Form 13-F position report

UPBOUND GRP INC COM

Reported by IEQ CAPITAL LLC

Company profile Manager portfolio Source filing
UPBD CUSIP 76009N100 Manager CIK 0001779789
Latest reported change

Reported 2,269,115 shares, up 862,175 (61.3%) from the prior quarter.

Reported value 67.2%; share count 61.3% vs. the prior quarter.

Added
% of reported 13F value 1.15% This manager · Q1 2024
Shares 2,269,115 Quarter-end amount reported
Reported value $79,895,552 Fair value at quarter end
Consecutive quarters held 9 Through Q1 2024

Reported position value by 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.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

18 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 1,770,257 -2,133,429 (-54.7%) 0.17% $37,564,853 2026-08-11
Q1 2026 Reduced 3,903,686 -197,547 (-4.8%) 0.33% $70,461,532 2026-05-15
Q4 2025 Reduced 4,101,233 -21,894 (-0.5%) 0.22% $72,017,651 2026-02-13
Q3 2025 Reduced 4,123,127 -411,987 (-9.1%) 0.3% $97,429,499 2025-11-14
Q2 2025 Added 4,535,114 +3,801,043 (517.8%) 0.7% $113,831,361 2025-08-14
Q1 2025 Reduced 734,071 -14,885 (-2.0%) 0.14% $17,588,341 2025-05-14
Q4 2024 Reduced 748,956 -7,542 (-1.0%) 0.21% $21,847,047 2025-02-03
Q3 2024 Reduced 756,498 -4,070,523 (-84.3%) 0.3% $24,200,371 2024-11-14
Q2 2024 Added 4,827,021 +2,557,906 (112.7%) 1.99% $148,189,556 2024-08-12
Q1 2024 Added 2,269,115 +862,175 (61.3%) 1.15% $79,895,552 2024-05-09
Q4 2023 Reduced 1,406,940 -25,469 (-1.8%) 0.8% $47,793,764 2024-02-07
Q3 2023 Reduced 1,432,409 -2,162,746 (-60.2%) 0.86% $42,184,445 2023-11-06
Q2 2023 Added 3,595,155 +1,612,467 (81.3%) 2.26% $111,917,175 2023-08-08
Q1 2023 Reduced 1,982,688 -7,401 (-0.4%) 1.13% $48,595,683 2023-05-02
Q4 2022 Reduced 1,990,089 -19 (0.0%) 1.26% $44,876,507 2023-02-06
Q3 2022 Reduced 1,990,108 -66,225 (-3.2%) 0.96% $34,847,000 2022-11-04
Q2 2022 Added 2,056,333 +39,330 (1.9%) 1.21% $39,995,000 2022-07-27
Q1 2022 New 2,017,003 +2,017,003 (0.0%) 1.21% $50,808,000 2022-04-26
Institutional context

Who else reported the position

271 managers reported UPBOUND GRP INC COM for Q1 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 7,991,605 -3,143 < 0.01% $281,384,414 44 qtrs
VANGUARD GROUP INC Added 6,005,494 +209,422 < 0.01% $211,453,443 44 qtrs
FMR LLC Reduced 5,639,597 -1,210,194 0.01% $198,570,209 22 qtrs
IEQ CAPITAL LLC This report Added 2,269,115 +862,175 1.15% $79,895,552 9 qtrs
DIMENSIONAL FUND ADVISORS LP Added 2,186,568 +38,237 0.02% $76,989,059 44 qtrs
STATE STREET CORPORATION Added 2,031,542 +78,721 < 0.01% $71,530,594 44 qtrs
LSV ASSET MANAGEMENT Added 1,693,695 +509,343 0.12% $59,635,000 18 qtrs
Engaged Capital LLC Reduced 1,665,708 -731,208 9.5% $58,649,579 30 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 1,135,740 +18,303 < 0.01% $39,994,473 44 qtrs
Bank of America Corporation Added 1,014,947 +118,068 < 0.01% $35,736,279 44 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2024
Filed
May 09, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
2,269,115

“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.