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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, Q1 2021

Institutional positions in Upbound Group, Inc. as of Mar 31, 2021. 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
270
No complete 13F data for Q4 2020
Shares held
50.3M
No complete 13F data for Q4 2020
Total value
$2.90B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 270 institutions
Q1 2021: 270 institutionsQ2 2021: 284 institutionsQ3 2021: 271 institutionsQ4 2021: 247 institutionsQ1 2022: 224 institutionsQ2 2022: 220 institutionsQ3 2022: 216 institutionsQ4 2022: 206 institutionsQ1 2023: 204 institutionsQ2 2023: 220 institutionsQ3 2023: 215 institutionsQ4 2023: 233 institutionsQ1 2024: 242 institutionsQ2 2024: 248 institutionsQ3 2024: 246 institutionsQ4 2024: 241 institutionsQ1 2025: 243 institutionsQ2 2025: 256 institutionsQ3 2025: 262 institutionsQ4 2025: 239 institutionsQ1 2026: 240 institutionsQ2 2026: 259 institutions
Value heldQ1 2021: $2.90B
Q1 2021: $2.90BQ2 2021: $2.77BQ3 2021: $2.86BQ4 2021: $2.32BQ1 2022: $1.30BQ2 2022: $966.4MQ3 2022: $833.7MQ4 2022: $1.11BQ1 2023: $1.17BQ2 2023: $1.52BQ3 2023: $1.33BQ4 2023: $1.52BQ1 2024: $1.62BQ2 2024: $1.53BQ3 2024: $1.45BQ4 2024: $1.36BQ1 2025: $1.15BQ2 2025: $1.33BQ3 2025: $1.27BQ4 2025: $972.3MQ1 2026: $1.01BQ2 2026: $1.23B
Institutions holding UPBD and their total value by quarter
QuarterHoldersValue
Q2 2026259$1.23B
Q1 2026240$1.01B
Q4 2025239$972.3M
Q3 2025262$1.27B
Q2 2025256$1.33B
Q1 2025243$1.15B
Q4 2024241$1.36B
Q3 2024246$1.45B
Q2 2024248$1.53B
Q1 2024242$1.62B
Q4 2023233$1.52B
Q3 2023215$1.33B
Q2 2023220$1.52B
Q1 2023204$1.17B
Q4 2022206$1.11B
Q3 2022216$833.7M
Q2 2022220$966.4M
Q1 2022224$1.30B
Q4 2021247$2.32B
Q3 2021271$2.86B
Q2 2021284$2.77B
Q1 2021270$2.90B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Upbound Group, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UPBD in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,089,747$466.5M0.01%––
Vanguard Group Inc6,970,878$401.9M0.01%––
Engaged Capital LLC2,918,609$168.3M12.15%––
Renaissance Technologies LLC2,192,536$126.4M0.16%––
Fuller & Thaler Asset Management, Inc.1,947,696$112.3M0.79%––
FMR LLC1,815,954$104.7M0.01%––
State Street Corp1,621,110$93.5M0.01%––
Hood River Capital Management LLC1,334,412$76.9M2.47%––
Dimensional Fund Advisors LP1,298,768$74.9M0.02%––
Goldman Sachs Group Inc1,104,897$63.7M0.02%––
Bank of New York Mellon Corp1,066,786$61.5M0.01%––
LSV Asset Management1,031,851$59.5M0.10%––
Geode Capital Management, LLC848,677$48.9M0.01%––
Nuveen Asset Management, LLC800,686$46.2M0.01%––
Arrowstreet Capital, Limited Partnership739,587$42.6M0.06%––
Acadian Asset Management LLC708,102$40.8M0.16%––
Northern Trust Corp597,185$34.4M0.01%––
Royce & Associates LP583,319$33.6M0.23%––
Norges Bank549,694$31.7M0.01%––
JPMorgan Chase & Co485,063$28.0M0.00%––
Charles Schwab Investment Management Inc441,281$25.4M0.01%––
Steamboat Capital Partners, LLC431,807$24.9M7.34%––
D. E. Shaw & Co., Inc.422,550$24.4M0.03%––
Allianz Asset Management GmbH415,208$23.9M0.02%––
Principal Financial Group Inc389,055$22.4M0.02%––
Morgan Stanley356,941$20.6M0.00%––
Invesco Ltd.350,520$20.2M0.01%––
Kennedy Capital Management, Inc.348,725$20.1M0.40%––
Raymond James & Associates334,651$19.3M0.02%––
Jacobs Levy Equity Management, Inc328,588$18.9M0.15%––
Victory Capital Management Inc302,202$17.4M0.02%––
Nomura Holdings Inc290,892$16.8M0.12%––
Canada Pension Plan Investment Board282,200$16.3M0.02%––
Federated Hermes, Inc.275,865$15.9M0.03%––
Bank of America Corp269,071$15.5M0.00%––
Ameriprise Financial Inc246,604$14.2M0.00%––
Parametric Portfolio Associates LLC243,266$14.0M0.01%––
Millennium Management LLC232,872$13.4M0.02%––
Amundi Asset Management US, Inc.212,762$12.3M0.01%––
Huber Capital Management LLC204,684$11.8M3.19%––
Bahl & Gaynor Inc194,078$11.2M0.07%––
Brandywine Global Investment Management, LLC192,545$11.1M0.08%––
Russell Investments Group, Ltd.187,306$10.8M0.02%––
Susquehanna International Group, LLP162,778$9.39M0.01%––
Legal & General Group Plc161,841$9.33M0.00%––
SEI Investments Co181,500$9.25M0.02%––
Collaborative Holdings Management LP157,000$9.05M5.00%––
American Century Companies Inc141,654$8.17M0.01%––
Rhumbline Advisers139,369$8.04M0.01%––
AXA S.A.128,900$7.43M0.02%––
Six Columns Capital, LP125,000$7.21M2.34%––
Skandinaviska Enskilda Banken AB (publ)124,000$7.15M0.05%––
Hillsdale Investment Management Inc.123,670$7.13M0.60%––
First Trust Advisors LP120,208$6.93M0.01%––
Hotchkis & Wiley Capital Management LLC118,385$6.83M0.02%––
Wells Fargo & Company115,071$6.63M0.00%––
Credit Suisse AG113,238$6.53M0.00%––
Swiss National Bank111,400$6.42M0.00%––
Ibex Wealth Advisors108,957$6.28M1.55%––
Clark Estates Inc103,000$5.94M0.76%––
Public Sector Pension Investment Board100,521$5.80M0.04%––
California Public Employees Retirement System95,882$5.53M0.00%––
New York State Teachers Retirement System95,046$5.48M0.01%––
Cambria Investment Management, L.P.93,316$5.38M1.07%––
Two Sigma Advisers, LP87,200$5.03M0.01%––
Cubist Systematic Strategies, LLC86,859$5.01M0.06%––
Healthcare of Ontario Pension Plan Trust Fund85,100$4.91M0.01%––
Addison Capital Co82,738$4.77M2.65%––
Alliancebernstein L.P.81,323$4.69M0.00%––
TD Asset Management Inc79,400$4.58M0.01%––
Citadel Advisors LLC77,441$4.46M0.00%––
California State Teachers Retirement System73,098$4.21M0.01%––
Philadelphia Financial Management of San Francisco, LLC69,050$3.98M1.21%––
Royal Bank of Canada68,787$3.97M0.00%––
Boothbay Fund Management, LLC68,589$3.96M0.21%––
Barclays PLC68,342$3.94M0.00%––
Los Angeles Capital Management LLC66,487$3.83M0.02%––
New York State Common Retirement Fund60,800$3.51M0.00%––
Leuthold Group, LLC58,810$3.39M0.43%––
Prudential Financial Inc57,382$3.31M0.00%––
PDT Partners, LLC55,401$3.19M0.23%––
First Republic Investment Management, Inc.54,232$3.13M0.01%––
EAM Investors, LLC53,854$3.10M0.47%––
Price T Rowe Associates Inc51,903$2.99M0.00%––
Jupiter Asset Management Ltd50,272$2.90M0.03%––
AQR Capital Management LLC49,734$2.87M0.00%––
UBS Group AG49,452$2.85M0.00%––
Comerica Bank49,409$2.78M0.02%––
Mackay Shields LLC48,105$2.77M0.02%––
Meeder Asset Management Inc47,829$2.76M0.14%––
State of New Jersey Common Pension Fund D45,949$2.65M0.01%––
UBS Asset Management Americas Inc45,334$2.61M0.00%––
State Board of Administration of Florida Retirement System43,717$2.52M0.01%––
Ensign Peak Advisors, Inc43,500$2.51M0.01%––
Great West Life Assurance Co43,079$2.48M0.01%––
Grantham, Mayo, Van Otterloo & Co. LLC42,879$2.47M0.01%––
State of Tennessee, Treasury Department42,868$2.47M0.01%––
KBC Group NV42,543$2.45M0.01%––
Vident Investment Advisory, LLC42,025$2.42M0.08%––
Deutsche Bank AG40,802$2.35M0.00%––