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, Q3 2021
Institutional positions in Upbound Group, Inc. as of Sep 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
- 271
- −9 vs. Q2 2021
- Shares held
- 50.9M
- −1.10M (−2.1%) vs. Q2 2021
- Total value
- $2.86B
- +$100.6M (+3.6%) vs. Q2 2021
- New holders
- 40
- 81 more added
- Sold out
- 49
- 117 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,739,236 | $547.4M | 0.02% | −74,279−0.8% | Reduced |
| Vanguard Group Inc | 7,138,818 | $401.3M | 0.01% | −733,470−9.3% | Reduced |
| FMR LLC | 3,582,183 | $201.4M | 0.02% | +1,237,381+52.8% | Added |
| Engaged Capital LLC | 2,355,730 | $132.4M | 9.51% | 00.0% | Unchanged |
| State Street Corp | 2,033,753 | $115.0M | 0.01% | +11,900+0.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,916,831 | $107.7M | 0.70% | −36,219−1.9% | Reduced |
| Hood River Capital Management LLC | 1,276,821 | $71.8M | 2.22% | −40,667−3.1% | Reduced |
| Renaissance Technologies LLC | 1,223,636 | $68.8M | 0.09% | −410,100−25.1% | Reduced |
| Dimensional Fund Advisors LP | 1,205,352 | $67.8M | 0.02% | −64,448−5.1% | Reduced |
| Geode Capital Management, LLC | 1,168,709 | $65.7M | 0.01% | −12,420−1.1% | Reduced |
| Goldman Sachs Group Inc | 1,143,560 | $64.3M | 0.02% | +80,197+7.5% | Added |
| Bank of New York Mellon Corp | 1,138,126 | $64.0M | 0.01% | +8,878+0.8% | Added |
| LSV Asset Management | 776,880 | $43.7M | 0.08% | −159,931−17.1% | Reduced |
| Northern Trust Corp | 724,311 | $40.7M | 0.01% | −16,455−2.2% | Reduced |
| Norges Bank | 618,617 | $34.8M | 0.01% | −17,200−2.7% | Reduced |
| Royce & Associates LP | 540,028 | $30.4M | 0.23% | −82,044−13.2% | Reduced |
| Nuveen Asset Management, LLC | 537,409 | $30.2M | 0.01% | −205,214−27.6% | Reduced |
| Kennedy Capital Management, Inc. | 529,535 | $29.8M | 0.67% | −4,000−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 515,262 | $29.0M | 0.01% | +6,859+1.3% | Added |
| Morgan Stanley | 500,456 | $28.1M | 0.00% | +63,854+14.6% | Added |
| Principal Financial Group Inc | 497,585 | $28.0M | 0.02% | +4,382+0.9% | Added |
| Steamboat Capital Partners, LLC | 461,492 | $25.9M | 6.02% | −2,601−0.6% | Reduced |
| Allianz Asset Management GmbH | 401,003 | $22.5M | 0.02% | −46,646−10.4% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 361,591 | $20.3M | 6.47% | +43,318+13.6% | Added |
| Alyeska Investment Group, L.P. | 358,777 | $20.2M | 0.25% | +358,777 | New |
| Loomis Sayles & Co L P | 324,276 | $18.2M | 0.02% | +324,276 | New |
| Bahl & Gaynor Inc | 323,073 | $18.2M | 0.11% | +29,784+10.2% | Added |
| Victory Capital Management Inc | 320,135 | $18.0M | 0.02% | −5,407−1.7% | Reduced |
| Invesco Ltd. | 306,907 | $17.3M | 0.00% | +16,116+5.5% | Added |
| Huber Capital Management LLC | 292,429 | $16.4M | 4.25% | +21,545+8.0% | Added |
| Raymond James & Associates | 287,300 | $16.1M | 0.01% | −12,023−4.0% | Reduced |
| Ameriprise Financial Inc | 283,676 | $15.9M | 0.01% | −15,617−5.2% | Reduced |
| Canada Pension Plan Investment Board | 282,200 | $15.9M | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 271,698 | $15.3M | 0.00% | +32,519+13.6% | Added |
| Capital Growth Management LP | 260,000 | $14.6M | 1.34% | −75,000−22.4% | Reduced |
| Portolan Capital Management, LLC | 229,289 | $12.9M | 0.94% | +48,960+27.2% | Added |
| Millennium Management LLC | 215,542 | $12.1M | 0.02% | +189,123+715.9% | Added |
| JPMorgan Chase & Co | 204,068 | $11.5M | 0.00% | −28,482−12.2% | Reduced |
| Collaborative Holdings Management LP | 202,000 | $11.4M | 4.83% | −92,000−31.3% | Reduced |
| Parametric Portfolio Associates LLC | 192,071 | $10.8M | 0.01% | −37,733−16.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 178,780 | $10.0M | 0.01% | −97,780−35.4% | Reduced |
| Brandywine Global Investment Management, LLC | 171,737 | $9.65M | 0.07% | −13,752−7.4% | Reduced |
| Legal & General Group Plc | 171,664 | $9.65M | 0.00% | +14,058+8.9% | Added |
| Wellington Management Group LLP | 151,564 | $8.52M | 0.00% | +151,564 | New |
| Rhumbline Advisers | 146,471 | $8.23M | 0.01% | −22,913−13.5% | Reduced |
| HRT Financial LP | 143,243 | $8.05M | 0.05% | +143,243 | New |
| Swiss National Bank | 131,900 | $7.41M | 0.00% | +18,400+16.2% | Added |
| Public Sector Pension Investment Board | 121,941 | $6.85M | 0.04% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 120,325 | $6.76M | 0.02% | −5,170−4.1% | Reduced |
| Wells Fargo & Company | 114,524 | $6.44M | 0.00% | −43,788−27.7% | Reduced |
| Monarch Partners Asset Management LLC | 108,788 | $6.12M | 0.89% | −38,435−26.1% | Reduced |
| Addison Capital Co | 103,493 | $5.82M | 2.70% | +5,605+5.7% | Added |
| Clark Estates Inc | 103,000 | $5.79M | 0.83% | 00.0% | Unchanged |
| First Trust Advisors LP | 98,602 | $5.54M | 0.01% | −26,881−21.4% | Reduced |
| Alliancebernstein L.P. | 95,650 | $5.38M | 0.00% | −1,474−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 93,167 | $5.24M | 0.01% | −120,873−56.5% | Reduced |
| New York State Teachers Retirement System | 89,824 | $5.05M | 0.01% | −4,424−4.7% | Reduced |
| Los Angeles Capital Management LLC | 85,966 | $4.83M | 0.02% | +855+1.0% | Added |
| California State Teachers Retirement System | 84,464 | $4.75M | 0.01% | −6,384−7.0% | Reduced |
| First National Bank of Omaha | 84,008 | $4.72M | 0.24% | +84,008 | New |
| California Public Employees Retirement System | 78,621 | $4.42M | 0.00% | +78,621 | New |
| UBS Asset Management Americas Inc | 74,331 | $4.18M | 0.00% | +15,699+26.8% | Added |
| Boothbay Fund Management, LLC | 73,145 | $4.11M | 0.16% | +11,008+17.7% | Added |
| Royal Bank of Canada | 67,473 | $3.79M | 0.00% | +2,549+3.9% | Added |
| Prudential Financial Inc | 65,888 | $3.70M | 0.01% | −195−0.3% | Reduced |
| Mutual of America Capital Management LLC | 64,539 | $3.63M | 0.04% | +56,055+660.7% | Added |
| New York State Common Retirement Fund | 64,405 | $3.62M | 0.00% | −9,481−12.8% | Reduced |
| Citadel Advisors LLC | 63,017 | $3.54M | 0.00% | +29,394+87.4% | Added |
| BNP Paribas Arbitrage, SA | 60,768 | $3.42M | 0.01% | +30,844+103.1% | Added |
| Two Sigma Investments, LP | 59,799 | $3.36M | 0.01% | +59,799 | New |
| SG Americas Securities, LLC | 58,887 | $3.31M | 0.02% | +54,067+1,121.7% | Added |
| Barclays PLC | 58,454 | $3.29M | 0.00% | −184,297−75.9% | Reduced |
| Leuthold Group, LLC | 57,905 | $3.25M | 0.40% | +175+0.3% | Added |
| Amundi | 56,570 | $3.18M | 0.00% | −83,751−59.7% | Reduced |
| Comerica Bank | 54,728 | $3.14M | 0.02% | −1,254−2.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 54,920 | $3.09M | 0.01% | +23,013+72.1% | Added |
| Price T Rowe Associates Inc | 53,276 | $3.00M | 0.00% | −1,259−2.3% | Reduced |
| Credit Suisse AG | 52,699 | $2.96M | 0.00% | −969−1.8% | Reduced |
| Great West Life Assurance Co | 52,272 | $2.96M | 0.01% | +304+0.6% | Added |
| TD Asset Management Inc | 51,700 | $2.91M | 0.00% | −16,100−23.7% | Reduced |
| Citigroup Inc | 51,246 | $2.88M | 0.00% | −10,716−17.3% | Reduced |
| Thrivent Financial for Lutherans | 48,887 | $2.75M | 0.01% | +100+0.2% | Added |
| Ensign Peak Advisors, Inc | 47,100 | $2.65M | 0.01% | +3,600+8.3% | Added |
| Deutsche Bank AG | 45,893 | $2.58M | 0.00% | −1,822−3.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,857 | $2.58M | 0.03% | +59+0.1% | Added |
| SEI Investments Co | 45,644 | $2.56M | 0.01% | −82,869−64.5% | Reduced |
| Navellier & Associates Inc | 45,448 | $2.56M | 0.39% | −176−0.4% | Reduced |
| Texas Permanent School Fund | 44,739 | $2.52M | 0.03% | +265+0.6% | Added |
| State of Alaska, Department of Revenue | 44,116 | $2.48M | 0.02% | +2,824+6.8% | Added |
| State of New Jersey Common Pension Fund D | 42,978 | $2.42M | 0.01% | −741−1.7% | Reduced |
| Triasima Portfolio Management inc. | 42,990 | $2.42M | 0.13% | +2,935+7.3% | Added |
| Avitas Wealth Management LLC | 42,986 | $2.42M | 0.44% | +42,986 | New |
| First Republic Investment Management, Inc. | 42,766 | $2.40M | 0.01% | −7,227−14.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 41,385 | $2.33M | 0.02% | −124,053−75.0% | Reduced |
| American International Group, Inc. | 40,942 | $2.30M | 0.01% | −1,317−3.1% | Reduced |
| Gratia Capital, LLC | 39,728 | $2.23M | 2.30% | −15,218−27.7% | Reduced |
| PEAK6 Investments LLC | 39,102 | $2.20M | 0.04% | +31,229+396.7% | Added |
| AXA S.A. | 37,000 | $2.08M | 0.01% | −78,900−68.1% | Reduced |
| Envestnet Asset Management Inc | 36,568 | $2.06M | 0.00% | +5,724+18.6% | Added |
| State of Tennessee, Treasury Department | 35,746 | $2.01M | 0.01% | −1,039−2.8% | Reduced |