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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 0 | $0 | 0.00% | −6,613−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −6,598−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −4,606−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −4,575−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,234−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −4,122−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,921−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,579−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Berman Capital Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Smith Asset Management Group LP | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |