Reported 802,481 shares, up 2,724 (0.3%) from the prior quarter.
Reported value -17.6%; share count 0.3% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-09-30 | 107745000 |
| 2021-12-31 | 94962000 |
| 2022-03-31 | 31145000 |
| 2022-06-30 | 10038000 |
| 2022-09-30 | 9038000 |
| 2022-12-31 | 11619000 |
| 2023-03-31 | 12631480 |
| 2023-06-30 | 16060264 |
| 2023-09-30 | 15137789 |
| 2023-12-31 | 17513619 |
| 2024-03-31 | 22511833 |
| 2024-06-30 | 21317349 |
| 2024-09-30 | 22213107 |
| 2024-12-31 | 23328923 |
| 2025-03-31 | 19227433 |
| 2025-06-30 | 22733519 |
| 2025-09-30 | 9075152 |
| 2025-12-31 | 0 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q4 2025 | Reduced | 0 | -384,052 (-100.0%) | 0 | $0 | 2026-02-12 | |
| Q3 2025 | Reduced | 384,052 | -521,666 (-57.6%) | 0.03% | $9,075,152 | 2025-11-13 | |
| Q2 2025 | Added | 905,718 | +103,237 (12.9%) | 0.08% | $22,733,519 | 2025-08-14 | |
| Q1 2025 | Added | 802,481 | +2,724 (0.3%) | 0.07% | $19,227,433 | 2025-05-13 | |
| Q4 2024 | Added | 799,757 | +105,380 (15.2%) | 0.09% | $23,328,923 | 2025-02-14 | |
| Q3 2024 | Added | 694,377 | +1 (0.0%) | 0.09% | $22,213,107 | 2024-11-13 | |
| Q2 2024 | Added | 694,376 | +55,017 (8.6%) | 0.09% | $21,317,349 | 2024-08-09 | |
| Q1 2024 | Added | 639,359 | +123,798 (24.0%) | 0.1% | $22,511,833 | 2024-05-13 | |
| Q4 2023 | Added | 515,561 | +1,544 (0.3%) | 0.09% | $17,513,619 | 2024-02-13 | |
| Q3 2023 | Reduced | 514,017 | -1,893 (-0.4%) | 0.09% | $15,137,789 | 2023-11-13 | |
| Q2 2023 | Added | 515,910 | +550 (0.1%) | 0.09% | $16,060,264 | 2023-08-14 | |
| Q1 2023 | Added | 515,360 | +111 (0.0%) | 0.07% | $12,631,480 | 2023-05-15 | |
| Q4 2022 | Reduced | 515,249 | -920 (-0.2%) | 0.07% | $11,619,000 | 2023-02-13 | |
| Q3 2022 | Added | 516,169 | +73 (0.0%) | 0.07% | $9,038,000 | 2022-11-14 | |
| Q2 2022 | Reduced | 516,096 | -720,327 (-58.3%) | 0.07% | $10,038,000 | 2022-08-12 | |
| Q1 2022 | Reduced | 1,236,423 | -740,313 (-37.5%) | 0.18% | $31,145,000 | 2022-05-13 | |
| Q4 2021 | Added | 1,976,736 | +59,905 (3.1%) | 0.55% | $94,962,000 | 2022-02-09 | |
| Q3 2021 | Reduced | 1,916,831 | -36,219 (-1.9%) | 0.7% | $107,745,000 | 2021-11-10 | |
|
Five years are shown. A free account unlocks the complete reported history.
Unlock full history
|
|||||||
Who else reported the position
276 managers reported UPBOUND GRP INC COM for Q1 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Reduced | 8,980,778 | -60,800 | < 0.01% | $215,179,436 | 3 qtrs |
| VANGUARD GROUP INC | Added | 7,025,821 | +244,746 | < 0.01% | $168,338,671 | 48 qtrs |
| FMR LLC | Added | 4,668,388 | +429,320 | < 0.01% | $111,854,570 | 26 qtrs |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 2,211,010 | -117,219 | 0.01% | $52,973,671 | 48 qtrs |
| STATE STREET CORPORATION | Added | 2,165,086 | +16,910 | < 0.01% | $51,875,461 | 48 qtrs |
| LSV ASSET MANAGEMENT | Added | 1,689,151 | +114,328 | 0.1% | $40,472,000 | 22 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 1,314,162 | +94,501 | < 0.01% | $31,494,745 | 48 qtrs |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | 1,051,636 | +77,450 | < 0.01% | $25,197,199 | 48 qtrs |
| Huber Capital Management LLC | Added | 949,055 | +92,908 | 4.28% | $22,739,357 | 20 qtrs |
| KENNEDY CAPITAL MANAGEMENT LLC | Added | 918,527 | +568,365 | 0.53% | $22,007,907 | 2 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2025
- Filed
- May 13, 2025
- Filing type
- 13F-HR
- Position type
- Com
Voting authority reported
- Sole
- 802,481
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.