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, Q4 2021
Institutional positions in Upbound Group, Inc. as of Dec 31, 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
- 247
- −24 vs. Q3 2021
- Shares held
- 48.2M
- −2.72M (−5.3%) vs. Q3 2021
- Total value
- $2.32B
- −$547.2M (−19.1%) vs. Q3 2021
- New holders
- 34
- 92 more added
- Sold out
- 58
- 92 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,692,234 | $465.6M | 0.01% | −47,002−0.5% | Reduced |
| Vanguard Group Inc | 7,035,107 | $338.0M | 0.01% | −103,711−1.5% | Reduced |
| FMR LLC | 4,050,393 | $194.6M | 0.01% | +468,210+13.1% | Added |
| Engaged Capital LLC | 2,355,730 | $113.2M | 13.94% | 00.0% | Unchanged |
| State Street Corp | 2,143,826 | $103.7M | 0.00% | +110,073+5.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,976,736 | $95.0M | 0.55% | +59,905+3.1% | Added |
| Dimensional Fund Advisors LP | 1,216,493 | $58.4M | 0.02% | +11,141+0.9% | Added |
| Goldman Sachs Group Inc | 1,095,070 | $52.6M | 0.01% | −48,490−4.2% | Reduced |
| Geode Capital Management, LLC | 1,093,139 | $52.5M | 0.01% | −75,570−6.5% | Reduced |
| Bank of New York Mellon Corp | 884,514 | $42.5M | 0.01% | −253,612−22.3% | Reduced |
| Renaissance Technologies LLC | 832,299 | $40.0M | 0.05% | −391,337−32.0% | Reduced |
| LSV Asset Management | 722,260 | $34.7M | 0.06% | −54,620−7.0% | Reduced |
| Northern Trust Corp | 717,245 | $34.5M | 0.01% | −7,066−1.0% | Reduced |
| Norges Bank | 635,817 | $30.5M | 0.01% | +17,200+2.8% | Added |
| Royce & Associates LP | 603,134 | $29.0M | 0.22% | +63,106+11.7% | Added |
| Charles Schwab Investment Management Inc | 524,129 | $25.2M | 0.01% | +8,867+1.7% | Added |
| Kennedy Capital Management, Inc. | 522,149 | $25.1M | 0.53% | −7,386−1.4% | Reduced |
| Alyeska Investment Group, L.P. | 496,610 | $23.9M | 0.27% | +137,833+38.4% | Added |
| Principal Financial Group Inc | 466,436 | $22.4M | 0.01% | −31,149−6.3% | Reduced |
| Nuveen Asset Management, LLC | 446,706 | $21.5M | 0.01% | −90,703−16.9% | Reduced |
| Millennium Management LLC | 388,933 | $18.7M | 0.02% | +173,391+80.4% | Added |
| Morgan Stanley | 386,620 | $18.6M | 0.00% | −113,836−22.7% | Reduced |
| Huber Capital Management LLC | 363,223 | $17.4M | 4.59% | +70,794+24.2% | Added |
| Loomis Sayles & Co L P | 354,137 | $17.0M | 0.02% | +29,861+9.2% | Added |
| Steamboat Capital Partners, LLC | 349,923 | $16.8M | 5.14% | −111,569−24.2% | Reduced |
| Invesco Ltd. | 334,216 | $16.1M | 0.00% | +27,309+8.9% | Added |
| Bahl & Gaynor Inc | 332,233 | $16.0M | 0.09% | +9,160+2.8% | Added |
| JPMorgan Chase & Co | 300,929 | $14.5M | 0.00% | +96,861+47.5% | Added |
| Raymond James & Associates | 294,329 | $14.1M | 0.01% | +7,029+2.4% | Added |
| Ameriprise Financial Inc | 289,216 | $13.9M | 0.00% | +5,540+2.0% | Added |
| Canada Pension Plan Investment Board | 282,200 | $13.6M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 260,269 | $12.5M | 0.00% | −11,429−4.2% | Reduced |
| Allianz Asset Management GmbH | 254,152 | $12.2M | 0.01% | −146,851−36.6% | Reduced |
| NFC Investments, LLC | 206,365 | $9.91M | 2.06% | +206,365 | New |
| Legal & General Group Plc | 177,029 | $8.51M | 0.00% | +5,365+3.1% | Added |
| First Trust Advisors LP | 172,620 | $8.29M | 0.01% | +74,018+75.1% | Added |
| Brandywine Global Investment Management, LLC | 171,737 | $8.25M | 0.06% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 164,561 | $7.91M | 0.01% | +71,394+76.6% | Added |
| Parametric Portfolio Associates LLC | 160,842 | $7.73M | 0.00% | −31,229−16.3% | Reduced |
| Rhumbline Advisers | 151,031 | $7.26M | 0.01% | +4,560+3.1% | Added |
| American Century Companies Inc | 149,708 | $7.19M | 0.00% | +129,432+638.4% | Added |
| Citadel Advisors LLC | 148,381 | $7.13M | 0.01% | +85,364+135.5% | Added |
| Swiss National Bank | 131,900 | $6.34M | 0.00% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 131,575 | $6.32M | 0.02% | +11,250+9.3% | Added |
| Public Sector Pension Investment Board | 123,181 | $5.92M | 0.03% | +1,240+1.0% | Added |
| Wells Fargo & Company | 119,376 | $5.74M | 0.00% | +4,852+4.2% | Added |
| Jackson Hole Capital Partners, LLC | 115,466 | $5.55M | 1.74% | +115,466 | New |
| Squarepoint Ops LLC | 114,787 | $5.51M | 0.03% | +88,265+332.8% | Added |
| First National Bank of Omaha | 113,363 | $5.45M | 0.26% | +29,355+34.9% | Added |
| Addison Capital Co | 105,085 | $5.05M | 2.26% | +1,592+1.5% | Added |
| Clark Estates Inc | 103,000 | $4.95M | 0.72% | 00.0% | Unchanged |
| California Public Employees Retirement System | 100,968 | $4.85M | 0.00% | +22,347+28.4% | Added |
| Portolan Capital Management, LLC | 100,108 | $4.81M | 0.32% | −129,181−56.3% | Reduced |
| Carolina Wealth Advisors, LLC | 96,557 | $4.64M | 2.62% | +95,204+7,036.5% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 96,443 | $4.63M | 1.60% | −265,148−73.3% | Reduced |
| Alliancebernstein L.P. | 94,399 | $4.54M | 0.00% | −1,251−1.3% | Reduced |
| Tudor Investment Corp Et Al | 90,456 | $4.35M | 0.08% | +90,456 | New |
| New York State Teachers Retirement System | 90,224 | $4.33M | 0.01% | +400+0.4% | Added |
| California State Teachers Retirement System | 86,441 | $4.15M | 0.00% | +1,977+2.3% | Added |
| Barclays PLC | 80,069 | $3.85M | 0.00% | +21,615+37.0% | Added |
| Marshall Wace, LLP | 77,702 | $3.73M | 0.01% | +63,904+463.1% | Added |
| UBS Asset Management Americas Inc | 77,341 | $3.72M | 0.00% | +3,010+4.0% | Added |
| SG Americas Securities, LLC | 69,333 | $3.33M | 0.02% | +10,446+17.7% | Added |
| Royal Bank of Canada | 68,234 | $3.28M | 0.00% | +761+1.1% | Added |
| Prudential Financial Inc | 64,603 | $3.10M | 0.00% | −1,285−2.0% | Reduced |
| New York State Common Retirement Fund | 64,543 | $3.10M | 0.00% | +138+0.2% | Added |
| Mutual of America Capital Management LLC | 64,215 | $3.08M | 0.03% | −324−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 61,769 | $2.97M | 0.01% | +18,791+43.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 61,285 | $2.94M | 0.01% | +6,365+11.6% | Added |
| Leuthold Group, LLC | 56,538 | $2.72M | 0.32% | −1,367−2.4% | Reduced |
| Winton Group Ltd | 55,474 | $2.67M | 0.16% | +55,474 | New |
| Citigroup Inc | 55,315 | $2.66M | 0.00% | +4,069+7.9% | Added |
| Yousif Capital Management, LLC | 53,626 | $2.58M | 0.03% | +53,626 | New |
| Algert Global LLC | 52,801 | $2.54M | 0.32% | +25,021+90.1% | Added |
| Great West Life Assurance Co | 52,788 | $2.53M | 0.01% | +516+1.0% | Added |
| Credit Suisse AG | 51,723 | $2.48M | 0.00% | −976−1.9% | Reduced |
| Thrivent Financial for Lutherans | 49,220 | $2.37M | 0.00% | +333+0.7% | Added |
| Comerica Bank | 51,955 | $2.34M | 0.02% | −2,773−5.1% | Reduced |
| Gratia Capital, LLC | 47,728 | $2.29M | 2.70% | +8,000+20.1% | Added |
| Price T Rowe Associates Inc | 47,692 | $2.29M | 0.00% | −5,584−10.5% | Reduced |
| Deutsche Bank AG | 47,641 | $2.29M | 0.00% | +1,748+3.8% | Added |
| First Republic Investment Management, Inc. | 47,225 | $2.27M | 0.00% | +4,459+10.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,711 | $2.20M | 0.02% | −146−0.3% | Reduced |
| Hawkeye Capital Management, LLC | 45,063 | $2.17M | 0.87% | +45,063 | New |
| Texas Permanent School Fund | 43,795 | $2.10M | 0.03% | −944−2.1% | Reduced |
| State of Alaska, Department of Revenue | 42,821 | $2.06M | 0.02% | −1,295−2.9% | Reduced |
| Navellier & Associates Inc | 42,329 | $2.03M | 0.30% | −3,119−6.9% | Reduced |
| UBS Group AG | 41,521 | $1.99M | 0.00% | +32,028+337.4% | Added |
| Advisors Asset Management, Inc. | 41,120 | $1.98M | 0.03% | +12,366+43.0% | Added |
| American International Group, Inc. | 39,674 | $1.91M | 0.01% | −1,268−3.1% | Reduced |
| Envestnet Asset Management Inc | 39,449 | $1.90M | 0.00% | +2,881+7.9% | Added |
| Jane Street Group, LLC | 36,203 | $1.74M | 0.00% | +10,118+38.8% | Added |
| State of Tennessee, Treasury Department | 33,973 | $1.63M | 0.01% | −1,773−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 33,177 | $1.59M | 0.00% | −330−1.0% | Reduced |
| Amalgamated Bank | 31,980 | $1.54M | 0.01% | −471−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 30,323 | $1.46M | 0.07% | +9,371+44.7% | Added |
| BNP Paribas Arbitrage, SA | 30,199 | $1.45M | 0.00% | −30,569−50.3% | Reduced |
| Kendall Capital Management | 29,785 | $1.43M | 0.68% | +3,395+12.9% | Added |
| Louisiana State Employees Retirement System | 29,300 | $1.41M | 0.03% | +200+0.7% | Added |
| Natixis Advisors, L.P. | 26,472 | $1.27M | 0.00% | −2,966−10.1% | Reduced |