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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
Sofos Investments, Inc.1$760.00%––
Mitsubishi UFJ Trust & Banking Corp26$1.00K0.00%––
Parallel Advisors, LLC21$1.00K0.00%––
Quadrant Capital Group LLC71$4.00K0.00%––
Assetmark, Inc80$5.00K0.00%––
First Horizon Advisors, Inc.105$5.00K0.00%––
Tarbox Family Office, Inc.88$5.00K0.00%––
Bogart Wealth, LLC79$5.00K0.00%––
Anchor Investment Management, LLC92$5.30K0.00%––
Aua Capital Management, LLC127$7.00K0.00%––
Parkside Financial Bank & Trust146$8.00K0.00%––
Solstein Capital, LLC136$8.00K0.01%––
NEXT Financial Group, Inc200$12.0K0.00%––
Financial Management Professionals, Inc.244$14.0K0.00%––
Sowell Financial Services LLC233$14.0K0.00%––
Newbridge Financial Services Group, Inc.307$18.0K0.01%––
Eaton Vance Management333$19.0K0.00%––
TCI Wealth Advisors, Inc.338$19.0K0.01%––
BDO Wealth Advisors, LLC416$24.0K0.00%––
AdvisorNet Financial, Inc432$25.0K0.00%––
Thompson Siegel & Walmsley LLC450$26.0K0.00%––
PEAK6 Investments LLC507$29.0K0.00%––
Patriot Financial Group Insurance Agency, LLC655$38.0K0.01%––
Neo Ivy Capital Management674$39.0K0.04%––
Point72 Hong Kong Ltd712$41.0K0.00%––
CWM, LLC845$45.0K0.00%––
Sutton Wealth Advisors Inc.852$49.1K0.02%––
Wolff Wiese Magana LLC1,000$58.0K0.05%––
Harvest Fund Management Co., Ltd1,024$59.0K0.01%––
Whittier Trust Co1,125$65.0K0.00%––
Cutler Group LP1,142$65.0K0.01%––
Carolina Wealth Advisors, LLC1,153$66.0K0.05%––
US Bancorp1,246$72.0K0.00%––
Fieldpoint Private Securities, LLC1,455$84.0K0.02%––
Clearstead Advisors, LLC1,500$86.0K0.01%––
Harbour Investments, Inc.1,502$87.0K0.00%––
Carroll Financial Associates, Inc.1,547$89.0K0.01%––
Macquarie Group Ltd1,724$99.0K0.00%––
Public Employees Retirement System of Ohio2,286$132.0K0.00%––
Ameritas Investment Company, LLC2,347$135.3K0.01%––
Vestcor Inc2,728$157.0K0.01%––
Simplex Trading, LLC3,154$181.0K0.01%––
Captrust Financial Advisors3,316$191.0K0.00%––
Qube Research & Technologies Ltd3,565$206.0K0.00%––
Advisory Services Network, LLC3,593$207.0K0.01%––
HighTower Advisors, LLC3,824$220.0K0.00%––
TrinityPoint Wealth, LLC3,879$224.0K0.05%––
Ameritas Investment Partners, Inc.3,943$227.0K0.01%––
Lazard Asset Management LLC3,942$227.0K0.00%––
Advisor Group Holdings, Inc.3,935$227.0K0.00%––
Money Concepts Capital Corp3,960$228.0K0.02%––
Sigma Planning Corp3,966$229.0K0.01%––
Pictet Asset Management Ltd4,000$231.0K0.00%––
Cadence Bank NA4,040$233.0K0.07%––
Cetera Advisor Networks LLC4,281$247.0K0.01%––
Wedge Capital Management L L P4,307$248.0K0.00%––
Scotia Capital Inc.4,383$253.0K0.00%––
Avestar Capital, LLC4,340$256.0K0.06%––
Diversified Trust Co4,466$258.0K0.01%––
Eqis Capital Management, Inc.4,629$267.0K0.02%––
Gyon Technologies Capital Management, LP4,708$271.0K0.12%––
Ritholtz Wealth Management4,787$276.0K0.02%––
USA Financial Portformulas Corp4,925$284.0K0.23%––
Profund Advisors LLC5,174$298.0K0.01%––
Boston Private Wealth LLC5,240$302.0K0.00%––
The PNC Financial Services Group, Inc.5,255$303.0K0.00%––
Campbell & CO Investment Adviser LLC5,304$306.0K0.19%––
Alps Advisors Inc5,418$312.0K0.00%––
Teacher Retirement System of Texas5,445$314.0K0.00%––
Intersect Capital LLC5,465$315.0K0.06%––
Aigen Investment Management, LP5,599$323.0K0.04%––
Prentice Wealth Management LLC5,636$325.0K0.18%––
Dynamic Technology Lab Private Ltd5,687$328.0K0.04%––
Advisors Asset Management, Inc.5,725$330.1K0.01%––
Paloma Partners Management Co6,324$365.0K0.01%––
Walleye Trading LLC6,363$367.0K0.01%––
Tokio Marine Asset Management Co Ltd6,500$375.0K0.04%––
Mutual of America Capital Management LLC6,540$377.0K0.00%––
Caxton Associates LP6,610$381.0K0.04%––
Fox Run Management, L.L.C.6,811$393.0K0.71%––
IndexIQ Advisors LLC6,907$398.0K0.01%––
Amalgamated Bank7,020$405.0K0.02%––
Zurcher Kantonalbank (Zurich Cantonalbank)7,423$428.0K0.00%––
Central Trust Co7,500$432.0K0.02%––
Public Employees Retirement Association of Colorado7,629$440.0K0.00%––
NorthCoast Asset Management LLC7,701$444.0K0.02%––
Tower Research Capital LLC (TRC)7,818$451.0K0.01%––
Shell Asset Management Co7,957$459.0K0.01%––
Cornerstone Investment Partners, LLC8,125$468.0K0.03%––
SG Americas Securities, LLC8,190$472.0K0.00%––
Exchange Traded Concepts, LLC8,214$474.0K0.02%––
Handelsbanken Fonder AB8,252$476.0K0.00%––
Prelude Capital Management, LLC8,341$481.0K0.03%––
Wolverine Asset Management LLC8,652$498.0K0.01%––
Truist Financial Corp8,762$505.0K0.00%––
Guggenheim Capital LLC8,841$510.0K0.00%––
LPL Financial LLC8,877$512.0K0.00%––
Chesapeake Wealth Management8,940$515.0K0.17%––
Belpointe Asset Management LLC8,973$517.0K0.04%––
Nisa Investment Advisors, LLC9,950$574.0K0.00%––