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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.

Q3 2021 vs. Q2 2021

How the institutions holding Upbound Group, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of UPBD: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders2844271−9
Shares52.1M28.8K50.9M−1.10M (−2.1%)
Value$2.77B$1.53M$2.86B+$100.6M (+3.6%)

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Upbound Group, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to UPBD in Q3 2021
InstitutionSharesValue% of portfolio
Alyeska Investment Group, L.P.358,777$20.2M0.25%
Loomis Sayles & Co L P324,276$18.2M0.02%
Wellington Management Group LLP151,564$8.52M0.00%
HRT Financial LP143,243$8.05M0.05%
First National Bank of Omaha84,008$4.72M0.24%
California Public Employees Retirement System78,621$4.42M0.00%
Two Sigma Investments, LP59,799$3.36M0.01%
Avitas Wealth Management LLC42,986$2.42M0.44%
Natixis Advisors, L.P.29,438$1.65M0.01%
Algert Global LLC27,780$1.56M0.21%
Squarepoint Ops LLC26,522$1.49M0.01%
Maryland State Retirement & Pension System23,737$1.39M0.04%
Ergoteles LLC24,100$1.35M0.05%
Penserra Capital Management LLC23,640$1.33M0.03%
Lazard Asset Management LLC21,536$1.21M0.00%
SummerHaven Investment Management, LLC16,080$904.0K0.53%
Bellecapital International Ltd.14,940$840.0K0.26%
Harvest Investment Services, LLC14,340$806.0K0.33%
Marshall Wace, LLP13,798$775.0K0.00%
Smith Group Asset Management, LLC13,030$732.0K0.04%
Freedom Day Solutions, LLC11,410$641.0K0.30%
Tributary Capital Management, LLC6,400$360.0K0.03%
Clear Street Markets LLC6,400$360.0K0.08%
Balyasny Asset Management LLC5,915$332.0K0.00%
ExodusPoint Capital Management, LP5,431$305.0K0.00%
Janus Henderson Group PLC5,212$293.0K0.00%
Magnetar Financial LLC4,844$272.0K0.00%
Maven Securities LTD4,790$269.0K0.03%
Meritage Portfolio Management4,175$235.0K0.01%
Pictet Asset Management SA4,000$225.0K0.00%
Parametrica Management Ltd4,011$225.0K0.17%
Mackenzie Financial Corp3,862$217.0K0.00%
Virtu Financial LLC3,697$208.0K0.02%
Vaughan Nelson Investment Management, L.P.2,194$123.0K0.00%
Atticus Wealth Management, LLC1,614$91.0K0.04%
Koshinski Asset Management, Inc.719$40.4K0.00%
Financial Management Professionals, Inc.204$11.0K0.00%
Carmichael Hill & Associates, Inc.100$6.00K0.00%
Fifth Third Bancorp72$4.00K0.00%
Meridian Wealth Partners, LLC2$00.00%

Sold out (49)

Institutions that held Upbound Group, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of UPBD in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Brookfield Asset Management Inc.91,620$4.86M
Nomura Holdings Inc88,615$4.70M
Acadian Asset Management LLC76,055$4.04M
Roubaix Capital, LLC74,517$3.96M
Twinbeech Capital LP56,324$2.99M
PDT Partners, LLC52,703$2.80M
Assenagon Asset Management S.A.48,937$2.60M
Vident Investment Advisory, LLC42,060$2.23M
Federated Hermes, Inc.40,679$2.16M
Verition Fund Management LLC33,589$1.78M
EAM Investors, LLC27,023$1.43M
Zebra Capital Management LLC22,906$1.22M
Jupiter Asset Management Ltd20,821$1.10M
Globeflex Capital L P20,326$1.08M
Jackson Creek Investment Advisors LLC16,412$871.0K
Diametric Capital, LP15,662$831.0K
MorganRosel Wealth Management, LLC15,606$828.0K
Panagora Asset Management Inc14,395$764.0K
Alphasimplex Group, LLC13,822$734.0K
Financial Advocates Investment Management4,581$708.0K
Capital Fund Management S.A.13,274$704.5K
Vontobel Holding Ltd.11,000$584.0K
Wolverine Trading, LLC11,007$583.0K
Walleye Trading LLC10,978$583.0K
Prelude Capital Management, LLC10,084$535.0K
Campbell & CO Investment Adviser LLC8,504$451.0K
Walleye Capital LLC7,909$420.0K
NorthCoast Asset Management LLC7,701$409.0K
Eqis Capital Management, Inc.7,172$381.0K
Martingale Asset Management L P6,613$351.0K
Private Advisor Group, LLC6,598$350.0K
Neo Ivy Capital Management4,606$244.0K
USA Financial Portformulas Corp4,575$243.0K
Bayesian Capital Management, LP4,234$225.0K
Alpha Paradigm Partners, LLC4,122$219.0K
Cetera Advisor Networks LLC3,921$208.0K
Advisory Services Network, LLC3,579$190.0K
Whittier Trust Co1,125$60.0K
Joseph P. Lucia & Associates, LLC500$27.0K
Hillsdale Investment Management Inc.190$10.0K
Glen Eagle Advisors, LLC165$8.76K
Compagnie Lombard Odier SCmA100$5.00K
Anchor Investment Management, LLC92$4.88K
Bogart Wealth, LLC79$4.00K
Larson Financial Group LLC54$3.00K
Massmutual Trust Co FSB18$1.00K
Signaturefd, LLC14$1.00K
Berman Capital Advisors, LLC13$0
Sofos Investments, Inc.1–

Not filed for Q3 2021 yet (4)

Institutions that held Upbound Group, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPBD in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Smith Asset Management Group LP13,935$740.0K
QS Investors, LLC10,000$531.0K
Pictet Asset Management Ltd4,000$212.0K
CWM, LLC845$45.0K