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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 58,887 | $3.31M | 0.02% | +54,067+1,121.7% | Added |
| Two Sigma Investments, LP | 59,799 | $3.36M | 0.01% | +59,799 | New |
| BNP Paribas Arbitrage, SA | 60,768 | $3.42M | 0.01% | +30,844+103.1% | Added |
| Citadel Advisors LLC | 63,017 | $3.54M | 0.00% | +29,394+87.4% | Added |
| New York State Common Retirement Fund | 64,405 | $3.62M | 0.00% | −9,481−12.8% | Reduced |
| Mutual of America Capital Management LLC | 64,539 | $3.63M | 0.04% | +56,055+660.7% | Added |
| Prudential Financial Inc | 65,888 | $3.70M | 0.01% | −195−0.3% | Reduced |
| Royal Bank of Canada | 67,473 | $3.79M | 0.00% | +2,549+3.9% | Added |
| Boothbay Fund Management, LLC | 73,145 | $4.11M | 0.16% | +11,008+17.7% | Added |
| UBS Asset Management Americas Inc | 74,331 | $4.18M | 0.00% | +15,699+26.8% | Added |
| California Public Employees Retirement System | 78,621 | $4.42M | 0.00% | +78,621 | New |
| First National Bank of Omaha | 84,008 | $4.72M | 0.24% | +84,008 | New |
| California State Teachers Retirement System | 84,464 | $4.75M | 0.01% | −6,384−7.0% | Reduced |
| Los Angeles Capital Management LLC | 85,966 | $4.83M | 0.02% | +855+1.0% | Added |
| New York State Teachers Retirement System | 89,824 | $5.05M | 0.01% | −4,424−4.7% | Reduced |
| D. E. Shaw & Co., Inc. | 93,167 | $5.24M | 0.01% | −120,873−56.5% | Reduced |
| Alliancebernstein L.P. | 95,650 | $5.38M | 0.00% | −1,474−1.5% | Reduced |
| First Trust Advisors LP | 98,602 | $5.54M | 0.01% | −26,881−21.4% | Reduced |
| Clark Estates Inc | 103,000 | $5.79M | 0.83% | 00.0% | Unchanged |
| Addison Capital Co | 103,493 | $5.82M | 2.70% | +5,605+5.7% | Added |
| Monarch Partners Asset Management LLC | 108,788 | $6.12M | 0.89% | −38,435−26.1% | Reduced |
| Wells Fargo & Company | 114,524 | $6.44M | 0.00% | −43,788−27.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 120,325 | $6.76M | 0.02% | −5,170−4.1% | Reduced |
| Public Sector Pension Investment Board | 121,941 | $6.85M | 0.04% | 00.0% | Unchanged |
| Swiss National Bank | 131,900 | $7.41M | 0.00% | +18,400+16.2% | Added |
| HRT Financial LP | 143,243 | $8.05M | 0.05% | +143,243 | New |
| Rhumbline Advisers | 146,471 | $8.23M | 0.01% | −22,913−13.5% | Reduced |
| Wellington Management Group LLP | 151,564 | $8.52M | 0.00% | +151,564 | New |
| Legal & General Group Plc | 171,664 | $9.65M | 0.00% | +14,058+8.9% | Added |
| Brandywine Global Investment Management, LLC | 171,737 | $9.65M | 0.07% | −13,752−7.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 178,780 | $10.0M | 0.01% | −97,780−35.4% | Reduced |
| Parametric Portfolio Associates LLC | 192,071 | $10.8M | 0.01% | −37,733−16.4% | Reduced |
| Collaborative Holdings Management LP | 202,000 | $11.4M | 4.83% | −92,000−31.3% | Reduced |
| JPMorgan Chase & Co | 204,068 | $11.5M | 0.00% | −28,482−12.2% | Reduced |
| Millennium Management LLC | 215,542 | $12.1M | 0.02% | +189,123+715.9% | Added |
| Portolan Capital Management, LLC | 229,289 | $12.9M | 0.94% | +48,960+27.2% | Added |
| Capital Growth Management LP | 260,000 | $14.6M | 1.34% | −75,000−22.4% | Reduced |
| Bank of America Corp | 271,698 | $15.3M | 0.00% | +32,519+13.6% | Added |
| Canada Pension Plan Investment Board | 282,200 | $15.9M | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 283,676 | $15.9M | 0.01% | −15,617−5.2% | Reduced |
| Raymond James & Associates | 287,300 | $16.1M | 0.01% | −12,023−4.0% | Reduced |
| Huber Capital Management LLC | 292,429 | $16.4M | 4.25% | +21,545+8.0% | Added |
| Invesco Ltd. | 306,907 | $17.3M | 0.00% | +16,116+5.5% | Added |
| Victory Capital Management Inc | 320,135 | $18.0M | 0.02% | −5,407−1.7% | Reduced |
| Bahl & Gaynor Inc | 323,073 | $18.2M | 0.11% | +29,784+10.2% | Added |
| Loomis Sayles & Co L P | 324,276 | $18.2M | 0.02% | +324,276 | New |
| Alyeska Investment Group, L.P. | 358,777 | $20.2M | 0.25% | +358,777 | New |
| Philadelphia Financial Management of San Francisco, LLC | 361,591 | $20.3M | 6.47% | +43,318+13.6% | Added |
| Allianz Asset Management GmbH | 401,003 | $22.5M | 0.02% | −46,646−10.4% | Reduced |
| Steamboat Capital Partners, LLC | 461,492 | $25.9M | 6.02% | −2,601−0.6% | Reduced |
| Principal Financial Group Inc | 497,585 | $28.0M | 0.02% | +4,382+0.9% | Added |
| Morgan Stanley | 500,456 | $28.1M | 0.00% | +63,854+14.6% | Added |
| Charles Schwab Investment Management Inc | 515,262 | $29.0M | 0.01% | +6,859+1.3% | Added |
| Kennedy Capital Management, Inc. | 529,535 | $29.8M | 0.67% | −4,000−0.7% | Reduced |
| Nuveen Asset Management, LLC | 537,409 | $30.2M | 0.01% | −205,214−27.6% | Reduced |
| Royce & Associates LP | 540,028 | $30.4M | 0.23% | −82,044−13.2% | Reduced |
| Norges Bank | 618,617 | $34.8M | 0.01% | −17,200−2.7% | Reduced |
| Northern Trust Corp | 724,311 | $40.7M | 0.01% | −16,455−2.2% | Reduced |
| LSV Asset Management | 776,880 | $43.7M | 0.08% | −159,931−17.1% | Reduced |
| Bank of New York Mellon Corp | 1,138,126 | $64.0M | 0.01% | +8,878+0.8% | Added |
| Goldman Sachs Group Inc | 1,143,560 | $64.3M | 0.02% | +80,197+7.5% | Added |
| Geode Capital Management, LLC | 1,168,709 | $65.7M | 0.01% | −12,420−1.1% | Reduced |
| Dimensional Fund Advisors LP | 1,205,352 | $67.8M | 0.02% | −64,448−5.1% | Reduced |
| Renaissance Technologies LLC | 1,223,636 | $68.8M | 0.09% | −410,100−25.1% | Reduced |
| Hood River Capital Management LLC | 1,276,821 | $71.8M | 2.22% | −40,667−3.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,916,831 | $107.7M | 0.70% | −36,219−1.9% | Reduced |
| State Street Corp | 2,033,753 | $115.0M | 0.01% | +11,900+0.6% | Added |
| Engaged Capital LLC | 2,355,730 | $132.4M | 9.51% | 00.0% | Unchanged |
| FMR LLC | 3,582,183 | $201.4M | 0.02% | +1,237,381+52.8% | Added |
| Vanguard Group Inc | 7,138,818 | $401.3M | 0.01% | −733,470−9.3% | Reduced |
| BlackRock Inc. | 9,739,236 | $547.4M | 0.02% | −74,279−0.8% | Reduced |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −91,620−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −88,615−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −76,055−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −74,517−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −56,324−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −52,703−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −48,937−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −42,060−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −40,679−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −33,589−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −27,023−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −22,906−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −20,821−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −20,326−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −16,412−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −15,662−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −15,606−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −14,395−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −13,822−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,274−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,007−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,978−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,084−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,504−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,909−100.0% | Sold out |
| NorthCoast Asset Management LLC | 0 | $0 | 0.00% | −7,701−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −7,172−100.0% | Sold out |