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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 33,921 | $1.91M | 0.00% | −12,587−27.1% | Reduced |
| Manufacturers Life Insurance Company, The | 33,507 | $1.88M | 0.00% | −3,403−9.2% | Reduced |
| Amalgamated Bank | 32,451 | $1.82M | 0.02% | −715−2.2% | Reduced |
| Susquehanna International Group, LLP | 31,336 | $1.76M | 0.00% | −20,888−40.0% | Reduced |
| Bank of Montreal | 28,482 | $1.71M | 0.00% | +1,455+5.4% | Added |
| Natixis Advisors, L.P. | 29,438 | $1.65M | 0.01% | +29,438 | New |
| Louisiana State Employees Retirement System | 29,100 | $1.64M | 0.04% | +2,200+8.2% | Added |
| Advisors Asset Management, Inc. | 28,754 | $1.62M | 0.02% | +12,688+79.0% | Added |
| Voya Investment Management LLC | 28,469 | $1.60M | 0.00% | +339+1.2% | Added |
| Algert Global LLC | 27,780 | $1.56M | 0.21% | +27,780 | New |
| Advisory Research Inc | 27,465 | $1.54M | 0.10% | −1,848−6.3% | Reduced |
| Meeder Asset Management Inc | 26,734 | $1.50M | 0.08% | −1,569−5.5% | Reduced |
| Squarepoint Ops LLC | 26,522 | $1.49M | 0.01% | +26,522 | New |
| 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 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,279 | $1.48M | 0.01% | −600−2.2% | Reduced |
| Jane Street Group, LLC | 26,085 | $1.47M | 0.00% | −25,172−49.1% | Reduced |
| New York Life Investments Alternatives | 25,925 | $1.46M | 0.95% | −36−0.1% | Reduced |
| Russell Investments Group, Ltd. | 25,115 | $1.41M | 0.00% | −132,178−84.0% | Reduced |
| Maryland State Retirement & Pension System | 23,737 | $1.39M | 0.04% | +23,737 | New |
| 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 |
| Icon Advisers Inc | 24,000 | $1.35M | 0.23% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 23,640 | $1.33M | 0.03% | +23,640 | New |
| MetLife Investment Management | 23,490 | $1.32M | 0.01% | 00.0% | Unchanged |
| Range Financial Group LLC | 23,422 | $1.32M | 0.95% | +1,253+5.7% | Added |
| CWM Advisors, LLC | 22,739 | $1.28M | 0.16% | −223−1.0% | Reduced |
| Man Group plc | 21,875 | $1.23M | 0.00% | −4,697−17.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 21,729 | $1.22M | 0.02% | −226−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 21,612 | $1.22M | 0.15% | +992+4.8% | Added |
| HighTower Advisors, LLC | 21,608 | $1.21M | 0.00% | +16,512+324.0% | Added |
| Lazard Asset Management LLC | 21,536 | $1.21M | 0.00% | +21,536 | New |
| State Board of Administration of Florida Retirement System | 21,424 | $1.20M | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 20,952 | $1.18M | 0.06% | +2,083+11.0% | Added |
| KBC Group NV | 20,696 | $1.16M | 0.00% | −18,945−47.8% | Reduced |
| American Century Companies Inc | 20,276 | $1.14M | 0.00% | −62,265−75.4% | Reduced |
| Human Investing LLC | 18,495 | $1.04M | 0.25% | −403−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 18,081 | $1.02M | 0.00% | +834+4.8% | Added |
| Teachers Retirement System of the State of Kentucky | 17,732 | $997.0K | 0.01% | +3,900+28.2% | Added |
| Metropolitan Life Insurance Co | 17,247 | $969.5K | 0.01% | −738−4.1% | Reduced |
| Arizona State Retirement System | 16,256 | $914.0K | 0.01% | +2,258+16.1% | Added |
| SummerHaven Investment Management, LLC | 16,080 | $904.0K | 0.53% | +16,080 | New |
| Rafferty Asset Management, LLC | 15,969 | $898.0K | 0.01% | +56+0.4% | Added |
| CIBC World Markets Inc. | 15,302 | $860.0K | 0.00% | −546−3.4% | Reduced |
| Bellecapital International Ltd. | 14,940 | $840.0K | 0.26% | +14,940 | New |
| AlphaStar Capital Management, LLC | 14,659 | $831.0K | 0.06% | +6,565+81.1% | Added |
| Harvest Investment Services, LLC | 14,340 | $806.0K | 0.33% | +14,340 | New |
| Marshall Wace, LLP | 13,798 | $775.0K | 0.00% | +13,798 | New |
| First Hawaiian Bank | 13,723 | $771.0K | 0.03% | +304+2.3% | 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 |
| Truist Financial Corp | 13,127 | $738.0K | 0.00% | +2,829+27.5% | Added |
| Smith Group Asset Management, LLC | 13,030 | $732.0K | 0.04% | +13,030 | New |
| Kestra Private Wealth Services, LLC | 12,963 | $729.0K | 0.04% | −2,196−14.5% | Reduced |
| First Midwest Bank Trust Division | 12,149 | $683.0K | 0.10% | −2,595−17.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,934 | $671.0K | 0.31% | +2,133+21.8% | Added |
| Ci Investments Inc. | 11,497 | $646.0K | 0.00% | +20.0% | Added |
| Freedom Day Solutions, LLC | 11,410 | $641.0K | 0.30% | +11,410 | New |
| Paloma Partners Management Co | 11,241 | $632.0K | 0.03% | −487−4.2% | Reduced |
| ClariVest Asset Management LLC | 10,539 | $593.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| ProShare Advisors LLC | 10,008 | $563.0K | 0.00% | −8,720−46.6% | Reduced |
| LPL Financial LLC | 9,847 | $553.0K | 0.00% | −697−6.6% | Reduced |
| Teacher Retirement System of Texas | 9,792 | $550.0K | 0.00% | +3,393+53.0% | Added |
| Advisor Group Holdings, Inc. | 9,557 | $536.0K | 0.00% | −694−6.8% | Reduced |
| UBS Group AG | 9,493 | $534.0K | 0.00% | −2,961−23.8% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $531.0K | 0.00% | +500+5.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 9,200 | $517.0K | 0.00% | −62,400−87.2% | Reduced |
| Two Sigma Advisers, LP | 8,800 | $495.0K | 0.00% | −53,900−86.0% | Reduced |
| HSBC Holdings PLC | 8,703 | $492.0K | 0.00% | +31+0.4% | Added |
| Wolverine Asset Management LLC | 8,652 | $486.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8,615 | $484.0K | 0.01% | −1,011−10.5% | Reduced |
| Hancock Whitney Corp | 8,279 | $465.0K | 0.02% | −30,807−78.8% | Reduced |
| Belpointe Asset Management LLC | 8,196 | $460.0K | 0.03% | +23+0.3% | Added |
| Shell Asset Management Co | 8,057 | $453.0K | 0.01% | −350−4.2% | Reduced |
| Delphi Management Inc | 7,911 | $445.0K | 0.46% | −1,451−15.5% | Reduced |
| Central Trust Co | 7,900 | $444.0K | 0.02% | +400+5.3% | Added |
| IndexIQ Advisors LLC | 7,797 | $438.0K | 0.01% | +781+11.1% | Added |
| Public Employees Retirement Association of Colorado | 7,629 | $429.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,934 | $390.0K | 0.00% | +27+0.4% | Added |
| Cornerstone Investment Partners, LLC | 6,625 | $372.0K | 0.02% | −1,500−18.5% | 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 |
| Engineers Gate Manager LP | 6,231 | $350.0K | 0.02% | −43,012−87.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,175 | $347.0K | 0.13% | +2,084+50.9% | Added |
| Alps Advisors Inc | 6,099 | $343.0K | 0.00% | +681+12.6% | Added |
| Profund Advisors LLC | 6,012 | $338.0K | 0.01% | −675−10.1% | Reduced |
| Chesapeake Wealth Management | 5,920 | $333.0K | 0.12% | −2,055−25.8% | Reduced |
| Balyasny Asset Management LLC | 5,915 | $332.0K | 0.00% | +5,915 | New |
| Fox Run Management, L.L.C. | 5,860 | $329.0K | 0.21% | +1,381+30.8% | Added |
| Prentice Wealth Management LLC | 5,835 | $328.0K | 0.16% | −70−1.2% | Reduced |
| Intersect Capital LLC | 5,624 | $316.0K | 0.05% | +169+3.1% | Added |
| AMP Capital Investors Ltd | 5,600 | $315.0K | 0.00% | −7,100−55.9% | Reduced |
| Point72 Hong Kong Ltd | 5,536 | $311.0K | 0.02% | −6,463−53.9% | Reduced |
| Cubist Systematic Strategies, LLC | 5,490 | $309.0K | 0.00% | −22,780−80.6% | Reduced |
| ExodusPoint Capital Management, LP | 5,431 | $305.0K | 0.00% | +5,431 | New |
| Simplex Trading, LLC | 5,593 | $303.0K | 0.01% | +400+7.7% | Added |
| Scotia Capital Inc. | 5,356 | $301.0K | 0.00% | +808+17.8% | Added |
| Janus Henderson Group PLC | 5,212 | $293.0K | 0.00% | +5,212 | New |