# UPBOUND GROUP INC (UPBD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UPBD/

- Reporting holders: 10
- Reported value: $2.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.5M | 157,858 | 0.1% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $222.1K | 14,145 | 0.0% | 19 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $159.3K | 10,148 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $38.8K | 2,470 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $17.1K | 1,088 | 0.0% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $7.2K | 459 | 0.0% | 18 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $4.6K | 294,173 | 0.1% | 1 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $393 | 25 | 0.0% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $361 | 23 | 0.0% | 8 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $251 | 16 | 0.0% | 4 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $142 | 9 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $2.9M |
| Q2 2026 | 263 | $1.3B |
| Q1 2026 | 242 | $1.0B |
| Q4 2025 | 238 | $983.7M |
| Q3 2025 | 264 | $1.3B |
| Q2 2025 | 259 | $1.3B |
| Q1 2025 | 245 | $1.2B |
| Q4 2024 | 243 | $1.4B |
| Q3 2024 | 249 | $1.5B |
| Q2 2024 | 251 | $1.5B |
| Q1 2024 | 243 | $1.7B |
| Q4 2023 | 234 | $1.6B |