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 |
|---|---|---|---|---|---|
| Central Trust Co | 7,500 | $398.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,172 | $381.0K | 0.03% | +2,543+54.9% | Added |
| IndexIQ Advisors LLC | 7,016 | $372.0K | 0.01% | +109+1.6% | Added |
| The PNC Financial Services Group, Inc. | 6,907 | $367.0K | 0.00% | +1,652+31.4% | Added |
| Profund Advisors LLC | 6,687 | $355.0K | 0.01% | +1,513+29.2% | Added |
| Martingale Asset Management L P | 6,613 | $351.0K | 0.00% | −27,441−80.6% | Reduced |
| Private Advisor Group, LLC | 6,598 | $350.0K | 0.00% | +6,598 | New |
| Teacher Retirement System of Texas | 6,399 | $340.0K | 0.00% | +954+17.5% | Added |
| Prentice Wealth Management LLC | 5,905 | $313.0K | 0.16% | +269+4.8% | Added |
| Intersect Capital LLC | 5,455 | $289.0K | 0.05% | −10−0.2% | Reduced |
| Alps Advisors Inc | 5,418 | $288.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,193 | $275.0K | 0.01% | +2,039+64.6% | Added |
| Ameritas Investment Partners, Inc. | 5,170 | $274.0K | 0.01% | +1,227+31.1% | Added |
| Boston Private Wealth LLC | 5,120 | $271.0K | 0.00% | −120−2.3% | Reduced |
| HighTower Advisors, LLC | 5,096 | $270.0K | 0.00% | +1,272+33.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,930 | $262.0K | 0.00% | −2,493−33.6% | Reduced |
| SG Americas Securities, LLC | 4,820 | $256.0K | 0.00% | −3,370−41.1% | Reduced |
| Ritholtz Wealth Management | 4,711 | $250.0K | 0.02% | −76−1.6% | Reduced |
| Neo Ivy Capital Management | 4,606 | $244.0K | 0.25% | +3,932+583.4% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,600 | $244.0K | 0.08% | +4,600 | New |
| USA Financial Portformulas Corp | 4,575 | $243.0K | 0.20% | −350−7.1% | Reduced |
| Scotia Capital Inc. | 4,548 | $241.0K | 0.00% | +165+3.8% | Added |
| ProVise Management Group, LLC | 4,547 | $241.0K | 0.02% | +4,547 | New |
| Fox Run Management, L.L.C. | 4,479 | $238.0K | 0.22% | −2,332−34.2% | Reduced |
| Avestar Capital, LLC | 4,330 | $231.0K | 0.04% | −10−0.2% | Reduced |
| Fulcrum Equity Management | 4,313 | $229.0K | 0.09% | +4,313 | New |
| Caxton Associates LP | 4,245 | $225.0K | 0.03% | −2,365−35.8% | Reduced |
| Bayesian Capital Management, LP | 4,234 | $225.0K | 0.06% | +4,234 | New |
| Alpha Paradigm Partners, LLC | 4,122 | $219.0K | 0.08% | +4,122 | New |
| Capital Advisory Group Advisory Services, LLC | 4,091 | $217.0K | 0.08% | +4,091 | New |
| Cadence Bank NA | 4,040 | $214.0K | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 4,000 | $212.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,921 | $208.0K | 0.00% | −360−8.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,905 | $207.0K | 0.00% | +3,905 | New |
| Shelton Capital Management | 3,850 | $204.0K | 0.01% | +3,850 | New |
| Advisory Services Network, LLC | 3,579 | $190.0K | 0.01% | −14−0.4% | Reduced |
| Captrust Financial Advisors | 3,346 | $179.0K | 0.00% | +30+0.9% | Added |
| Vestcor Inc | 2,728 | $145.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,432 | $129.0K | 0.00% | +1,186+95.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,152 | $114.0K | 0.01% | +2,152 | New |
| Rockefeller Capital Management L.P. | 2,006 | $106.0K | 0.00% | +2,006 | New |
| Fieldpoint Private Securities, LLC | 1,748 | $104.0K | 0.02% | +293+20.1% | Added |
| Harbour Investments, Inc. | 1,805 | $96.0K | 0.00% | +303+20.2% | Added |
| Macquarie Group Ltd | 1,724 | $91.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,582 | $84.0K | 0.00% | −704−30.8% | Reduced |
| Clearstead Advisors, LLC | 1,400 | $74.0K | 0.01% | −100−6.7% | Reduced |
| Carolina Wealth Advisors, LLC | 1,363 | $72.0K | 0.05% | +210+18.2% | Added |
| Whittier Trust Co | 1,125 | $60.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,024 | $55.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $53.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 852 | $45.2K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 845 | $45.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 798 | $42.0K | 0.02% | +798 | New |
| First Horizon Advisors, Inc. | 789 | $41.0K | 0.00% | +684+651.4% | Added |
| Eaton Vance Management | 742 | $39.0K | 0.00% | +409+122.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 658 | $35.0K | 0.01% | +3+0.5% | Added |
| Joseph P. Lucia & Associates, LLC | 500 | $27.0K | 0.02% | +500 | New |
| Thompson Siegel & Walmsley LLC | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 432 | $23.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 400 | $21.0K | 0.00% | −16−3.8% | Reduced |
| TCI Wealth Advisors, Inc. | 326 | $17.0K | 0.00% | −12−3.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 309 | $16.0K | 0.01% | +2+0.7% | Added |
| Sageworth Trust Co | 290 | $15.0K | 0.00% | +290 | New |
| MV Capital Management, Inc. | 200 | $11.0K | 0.00% | +200 | New |
| Hillsdale Investment Management Inc. | 190 | $10.0K | 0.00% | −123,480−99.8% | Reduced |
| Glen Eagle Advisors, LLC | 165 | $8.76K | 0.00% | +165 | New |
| Parkside Financial Bank & Trust | 160 | $8.00K | 0.00% | +14+9.6% | Added |
| Solstein Capital, LLC | 136 | $7.00K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 140 | $7.00K | 0.00% | +140 | New |
| Aua Capital Management, LLC | 122 | $6.00K | 0.00% | −5−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 105 | $6.00K | 0.00% | +105 | New |
| NEXT Financial Group, Inc | 100 | $5.00K | 0.00% | −100−50.0% | Reduced |
| Tarbox Family Office, Inc. | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 100 | $5.00K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 92 | $4.88K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 78 | $4.00K | 0.00% | −2−2.5% | Reduced |
| Bogart Wealth, LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 73 | $4.00K | 0.00% | +2+2.8% | Added |
| Larson Financial Group LLC | 54 | $3.00K | 0.00% | +54 | New |
| Massmutual Trust Co FSB | 18 | $1.00K | 0.00% | +18 | New |
| Signaturefd, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Carroll Financial Associates, Inc. | 16 | $0 | 0.00% | −1,531−99.0% | Reduced |
| Berman Capital Advisors, LLC | 13 | $0 | 0.00% | +13 | New |
| 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 |