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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
Gsa Capital Partners LLP40,780$2.35M0.39%––
Thrivent Financial for Lutherans40,229$2.32M0.01%––
Hancock Whitney Corp39,944$2.30M0.08%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys37,768$2.18M0.03%––
Engineers Gate Manager LP36,919$2.13M0.11%––
Texas Permanent School Fund36,587$2.11M0.03%––
Raymond James Financial Services Advisors, Inc.35,293$2.04M0.00%––
Citigroup Inc34,722$2.00M0.00%––
Martingale Asset Management L P34,054$1.96M0.02%––
Voya Investment Management LLC33,683$1.94M0.00%––
Capital Fund Management S.A.33,381$1.92M0.07%––
State of Alaska, Department of Revenue33,154$1.91M0.02%––
American International Group, Inc.32,322$1.86M0.01%––
Twinbeech Capital LP31,438$1.81M0.27%––
Syntal Capital Partners, LLC31,334$1.81M0.68%––
Advisory Research Inc29,890$1.72M0.12%––
Manufacturers Life Insurance Company, The27,345$1.58M0.00%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main26,636$1.54M0.00%––
Virginia Retirement Systems Et Al25,500$1.47M0.01%––
O'Shaughnessy Asset Management, LLC25,498$1.47M0.03%––
Zebra Capital Management LLC25,381$1.46M1.61%––
New York Life Investments Alternatives24,528$1.41M0.99%––
Icon Advisers Inc24,000$1.38M0.22%––
APG Asset Management N.V.27,617$1.35M0.00%––
CIBC World Markets Inc.22,937$1.32M0.00%––
STRS Ohio22,900$1.32M0.00%––
M&G Investment Management Ltd22,636$1.31M0.01%––
Louisiana State Employees Retirement System22,300$1.29M0.03%––
Man Group plc22,256$1.28M0.01%––
Kendall Capital Management20,885$1.20M0.74%––
Globeflex Capital L P20,326$1.17M0.21%––
Oregon Public Employees Retirement Fund19,898$1.15M0.01%––
CWM Advisors, LLC19,643$1.13M0.17%––
Jackson Creek Investment Advisors LLC19,015$1.10M0.38%––
Range Financial Group LLC18,868$1.09M0.99%––
Jane Street Group, LLC18,653$1.08M0.00%––
MetLife Investment Management18,406$1.06M0.01%––
Human Investing LLC18,331$1.06M0.27%––
Voloridge Investment Management, LLC17,885$1.03M0.01%––
Bank of Montreal17,749$1.03M0.00%––
Commonwealth Equity Services, LLC16,059$925.0K0.00%––
Panagora Asset Management Inc15,321$883.0K0.00%––
HSBC Holdings PLC15,115$875.0K0.00%––
Toth Financial Advisory Corp14,724$849.0K0.14%––
Envestnet Asset Management Inc14,631$844.0K0.00%––
First Midwest Bank Trust Division14,567$840.0K0.12%––
ProShare Advisors LLC14,382$829.0K0.00%––
Hennion & Walsh Asset Management, Inc.14,201$819.0K0.05%––
Arizona State Retirement System14,192$818.0K0.01%––
Smith Asset Management Group LP14,066$811.0K0.04%––
Teachers Retirement System of the State of Kentucky13,832$798.0K0.01%––
Alphasimplex Group, LLC13,822$797.0K0.33%––
Wakefield Asset Management LLLP13,592$784.0K0.31%––
Metropolitan Life Insurance Co13,382$771.6K0.01%––
Kestra Private Wealth Services, LLC13,176$760.0K0.05%––
Crossmark Global Holdings, Inc.13,090$755.0K0.02%––
ExodusPoint Capital Management, LP12,909$744.0K0.01%––
AMP Capital Investors Ltd12,700$732.0K0.00%––
Premier Asset Management LLC12,314$710.0K0.13%––
Diametric Capital, LP12,177$702.0K0.54%––
First Hawaiian Bank12,128$699.0K0.03%––
DuPont Capital Management Corp11,955$689.0K0.02%––
Ci Investments Inc.11,875$685.0K0.00%––
BNP Paribas Arbitrage, SA11,800$680.4K0.00%––
Rafferty Asset Management, LLC11,386$657.0K0.00%––
AlphaCrest Capital Management LLC11,400$657.0K0.04%––
ClariVest Asset Management LLC10,634$613.0K0.02%––
Tudor Investment Corp Et Al10,590$611.0K0.01%––
QS Investors, LLC10,150$586.0K0.01%––
Nisa Investment Advisors, LLC9,950$574.0K0.00%––
Belpointe Asset Management LLC8,973$517.0K0.04%––
Chesapeake Wealth Management8,940$515.0K0.17%––
LPL Financial LLC8,877$512.0K0.00%––
Guggenheim Capital LLC8,841$510.0K0.00%––
Truist Financial Corp8,762$505.0K0.00%––
Wolverine Asset Management LLC8,652$498.0K0.01%––
Prelude Capital Management, LLC8,341$481.0K0.03%––
Handelsbanken Fonder AB8,252$476.0K0.00%––
Exchange Traded Concepts, LLC8,214$474.0K0.02%––
SG Americas Securities, LLC8,190$472.0K0.00%––
Cornerstone Investment Partners, LLC8,125$468.0K0.03%––
Shell Asset Management Co7,957$459.0K0.01%––
Tower Research Capital LLC (TRC)7,818$451.0K0.01%––
NorthCoast Asset Management LLC7,701$444.0K0.02%––
Public Employees Retirement Association of Colorado7,629$440.0K0.00%––
Central Trust Co7,500$432.0K0.02%––
Zurcher Kantonalbank (Zurich Cantonalbank)7,423$428.0K0.00%––
Amalgamated Bank7,020$405.0K0.02%––
IndexIQ Advisors LLC6,907$398.0K0.01%––
Fox Run Management, L.L.C.6,811$393.0K0.71%––
Caxton Associates LP6,610$381.0K0.04%––
Mutual of America Capital Management LLC6,540$377.0K0.00%––
Tokio Marine Asset Management Co Ltd6,500$375.0K0.04%––
Walleye Trading LLC6,363$367.0K0.01%––
Paloma Partners Management Co6,324$365.0K0.01%––
Advisors Asset Management, Inc.5,725$330.1K0.01%––
Dynamic Technology Lab Private Ltd5,687$328.0K0.04%––
Prentice Wealth Management LLC5,636$325.0K0.18%––
Aigen Investment Management, LP5,599$323.0K0.04%––
Intersect Capital LLC5,465$315.0K0.06%––