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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 52,224 | $2.77M | 0.00% | −110,554−67.9% | Reduced |
| PDT Partners, LLC | 52,703 | $2.80M | 0.18% | −2,698−4.9% | Reduced |
| Credit Suisse AG | 53,668 | $2.85M | 0.00% | −59,570−52.6% | Reduced |
| Price T Rowe Associates Inc | 54,535 | $2.89M | 0.00% | +2,632+5.1% | Added |
| Gratia Capital, LLC | 54,946 | $2.92M | 3.34% | +54,946 | New |
| Twinbeech Capital LP | 56,324 | $2.99M | 0.36% | +24,886+79.2% | Added |
| Leuthold Group, LLC | 57,730 | $3.06M | 0.38% | −1,080−1.8% | Reduced |
| UBS Asset Management Americas Inc | 58,632 | $3.11M | 0.00% | +13,298+29.3% | Added |
| Citigroup Inc | 61,962 | $3.29M | 0.00% | +27,240+78.5% | Added |
| Boothbay Fund Management, LLC | 62,137 | $3.30M | 0.14% | −6,452−9.4% | Reduced |
| Two Sigma Advisers, LP | 62,700 | $3.33M | 0.01% | −24,500−28.1% | Reduced |
| Comerica Bank | 55,982 | $3.43M | 0.02% | +6,573+13.3% | Added |
| Royal Bank of Canada | 64,924 | $3.45M | 0.00% | −3,863−5.6% | Reduced |
| Prudential Financial Inc | 66,083 | $3.51M | 0.00% | +8,701+15.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 71,600 | $3.80M | 0.02% | −52,400−42.3% | Reduced |
| TD Asset Management Inc | 67,800 | $3.88M | 0.00% | −11,600−14.6% | Reduced |
| New York State Common Retirement Fund | 73,886 | $3.92M | 0.00% | +13,086+21.5% | Added |
| Roubaix Capital, LLC | 74,517 | $3.96M | 2.47% | +74,517 | New |
| Acadian Asset Management LLC | 76,055 | $4.04M | 0.02% | −632,047−89.3% | Reduced |
| American Century Companies Inc | 82,541 | $4.38M | 0.00% | −59,113−41.7% | Reduced |
| Los Angeles Capital Management LLC | 85,111 | $4.52M | 0.02% | +18,624+28.0% | Added |
| Nomura Holdings Inc | 88,615 | $4.70M | 0.04% | −202,277−69.5% | Reduced |
| California State Teachers Retirement System | 90,848 | $4.82M | 0.01% | +17,750+24.3% | Added |
| Brookfield Asset Management Inc. | 91,620 | $4.86M | 0.02% | +91,620 | New |
| New York State Teachers Retirement System | 94,248 | $5.00M | 0.01% | −798−0.8% | Reduced |
| Alliancebernstein L.P. | 97,124 | $5.15M | 0.00% | +15,801+19.4% | Added |
| Addison Capital Co | 97,888 | $5.20M | 2.54% | +15,150+18.3% | Added |
| Clark Estates Inc | 103,000 | $5.47M | 0.71% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 108,518 | $5.76M | 0.99% | +15,202+16.3% | Added |
| Swiss National Bank | 113,500 | $6.02M | 0.00% | +2,100+1.9% | Added |
| AXA S.A. | 115,900 | $6.15M | 0.02% | −13,000−10.1% | Reduced |
| Public Sector Pension Investment Board | 121,941 | $6.47M | 0.04% | +21,420+21.3% | Added |
| First Trust Advisors LP | 125,483 | $6.66M | 0.01% | +5,275+4.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 125,495 | $6.66M | 0.02% | +7,110+6.0% | Added |
| SEI Investments Co | 128,513 | $6.82M | 0.02% | −52,987−29.2% | Reduced |
| Amundi | 140,321 | $7.45M | 0.01% | +140,321 | New |
| Monarch Partners Asset Management LLC | 147,223 | $7.81M | 1.12% | +147,223 | New |
| Russell Investments Group, Ltd. | 157,293 | $8.35M | 0.01% | −30,013−16.0% | Reduced |
| Legal & General Group Plc | 157,606 | $8.36M | 0.00% | −4,235−2.6% | Reduced |
| Wells Fargo & Company | 158,312 | $8.40M | 0.00% | +43,241+37.6% | Added |
| Jacobs Levy Equity Management, Inc | 165,438 | $8.78M | 0.06% | −163,150−49.7% | Reduced |
| Rhumbline Advisers | 169,384 | $8.99M | 0.01% | +30,015+21.5% | Added |
| Portolan Capital Management, LLC | 180,329 | $9.57M | 0.69% | +180,329 | New |
| Brandywine Global Investment Management, LLC | 185,489 | $9.84M | 0.07% | −7,056−3.7% | Reduced |
| D. E. Shaw & Co., Inc. | 214,040 | $11.4M | 0.01% | −208,510−49.3% | Reduced |
| Parametric Portfolio Associates LLC | 229,804 | $12.2M | 0.01% | −13,462−5.5% | Reduced |
| JPMorgan Chase & Co | 232,550 | $12.3M | 0.00% | −252,513−52.1% | Reduced |
| Bank of America Corp | 239,179 | $12.7M | 0.00% | −29,892−11.1% | Reduced |
| Barclays PLC | 242,751 | $12.9M | 0.01% | +174,409+255.2% | Added |
| Huber Capital Management LLC | 270,884 | $14.4M | 3.67% | +66,200+32.3% | Added |
| Arrowstreet Capital, Limited Partnership | 276,560 | $14.7M | 0.02% | −463,027−62.6% | Reduced |
| Canada Pension Plan Investment Board | 282,200 | $15.0M | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 290,791 | $15.4M | 0.00% | −59,729−17.0% | Reduced |
| Bahl & Gaynor Inc | 293,289 | $15.6M | 0.09% | +99,211+51.1% | Added |
| Collaborative Holdings Management LP | 294,000 | $15.6M | 7.54% | +137,000+87.3% | Added |
| Raymond James & Associates | 299,323 | $15.9M | 0.01% | −35,328−10.6% | Reduced |
| Ameriprise Financial Inc | 299,293 | $15.9M | 0.00% | +52,689+21.4% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 318,273 | $16.9M | 5.05% | +249,223+360.9% | Added |
| Victory Capital Management Inc | 325,542 | $17.3M | 0.02% | +23,340+7.7% | Added |
| Capital Growth Management LP | 335,000 | $17.8M | 1.60% | +335,000 | New |
| Morgan Stanley | 436,602 | $23.2M | 0.00% | +79,661+22.3% | Added |
| Allianz Asset Management GmbH | 447,649 | $23.8M | 0.02% | +32,441+7.8% | Added |
| Steamboat Capital Partners, LLC | 464,093 | $24.6M | 6.35% | +32,286+7.5% | Added |
| Principal Financial Group Inc | 493,203 | $26.2M | 0.02% | +104,148+26.8% | Added |
| Charles Schwab Investment Management Inc | 508,403 | $27.0M | 0.01% | +67,122+15.2% | Added |
| Kennedy Capital Management, Inc. | 533,535 | $28.3M | 0.61% | +184,810+53.0% | Added |
| Royce & Associates LP | 622,072 | $33.0M | 0.23% | +38,753+6.6% | Added |
| Norges Bank | 635,817 | $33.7M | 0.01% | +86,123+15.7% | Added |
| Northern Trust Corp | 740,766 | $39.3M | 0.01% | +143,581+24.0% | Added |
| Nuveen Asset Management, LLC | 742,623 | $39.4M | 0.01% | −58,063−7.3% | Reduced |
| LSV Asset Management | 936,811 | $49.7M | 0.08% | −95,040−9.2% | Reduced |
| Goldman Sachs Group Inc | 1,063,363 | $56.4M | 0.02% | −41,534−3.8% | Reduced |
| Bank of New York Mellon Corp | 1,129,248 | $59.9M | 0.01% | +62,462+5.9% | Added |
| Geode Capital Management, LLC | 1,181,129 | $62.7M | 0.01% | +332,452+39.2% | Added |
| Dimensional Fund Advisors LP | 1,269,800 | $67.4M | 0.02% | −28,968−2.2% | Reduced |
| Hood River Capital Management LLC | 1,317,488 | $69.9M | 2.08% | −16,924−1.3% | Reduced |
| Renaissance Technologies LLC | 1,633,736 | $86.7M | 0.11% | −558,800−25.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,953,050 | $103.6M | 0.67% | +5,354+0.3% | Added |
| State Street Corp | 2,021,853 | $107.9M | 0.01% | +400,743+24.7% | Added |
| FMR LLC | 2,344,802 | $124.4M | 0.01% | +528,848+29.1% | Added |
| Engaged Capital LLC | 2,355,730 | $125.0M | 9.68% | −562,879−19.3% | Reduced |
| Vanguard Group Inc | 7,872,288 | $417.8M | 0.01% | +901,410+12.9% | Added |
| BlackRock Inc. | 9,813,515 | $520.8M | 0.01% | +1,723,768+21.3% | Added |
| Sofos Investments, Inc. | 1 | – | – | 00.0% | Unchanged |
| Six Columns Capital, LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −108,957−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −95,882−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −85,100−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −48,105−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −40,780−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −31,334−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −26,636−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −27,617−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −22,636−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −17,885−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,909−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,590−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,599−100.0% | Sold out |