UPBD
UPBOUND GROUP, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $29 | $17 | -40% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $27 | $17 | -36% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $27 | $17 | -36% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $27 | $17 | -36% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $27 | $17 | -36% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $27 | $17 | -36% |
| Point72 Asset Management re-entered | Q4 2024(8Q snapshot) | 6Q | $29 | $17 | -41% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 3× in & out | Q4 2025 | Q1 2026 | → $20 | +22% |
| Coatue Management | Q4 2019 | Q3 2020 | → $24 | +40% |
| Maverick Capital 2× in & out | Q1 2020 | Q2 2020 | → $18 | -13% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at UPBOUND GROUP, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 30, 2026 — the most recent Form 4 on file — not from today.
- Form 40001628280-26-028996Apr 30, 2026
- Form 40001628280-26-028994Apr 30, 2026
- Form 40001628280-26-028991Apr 30, 2026
- Form 40001628280-26-028988Apr 30, 2026
- Form 40001628280-26-028983Apr 30, 2026
- Form 40002126298-26-000004Apr 2, 2026
- Form 40001245377-26-000006Apr 2, 2026
- Form 40001614728-26-000006Apr 2, 2026
- Form 40001633246-26-000006Apr 2, 2026
- Form 40002035873-26-000006Apr 2, 2026
- Form 40001743843-26-000006Feb 27, 2026
- Form 40001814381-26-000005Feb 27, 2026
- Form 40001965498-26-000006Feb 27, 2026
- Form 40001334302-26-000006Feb 27, 2026
- Form 40001392636-26-000006Feb 27, 2026
Fundamentals
XBRL · UPBOUND GROUP, INC.Annual figures sourced directly from UPBOUND GROUP, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for UPBOUND GROUP, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KJun 3, 2026
- 8-KFORM 8-KMay 19, 2026
- 10-QQuarterly reportMay 1, 2026
- 8-KMaterial eventApr 30, 2026
- DEF 14AFORM DEF 14AApr 21, 2026
- 10-KAnnual reportFeb 23, 2026
- 8-KMaterial eventFeb 19, 2026
- 8-KMaterial eventNov 21, 2025
- 10-QQuarterly reportOct 31, 2025
- 8-KMaterial eventOct 30, 2025
- 8-KFORM 8-KOct 30, 2025
- 8-KFORM 8-KAug 19, 2025
- 10-QQuarterly reportJul 31, 2025
- 8-KMaterial eventJul 31, 2025
- 8-KFORM 8-KJun 3, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $17 | $17 | +1% |
| Point72 Asset Management | Q2 2026 | open | $17 | $17 | +1% |
| Renaissance Technologies | Q2 2026 | open | $17 | $17 | -1% |
| Point72 Asset Management | Q4 2025 | Q1 2026 | $16 | $20 | +22% |
| Bridgewater Associates | Q4 2025 | Q1 2026 | $16 | $20 | +22% |
| Point72 Asset Management | Q4 2024 | Q1 2025 | $29 | $27 | -8% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | $27 | $30 | +10% |
| Citadel Advisors | Q3 2024 | open | $27 | $17 | -36% |
| Two Sigma Investments | Q3 2024 | Q1 2025 | $27 | $27 | -1% |
| D.E. Shaw | Q3 2024 | open | $27 | $17 | -36% |
| AQR Capital Management | Q3 2024 | open | $27 | $17 | -36% |
| Millennium Management | Q3 2024 | open | $27 | $17 | -36% |
| Renaissance Technologies | Q3 2024 | Q4 2025 | $29 | $16 | -43% |
| Bridgewater Associates | Q2 2023 | Q4 2023 | $26 | $24 | -7% |
| Maverick Capital | Q1 2020 | Q2 2020 | $20 | $18 | -13% |
| Coatue Management | Q4 2019 | Q3 2020 | $17 | $24 | +40% |
| Maverick Capital | Q2 2019 | Q3 2019 | $17 | $20 | +12% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.