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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 8,703 | $492.0K | 0.00% | +31+0.4% | Added |
| Two Sigma Advisers, LP | 8,800 | $495.0K | 0.00% | −53,900−86.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 9,200 | $517.0K | 0.00% | −62,400−87.2% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $531.0K | 0.00% | +500+5.6% | Added |
| UBS Group AG | 9,493 | $534.0K | 0.00% | −2,961−23.8% | Reduced |
| Advisor Group Holdings, Inc. | 9,557 | $536.0K | 0.00% | −694−6.8% | Reduced |
| Teacher Retirement System of Texas | 9,792 | $550.0K | 0.00% | +3,393+53.0% | Added |
| LPL Financial LLC | 9,847 | $553.0K | 0.00% | −697−6.6% | Reduced |
| ProShare Advisors LLC | 10,008 | $563.0K | 0.00% | −8,720−46.6% | Reduced |
| DuPont Capital Management Corp | 10,473 | $589.0K | 0.02% | −1,482−12.4% | Reduced |
| Nisa Investment Advisors, LLC | 10,470 | $589.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10,539 | $593.0K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 11,241 | $632.0K | 0.03% | −487−4.2% | Reduced |
| Freedom Day Solutions, LLC | 11,410 | $641.0K | 0.30% | +11,410 | New |
| Ci Investments Inc. | 11,497 | $646.0K | 0.00% | +20.0% | Added |
| Legacy Wealth Asset Management, LLC | 11,934 | $671.0K | 0.31% | +2,133+21.8% | Added |
| First Midwest Bank Trust Division | 12,149 | $683.0K | 0.10% | −2,595−17.6% | Reduced |
| Kestra Private Wealth Services, LLC | 12,963 | $729.0K | 0.04% | −2,196−14.5% | Reduced |
| Smith Group Asset Management, LLC | 13,030 | $732.0K | 0.04% | +13,030 | New |
| Truist Financial Corp | 13,127 | $738.0K | 0.00% | +2,829+27.5% | Added |
| Wakefield Asset Management LLLP | 13,306 | $748.0K | 0.28% | −372−2.7% | Reduced |
| Crossmark Global Holdings, Inc. | 13,300 | $748.0K | 0.02% | −140−1.0% | Reduced |
| First Hawaiian Bank | 13,723 | $771.0K | 0.03% | +304+2.3% | Added |
| Marshall Wace, LLP | 13,798 | $775.0K | 0.00% | +13,798 | New |
| Harvest Investment Services, LLC | 14,340 | $806.0K | 0.33% | +14,340 | New |
| AlphaStar Capital Management, LLC | 14,659 | $831.0K | 0.06% | +6,565+81.1% | Added |
| Bellecapital International Ltd. | 14,940 | $840.0K | 0.26% | +14,940 | New |
| CIBC World Markets Inc. | 15,302 | $860.0K | 0.00% | −546−3.4% | Reduced |
| Rafferty Asset Management, LLC | 15,969 | $898.0K | 0.01% | +56+0.4% | Added |
| SummerHaven Investment Management, LLC | 16,080 | $904.0K | 0.53% | +16,080 | New |
| Arizona State Retirement System | 16,256 | $914.0K | 0.01% | +2,258+16.1% | Added |
| Metropolitan Life Insurance Co | 17,247 | $969.5K | 0.01% | −738−4.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,732 | $997.0K | 0.01% | +3,900+28.2% | Added |
| Commonwealth Equity Services, LLC | 18,081 | $1.02M | 0.00% | +834+4.8% | Added |
| Human Investing LLC | 18,495 | $1.04M | 0.25% | −403−2.1% | Reduced |
| American Century Companies Inc | 20,276 | $1.14M | 0.00% | −62,265−75.4% | Reduced |
| KBC Group NV | 20,696 | $1.16M | 0.00% | −18,945−47.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,952 | $1.18M | 0.06% | +2,083+11.0% | Added |
| State Board of Administration of Florida Retirement System | 21,424 | $1.20M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 21,536 | $1.21M | 0.00% | +21,536 | New |
| HighTower Advisors, LLC | 21,608 | $1.21M | 0.00% | +16,512+324.0% | Added |
| Dynamic Technology Lab Private Ltd | 21,612 | $1.22M | 0.15% | +992+4.8% | Added |
| O'Shaughnessy Asset Management, LLC | 21,729 | $1.22M | 0.02% | −226−1.0% | Reduced |
| Man Group plc | 21,875 | $1.23M | 0.00% | −4,697−17.7% | Reduced |
| CWM Advisors, LLC | 22,739 | $1.28M | 0.16% | −223−1.0% | Reduced |
| Range Financial Group LLC | 23,422 | $1.32M | 0.95% | +1,253+5.7% | Added |
| MetLife Investment Management | 23,490 | $1.32M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 23,640 | $1.33M | 0.03% | +23,640 | New |
| Icon Advisers Inc | 24,000 | $1.35M | 0.23% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 24,100 | $1.35M | 0.02% | −798−3.2% | Reduced |
| Ergoteles LLC | 24,100 | $1.35M | 0.05% | +24,100 | New |
| Maryland State Retirement & Pension System | 23,737 | $1.39M | 0.04% | +23,737 | New |
| Russell Investments Group, Ltd. | 25,115 | $1.41M | 0.00% | −132,178−84.0% | Reduced |
| New York Life Investments Alternatives | 25,925 | $1.46M | 0.95% | −36−0.1% | Reduced |
| Jane Street Group, LLC | 26,085 | $1.47M | 0.00% | −25,172−49.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,279 | $1.48M | 0.01% | −600−2.2% | Reduced |
| STRS Ohio | 26,400 | $1.48M | 0.01% | −1,500−5.4% | Reduced |
| Kendall Capital Management | 26,390 | $1.48M | 0.80% | +2,945+12.6% | Added |
| Squarepoint Ops LLC | 26,522 | $1.49M | 0.01% | +26,522 | New |
| Meeder Asset Management Inc | 26,734 | $1.50M | 0.08% | −1,569−5.5% | Reduced |
| Advisory Research Inc | 27,465 | $1.54M | 0.10% | −1,848−6.3% | Reduced |
| Algert Global LLC | 27,780 | $1.56M | 0.21% | +27,780 | New |
| Voya Investment Management LLC | 28,469 | $1.60M | 0.00% | +339+1.2% | Added |
| Advisors Asset Management, Inc. | 28,754 | $1.62M | 0.02% | +12,688+79.0% | Added |
| Louisiana State Employees Retirement System | 29,100 | $1.64M | 0.04% | +2,200+8.2% | Added |
| Natixis Advisors, L.P. | 29,438 | $1.65M | 0.01% | +29,438 | New |
| Bank of Montreal | 28,482 | $1.71M | 0.00% | +1,455+5.4% | Added |
| Susquehanna International Group, LLP | 31,336 | $1.76M | 0.00% | −20,888−40.0% | Reduced |
| Amalgamated Bank | 32,451 | $1.82M | 0.02% | −715−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 33,507 | $1.88M | 0.00% | −3,403−9.2% | Reduced |
| AQR Capital Management LLC | 33,921 | $1.91M | 0.00% | −12,587−27.1% | Reduced |
| State of Tennessee, Treasury Department | 35,746 | $2.01M | 0.01% | −1,039−2.8% | Reduced |
| Envestnet Asset Management Inc | 36,568 | $2.06M | 0.00% | +5,724+18.6% | Added |
| AXA S.A. | 37,000 | $2.08M | 0.01% | −78,900−68.1% | Reduced |
| PEAK6 Investments LLC | 39,102 | $2.20M | 0.04% | +31,229+396.7% | Added |
| Gratia Capital, LLC | 39,728 | $2.23M | 2.30% | −15,218−27.7% | Reduced |
| American International Group, Inc. | 40,942 | $2.30M | 0.01% | −1,317−3.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 41,385 | $2.33M | 0.02% | −124,053−75.0% | Reduced |
| First Republic Investment Management, Inc. | 42,766 | $2.40M | 0.01% | −7,227−14.5% | Reduced |
| 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 |
| State of Alaska, Department of Revenue | 44,116 | $2.48M | 0.02% | +2,824+6.8% | Added |
| Texas Permanent School Fund | 44,739 | $2.52M | 0.03% | +265+0.6% | Added |
| Navellier & Associates Inc | 45,448 | $2.56M | 0.39% | −176−0.4% | Reduced |
| SEI Investments Co | 45,644 | $2.56M | 0.01% | −82,869−64.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,857 | $2.58M | 0.03% | +59+0.1% | Added |
| Deutsche Bank AG | 45,893 | $2.58M | 0.00% | −1,822−3.8% | Reduced |
| Ensign Peak Advisors, Inc | 47,100 | $2.65M | 0.01% | +3,600+8.3% | Added |
| Thrivent Financial for Lutherans | 48,887 | $2.75M | 0.01% | +100+0.2% | Added |
| Citigroup Inc | 51,246 | $2.88M | 0.00% | −10,716−17.3% | Reduced |
| TD Asset Management Inc | 51,700 | $2.91M | 0.00% | −16,100−23.7% | Reduced |
| Great West Life Assurance Co | 52,272 | $2.96M | 0.01% | +304+0.6% | Added |
| Credit Suisse AG | 52,699 | $2.96M | 0.00% | −969−1.8% | Reduced |
| Price T Rowe Associates Inc | 53,276 | $3.00M | 0.00% | −1,259−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 54,920 | $3.09M | 0.01% | +23,013+72.1% | Added |
| Comerica Bank | 54,728 | $3.14M | 0.02% | −1,254−2.2% | Reduced |
| Amundi | 56,570 | $3.18M | 0.00% | −83,751−59.7% | Reduced |
| Leuthold Group, LLC | 57,905 | $3.25M | 0.40% | +175+0.3% | Added |
| Barclays PLC | 58,454 | $3.29M | 0.00% | −184,297−75.9% | Reduced |