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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 853 | $0 | 0.00% | +111+15.0% | Added |
| Carroll Financial Associates, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Assetmark, Inc | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 72 | $4.00K | 0.00% | +72 | New |
| Tarbox Family Office, Inc. | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 112 | $6.00K | 0.00% | −10−8.2% | Reduced |
| NEXT Financial Group, Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $6.00K | 0.00% | +100 | New |
| Solstein Capital, LLC | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 164 | $9.00K | 0.00% | +4+2.5% | Added |
| MV Capital Management, Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 204 | $11.0K | 0.00% | +204 | New |
| First Horizon Advisors, Inc. | 263 | $14.0K | 0.00% | −526−66.7% | Reduced |
| Sageworth Trust Co | 290 | $16.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 311 | $17.0K | 0.01% | +2+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 309 | $17.0K | 0.00% | +204+194.3% | Added |
| BDO Wealth Advisors, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 390 | $22.0K | 0.00% | +64+19.6% | Added |
| AdvisorNet Financial, Inc | 432 | $24.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 550 | $31.0K | 0.00% | +100+22.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 661 | $37.0K | 0.01% | +3+0.5% | Added |
| Koshinski Asset Management, Inc. | 719 | $40.4K | 0.00% | +719 | New |
| Sutton Wealth Advisors Inc. | 852 | $47.9K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $56.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,238 | $69.0K | 0.00% | −768−38.3% | Reduced |
| Carolina Wealth Advisors, LLC | 1,353 | $76.0K | 0.05% | −10−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,399 | $79.0K | 0.00% | −7,492−84.3% | Reduced |
| Clearstead Advisors, LLC | 1,400 | $79.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,527 | $86.0K | 0.00% | −55−3.5% | Reduced |
| Fieldpoint Private Securities, LLC | 1,575 | $89.0K | 0.02% | −173−9.9% | Reduced |
| Atticus Wealth Management, LLC | 1,614 | $91.0K | 0.04% | +1,614 | New |
| Harbour Investments, Inc. | 1,711 | $96.0K | 0.00% | −94−5.2% | Reduced |
| Toth Financial Advisory Corp | 1,724 | $97.0K | 0.01% | −13,000−88.3% | Reduced |
| Macquarie Group Ltd | 1,724 | $97.0K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 2,194 | $123.0K | 0.00% | +2,194 | New |
| Benjamin F. Edwards & Company, Inc. | 2,685 | $151.0K | 0.01% | +533+24.8% | Added |
| Vestcor Inc | 2,728 | $153.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,743 | $155.0K | 0.00% | +311+12.8% | Added |
| Dark Forest Capital Management LP | 3,082 | $173.0K | 0.06% | +2,284+286.2% | Added |
| Captrust Financial Advisors | 3,376 | $191.0K | 0.00% | +30+0.9% | Added |
| Arabesque Asset Management Ltd | 3,692 | $208.0K | 0.07% | −46,782−92.7% | Reduced |
| Virtu Financial LLC | 3,697 | $208.0K | 0.02% | +3,697 | New |
| Premier Asset Management LLC | 3,789 | $213.0K | 0.03% | −11,976−76.0% | Reduced |
| AlphaCrest Capital Management LLC | 3,832 | $215.0K | 0.01% | −15,416−80.1% | Reduced |
| Shelton Capital Management | 3,850 | $216.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,862 | $217.0K | 0.00% | +3,862 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,905 | $220.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 3,931 | $221.0K | 0.02% | −10,775−73.3% | Reduced |
| Harvest Fund Management Co., Ltd | 3,975 | $223.0K | 0.05% | +2,951+288.2% | Added |
| Pictet Asset Management SA | 4,000 | $225.0K | 0.00% | +4,000 | New |
| Parametrica Management Ltd | 4,011 | $225.0K | 0.17% | +4,011 | New |
| Cadence Bank NA | 4,040 | $227.0K | 0.07% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 4,160 | $234.0K | 0.04% | −104,358−96.2% | Reduced |
| Meritage Portfolio Management | 4,175 | $235.0K | 0.01% | +4,175 | New |
| Fulcrum Equity Management | 4,250 | $239.0K | 0.09% | −63−1.5% | Reduced |
| Sigma Planning Corp | 4,289 | $241.0K | 0.01% | −3,484−44.8% | Reduced |
| Avestar Capital, LLC | 4,327 | $243.0K | 0.05% | −3−0.1% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,600 | $259.0K | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,666 | $262.0K | 0.02% | −45−1.0% | Reduced |
| ProVise Management Group, LLC | 4,667 | $262.0K | 0.03% | +120+2.6% | Added |
| Maven Securities LTD | 4,790 | $269.0K | 0.03% | +4,790 | New |
| Pearl River Capital, LLC | 4,847 | $272.0K | 0.07% | −6,830−58.5% | Reduced |
| Magnetar Financial LLC | 4,844 | $272.0K | 0.00% | +4,844 | New |
| Guggenheim Capital LLC | 4,861 | $273.0K | 0.00% | −3,262−40.2% | Reduced |
| Boston Private Wealth LLC | 4,897 | $275.0K | 0.00% | −223−4.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,930 | $277.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 4,983 | $280.0K | 0.04% | +738+17.4% | Added |
| Ameritas Investment Partners, Inc. | 5,170 | $291.0K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,212 | $293.0K | 0.00% | +5,212 | New |
| Scotia Capital Inc. | 5,356 | $301.0K | 0.00% | +808+17.8% | Added |
| Simplex Trading, LLC | 5,593 | $303.0K | 0.01% | +400+7.7% | Added |
| ExodusPoint Capital Management, LP | 5,431 | $305.0K | 0.00% | +5,431 | New |
| Cubist Systematic Strategies, LLC | 5,490 | $309.0K | 0.00% | −22,780−80.6% | Reduced |
| Point72 Hong Kong Ltd | 5,536 | $311.0K | 0.02% | −6,463−53.9% | Reduced |
| AMP Capital Investors Ltd | 5,600 | $315.0K | 0.00% | −7,100−55.9% | Reduced |
| Intersect Capital LLC | 5,624 | $316.0K | 0.05% | +169+3.1% | Added |
| Prentice Wealth Management LLC | 5,835 | $328.0K | 0.16% | −70−1.2% | Reduced |
| Fox Run Management, L.L.C. | 5,860 | $329.0K | 0.21% | +1,381+30.8% | Added |
| Balyasny Asset Management LLC | 5,915 | $332.0K | 0.00% | +5,915 | New |
| Chesapeake Wealth Management | 5,920 | $333.0K | 0.12% | −2,055−25.8% | Reduced |
| Profund Advisors LLC | 6,012 | $338.0K | 0.01% | −675−10.1% | Reduced |
| Alps Advisors Inc | 6,099 | $343.0K | 0.00% | +681+12.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 6,175 | $347.0K | 0.13% | +2,084+50.9% | Added |
| Engineers Gate Manager LP | 6,231 | $350.0K | 0.02% | −43,012−87.3% | Reduced |
| Tributary Capital Management, LLC | 6,400 | $360.0K | 0.03% | +6,400 | New |
| Clear Street Markets LLC | 6,400 | $360.0K | 0.08% | +6,400 | New |
| Cornerstone Investment Partners, LLC | 6,625 | $372.0K | 0.02% | −1,500−18.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,934 | $390.0K | 0.00% | +27+0.4% | Added |
| Public Employees Retirement Association of Colorado | 7,629 | $429.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 7,797 | $438.0K | 0.01% | +781+11.1% | Added |
| Central Trust Co | 7,900 | $444.0K | 0.02% | +400+5.3% | Added |
| Delphi Management Inc | 7,911 | $445.0K | 0.46% | −1,451−15.5% | Reduced |
| Shell Asset Management Co | 8,057 | $453.0K | 0.01% | −350−4.2% | Reduced |
| Belpointe Asset Management LLC | 8,196 | $460.0K | 0.03% | +23+0.3% | Added |
| Hancock Whitney Corp | 8,279 | $465.0K | 0.02% | −30,807−78.8% | Reduced |
| Exchange Traded Concepts, LLC | 8,615 | $484.0K | 0.01% | −1,011−10.5% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $486.0K | 0.01% | 00.0% | Unchanged |