# UPBOUND GROUP INC COM

UPBOUND GROUP INC COM is a security (CUSIP 76009N100) tracked across SEC portfolio filings. 258 institutional managers reported $963.8M on Form 13F as of 2026-06-30; 22 registered fund positions totaling $44.5M via N-PORT as of 2026-05-31.

## Summary

- Issuer: UPBOUND GROUP INC
- Class: COM
- CUSIP: 76009N100
- Asset category: EC
- 13F holders: 258
- 13F value: $963.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 22
- N-PORT value: $44.5M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 258 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $148.2M | 8,208,065 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $125.2M | 7,132,443 |
| FMR LLC | BOSTON, MA | $97.6M | 5,407,814 |
| [IEQ CAPITAL, LLC](https://search.stillhousedata.com/firm/301819) | Foster City, CA | $70.5M | 3,903,686 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $43.2M | 2,394,770 |
| STATE STREET CORP | BOSTON, MA | $41.5M | 2,296,489 |
| [Huber Capital Management LLC](https://search.stillhousedata.com/firm/143344) | EL SEGUNDO, CA | $30.7M | 1,702,605 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $24.9M | 1,376,972 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $24.5M | 1,354,984 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $22.9M | 1,268,008 |
| WELLINGTON MANAGEMENT GROUP LLP | BOSTON, MA | $22.7M | 1,256,080 |
| Bragg Financial Advisors, Inc | CHARLOTTE, NC | $20.3M | 1,122,938 |
| Bank of New York Mellon Corp | NEW YORK, NY | $18.9M | 888,866 |
| MORGAN STANLEY | NEW YORK, NY | $14.1M | 783,721 |
| [HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/114649) | Los Angeles, CA | $13.3M | 737,660 |

## Top fund holders (N-PORT)

_Showing 15 of 22 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $10.5M | 1.29% |
| [VANGUARD STRATEGIC EQUITY FUND](https://search.stillhousedata.com/fund/S000002593) | VANGUARD HORIZON FUNDS | $7.8M | 7.72% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $5.2M | 2.96% |
| [FPA Queens Road Small Cap Value Fund](https://search.stillhousedata.com/fund/S000004901) | Bragg Capital Trust | $4.5M | 92.94% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $4.4M | 5.91% |
| [VANGUARD EXPLORER FUND](https://search.stillhousedata.com/fund/S000002578) | VANGUARD EXPLORER FUND | $3.3M | 1.51% |
| [NORTH SQUARE SMALL CAP VALUE FUND](https://search.stillhousedata.com/fund/S000091143) | Valued Advisers Trust | $2.1M | 102.68% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $1.5M | 3.16% |
| [Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF](https://search.stillhousedata.com/fund/S000048296) | Goldman Sachs ETF Trust | $1.5M | 15.00% |
| [Fidelity Nasdaq Composite Index ETF](https://search.stillhousedata.com/fund/S000006011) | Fidelity Commonwealth Trust | $591K | 0.54% |
| [WBI Power Factor High Dividend ETF](https://search.stillhousedata.com/fund/S000055583) | Absolute Shares Trust | $559K | 96.98% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $534K | 0.09% |
| [BNY Mellon Smallcap Stock Index Fund](https://search.stillhousedata.com/fund/S000000132) | BNY MELLON INDEX FUNDS, INC. | $510K | 6.03% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $491K | 0.16% |
| [VANGUARD MARKET NEUTRAL FUND](https://search.stillhousedata.com/fund/S000019457) | VANGUARD MONTGOMERY FUNDS | $335K | 7.77% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/76009N100.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.