.0% of its reported book.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC3,312,579$70.3 million0.0%-2,095,235trimmed30 June 202613F
Geode Capital Management1,468,034$31.2 million0.0%+113,050added30 June 202613F
Millennium Management709,357$15.1 million0.0%+529,958added30 June 202613F
Citadel Advisors522,258$11.1 million0.0%+293,473added30 June 202613F
Two Sigma Investments115,280$2.4 million0.0%+101,780added30 June 202613F
Point72 Asset Management90,403$1.9 million0.0%-83,179trimmed30 June 202613F
Renaissance Technologies83,200$1.8 million0.0%+19,300added30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
8 October 202613GDimensional Fund Advisors LP and 1 other3.1 million5.4%30 September 2026passive, institutional (13d-1(b))EDGAR
6 August 202613G/AFmr Llc and 3 others3.3 million5.7%30 June 2026passive, institutional (13d-1(b))EDGAR
22 July 202613G/AAllred Aaron R and 1 other1.8 million3.1%30 June 2026passive, under 20% (13d-1(c))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other4.1 million7.0%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
5 February 202613G/AFmr Llc and 3 others5.2 million9.0%31 December 2025passive, institutional (13d-1(b))EDGAR
22 October 202513G/AAllred Aaron R and 1 other4.1 million7.1%30 September 2025EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
4 September 202622,247$18.67SEC
3 September 202631,577$18.80SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 31,577 on 3 September 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to UPBD by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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