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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 40,679 | $2.16M | 0.00% | −235,186−85.3% | Reduced |
| Triasima Portfolio Management inc. | 40,055 | $2.13M | 0.10% | +40,055 | New |
| KBC Group NV | 39,641 | $2.10M | 0.01% | −2,902−6.8% | Reduced |
| Hancock Whitney Corp | 39,086 | $2.07M | 0.07% | −858−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 36,910 | $1.96M | 0.00% | +9,565+35.0% | Added |
| State of Tennessee, Treasury Department | 36,785 | $1.95M | 0.01% | −6,083−14.2% | Reduced |
| Citadel Advisors LLC | 33,623 | $1.78M | 0.00% | −43,818−56.6% | Reduced |
| Verition Fund Management LLC | 33,589 | $1.78M | 0.03% | +33,589 | New |
| Amalgamated Bank | 33,166 | $1.76M | 0.01% | +26,146+372.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 31,907 | $1.69M | 0.00% | −3,386−9.6% | Reduced |
| Envestnet Asset Management Inc | 30,844 | $1.64M | 0.00% | +16,213+110.8% | Added |
| BNP Paribas Arbitrage, SA | 29,924 | $1.59M | 0.00% | +18,124+153.6% | Added |
| Advisory Research Inc | 29,313 | $1.56M | 0.10% | −577−1.9% | Reduced |
| Meeder Asset Management Inc | 28,303 | $1.50M | 0.07% | −19,526−40.8% | Reduced |
| Cubist Systematic Strategies, LLC | 28,270 | $1.50M | 0.02% | −58,589−67.5% | Reduced |
| Voya Investment Management LLC | 28,130 | $1.49M | 0.00% | −5,553−16.5% | Reduced |
| STRS Ohio | 27,900 | $1.48M | 0.01% | +5,000+21.8% | Added |
| Bank of Montreal | 27,027 | $1.45M | 0.00% | +9,278+52.3% | Added |
| EAM Investors, LLC | 27,023 | $1.43M | 0.22% | −26,831−49.8% | Reduced |
| Louisiana State Employees Retirement System | 26,900 | $1.43M | 0.03% | +4,600+20.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,879 | $1.43M | 0.01% | −16,000−37.3% | Reduced |
| Man Group plc | 26,572 | $1.41M | 0.00% | +4,316+19.4% | Added |
| Millennium Management LLC | 26,419 | $1.40M | 0.00% | −206,453−88.7% | Reduced |
| New York Life Investments Alternatives | 25,961 | $1.38M | 0.92% | +1,433+5.8% | Added |
| Oregon Public Employees Retirement Fund | 24,898 | $1.32M | 0.01% | +5,000+25.1% | Added |
| Icon Advisers Inc | 24,000 | $1.27M | 0.21% | 00.0% | Unchanged |
| MetLife Investment Management | 23,490 | $1.25M | 0.01% | +5,084+27.6% | Added |
| Kendall Capital Management | 23,445 | $1.24M | 0.70% | +2,560+12.3% | Added |
| CWM Advisors, LLC | 22,962 | $1.22M | 0.16% | +3,319+16.9% | Added |
| Zebra Capital Management LLC | 22,906 | $1.22M | 1.43% | −2,475−9.8% | Reduced |
| Range Financial Group LLC | 22,169 | $1.18M | 0.87% | +3,301+17.5% | Added |
| O'Shaughnessy Asset Management, LLC | 21,955 | $1.17M | 0.02% | −3,543−13.9% | Reduced |
| State Board of Administration of Florida Retirement System | 21,424 | $1.14M | 0.00% | −22,293−51.0% | Reduced |
| Jupiter Asset Management Ltd | 20,821 | $1.10M | 0.01% | −29,451−58.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,620 | $1.09M | 0.11% | +14,933+262.6% | Added |
| Globeflex Capital L P | 20,326 | $1.08M | 0.19% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 19,248 | $1.02M | 0.04% | +7,848+68.8% | Added |
| Human Investing LLC | 18,898 | $1.00M | 0.24% | +567+3.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,869 | $1.00M | 0.05% | +4,668+32.9% | Added |
| ProShare Advisors LLC | 18,728 | $994.0K | 0.00% | +4,346+30.2% | Added |
| Metropolitan Life Insurance Co | 17,985 | $954.5K | 0.01% | +4,603+34.4% | Added |
| Commonwealth Equity Services, LLC | 17,247 | $915.0K | 0.00% | +1,188+7.4% | Added |
| Jackson Creek Investment Advisors LLC | 16,412 | $871.0K | 0.32% | −2,603−13.7% | Reduced |
| Advisors Asset Management, Inc. | 16,066 | $853.0K | 0.01% | +10,341+180.6% | Added |
| Rafferty Asset Management, LLC | 15,913 | $845.0K | 0.01% | +4,527+39.8% | Added |
| CIBC World Markets Inc. | 15,848 | $841.0K | 0.00% | −7,089−30.9% | Reduced |
| Premier Asset Management LLC | 15,765 | $837.0K | 0.12% | +3,451+28.0% | Added |
| Diametric Capital, LP | 15,662 | $831.0K | 0.60% | +3,485+28.6% | Added |
| MorganRosel Wealth Management, LLC | 15,606 | $828.0K | 0.46% | +15,606 | New |
| Kestra Private Wealth Services, LLC | 15,159 | $804.0K | 0.05% | +1,983+15.1% | Added |
| First Midwest Bank Trust Division | 14,744 | $782.0K | 0.11% | +177+1.2% | Added |
| Toth Financial Advisory Corp | 14,724 | $781.0K | 0.12% | 00.0% | Unchanged |
| Trexquant Investment LP | 14,706 | $780.0K | 0.07% | +14,706 | New |
| Panagora Asset Management Inc | 14,395 | $764.0K | 0.00% | −926−6.0% | Reduced |
| Arizona State Retirement System | 13,998 | $743.0K | 0.01% | −194−1.4% | Reduced |
| Smith Asset Management Group LP | 13,935 | $740.0K | 0.04% | −131−0.9% | Reduced |
| 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 |
| Wakefield Asset Management LLLP | 13,678 | $726.0K | 0.28% | +86+0.6% | Added |
| Crossmark Global Holdings, Inc. | 13,440 | $713.0K | 0.02% | +350+2.7% | Added |
| First Hawaiian Bank | 13,419 | $712.0K | 0.03% | +1,291+10.6% | Added |
| Financial Advocates Investment Management | 4,581 | $708.0K | 0.05% | +4,581 | New |
| Capital Fund Management S.A. | 13,274 | $704.5K | 0.02% | −20,107−60.2% | Reduced |
| AMP Capital Investors Ltd | 12,700 | $674.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,454 | $661.0K | 0.00% | −36,998−74.8% | Reduced |
| Point72 Hong Kong Ltd | 11,999 | $637.0K | 0.04% | +11,287+1,585.3% | Added |
| DuPont Capital Management Corp | 11,955 | $634.0K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 11,728 | $622.0K | 0.02% | +5,404+85.5% | Added |
| Pearl River Capital, LLC | 11,677 | $620.0K | 0.17% | +11,677 | New |
| Ci Investments Inc. | 11,495 | $610.0K | 0.00% | −380−3.2% | Reduced |
| Vontobel Holding Ltd. | 11,000 | $584.0K | 0.01% | +11,000 | New |
| 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 |
| LPL Financial LLC | 10,544 | $560.0K | 0.00% | +1,667+18.8% | Added |
| ClariVest Asset Management LLC | 10,539 | $559.0K | 0.02% | −95−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 10,470 | $556.0K | 0.00% | +520+5.2% | Added |
| Truist Financial Corp | 10,298 | $546.0K | 0.00% | +1,536+17.5% | Added |
| Advisor Group Holdings, Inc. | 10,251 | $543.0K | 0.00% | +6,316+160.5% | Added |
| Prelude Capital Management, LLC | 10,084 | $535.0K | 0.03% | +1,743+20.9% | Added |
| QS Investors, LLC | 10,000 | $531.0K | 0.01% | −150−1.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,801 | $520.0K | 0.23% | +9,801 | New |
| Exchange Traded Concepts, LLC | 9,626 | $511.0K | 0.02% | +1,412+17.2% | Added |
| Delphi Management Inc | 9,362 | $497.0K | 0.47% | +9,362 | New |
| Handelsbanken Fonder AB | 8,952 | $475.0K | 0.00% | +700+8.5% | Added |
| Tower Research Capital LLC (TRC) | 8,891 | $472.0K | 0.01% | +1,073+13.7% | Added |
| Wolverine Asset Management LLC | 8,652 | $459.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,672 | $457.0K | 0.00% | −6,443−42.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,504 | $451.0K | 0.19% | +3,200+60.3% | Added |
| Mutual of America Capital Management LLC | 8,484 | $450.0K | 0.00% | +1,944+29.7% | Added |
| Shell Asset Management Co | 8,407 | $446.0K | 0.01% | +450+5.7% | Added |
| Belpointe Asset Management LLC | 8,173 | $434.0K | 0.03% | −800−8.9% | Reduced |
| AlphaStar Capital Management, LLC | 8,094 | $432.0K | 0.06% | +8,094 | New |
| Guggenheim Capital LLC | 8,123 | $431.0K | 0.00% | −718−8.1% | Reduced |
| Cornerstone Investment Partners, LLC | 8,125 | $431.0K | 0.02% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,975 | $423.0K | 0.14% | −965−10.8% | Reduced |
| Walleye Capital LLC | 7,909 | $420.0K | 0.02% | +7,909 | New |
| PEAK6 Investments LLC | 7,873 | $418.0K | 0.01% | +7,366+1,452.9% | Added |
| Sigma Planning Corp | 7,773 | $413.0K | 0.01% | +3,807+96.0% | Added |
| NorthCoast Asset Management LLC | 7,701 | $409.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,629 | $405.0K | 0.00% | 00.0% | Unchanged |