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 |
|---|---|---|---|---|---|
| Delphi Management Inc | 9,362 | $497.0K | 0.47% | +9,362 | New |
| Exchange Traded Concepts, LLC | 9,626 | $511.0K | 0.02% | +1,412+17.2% | Added |
| Legacy Wealth Asset Management, LLC | 9,801 | $520.0K | 0.23% | +9,801 | New |
| QS Investors, LLC | 10,000 | $531.0K | 0.01% | −150−1.5% | Reduced |
| Prelude Capital Management, LLC | 10,084 | $535.0K | 0.03% | +1,743+20.9% | Added |
| Advisor Group Holdings, Inc. | 10,251 | $543.0K | 0.00% | +6,316+160.5% | Added |
| Truist Financial Corp | 10,298 | $546.0K | 0.00% | +1,536+17.5% | Added |
| Nisa Investment Advisors, LLC | 10,470 | $556.0K | 0.00% | +520+5.2% | Added |
| ClariVest Asset Management LLC | 10,539 | $559.0K | 0.02% | −95−0.9% | Reduced |
| LPL Financial LLC | 10,544 | $560.0K | 0.00% | +1,667+18.8% | Added |
| Walleye Trading LLC | 10,978 | $583.0K | 0.02% | +4,615+72.5% | Added |
| Wolverine Trading, LLC | 11,007 | $583.0K | 0.02% | +11,007 | New |
| Vontobel Holding Ltd. | 11,000 | $584.0K | 0.01% | +11,000 | New |
| Ci Investments Inc. | 11,495 | $610.0K | 0.00% | −380−3.2% | Reduced |
| Pearl River Capital, LLC | 11,677 | $620.0K | 0.17% | +11,677 | New |
| Paloma Partners Management Co | 11,728 | $622.0K | 0.02% | +5,404+85.5% | Added |
| DuPont Capital Management Corp | 11,955 | $634.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 11,999 | $637.0K | 0.04% | +11,287+1,585.3% | Added |
| UBS Group AG | 12,454 | $661.0K | 0.00% | −36,998−74.8% | Reduced |
| AMP Capital Investors Ltd | 12,700 | $674.0K | 0.00% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 13,274 | $704.5K | 0.02% | −20,107−60.2% | Reduced |
| Financial Advocates Investment Management | 4,581 | $708.0K | 0.05% | +4,581 | New |
| First Hawaiian Bank | 13,419 | $712.0K | 0.03% | +1,291+10.6% | Added |
| Crossmark Global Holdings, Inc. | 13,440 | $713.0K | 0.02% | +350+2.7% | Added |
| Wakefield Asset Management LLLP | 13,678 | $726.0K | 0.28% | +86+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 13,832 | $734.0K | 0.01% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 13,822 | $734.0K | 0.37% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 13,935 | $740.0K | 0.04% | −131−0.9% | Reduced |
| Arizona State Retirement System | 13,998 | $743.0K | 0.01% | −194−1.4% | Reduced |
| Panagora Asset Management Inc | 14,395 | $764.0K | 0.00% | −926−6.0% | Reduced |
| Trexquant Investment LP | 14,706 | $780.0K | 0.07% | +14,706 | New |
| Toth Financial Advisory Corp | 14,724 | $781.0K | 0.12% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 14,744 | $782.0K | 0.11% | +177+1.2% | Added |
| Kestra Private Wealth Services, LLC | 15,159 | $804.0K | 0.05% | +1,983+15.1% | Added |
| MorganRosel Wealth Management, LLC | 15,606 | $828.0K | 0.46% | +15,606 | New |
| Diametric Capital, LP | 15,662 | $831.0K | 0.60% | +3,485+28.6% | Added |
| Premier Asset Management LLC | 15,765 | $837.0K | 0.12% | +3,451+28.0% | Added |
| CIBC World Markets Inc. | 15,848 | $841.0K | 0.00% | −7,089−30.9% | Reduced |
| Rafferty Asset Management, LLC | 15,913 | $845.0K | 0.01% | +4,527+39.8% | Added |
| Advisors Asset Management, Inc. | 16,066 | $853.0K | 0.01% | +10,341+180.6% | Added |
| Jackson Creek Investment Advisors LLC | 16,412 | $871.0K | 0.32% | −2,603−13.7% | Reduced |
| Commonwealth Equity Services, LLC | 17,247 | $915.0K | 0.00% | +1,188+7.4% | Added |
| Metropolitan Life Insurance Co | 17,985 | $954.5K | 0.01% | +4,603+34.4% | Added |
| ProShare Advisors LLC | 18,728 | $994.0K | 0.00% | +4,346+30.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,869 | $1.00M | 0.05% | +4,668+32.9% | Added |
| Human Investing LLC | 18,898 | $1.00M | 0.24% | +567+3.1% | Added |
| AlphaCrest Capital Management LLC | 19,248 | $1.02M | 0.04% | +7,848+68.8% | Added |
| Globeflex Capital L P | 20,326 | $1.08M | 0.19% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 20,620 | $1.09M | 0.11% | +14,933+262.6% | Added |
| Jupiter Asset Management Ltd | 20,821 | $1.10M | 0.01% | −29,451−58.6% | Reduced |
| State Board of Administration of Florida Retirement System | 21,424 | $1.14M | 0.00% | −22,293−51.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 21,955 | $1.17M | 0.02% | −3,543−13.9% | Reduced |
| Range Financial Group LLC | 22,169 | $1.18M | 0.87% | +3,301+17.5% | Added |
| Zebra Capital Management LLC | 22,906 | $1.22M | 1.43% | −2,475−9.8% | Reduced |
| CWM Advisors, LLC | 22,962 | $1.22M | 0.16% | +3,319+16.9% | Added |
| Kendall Capital Management | 23,445 | $1.24M | 0.70% | +2,560+12.3% | Added |
| MetLife Investment Management | 23,490 | $1.25M | 0.01% | +5,084+27.6% | Added |
| Icon Advisers Inc | 24,000 | $1.27M | 0.21% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 24,898 | $1.32M | 0.01% | +5,000+25.1% | Added |
| New York Life Investments Alternatives | 25,961 | $1.38M | 0.92% | +1,433+5.8% | Added |
| Millennium Management LLC | 26,419 | $1.40M | 0.00% | −206,453−88.7% | Reduced |
| Man Group plc | 26,572 | $1.41M | 0.00% | +4,316+19.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,879 | $1.43M | 0.01% | −16,000−37.3% | Reduced |
| Louisiana State Employees Retirement System | 26,900 | $1.43M | 0.03% | +4,600+20.6% | Added |
| EAM Investors, LLC | 27,023 | $1.43M | 0.22% | −26,831−49.8% | Reduced |
| Bank of Montreal | 27,027 | $1.45M | 0.00% | +9,278+52.3% | Added |
| STRS Ohio | 27,900 | $1.48M | 0.01% | +5,000+21.8% | Added |
| Voya Investment Management LLC | 28,130 | $1.49M | 0.00% | −5,553−16.5% | Reduced |
| Cubist Systematic Strategies, LLC | 28,270 | $1.50M | 0.02% | −58,589−67.5% | Reduced |
| Meeder Asset Management Inc | 28,303 | $1.50M | 0.07% | −19,526−40.8% | Reduced |
| Advisory Research Inc | 29,313 | $1.56M | 0.10% | −577−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 29,924 | $1.59M | 0.00% | +18,124+153.6% | Added |
| Envestnet Asset Management Inc | 30,844 | $1.64M | 0.00% | +16,213+110.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 31,907 | $1.69M | 0.00% | −3,386−9.6% | Reduced |
| Amalgamated Bank | 33,166 | $1.76M | 0.01% | +26,146+372.5% | Added |
| Verition Fund Management LLC | 33,589 | $1.78M | 0.03% | +33,589 | New |
| Citadel Advisors LLC | 33,623 | $1.78M | 0.00% | −43,818−56.6% | Reduced |
| State of Tennessee, Treasury Department | 36,785 | $1.95M | 0.01% | −6,083−14.2% | Reduced |
| Manufacturers Life Insurance Company, The | 36,910 | $1.96M | 0.00% | +9,565+35.0% | Added |
| Hancock Whitney Corp | 39,086 | $2.07M | 0.07% | −858−2.1% | Reduced |
| KBC Group NV | 39,641 | $2.10M | 0.01% | −2,902−6.8% | Reduced |
| Triasima Portfolio Management inc. | 40,055 | $2.13M | 0.10% | +40,055 | New |
| Federated Hermes, Inc. | 40,679 | $2.16M | 0.00% | −235,186−85.3% | Reduced |
| State of Alaska, Department of Revenue | 41,292 | $2.19M | 0.02% | +8,138+24.5% | Added |
| Vident Investment Advisory, LLC | 42,060 | $2.23M | 0.07% | +35+0.1% | Added |
| American International Group, Inc. | 42,259 | $2.24M | 0.01% | +9,937+30.7% | Added |
| Ensign Peak Advisors, Inc | 43,500 | $2.31M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 43,719 | $2.32M | 0.01% | −2,230−4.9% | Reduced |
| Texas Permanent School Fund | 44,474 | $2.36M | 0.03% | +7,887+21.6% | Added |
| Navellier & Associates Inc | 45,624 | $2.42M | 0.37% | +45,624 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,798 | $2.43M | 0.03% | +8,030+21.3% | Added |
| AQR Capital Management LLC | 46,508 | $2.47M | 0.00% | −3,226−6.5% | Reduced |
| Deutsche Bank AG | 47,715 | $2.53M | 0.00% | +6,913+16.9% | Added |
| Thrivent Financial for Lutherans | 48,787 | $2.59M | 0.01% | +8,558+21.3% | Added |
| Assenagon Asset Management S.A. | 48,937 | $2.60M | 0.01% | +48,937 | New |
| Engineers Gate Manager LP | 49,243 | $2.61M | 0.17% | +12,324+33.4% | Added |
| First Republic Investment Management, Inc. | 49,993 | $2.65M | 0.01% | −4,239−7.8% | Reduced |
| Arabesque Asset Management Ltd | 50,474 | $2.68M | 1.14% | +50,474 | New |
| Jane Street Group, LLC | 51,257 | $2.72M | 0.01% | +32,604+174.8% | Added |
| Great West Life Assurance Co | 51,968 | $2.76M | 0.01% | +8,889+20.6% | Added |