Upbound Group, Inc.
UPBD- Exchange
- Nasdaq
- Industry
- Services-Equipment Rental & Leasing, NEC
- SEC CIK
- 0000933036
In the last 90 days, Upbound Group, Inc. insiders filed 1 open-market purchase and 1 sale; 259 institutions reported holding it in 13F filings for Q2 2026, worth $1.23B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Upbound Group, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 259
- +24 vs. Q1 2026
- Shares held
- 58.0M
- +2.09M (+3.7%) vs. Q1 2026
- Total value
- $1.23B
- +$222.6M (+22.0%) vs. Q1 2026
- New holders
- 41
- 108 more added
- Sold out
- 17
- 69 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPBD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 259 | $1.23B |
| Q1 2026 | 240 | $1.01B |
| Q4 2025 | 239 | $972.7M |
| Q3 2025 | 262 | $1.28B |
| Q2 2025 | 256 | $1.33B |
| Q1 2025 | 243 | $1.15B |
| Q4 2024 | 241 | $1.36B |
| Q3 2024 | 246 | $1.45B |
| Q2 2024 | 248 | $1.53B |
| Q1 2024 | 242 | $1.67B |
| Q4 2023 | 233 | $1.55B |
| Q3 2023 | 215 | $1.33B |
| Q2 2023 | 220 | $1.52B |
| Q1 2023 | 204 | $1.38B |
| Q4 2022 | 206 | $1.11B |
| Q3 2022 | 216 | $833.8M |
| Q2 2022 | 220 | $966.4M |
| Q1 2022 | 224 | $1.30B |
| Q4 2021 | 247 | $2.32B |
| Q3 2021 | 271 | $2.86B |
| Q2 2021 | 284 | $2.77B |
| Q1 2021 | 270 | $2.90B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,152,511 | $194.2M | 0.00% | +944,446+11.5% | Added |
| Vanguard Portfolio Management LLC | 4,234,326 | $89.9M | 0.00% | +295,184+7.5% | Added |
| FMR LLC | 3,312,579 | $70.3M | 0.00% | −2,095,235−38.7% | Reduced |
| Dimensional Fund Advisors LP | 2,744,730 | $58.2M | 0.01% | +349,960+14.6% | Added |
| State Street Corp | 2,468,483 | $53.3M | 0.00% | +171,994+7.5% | Added |
| Goldman Sachs Group Inc | 2,407,712 | $51.1M | 0.01% | +1,030,740+74.9% | Added |
| Vanguard Capital Management LLC | 2,327,538 | $49.4M | 0.00% | +51,870+2.3% | Added |
| LSV Asset Management | 2,280,279 | $48.4M | 0.09% | −33,000−1.4% | Reduced |
| Ieq Capital, LLC | 1,770,257 | $37.6M | 0.17% | −2,133,429−54.7% | Reduced |
| Geode Capital Management, LLC | 1,468,034 | $31.2M | 0.00% | +113,050+8.3% | Added |
| Bragg Financial Advisors, Inc | 1,189,215 | $25.2M | 0.68% | +66,277+5.9% | Added |
| Charles Schwab Investment Management Inc | 1,155,346 | $24.5M | 0.00% | −112,662−8.9% | Reduced |
| Wellington Management Group LLP | 1,104,571 | $23.4M | 0.00% | −151,509−12.1% | Reduced |
| Huber Capital Management LLC | 1,061,869 | $22.5M | 3.32% | −640,736−37.6% | Reduced |
| Morgan Stanley | 1,047,419 | $22.2M | 0.00% | +263,698+33.6% | Added |
| Bank of New York Mellon Corp | 888,866 | $18.9M | 0.00% | +33,690+3.9% | Added |
| American Century Companies Inc | 853,179 | $18.1M | 0.01% | +510,230+148.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 831,810 | $17.7M | 0.05% | +94,150+12.8% | Added |
| AQR Capital Management LLC | 720,150 | $15.3M | 0.01% | +432,836+150.6% | Added |
| Millennium Management LLC | 709,357 | $15.1M | 0.01% | +529,958+295.4% | Added |
| Northern Trust Corp | 675,057 | $14.3M | 0.00% | +72,897+12.1% | Added |
| Kennedy Capital Management, Inc. | 651,996 | $13.8M | 0.24% | −17,075−2.6% | Reduced |
| Invesco Ltd. | 579,041 | $12.3M | 0.00% | +47,216+8.9% | Added |
| Pacer Advisors, Inc. | 450,923 | $9.57M | 0.02% | +37,918+9.2% | Added |
| Citadel Advisors LLC | 437,058 | $9.27M | 0.01% | +281,173+180.4% | Added |
| Marshall Wace, LLP | 410,710 | $8.72M | 0.01% | +358,579+687.8% | Added |
| Victory Capital Management Inc | 394,376 | $8.37M | 0.00% | +30,629+8.4% | Added |
| Advisors Asset Management, Inc. | 357,337 | $7.58M | 0.12% | +93,514+35.4% | Added |
| Bridgeway Capital Management, LLC | 354,744 | $7.53M | 0.13% | −9,197−2.5% | Reduced |
| Vanguard Fiduciary Trust Co | 348,824 | $7.40M | 0.00% | +4,483+1.3% | Added |
| Panagora Asset Management Inc | 321,099 | $6.81M | 0.02% | +68,885+27.3% | Added |
| Principal Financial Group Inc | 307,996 | $6.54M | 0.00% | +4,078+1.3% | Added |
| CSM Advisors, LLC | 306,014 | $6.49M | 0.14% | +20,036+7.0% | Added |
| Allianz Asset Management GmbH | 296,542 | $6.29M | 0.01% | +175,009+144.0% | Added |
| Bank of America Corp | 294,594 | $6.25M | 0.00% | +99,775+51.2% | Added |
| Qube Research & Technologies Ltd | 286,621 | $6.08M | 0.01% | +41,153+16.8% | Added |
| Creative Planning | 271,002 | $5.75M | 0.00% | +174,825+181.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 262,831 | $5.58M | 0.01% | +4,016+1.6% | Added |
| Miller Value Partners, LLC | 258,000 | $5.47M | 1.29% | +138,000+115.0% | Added |
| Peregrine Capital Management LLC | 251,447 | $5.34M | 0.17% | −21,923−8.0% | Reduced |
| Empowered Funds, LLC | 236,744 | $5.02M | 0.03% | −3,982−1.7% | Reduced |
| Balyasny Asset Management LLC | 234,921 | $4.99M | 0.01% | −361,781−60.6% | Reduced |
| First Trust Advisors LP | 221,265 | $4.70M | 0.00% | +24,739+12.6% | Added |
| Russell Investments Group, Ltd. | 192,157 | $4.08M | 0.00% | +21,754+12.8% | Added |
| SEI Investments Co | 188,883 | $4.01M | 0.00% | −55,965−22.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 182,312 | $3.87M | 0.00% | +182,312 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 182,289 | $3.87M | 0.01% | −49,048−21.2% | Reduced |
| XTX Topco Ltd | 180,319 | $3.83M | 0.05% | +154,387+595.4% | Added |
| Public Sector Pension Investment Board | 180,284 | $3.83M | 0.01% | −6,131−3.3% | Reduced |
| UBS Group AG | 179,366 | $3.81M | 0.00% | −40,872−18.6% | Reduced |
| Nuveen, LLC | 168,344 | $3.57M | 0.00% | +20,126+13.6% | Added |
| Ameriprise Financial Inc | 158,362 | $3.36M | 0.00% | +8,869+5.9% | Added |
| Trexquant Investment LP | 157,506 | $3.34M | 0.02% | −116,760−42.6% | Reduced |
| Inspire Advisors, LLC | 154,942 | $3.27M | 0.23% | +8,365+5.7% | Added |
| Sepio Capital, LP | 144,609 | $3.07M | 0.15% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 143,592 | $3.05M | 0.20% | +16,497+13.0% | Added |
| Raymond James Financial Inc | 142,832 | $3.03M | 0.00% | +27,535+23.9% | Added |
| Quantinno Capital Management LP | 141,470 | $3.00M | 0.00% | +94,007+198.1% | Added |
| Rhumbline Advisers | 136,873 | $2.90M | 0.00% | −11,510−7.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 136,656 | $2.90M | 0.05% | +18,154+15.3% | Added |
| Vanguard Global Advisers, LLC | 135,250 | $2.87M | 0.00% | +25,828+23.6% | Added |
| Intech Investment Management LLC | 131,517 | $2.79M | 0.03% | −48,173−26.8% | Reduced |
| Picton Mahoney Asset Management | 131,437 | $2.79M | 0.03% | +131,437 | New |
| Jump Financial, LLC | 127,100 | $2.70M | 0.02% | +83,916+194.3% | Added |
| Lido Advisors, LLC | 124,926 | $2.65M | 0.01% | +345+0.3% | Added |
| Legal & General Group Plc | 118,017 | $2.50M | 0.00% | −8,796−6.9% | Reduced |
| Two Sigma Investments, LP | 115,280 | $2.45M | 0.00% | +101,780+753.9% | Added |
| UBS Asset Management Americas Inc | 114,141 | $2.42M | 0.00% | −13,385−10.5% | Reduced |
| Clark Estates Inc | 113,000 | $2.40M | 0.55% | 00.0% | Unchanged |
| Algert Global LLC | 109,568 | $2.33M | 0.03% | +52,788+93.0% | Added |
| Swiss National Bank | 105,000 | $2.23M | 0.00% | +2,200+2.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 101,959 | $2.16M | 0.00% | −567−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 98,304 | $2.09M | 0.00% | −84,385−46.2% | Reduced |
| CI Private Wealth, LLC | 91,393 | $1.94M | 0.00% | +91,393 | New |
| Venture Visionary Partners LLC | 91,367 | $1.94M | 0.05% | +91,367 | New |
| Point72 Asset Management, L.P. | 90,403 | $1.92M | 0.00% | −83,179−47.9% | Reduced |
| Cerity Partners LLC | 90,139 | $1.91M | 0.00% | +23,126+34.5% | Added |
| Price T Rowe Associates Inc | 88,798 | $1.89M | 0.00% | +16,237+22.4% | Added |
| Segall Bryant & Hamill, LLC | 85,860 | $1.82M | 0.02% | +85,860 | New |
| Renaissance Technologies LLC | 83,200 | $1.77M | 0.00% | +19,300+30.2% | Added |
| Royal Bank of Canada | 82,978 | $1.76M | 0.00% | +68,377+468.3% | Added |
| Range Financial Group LLC | 82,907 | $1.76M | 0.48% | +1,908+2.4% | Added |
| Beacon Financial Group | 76,108 | $1.62M | 0.15% | +117+0.2% | Added |
| ExodusPoint Capital Management, LP | 74,030 | $1.57M | 0.01% | +74,030 | New |
| LPL Financial LLC | 72,880 | $1.55M | 0.00% | +2,648+3.8% | Added |
| JPMorgan Chase & Co | 68,727 | $1.49M | 0.00% | −5,784−7.8% | Reduced |
| Wells Fargo & Company | 67,585 | $1.43M | 0.00% | +37,465+124.4% | Added |
| Advisor Group Holdings, Inc. | 63,228 | $1.34M | 0.00% | +60,327+2,079.5% | Added |
| New York State Teachers Retirement System | 62,920 | $1.33M | 0.00% | −5,964−8.7% | Reduced |
| Mork Capital Management, LLC | 62,610 | $1.33M | 0.85% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 71,528 | $1.29M | 0.00% | −900−1.2% | Reduced |
| Deutsche Bank AG | 59,325 | $1.26M | 0.00% | +10,981+22.7% | Added |
| Engineers Gate Manager LP | 58,810 | $1.25M | 0.02% | +22,500+62.0% | Added |
| Kendall Capital Management | 58,130 | $1.23M | 0.21% | −12,575−17.8% | Reduced |
| California State Teachers Retirement System | 57,253 | $1.21M | 0.00% | +9,163+19.1% | Added |
| State of Tennessee, Treasury Department | 57,072 | $1.21M | 0.00% | −11,491−16.8% | Reduced |
| Guggenheim Capital LLC | 56,129 | $1.19M | 0.01% | +14,652+35.3% | Added |
| Prudential Financial Inc | 55,472 | $1.18M | 0.00% | +990+1.8% | Added |
| Barclays PLC | 55,050 | $1.17M | 0.00% | +5,369+10.8% | Added |
| EntryPoint Capital, LLC | 54,793 | $1.16M | 0.28% | +36,882+205.9% | Added |