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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
QS Investors, LLC10,150$586.0K0.01%––
Tudor Investment Corp Et Al10,590$611.0K0.01%––
ClariVest Asset Management LLC10,634$613.0K0.02%––
Rafferty Asset Management, LLC11,386$657.0K0.00%––
AlphaCrest Capital Management LLC11,400$657.0K0.04%––
BNP Paribas Arbitrage, SA11,800$680.4K0.00%––
Ci Investments Inc.11,875$685.0K0.00%––
DuPont Capital Management Corp11,955$689.0K0.02%––
First Hawaiian Bank12,128$699.0K0.03%––
Diametric Capital, LP12,177$702.0K0.54%––
Premier Asset Management LLC12,314$710.0K0.13%––
AMP Capital Investors Ltd12,700$732.0K0.00%––
ExodusPoint Capital Management, LP12,909$744.0K0.01%––
Crossmark Global Holdings, Inc.13,090$755.0K0.02%––
Kestra Private Wealth Services, LLC13,176$760.0K0.05%––
Metropolitan Life Insurance Co13,382$771.6K0.01%––
Wakefield Asset Management LLLP13,592$784.0K0.31%––
Alphasimplex Group, LLC13,822$797.0K0.33%––
Teachers Retirement System of the State of Kentucky13,832$798.0K0.01%––
Smith Asset Management Group LP14,066$811.0K0.04%––
Arizona State Retirement System14,192$818.0K0.01%––
Hennion & Walsh Asset Management, Inc.14,201$819.0K0.05%––
ProShare Advisors LLC14,382$829.0K0.00%––
First Midwest Bank Trust Division14,567$840.0K0.12%––
Envestnet Asset Management Inc14,631$844.0K0.00%––
Toth Financial Advisory Corp14,724$849.0K0.14%––
HSBC Holdings PLC15,115$875.0K0.00%––
Panagora Asset Management Inc15,321$883.0K0.00%––
Commonwealth Equity Services, LLC16,059$925.0K0.00%––
Bank of Montreal17,749$1.03M0.00%––
Voloridge Investment Management, LLC17,885$1.03M0.01%––
Human Investing LLC18,331$1.06M0.27%––
MetLife Investment Management18,406$1.06M0.01%––
Jane Street Group, LLC18,653$1.08M0.00%––
Range Financial Group LLC18,868$1.09M0.99%––
Jackson Creek Investment Advisors LLC19,015$1.10M0.38%––
CWM Advisors, LLC19,643$1.13M0.17%––
Oregon Public Employees Retirement Fund19,898$1.15M0.01%––
Globeflex Capital L P20,326$1.17M0.21%––
Kendall Capital Management20,885$1.20M0.74%––
Man Group plc22,256$1.28M0.01%––
Louisiana State Employees Retirement System22,300$1.29M0.03%––
M&G Investment Management Ltd22,636$1.31M0.01%––
STRS Ohio22,900$1.32M0.00%––
CIBC World Markets Inc.22,937$1.32M0.00%––
APG Asset Management N.V.27,617$1.35M0.00%––
Icon Advisers Inc24,000$1.38M0.22%––
New York Life Investments Alternatives24,528$1.41M0.99%––
Zebra Capital Management LLC25,381$1.46M1.61%––
Virginia Retirement Systems Et Al25,500$1.47M0.01%––
O'Shaughnessy Asset Management, LLC25,498$1.47M0.03%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main26,636$1.54M0.00%––
Manufacturers Life Insurance Company, The27,345$1.58M0.00%––
Advisory Research Inc29,890$1.72M0.12%––
Syntal Capital Partners, LLC31,334$1.81M0.68%––
Twinbeech Capital LP31,438$1.81M0.27%––
American International Group, Inc.32,322$1.86M0.01%––
State of Alaska, Department of Revenue33,154$1.91M0.02%––
Capital Fund Management S.A.33,381$1.92M0.07%––
Voya Investment Management LLC33,683$1.94M0.00%––
Martingale Asset Management L P34,054$1.96M0.02%––
Citigroup Inc34,722$2.00M0.00%––
Raymond James Financial Services Advisors, Inc.35,293$2.04M0.00%––
Texas Permanent School Fund36,587$2.11M0.03%––
Engineers Gate Manager LP36,919$2.13M0.11%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys37,768$2.18M0.03%––
Hancock Whitney Corp39,944$2.30M0.08%––
Thrivent Financial for Lutherans40,229$2.32M0.01%––
Gsa Capital Partners LLP40,780$2.35M0.39%––
Deutsche Bank AG40,802$2.35M0.00%––
Vident Investment Advisory, LLC42,025$2.42M0.08%––
KBC Group NV42,543$2.45M0.01%––
Grantham, Mayo, Van Otterloo & Co. LLC42,879$2.47M0.01%––
State of Tennessee, Treasury Department42,868$2.47M0.01%––
Great West Life Assurance Co43,079$2.48M0.01%––
Ensign Peak Advisors, Inc43,500$2.51M0.01%––
State Board of Administration of Florida Retirement System43,717$2.52M0.01%––
UBS Asset Management Americas Inc45,334$2.61M0.00%––
State of New Jersey Common Pension Fund D45,949$2.65M0.01%––
Meeder Asset Management Inc47,829$2.76M0.14%––
Mackay Shields LLC48,105$2.77M0.02%––
Comerica Bank49,409$2.78M0.02%––
UBS Group AG49,452$2.85M0.00%––
AQR Capital Management LLC49,734$2.87M0.00%––
Jupiter Asset Management Ltd50,272$2.90M0.03%––
Price T Rowe Associates Inc51,903$2.99M0.00%––
EAM Investors, LLC53,854$3.10M0.47%––
First Republic Investment Management, Inc.54,232$3.13M0.01%––
PDT Partners, LLC55,401$3.19M0.23%––
Prudential Financial Inc57,382$3.31M0.00%––
Leuthold Group, LLC58,810$3.39M0.43%––
New York State Common Retirement Fund60,800$3.51M0.00%––
Los Angeles Capital Management LLC66,487$3.83M0.02%––
Barclays PLC68,342$3.94M0.00%––
Boothbay Fund Management, LLC68,589$3.96M0.21%––
Royal Bank of Canada68,787$3.97M0.00%––
Philadelphia Financial Management of San Francisco, LLC69,050$3.98M1.21%––
California State Teachers Retirement System73,098$4.21M0.01%––
Citadel Advisors LLC77,441$4.46M0.00%––
TD Asset Management Inc79,400$4.58M0.01%––