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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 5,170 | $291.0K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 4,983 | $280.0K | 0.04% | +738+17.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,930 | $277.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,897 | $275.0K | 0.00% | −223−4.4% | Reduced |
| Guggenheim Capital LLC | 4,861 | $273.0K | 0.00% | −3,262−40.2% | Reduced |
| 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 |
| Maven Securities LTD | 4,790 | $269.0K | 0.03% | +4,790 | New |
| 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 |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,600 | $259.0K | 0.08% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,327 | $243.0K | 0.05% | −3−0.1% | Reduced |
| Sigma Planning Corp | 4,289 | $241.0K | 0.01% | −3,484−44.8% | Reduced |
| Fulcrum Equity Management | 4,250 | $239.0K | 0.09% | −63−1.5% | Reduced |
| Meritage Portfolio Management | 4,175 | $235.0K | 0.01% | +4,175 | New |
| Cambria Investment Management, L.P. | 4,160 | $234.0K | 0.04% | −104,358−96.2% | Reduced |
| Cadence Bank NA | 4,040 | $227.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Harvest Fund Management Co., Ltd | 3,975 | $223.0K | 0.05% | +2,951+288.2% | Added |
| Trexquant Investment LP | 3,931 | $221.0K | 0.02% | −10,775−73.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,905 | $220.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,862 | $217.0K | 0.00% | +3,862 | New |
| Shelton Capital Management | 3,850 | $216.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,832 | $215.0K | 0.01% | −15,416−80.1% | Reduced |
| Premier Asset Management LLC | 3,789 | $213.0K | 0.03% | −11,976−76.0% | Reduced |
| 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 |
| Captrust Financial Advisors | 3,376 | $191.0K | 0.00% | +30+0.9% | Added |
| Dark Forest Capital Management LP | 3,082 | $173.0K | 0.06% | +2,284+286.2% | Added |
| US Bancorp | 2,743 | $155.0K | 0.00% | +311+12.8% | Added |
| Vestcor Inc | 2,728 | $153.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,685 | $151.0K | 0.01% | +533+24.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,194 | $123.0K | 0.00% | +2,194 | New |
| 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 |
| Harbour Investments, Inc. | 1,711 | $96.0K | 0.00% | −94−5.2% | Reduced |
| Atticus Wealth Management, LLC | 1,614 | $91.0K | 0.04% | +1,614 | New |
| Fieldpoint Private Securities, LLC | 1,575 | $89.0K | 0.02% | −173−9.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,527 | $86.0K | 0.00% | −55−3.5% | 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 |
| Carolina Wealth Advisors, LLC | 1,353 | $76.0K | 0.05% | −10−0.7% | Reduced |
| Rockefeller Capital Management L.P. | 1,238 | $69.0K | 0.00% | −768−38.3% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $56.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 852 | $47.9K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 719 | $40.4K | 0.00% | +719 | New |
| Patriot Financial Group Insurance Agency, LLC | 661 | $37.0K | 0.01% | +3+0.5% | Added |
| Thompson Siegel & Walmsley LLC | 550 | $31.0K | 0.00% | +100+22.2% | Added |
| AdvisorNet Financial, Inc | 432 | $24.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sageworth Trust Co | 290 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 263 | $14.0K | 0.00% | −526−66.7% | Reduced |
| MV Capital Management, Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 204 | $11.0K | 0.00% | +204 | New |
| Parkside Financial Bank & Trust | 164 | $9.00K | 0.00% | +4+2.5% | Added |
| Solstein Capital, LLC | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 140 | $8.00K | 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 |
| Tarbox Family Office, Inc. | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |