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 2021
Institutional positions in Upbound Group, Inc. as of Jun 30, 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
- 284
- +16 vs. Q1 2021
- Shares held
- 52.1M
- +2.04M (+4.1%) vs. Q1 2021
- Total value
- $2.77B
- −$118.0M (−4.1%) vs. Q1 2021
- New holders
- 45
- 119 more added
- Sold out
- 29
- 88 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $972.3M |
| Q3 2025 | 262 | $1.27B |
| 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 | $1.62B |
| Q4 2023 | 233 | $1.52B |
| Q3 2023 | 215 | $1.33B |
| Q2 2023 | 220 | $1.52B |
| Q1 2023 | 204 | $1.17B |
| Q4 2022 | 206 | $1.11B |
| Q3 2022 | 216 | $833.7M |
| 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 2021
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,813,515 | $520.8M | 0.01% | +1,723,768+21.3% | Added |
| Vanguard Group Inc | 7,872,288 | $417.8M | 0.01% | +901,410+12.9% | Added |
| Engaged Capital LLC | 2,355,730 | $125.0M | 9.68% | −562,879−19.3% | Reduced |
| FMR LLC | 2,344,802 | $124.4M | 0.01% | +528,848+29.1% | Added |
| State Street Corp | 2,021,853 | $107.9M | 0.01% | +400,743+24.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,953,050 | $103.6M | 0.67% | +5,354+0.3% | Added |
| Renaissance Technologies LLC | 1,633,736 | $86.7M | 0.11% | −558,800−25.5% | Reduced |
| Hood River Capital Management LLC | 1,317,488 | $69.9M | 2.08% | −16,924−1.3% | Reduced |
| Dimensional Fund Advisors LP | 1,269,800 | $67.4M | 0.02% | −28,968−2.2% | Reduced |
| Geode Capital Management, LLC | 1,181,129 | $62.7M | 0.01% | +332,452+39.2% | Added |
| Bank of New York Mellon Corp | 1,129,248 | $59.9M | 0.01% | +62,462+5.9% | Added |
| Goldman Sachs Group Inc | 1,063,363 | $56.4M | 0.02% | −41,534−3.8% | Reduced |
| LSV Asset Management | 936,811 | $49.7M | 0.08% | −95,040−9.2% | Reduced |
| Nuveen Asset Management, LLC | 742,623 | $39.4M | 0.01% | −58,063−7.3% | Reduced |
| Northern Trust Corp | 740,766 | $39.3M | 0.01% | +143,581+24.0% | Added |
| Norges Bank | 635,817 | $33.7M | 0.01% | +86,123+15.7% | Added |
| Royce & Associates LP | 622,072 | $33.0M | 0.23% | +38,753+6.6% | Added |
| Kennedy Capital Management, Inc. | 533,535 | $28.3M | 0.61% | +184,810+53.0% | Added |
| Charles Schwab Investment Management Inc | 508,403 | $27.0M | 0.01% | +67,122+15.2% | Added |
| Principal Financial Group Inc | 493,203 | $26.2M | 0.02% | +104,148+26.8% | Added |
| Steamboat Capital Partners, LLC | 464,093 | $24.6M | 6.35% | +32,286+7.5% | Added |
| Allianz Asset Management GmbH | 447,649 | $23.8M | 0.02% | +32,441+7.8% | Added |
| Morgan Stanley | 436,602 | $23.2M | 0.00% | +79,661+22.3% | Added |
| Capital Growth Management LP | 335,000 | $17.8M | 1.60% | +335,000 | New |
| Victory Capital Management Inc | 325,542 | $17.3M | 0.02% | +23,340+7.7% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 318,273 | $16.9M | 5.05% | +249,223+360.9% | Added |
| Ameriprise Financial Inc | 299,293 | $15.9M | 0.00% | +52,689+21.4% | Added |
| Raymond James & Associates | 299,323 | $15.9M | 0.01% | −35,328−10.6% | Reduced |
| Collaborative Holdings Management LP | 294,000 | $15.6M | 7.54% | +137,000+87.3% | Added |
| Bahl & Gaynor Inc | 293,289 | $15.6M | 0.09% | +99,211+51.1% | Added |
| Invesco Ltd. | 290,791 | $15.4M | 0.00% | −59,729−17.0% | Reduced |
| Canada Pension Plan Investment Board | 282,200 | $15.0M | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 276,560 | $14.7M | 0.02% | −463,027−62.6% | Reduced |
| Huber Capital Management LLC | 270,884 | $14.4M | 3.67% | +66,200+32.3% | Added |
| Barclays PLC | 242,751 | $12.9M | 0.01% | +174,409+255.2% | Added |
| Bank of America Corp | 239,179 | $12.7M | 0.00% | −29,892−11.1% | Reduced |
| JPMorgan Chase & Co | 232,550 | $12.3M | 0.00% | −252,513−52.1% | Reduced |
| Parametric Portfolio Associates LLC | 229,804 | $12.2M | 0.01% | −13,462−5.5% | Reduced |
| D. E. Shaw & Co., Inc. | 214,040 | $11.4M | 0.01% | −208,510−49.3% | Reduced |
| Brandywine Global Investment Management, LLC | 185,489 | $9.84M | 0.07% | −7,056−3.7% | Reduced |
| Portolan Capital Management, LLC | 180,329 | $9.57M | 0.69% | +180,329 | New |
| Rhumbline Advisers | 169,384 | $8.99M | 0.01% | +30,015+21.5% | Added |
| Jacobs Levy Equity Management, Inc | 165,438 | $8.78M | 0.06% | −163,150−49.7% | Reduced |
| Wells Fargo & Company | 158,312 | $8.40M | 0.00% | +43,241+37.6% | Added |
| Legal & General Group Plc | 157,606 | $8.36M | 0.00% | −4,235−2.6% | Reduced |
| Russell Investments Group, Ltd. | 157,293 | $8.35M | 0.01% | −30,013−16.0% | Reduced |
| Monarch Partners Asset Management LLC | 147,223 | $7.81M | 1.12% | +147,223 | New |
| Amundi | 140,321 | $7.45M | 0.01% | +140,321 | New |
| SEI Investments Co | 128,513 | $6.82M | 0.02% | −52,987−29.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 125,495 | $6.66M | 0.02% | +7,110+6.0% | Added |
| First Trust Advisors LP | 125,483 | $6.66M | 0.01% | +5,275+4.4% | Added |
| Public Sector Pension Investment Board | 121,941 | $6.47M | 0.04% | +21,420+21.3% | Added |
| AXA S.A. | 115,900 | $6.15M | 0.02% | −13,000−10.1% | Reduced |
| Swiss National Bank | 113,500 | $6.02M | 0.00% | +2,100+1.9% | Added |
| Cambria Investment Management, L.P. | 108,518 | $5.76M | 0.99% | +15,202+16.3% | Added |
| Clark Estates Inc | 103,000 | $5.47M | 0.71% | 00.0% | Unchanged |
| Addison Capital Co | 97,888 | $5.20M | 2.54% | +15,150+18.3% | Added |
| Alliancebernstein L.P. | 97,124 | $5.15M | 0.00% | +15,801+19.4% | Added |
| New York State Teachers Retirement System | 94,248 | $5.00M | 0.01% | −798−0.8% | Reduced |
| Brookfield Asset Management Inc. | 91,620 | $4.86M | 0.02% | +91,620 | New |
| California State Teachers Retirement System | 90,848 | $4.82M | 0.01% | +17,750+24.3% | Added |
| Nomura Holdings Inc | 88,615 | $4.70M | 0.04% | −202,277−69.5% | Reduced |
| Los Angeles Capital Management LLC | 85,111 | $4.52M | 0.02% | +18,624+28.0% | Added |
| American Century Companies Inc | 82,541 | $4.38M | 0.00% | −59,113−41.7% | Reduced |
| Acadian Asset Management LLC | 76,055 | $4.04M | 0.02% | −632,047−89.3% | Reduced |
| Roubaix Capital, LLC | 74,517 | $3.96M | 2.47% | +74,517 | New |
| New York State Common Retirement Fund | 73,886 | $3.92M | 0.00% | +13,086+21.5% | Added |
| TD Asset Management Inc | 67,800 | $3.88M | 0.00% | −11,600−14.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 71,600 | $3.80M | 0.02% | −52,400−42.3% | Reduced |
| Prudential Financial Inc | 66,083 | $3.51M | 0.00% | +8,701+15.2% | Added |
| Royal Bank of Canada | 64,924 | $3.45M | 0.00% | −3,863−5.6% | Reduced |
| Comerica Bank | 55,982 | $3.43M | 0.02% | +6,573+13.3% | Added |
| Two Sigma Advisers, LP | 62,700 | $3.33M | 0.01% | −24,500−28.1% | Reduced |
| Boothbay Fund Management, LLC | 62,137 | $3.30M | 0.14% | −6,452−9.4% | Reduced |
| Citigroup Inc | 61,962 | $3.29M | 0.00% | +27,240+78.5% | Added |
| UBS Asset Management Americas Inc | 58,632 | $3.11M | 0.00% | +13,298+29.3% | Added |
| Leuthold Group, LLC | 57,730 | $3.06M | 0.38% | −1,080−1.8% | Reduced |
| Twinbeech Capital LP | 56,324 | $2.99M | 0.36% | +24,886+79.2% | Added |
| Gratia Capital, LLC | 54,946 | $2.92M | 3.34% | +54,946 | New |
| Price T Rowe Associates Inc | 54,535 | $2.89M | 0.00% | +2,632+5.1% | Added |
| Credit Suisse AG | 53,668 | $2.85M | 0.00% | −59,570−52.6% | Reduced |
| PDT Partners, LLC | 52,703 | $2.80M | 0.18% | −2,698−4.9% | Reduced |
| Susquehanna International Group, LLP | 52,224 | $2.77M | 0.00% | −110,554−67.9% | Reduced |
| Great West Life Assurance Co | 51,968 | $2.76M | 0.01% | +8,889+20.6% | Added |
| Jane Street Group, LLC | 51,257 | $2.72M | 0.01% | +32,604+174.8% | Added |
| Arabesque Asset Management Ltd | 50,474 | $2.68M | 1.14% | +50,474 | New |
| First Republic Investment Management, Inc. | 49,993 | $2.65M | 0.01% | −4,239−7.8% | Reduced |
| Engineers Gate Manager LP | 49,243 | $2.61M | 0.17% | +12,324+33.4% | Added |
| Assenagon Asset Management S.A. | 48,937 | $2.60M | 0.01% | +48,937 | New |
| Thrivent Financial for Lutherans | 48,787 | $2.59M | 0.01% | +8,558+21.3% | Added |
| Deutsche Bank AG | 47,715 | $2.53M | 0.00% | +6,913+16.9% | Added |
| AQR Capital Management LLC | 46,508 | $2.47M | 0.00% | −3,226−6.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,798 | $2.43M | 0.03% | +8,030+21.3% | Added |
| Navellier & Associates Inc | 45,624 | $2.42M | 0.37% | +45,624 | New |
| Texas Permanent School Fund | 44,474 | $2.36M | 0.03% | +7,887+21.6% | Added |
| State of New Jersey Common Pension Fund D | 43,719 | $2.32M | 0.01% | −2,230−4.9% | Reduced |
| Ensign Peak Advisors, Inc | 43,500 | $2.31M | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 42,259 | $2.24M | 0.01% | +9,937+30.7% | Added |
| Vident Investment Advisory, LLC | 42,060 | $2.23M | 0.07% | +35+0.1% | Added |
| State of Alaska, Department of Revenue | 41,292 | $2.19M | 0.02% | +8,138+24.5% | Added |