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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 10,063 | $483.0K | 0.00% | −75,903−88.3% | Reduced |
| CoreCap Advisors, LLC | 10,410 | $500.0K | 0.03% | +10,410 | New |
| Janus Henderson Group PLC | 10,500 | $504.0K | 0.00% | +5,288+101.5% | Added |
| ClariVest Asset Management LLC | 10,539 | $507.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 11,136 | $535.0K | 0.00% | −1,991−15.2% | Reduced |
| Teacher Retirement System of Texas | 11,524 | $554.0K | 0.00% | +1,732+17.7% | Added |
| Legacy Wealth Asset Management, LLC | 12,066 | $580.0K | 0.20% | +132+1.1% | Added |
| First Midwest Bank Trust Division | 12,149 | $584.0K | 0.08% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,159 | $585.0K | 0.00% | +3,456+39.7% | Added |
| STRS Ohio | 12,300 | $590.0K | 0.00% | −14,100−53.4% | Reduced |
| Smith Group Asset Management, LLC | 12,709 | $611.0K | 0.03% | −321−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 12,886 | $619.0K | 0.03% | −77−0.6% | Reduced |
| Harvest Investment Services, LLC | 12,911 | $620.0K | 0.26% | −1,429−10.0% | Reduced |
| LPL Financial LLC | 15,307 | $735.0K | 0.00% | +5,460+55.4% | Added |
| Wellington Management Group LLP | 16,038 | $770.0K | 0.00% | −135,526−89.4% | Reduced |
| SummerHaven Investment Management, LLC | 16,080 | $772.0K | 0.42% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,099 | $773.0K | 0.01% | −157−1.0% | Reduced |
| ProShare Advisors LLC | 16,299 | $783.0K | 0.00% | +6,291+62.9% | Added |
| Range Financial Group LLC | 16,518 | $794.0K | 0.52% | −6,904−29.5% | Reduced |
| Metropolitan Life Insurance Co | 17,247 | $828.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 17,057 | $842.8K | 0.01% | +17,057 | New |
| Quantbot Technologies LP | 17,573 | $844.0K | 0.07% | +17,573 | New |
| Allspring Global Investments Holdings, LLC | 18,257 | $877.0K | 0.00% | +18,257 | New |
| Teachers Retirement System of the State of Kentucky | 18,432 | $885.0K | 0.01% | +700+3.9% | Added |
| KBC Group NV | 18,445 | $886.0K | 0.00% | −2,251−10.9% | Reduced |
| New York Life Investments Alternatives | 18,596 | $893.0K | 0.60% | −7,329−28.3% | Reduced |
| Bank of Montreal | 18,313 | $901.0K | 0.00% | −10,169−35.7% | Reduced |
| CWM Advisors, LLC | 19,111 | $918.0K | 0.11% | −3,628−16.0% | Reduced |
| Rafferty Asset Management, LLC | 19,277 | $926.0K | 0.00% | +3,308+20.7% | Added |
| O'Shaughnessy Asset Management, LLC | 19,660 | $944.0K | 0.02% | −2,069−9.5% | Reduced |
| Balyasny Asset Management LLC | 20,086 | $965.0K | 0.00% | +14,171+239.6% | Added |
| Interval Partners, LP | 20,187 | $970.0K | 0.07% | +20,187 | New |
| Victory Capital Management Inc | 20,469 | $983.0K | 0.00% | −299,666−93.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,680 | $994.0K | 0.11% | −932−4.3% | Reduced |
| Advisory Research Inc | 20,800 | $999.0K | 0.08% | −6,665−24.3% | Reduced |
| State Board of Administration of Florida Retirement System | 21,287 | $1.02M | 0.00% | −137−0.6% | Reduced |
| AQR Capital Management LLC | 21,702 | $1.04M | 0.00% | −12,219−36.0% | Reduced |
| Ensign Peak Advisors, Inc | 21,900 | $1.05M | 0.00% | −25,200−53.5% | Reduced |
| HRT Financial LP | 22,225 | $1.07M | 0.01% | −121,018−84.5% | Reduced |
| Oregon Public Employees Retirement Fund | 23,334 | $1.12M | 0.01% | −766−3.2% | Reduced |
| MetLife Investment Management | 23,490 | $1.13M | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 24,000 | $1.15M | 0.19% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 24,111 | $1.16M | 0.03% | +374+1.6% | Added |
| Russell Investments Group, Ltd. | 25,115 | $1.21M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 25,258 | $1.21M | 0.00% | −3,211−11.3% | Reduced |
| Susquehanna International Group, LLP | 25,465 | $1.22M | 0.00% | −5,871−18.7% | Reduced |
| Natixis Advisors, L.P. | 26,472 | $1.27M | 0.00% | −2,966−10.1% | Reduced |
| Louisiana State Employees Retirement System | 29,300 | $1.41M | 0.03% | +200+0.7% | Added |
| Kendall Capital Management | 29,785 | $1.43M | 0.68% | +3,395+12.9% | Added |
| BNP Paribas Arbitrage, SA | 30,199 | $1.45M | 0.00% | −30,569−50.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 30,323 | $1.46M | 0.07% | +9,371+44.7% | Added |
| Amalgamated Bank | 31,980 | $1.54M | 0.01% | −471−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 33,177 | $1.59M | 0.00% | −330−1.0% | Reduced |
| State of Tennessee, Treasury Department | 33,973 | $1.63M | 0.01% | −1,773−5.0% | Reduced |
| Jane Street Group, LLC | 36,203 | $1.74M | 0.00% | +10,118+38.8% | Added |
| Envestnet Asset Management Inc | 39,449 | $1.90M | 0.00% | +2,881+7.9% | Added |
| American International Group, Inc. | 39,674 | $1.91M | 0.01% | −1,268−3.1% | Reduced |
| Advisors Asset Management, Inc. | 41,120 | $1.98M | 0.03% | +12,366+43.0% | Added |
| UBS Group AG | 41,521 | $1.99M | 0.00% | +32,028+337.4% | Added |
| Navellier & Associates Inc | 42,329 | $2.03M | 0.30% | −3,119−6.9% | Reduced |
| State of Alaska, Department of Revenue | 42,821 | $2.06M | 0.02% | −1,295−2.9% | Reduced |
| Texas Permanent School Fund | 43,795 | $2.10M | 0.03% | −944−2.1% | Reduced |
| Hawkeye Capital Management, LLC | 45,063 | $2.17M | 0.87% | +45,063 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,711 | $2.20M | 0.02% | −146−0.3% | Reduced |
| First Republic Investment Management, Inc. | 47,225 | $2.27M | 0.00% | +4,459+10.4% | Added |
| Deutsche Bank AG | 47,641 | $2.29M | 0.00% | +1,748+3.8% | Added |
| Price T Rowe Associates Inc | 47,692 | $2.29M | 0.00% | −5,584−10.5% | Reduced |
| Gratia Capital, LLC | 47,728 | $2.29M | 2.70% | +8,000+20.1% | Added |
| Comerica Bank | 51,955 | $2.34M | 0.02% | −2,773−5.1% | Reduced |
| Thrivent Financial for Lutherans | 49,220 | $2.37M | 0.00% | +333+0.7% | Added |
| Credit Suisse AG | 51,723 | $2.48M | 0.00% | −976−1.9% | Reduced |
| Great West Life Assurance Co | 52,788 | $2.53M | 0.01% | +516+1.0% | Added |
| Algert Global LLC | 52,801 | $2.54M | 0.32% | +25,021+90.1% | Added |
| Yousif Capital Management, LLC | 53,626 | $2.58M | 0.03% | +53,626 | New |
| Citigroup Inc | 55,315 | $2.66M | 0.00% | +4,069+7.9% | Added |
| Winton Group Ltd | 55,474 | $2.67M | 0.16% | +55,474 | New |
| Leuthold Group, LLC | 56,538 | $2.72M | 0.32% | −1,367−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 61,285 | $2.94M | 0.01% | +6,365+11.6% | Added |
| State of New Jersey Common Pension Fund D | 61,769 | $2.97M | 0.01% | +18,791+43.7% | Added |
| Mutual of America Capital Management LLC | 64,215 | $3.08M | 0.03% | −324−0.5% | Reduced |
| New York State Common Retirement Fund | 64,543 | $3.10M | 0.00% | +138+0.2% | Added |
| Prudential Financial Inc | 64,603 | $3.10M | 0.00% | −1,285−2.0% | Reduced |
| Royal Bank of Canada | 68,234 | $3.28M | 0.00% | +761+1.1% | Added |
| SG Americas Securities, LLC | 69,333 | $3.33M | 0.02% | +10,446+17.7% | Added |
| UBS Asset Management Americas Inc | 77,341 | $3.72M | 0.00% | +3,010+4.0% | Added |
| Marshall Wace, LLP | 77,702 | $3.73M | 0.01% | +63,904+463.1% | Added |
| Barclays PLC | 80,069 | $3.85M | 0.00% | +21,615+37.0% | Added |
| California State Teachers Retirement System | 86,441 | $4.15M | 0.00% | +1,977+2.3% | Added |
| New York State Teachers Retirement System | 90,224 | $4.33M | 0.01% | +400+0.4% | Added |
| Tudor Investment Corp Et Al | 90,456 | $4.35M | 0.08% | +90,456 | New |
| Alliancebernstein L.P. | 94,399 | $4.54M | 0.00% | −1,251−1.3% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 96,443 | $4.63M | 1.60% | −265,148−73.3% | Reduced |
| Carolina Wealth Advisors, LLC | 96,557 | $4.64M | 2.62% | +95,204+7,036.5% | Added |
| Portolan Capital Management, LLC | 100,108 | $4.81M | 0.32% | −129,181−56.3% | Reduced |
| California Public Employees Retirement System | 100,968 | $4.85M | 0.00% | +22,347+28.4% | Added |
| Clark Estates Inc | 103,000 | $4.95M | 0.72% | 00.0% | Unchanged |
| Addison Capital Co | 105,085 | $5.05M | 2.26% | +1,592+1.5% | Added |
| First National Bank of Omaha | 113,363 | $5.45M | 0.26% | +29,355+34.9% | Added |
| Squarepoint Ops LLC | 114,787 | $5.51M | 0.03% | +88,265+332.8% | Added |
| Jackson Hole Capital Partners, LLC | 115,466 | $5.55M | 1.74% | +115,466 | New |