UPBD US Equity

UPBOUND GROUP, INC.

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Industrials · Services-Equipment Rental & Leasing, NEC · CIK 933036 · FYE 1231

$20.95

-0.64 (-2.96%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding UPBD · 2026-Q1 methodology → sources →

237 holders

% of shares outstanding held

96.0%

Shares held (13F)

55,963,821

Reporting holders

237

Top holders

largest 100 of 237 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	8,208,0658.2M	$148M	14.08%	—
2	FMR LLC	5,407,8145.4M	$98M	9.28%	ADD 4%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	3,939,1423.9M	$71M	6.76%	NEW†
4	IEQ CAPITAL, LLC	3,903,6863.9M	$70M	6.70%	TRIM -5%
5	DIMENSIONAL FUND ADVISORS LP	2,394,7702.4M	$43M	4.11%	ADD 16%
6	LSV ASSET MANAGEMENT	2,313,2792.3M	$42M	3.97%	TRIM -8%
7	STATE STREET CORP	2,296,4892.3M	$41M	3.94%	TRIM -5%
8	VANGUARD CAPITAL MANAGEMENT LLC	2,275,6682.3M	$41M	3.90%	NEW†
9	Huber Capital Management LLC	1,702,6051.7M	$31M	2.92%	TRIM -2%
10	GOLDMAN SACHS GROUP INC	1,376,9721.4M	$25M	2.36%	ADD 89%
11	GEODE CAPITAL MANAGEMENT, LLC	1,354,9841.4M	$24M	2.32%	ADD 6%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,268,0081.3M	$23M	2.18%	ADD 3%
13	WELLINGTON MANAGEMENT GROUP LLP	1,256,0801.3M	$23M	2.15%	TRIM -5%
14	Bragg Financial Advisors, Inc	1,122,9381.1M	$20M	1.93%	—
15	Bank of New York Mellon Corp	855,176855,176	$15M	1.47%	—
16	MORGAN STANLEY	783,721783,721	$14M	1.34%	TRIM -3%
17	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	737,660737,660	$13M	1.27%	ADD 1090%
18	KENNEDY CAPITAL MANAGEMENT LLC	669,071669,071	$12M	1.15%	—
19	NORTHERN TRUST CORP	602,160602,160	$11M	1.03%	—
20	Balyasny Asset Management L.P.	596,702596,702	$11M	1.02%	ADD 35%
21	Invesco Ltd.	531,825531,825	$10M	0.91%	TRIM -3%
22	Pacer Advisors, Inc.	413,005413,005	$7M	0.71%	NEW
23	BRIDGEWAY CAPITAL MANAGEMENT, LLC	363,941363,941	$7M	0.62%	ADD 5%
24	VICTORY CAPITAL MANAGEMENT INC	363,747363,747	$7M	0.62%	—
25	VANGUARD FIDUCIARY TRUST CO	344,341344,341	$6M	0.59%	NEW
26	AMERICAN CENTURY COMPANIES INC	342,949342,949	$6M	0.59%	ADD 28%
27	PRINCIPAL FINANCIAL GROUP INC	303,918303,918	$5M	0.52%	ADD 22%
28	AQR CAPITAL MANAGEMENT LLC	287,314287,314	$5M	0.49%	TRIM -14%
29	CSM Advisors, LLC	285,978285,978	$5M	0.49%	ADD 13%
30	Trexquant Investment LP	274,266274,266	$5M	0.47%	ADD 253%
31	PEREGRINE CAPITAL MANAGEMENT LLC	273,370273,370	$5M	0.47%	NEW
32	Advisors Asset Management, Inc.	263,823263,823	$5M	0.45%	ADD 63%
33	Universal- Beteiligungs- und Servicegesellschaft mbH	258,815258,815	$5M	0.44%	TRIM -8%
34	PANAGORA ASSET MANAGEMENT INC	252,214252,214	$5M	0.43%	TRIM -23%
35	Qube Research & Technologies Ltd	245,468245,468	$4M	0.42%	TRIM -55%
36	SEI INVESTMENTS CO	244,848244,848	$4M	0.42%	ADD 249%
37	Empowered Funds, LLC	240,726240,726	$4M	0.41%	ADD 12%
38	Connor, Clark & Lunn Investment Management Ltd.	231,337231,337	$4M	0.40%	TRIM -23%
39	UBS Group AG	220,238220,238	$4M	0.38%	ADD 186%
40	FIRST TRUST ADVISORS LP	196,526196,526	$4M	0.34%	ADD 57%
41	BANK OF AMERICA CORP /DE/	194,819194,819	$4M	0.33%	ADD 11%
42	Public Sector Pension Investment Board	186,415186,415	$3M	0.32%	ADD 3%
43	D. E. Shaw & Co., Inc.	182,689182,689	$3M	0.31%	TRIM -59%
44	INTECH INVESTMENT MANAGEMENT LLC	179,690179,690	$3M	0.31%	ADD 6%
45	MILLENNIUM MANAGEMENT LLC	179,399179,399	$3M	0.31%	TRIM -54%
46	Point72 Asset Management, L.P.	173,582173,582	$3M	0.30%	NEW
47	Russell Investments Group, Ltd.	170,403170,403	$3M	0.29%	ADD 5%
48	CITADEL ADVISORS LLC	155,885155,885	$3M	0.27%	TRIM -47%
49	Y-Intercept (Hong Kong) Ltd	150,195150,195	$3M	0.26%	ADD 56%
50	AMERIPRISE FINANCIAL INC	149,493149,493	$3M	0.26%	ADD 60%
51	RHUMBLINE ADVISERS	148,383148,383	$3M	0.25%	—
52	Nuveen, LLC	148,218148,218	$3M	0.25%	TRIM -71%
53	Squarepoint Ops LLC	147,951147,951	$3M	0.25%	ADD 27%
54	Inspire Advisors, LLC	146,577146,577	$3M	0.25%	ADD 10%
55	Sepio Capital, LP	144,609144,609	$3M	0.25%	TRIM -2%
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	127,526127,526	$2M	0.22%	—
57	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	127,095127,095	$2M	0.22%	ADD 434%
58	Legal & General Group Plc	126,813126,813	$2M	0.22%	TRIM -7%
59	Lido Advisors, LLC	124,581124,581	$2M	0.21%	TRIM -59%
60	Allianz Asset Management GmbH	121,533121,533	$2M	0.21%	NEW
61	Miller Value Partners, LLCtracked	120,000120,000	$2M	0.21%	ADD 71%
62	Susquehanna Portfolio Strategies, LLC	118,502118,502	$2M	0.20%	NEW
63	RAYMOND JAMES FINANCIAL INC	115,297115,297	$2M	0.20%	ADD 10%
64	CLARK ESTATES INC/NY	113,000113,000	$2M	0.19%	—
65	Vanguard Global Advisers, LLC	109,422109,422	$2M	0.19%	NEW
66	Swiss National Bank	102,800102,800	$2M	0.18%	—
67	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	102,526102,526	$2M	0.18%	—
68	Mitsubishi UFJ Trust & Banking Corp	99,24799,247	$2M	0.17%	TRIM -17%
69	Creative Planning	96,17796,177	$2M	0.16%	ADD 73%
70	BNP PARIBAS FINANCIAL MARKETS	81,45581,455	$1M	0.14%	TRIM -73%
71	Range Financial Group LLC	80,99980,999	$1M	0.14%	ADD 7%
72	BEACON FINANCIAL GROUP	75,99175,991	$1M	0.13%	—
73	JPMORGAN CHASE & CO	74,51174,511	$1M	0.13%	TRIM -24%
74	PRICE T ROWE ASSOCIATES INC /MD/	72,56172,561	$1M	0.12%	ADD 21%
75	Kendall Capital Management	70,70570,705	$1M	0.12%	ADD 9%
76	ALLIANCEBERNSTEIN L.P.	72,42872,428	$1M	0.12%	—
77	LPL Financial LLC	70,23270,232	$1M	0.12%	ADD 52%
78	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	68,88468,884	$1M	0.12%	TRIM -17%
79	State of Tennessee, Department of Treasury	68,56368,563	$1M	0.12%	ADD 18%
80	Cerity Partners LLC	67,01367,013	$1M	0.11%	ADD 14%
81	RENAISSANCE TECHNOLOGIES LLC	63,90063,900	$1M	0.11%	NEW
82	Mork Capital Management, LLC	62,61062,610	$1M	0.11%	—
83	ALGERT GLOBAL LLC	56,78056,780	$1M	0.10%	TRIM -79%
84	PRUDENTIAL FINANCIAL INC	54,48254,482	$983,400	0.09%	ADD 3%
85	CANADA LIFE ASSURANCE Co	54,05954,059	$976,000	0.09%	—
86	MARSHALL WACE, LLP	52,13152,131	$940,964	0.09%	TRIM -40%
87	BARCLAYS PLC	49,68149,681	$896,742	0.09%	TRIM -59%
88	DEUTSCHE BANK AG\	48,34448,344	$872,609	0.08%	TRIM -68%
89	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	48,09048,090	$868,025	0.08%	—
90	Quantinno Capital Management LP	47,46347,463	$856,717	0.08%	ADD 83%
91	Freestone Grove Partners LP	45,31445,314	$817,918	0.08%	ADD 136%
92	Jump Financial, LLC	43,18443,184	$779,471	0.07%	NEW
93	CITIGROUP INC	41,66641,666	$752,071	0.07%	ADD 34%
94	GUGGENHEIM CAPITAL LLC	41,47741,477	$748,660	0.07%	TRIM -22%
95	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	40,81540,815	$715,175	0.07%	TRIM -19%
96	Summit Global Investments	37,52237,522	$677,000	0.06%	TRIM -4%
97	Engineers Gate Manager LP	36,31036,310	$655,396	0.06%	ADD 24%
98	Horizon Investments, LLC	36,48536,485	$644,325	0.06%	ADD 5%
99	Thrivent Financial for Lutherans	34,78634,786	$628,000	0.06%	TRIM -3%
100	CAPITAL FUND MANAGEMENT S.A.	33,28633,286	$600,812	0.06%	TRIM -12%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

9.0M

8.2M

8.0M

8.1M

8.2M

$148M

FMR LLC

4.2M

4.7M

4.6M

4.9M

5.2M

5.4M

$98M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

3.9M

$71M

IEQ CAPITAL, LLC

749K

734K

4.5M

4.1M

3.9M

$70M

DIMENSIONAL FUND ADVISORS LP

2.3M

2.2M

2.1M

2.4M

$43M

LSV ASSET MANAGEMENT

1.6M

1.7M

2.0M

2.5M

2.3M

$42M

STATE STREET CORP

2.1M

2.2M

2.1M

2.2M

2.4M

2.3M

$41M

VANGUARD CAPITAL MANAGEMENT LLC

—

2.3M

$41M

Huber Capital Management LLC

856K

949K

575K

965K

1.7M

$31M

GOLDMAN SACHS GROUP INC

308K

533K

479K

469K

727K

1.4M

$25M

GEODE CAPITAL MANAGEMENT, LLC

1.2M

1.3M

1.4M

$24M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

974K

1.1M

1.2M

1.3M

$23M

WELLINGTON MANAGEMENT GROUP LLP

559K

556K

783K

1.3M

$23M

Bragg Financial Advisors, Inc

406K

724K

890K

986K

1.1M

$20M

Bank of New York Mellon Corp

797K

781K

792K

775K

870K

855K

$15M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	237	55,963,821	96.0%	$1.0B
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · UPBD

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	13.7%	QII	2025-03-31	SEC →
FMR LLC	9%	QII	2025-12-31	SEC →
IEQ CAPITAL, LLC	7.9%	QII	2025-06-30	SEC →
VANGUARD PORTFOLIO MANAGEMENT LLC	6.98%	QII	2026-03-31	SEC →
Allred Aaron R	3.1%	Passive	2026-06-30

Institutional ownership· 13F filers holding UPBD · 2026-Q1 methodology → sources →

237 holders

% of shares outstanding held

96.0%

Shares held (13F)

55,963,821

Reporting holders

237

Top holders

largest 100 of 237 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	8,208,0658.2M	$148M	14.08%	—
2	FMR LLC	5,407,8145.4M	$98M	9.28%	ADD 4%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	3,939,1423.9M	$71M	6.76%	NEW†
4	IEQ CAPITAL, LLC	3,903,6863.9M	$70M	6.70%	TRIM -5%
5	DIMENSIONAL FUND ADVISORS LP	2,394,7702.4M	$43M	4.11%	ADD 16%
6	LSV ASSET MANAGEMENT	2,313,2792.3M	$42M	3.97%	TRIM -8%
7	STATE STREET CORP	2,296,4892.3M	$41M	3.94%	TRIM -5%
8	VANGUARD CAPITAL MANAGEMENT LLC	2,275,6682.3M	$41M	3.90%	NEW†
9	Huber Capital Management LLC	1,702,6051.7M	$31M	2.92%	TRIM -2%
10	GOLDMAN SACHS GROUP INC	1,376,9721.4M	$25M	2.36%	ADD 89%
11	GEODE CAPITAL MANAGEMENT, LLC	1,354,9841.4M	$24M	2.32%	ADD 6%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,268,0081.3M	$23M	2.18%	ADD 3%
13	WELLINGTON MANAGEMENT GROUP LLP	1,256,0801.3M	$23M	2.15%	TRIM -5%
14	Bragg Financial Advisors, Inc	1,122,9381.1M	$20M	1.93%	—
15	Bank of New York Mellon Corp	855,176855,176	$15M	1.47%	—
16	MORGAN STANLEY	783,721783,721	$14M	1.34%	TRIM -3%
17	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	737,660737,660	$13M	1.27%	ADD 1090%
18	KENNEDY CAPITAL MANAGEMENT LLC	669,071669,071	$12M	1.15%	—
19	NORTHERN TRUST CORP	602,160602,160	$11M	1.03%	—
20	Balyasny Asset Management L.P.	596,702596,702	$11M	1.02%	ADD 35%
21	Invesco Ltd.	531,825531,825	$10M	0.91%	TRIM -3%
22	Pacer Advisors, Inc.	413,005413,005	$7M	0.71%	NEW
23	BRIDGEWAY CAPITAL MANAGEMENT, LLC	363,941363,941	$7M	0.62%	ADD 5%
24	VICTORY CAPITAL MANAGEMENT INC	363,747363,747	$7M	0.62%	—
25	VANGUARD FIDUCIARY TRUST CO	344,341344,341	$6M	0.59%	NEW
26	AMERICAN CENTURY COMPANIES INC	342,949342,949	$6M	0.59%	ADD 28%
27	PRINCIPAL FINANCIAL GROUP INC	303,918303,918	$5M	0.52%	ADD 22%
28	AQR CAPITAL MANAGEMENT LLC	287,314287,314	$5M	0.49%	TRIM -14%
29	CSM Advisors, LLC	285,978285,978	$5M	0.49%	ADD 13%
30	Trexquant Investment LP	274,266274,266	$5M	0.47%	ADD 253%
31	PEREGRINE CAPITAL MANAGEMENT LLC	273,370273,370	$5M	0.47%	NEW
32	Advisors Asset Management, Inc.	263,823263,823	$5M	0.45%	ADD 63%
33	Universal- Beteiligungs- und Servicegesellschaft mbH	258,815258,815	$5M	0.44%	TRIM -8%
34	PANAGORA ASSET MANAGEMENT INC	252,214252,214	$5M	0.43%	TRIM -23%
35	Qube Research & Technologies Ltd	245,468245,468	$4M	0.42%	TRIM -55%
36	SEI INVESTMENTS CO	244,848244,848	$4M	0.42%	ADD 249%
37	Empowered Funds, LLC	240,726240,726	$4M	0.41%	ADD 12%
38	Connor, Clark & Lunn Investment Management Ltd.	231,337231,337	$4M	0.40%	TRIM -23%
39	UBS Group AG	220,238220,238	$4M	0.38%	ADD 186%
40	FIRST TRUST ADVISORS LP	196,526196,526	$4M	0.34%	ADD 57%
41	BANK OF AMERICA CORP /DE/	194,819194,819	$4M	0.33%	ADD 11%
42	Public Sector Pension Investment Board	186,415186,415	$3M	0.32%	ADD 3%
43	D. E. Shaw & Co., Inc.	182,689182,689	$3M	0.31%	TRIM -59%
44	INTECH INVESTMENT MANAGEMENT LLC	179,690179,690	$3M	0.31%	ADD 6%
45	MILLENNIUM MANAGEMENT LLC	179,399179,399	$3M	0.31%	TRIM -54%
46	Point72 Asset Management, L.P.	173,582173,582	$3M	0.30%	NEW
47	Russell Investments Group, Ltd.	170,403170,403	$3M	0.29%	ADD 5%
48	CITADEL ADVISORS LLC	155,885155,885	$3M	0.27%	TRIM -47%
49	Y-Intercept (Hong Kong) Ltd	150,195150,195	$3M	0.26%	ADD 56%
50	AMERIPRISE FINANCIAL INC	149,493149,493	$3M	0.26%	ADD 60%
51	RHUMBLINE ADVISERS	148,383148,383	$3M	0.25%	—
52	Nuveen, LLC	148,218148,218	$3M	0.25%	TRIM -71%
53	Squarepoint Ops LLC	147,951147,951	$3M	0.25%	ADD 27%
54	Inspire Advisors, LLC	146,577146,577	$3M	0.25%	ADD 10%
55	Sepio Capital, LP	144,609144,609	$3M	0.25%	TRIM -2%
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	127,526127,526	$2M	0.22%	—
57	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	127,095127,095	$2M	0.22%	ADD 434%
58	Legal & General Group Plc	126,813126,813	$2M	0.22%	TRIM -7%
59	Lido Advisors, LLC	124,581124,581	$2M	0.21%	TRIM -59%
60	Allianz Asset Management GmbH	121,533121,533	$2M	0.21%	NEW
61	Miller Value Partners, LLCtracked	120,000120,000	$2M	0.21%	ADD 71%
62	Susquehanna Portfolio Strategies, LLC	118,502118,502	$2M	0.20%	NEW
63	RAYMOND JAMES FINANCIAL INC	115,297115,297	$2M	0.20%	ADD 10%
64	CLARK ESTATES INC/NY	113,000113,000	$2M	0.19%	—
65	Vanguard Global Advisers, LLC	109,422109,422	$2M	0.19%	NEW
66	Swiss National Bank	102,800102,800	$2M	0.18%	—
67	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	102,526102,526	$2M	0.18%	—
68	Mitsubishi UFJ Trust & Banking Corp	99,24799,247	$2M	0.17%	TRIM -17%
69	Creative Planning	96,17796,177	$2M	0.16%	ADD 73%
70	BNP PARIBAS FINANCIAL MARKETS	81,45581,455	$1M	0.14%	TRIM -73%
71	Range Financial Group LLC	80,99980,999	$1M	0.14%	ADD 7%
72	BEACON FINANCIAL GROUP	75,99175,991	$1M	0.13%	—
73	JPMORGAN CHASE & CO	74,51174,511	$1M	0.13%	TRIM -24%
74	PRICE T ROWE ASSOCIATES INC /MD/	72,56172,561	$1M	0.12%	ADD 21%
75	Kendall Capital Management	70,70570,705	$1M	0.12%	ADD 9%
76	ALLIANCEBERNSTEIN L.P.	72,42872,428	$1M	0.12%	—
77	LPL Financial LLC	70,23270,232	$1M	0.12%	ADD 52%
78	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	68,88468,884	$1M	0.12%	TRIM -17%
79	State of Tennessee, Department of Treasury	68,56368,563	$1M	0.12%	ADD 18%
80	Cerity Partners LLC	67,01367,013	$1M	0.11%	ADD 14%
81	RENAISSANCE TECHNOLOGIES LLC	63,90063,900	$1M	0.11%	NEW
82	Mork Capital Management, LLC	62,61062,610	$1M	0.11%	—
83	ALGERT GLOBAL LLC	56,78056,780	$1M	0.10%	TRIM -79%
84	PRUDENTIAL FINANCIAL INC	54,48254,482	$983,400	0.09%	ADD 3%
85	CANADA LIFE ASSURANCE Co	54,05954,059	$976,000	0.09%	—
86	MARSHALL WACE, LLP	52,13152,131	$940,964	0.09%	TRIM -40%
87	BARCLAYS PLC	49,68149,681	$896,742	0.09%	TRIM -59%
88	DEUTSCHE BANK AG\	48,34448,344	$872,609	0.08%	TRIM -68%
89	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	48,09048,090	$868,025	0.08%	—
90	Quantinno Capital Management LP	47,46347,463	$856,717	0.08%	ADD 83%
91	Freestone Grove Partners LP	45,31445,314	$817,918	0.08%	ADD 136%
92	Jump Financial, LLC	43,18443,184	$779,471	0.07%	NEW
93	CITIGROUP INC	41,66641,666	$752,071	0.07%	ADD 34%
94	GUGGENHEIM CAPITAL LLC	41,47741,477	$748,660	0.07%	TRIM -22%
95	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	40,81540,815	$715,175	0.07%	TRIM -19%
96	Summit Global Investments	37,52237,522	$677,000	0.06%	TRIM -4%
97	Engineers Gate Manager LP	36,31036,310	$655,396	0.06%	ADD 24%
98	Horizon Investments, LLC	36,48536,485	$644,325	0.06%	ADD 5%
99	Thrivent Financial for Lutherans	34,78634,786	$628,000	0.06%	TRIM -3%
100	CAPITAL FUND MANAGEMENT S.A.	33,28633,286	$600,812	0.06%	TRIM -12%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

9.0M

8.2M

8.0M

8.1M

8.2M

$148M

FMR LLC

4.2M

4.7M

4.6M

4.9M

5.2M

5.4M

$98M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

3.9M

$71M

IEQ CAPITAL, LLC

749K

734K

4.5M

4.1M

3.9M

$70M

DIMENSIONAL FUND ADVISORS LP

2.3M

2.2M

2.1M

2.4M

$43M

LSV ASSET MANAGEMENT

1.6M

1.7M

2.0M

2.5M

2.3M

$42M

STATE STREET CORP

2.1M

2.2M

2.1M

2.2M

2.4M

2.3M

$41M

VANGUARD CAPITAL MANAGEMENT LLC

—

2.3M

$41M

Huber Capital Management LLC

856K

949K

575K

965K

1.7M

$31M

GOLDMAN SACHS GROUP INC

308K

533K

479K

469K

727K

1.4M

$25M

GEODE CAPITAL MANAGEMENT, LLC

1.2M

1.3M

1.4M

$24M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

974K

1.1M

1.2M

1.3M

$23M

WELLINGTON MANAGEMENT GROUP LLP

559K

556K

783K

1.3M

$23M

Bragg Financial Advisors, Inc

406K

724K

890K

986K

1.1M

$20M

Bank of New York Mellon Corp

797K

781K

792K

775K

870K

855K

$15M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	237	55,963,821	96.0%	$1.0B
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · UPBD

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	13.7%	QII	2025-03-31	SEC →
FMR LLC	9%	QII	2025-12-31	SEC →
IEQ CAPITAL, LLC	7.9%	QII	2025-06-30	SEC →
VANGUARD PORTFOLIO MANAGEMENT LLC	6.98%	QII	2026-03-31	SEC →
Allred Aaron R	3.1%	Passive	2026-06-30

UPBD US Equity☆

Institutional ownership· 13F filers holding UPBD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · UPBD

Institutional ownership· 13F filers holding UPBD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · UPBD

UPBD US Equity