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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$194M +$17.7M +944,446 +12%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$89.9M +$5.52M +295,184 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$70.3M -$39.2M -2,095,235 -39%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$58.2M +$6.54M +349,960 +15%
State Street
5
State Street
Massachusetts
$53.3M +$3.22M +171,994 +7%
Goldman Sachs
6
Goldman Sachs
New York
$51.1M +$19.3M +1,030,740 +75%
Vanguard Capital Management
7
Vanguard Capital Management
Pennsylvania
$49.4M +$970K +51,870 +2%
LSV Asset Management
8
LSV Asset Management
Illinois
$48.4M -$617K -33,000 -1%
IC
9
IEQ Capital
California
$37.6M -$39.9M -2,133,429 -55%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$31.2M +$2.11M +113,050 +8%
BFA
11
Bragg Financial Advisors
North Carolina
$25.2M +$1.24M +66,277 +6%
Charles Schwab
12
Charles Schwab
California
$24.5M -$2.11M -112,662 -9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$23.4M -$2.83M -151,509 -12%
HCM
14
Huber Capital Management
California
$22.5M -$12M -640,736 -38%
Morgan Stanley
15
Morgan Stanley
New York
$22.2M +$4.93M +263,698 +34%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$18.9M +$630K +33,690 +4%
American Century Companies
17
American Century Companies
Missouri
$18.1M +$9.54M +510,230 +149%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$17.7M +$1.76M +94,150 +13%
AQR Capital Management
19
AQR Capital Management
Connecticut
$15.3M +$8.09M +432,836 +151%
Millennium Management
20
Millennium Management
New York
$15.1M +$9.91M +529,958 +295%
Northern Trust
21
Northern Trust
Illinois
$14.3M +$1.36M +72,897 +12%
KCM
22
Kennedy Capital Management
Missouri
$13.8M -$319K -17,075 -3%
Invesco
23
Invesco
Georgia
$12.3M +$883K +47,216 +9%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$9.57M +$709K +37,918 +9%
Citadel Advisors
25
Citadel Advisors
Florida
$9.27M +$5.26M +281,173 +180%