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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.

Institutional holdersQ4 2021: 247 institutions
Q1 2021: 270 institutionsQ2 2021: 284 institutionsQ3 2021: 271 institutionsQ4 2021: 247 institutionsQ1 2022: 224 institutionsQ2 2022: 220 institutionsQ3 2022: 216 institutionsQ4 2022: 206 institutionsQ1 2023: 204 institutionsQ2 2023: 220 institutionsQ3 2023: 215 institutionsQ4 2023: 233 institutionsQ1 2024: 242 institutionsQ2 2024: 248 institutionsQ3 2024: 246 institutionsQ4 2024: 241 institutionsQ1 2025: 243 institutionsQ2 2025: 256 institutionsQ3 2025: 262 institutionsQ4 2025: 239 institutionsQ1 2026: 240 institutionsQ2 2026: 259 institutions
Value heldQ4 2021: $2.32B
Q1 2021: $2.90BQ2 2021: $2.77BQ3 2021: $2.86BQ4 2021: $2.32BQ1 2022: $1.30BQ2 2022: $966.4MQ3 2022: $833.7MQ4 2022: $1.11BQ1 2023: $1.17BQ2 2023: $1.52BQ3 2023: $1.33BQ4 2023: $1.52BQ1 2024: $1.62BQ2 2024: $1.53BQ3 2024: $1.45BQ4 2024: $1.36BQ1 2025: $1.15BQ2 2025: $1.33BQ3 2025: $1.27BQ4 2025: $972.3MQ1 2026: $1.01BQ2 2026: $1.23B
Institutions holding UPBD and their total value by quarter
QuarterHoldersValue
Q2 2026259$1.23B
Q1 2026240$1.01B
Q4 2025239$972.3M
Q3 2025262$1.27B
Q2 2025256$1.33B
Q1 2025243$1.15B
Q4 2024241$1.36B
Q3 2024246$1.45B
Q2 2024248$1.53B
Q1 2024242$1.62B
Q4 2023233$1.52B
Q3 2023215$1.33B
Q2 2023220$1.52B
Q1 2023204$1.17B
Q4 2022206$1.11B
Q3 2022216$833.7M
Q2 2022220$966.4M
Q1 2022224$1.30B
Q4 2021247$2.32B
Q3 2021271$2.86B
Q2 2021284$2.77B
Q1 2021270$2.90B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2021.

Institutions holding UPBD in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Susquehanna International Group, LLP25,465$1.22M0.00%−5,871−18.7%Reduced
Voya Investment Management LLC25,258$1.21M0.00%−3,211−11.3%Reduced
Russell Investments Group, Ltd.25,115$1.21M0.00%00.0%Unchanged
Maryland State Retirement & Pension System24,111$1.16M0.03%+374+1.6%Added
Icon Advisers Inc24,000$1.15M0.19%00.0%Unchanged
MetLife Investment Management23,490$1.13M0.01%00.0%Unchanged
Oregon Public Employees Retirement Fund23,334$1.12M0.01%−766−3.2%Reduced
HRT Financial LP22,225$1.07M0.01%−121,018−84.5%Reduced
Ensign Peak Advisors, Inc21,900$1.05M0.00%−25,200−53.5%Reduced
AQR Capital Management LLC21,702$1.04M0.00%−12,219−36.0%Reduced
State Board of Administration of Florida Retirement System21,287$1.02M0.00%−137−0.6%Reduced
Advisory Research Inc20,800$999.0K0.08%−6,665−24.3%Reduced
Dynamic Technology Lab Private Ltd20,680$994.0K0.11%−932−4.3%Reduced
Victory Capital Management Inc20,469$983.0K0.00%−299,666−93.6%Reduced
Interval Partners, LP20,187$970.0K0.07%+20,187New
Balyasny Asset Management LLC20,086$965.0K0.00%+14,171+239.6%Added
O'Shaughnessy Asset Management, LLC19,660$944.0K0.02%−2,069−9.5%Reduced
Rafferty Asset Management, LLC19,277$926.0K0.00%+3,308+20.7%Added
CWM Advisors, LLC19,111$918.0K0.11%−3,628−16.0%Reduced
Bank of Montreal18,313$901.0K0.00%−10,169−35.7%Reduced
New York Life Investments Alternatives18,596$893.0K0.60%−7,329−28.3%Reduced
KBC Group NV18,445$886.0K0.00%−2,251−10.9%Reduced
Teachers Retirement System of the State of Kentucky18,432$885.0K0.01%+700+3.9%Added
Allspring Global Investments Holdings, LLC18,257$877.0K0.00%+18,257New
Quantbot Technologies LP17,573$844.0K0.07%+17,573New
TD Waterhouse Canada Inc.17,057$842.8K0.01%+17,057New
Metropolitan Life Insurance Co17,247$828.5K0.01%00.0%Unchanged
Range Financial Group LLC16,518$794.0K0.52%−6,904−29.5%Reduced
ProShare Advisors LLC16,299$783.0K0.00%+6,291+62.9%Added
Arizona State Retirement System16,099$773.0K0.01%−157−1.0%Reduced
SummerHaven Investment Management, LLC16,080$772.0K0.42%00.0%Unchanged
Wellington Management Group LLP16,038$770.0K0.00%−135,526−89.4%Reduced
LPL Financial LLC15,307$735.0K0.00%+5,460+55.4%Added
Harvest Investment Services, LLC12,911$620.0K0.26%−1,429−10.0%Reduced
Kestra Private Wealth Services, LLC12,886$619.0K0.03%−77−0.6%Reduced
Smith Group Asset Management, LLC12,709$611.0K0.03%−321−2.5%Reduced
STRS Ohio12,300$590.0K0.00%−14,100−53.4%Reduced
HSBC Holdings PLC12,159$585.0K0.00%+3,456+39.7%Added
First Midwest Bank Trust Division12,149$584.0K0.08%00.0%Unchanged
Legacy Wealth Asset Management, LLC12,066$580.0K0.20%+132+1.1%Added
Teacher Retirement System of Texas11,524$554.0K0.00%+1,732+17.7%Added
Truist Financial Corp11,136$535.0K0.00%−1,991−15.2%Reduced
ClariVest Asset Management LLC10,539$507.0K0.02%00.0%Unchanged
Janus Henderson Group PLC10,500$504.0K0.00%+5,288+101.5%Added
CoreCap Advisors, LLC10,410$500.0K0.03%+10,410New
Los Angeles Capital Management LLC10,063$483.0K0.00%−75,903−88.3%Reduced
Two Sigma Advisers, LP9,800$471.0K0.00%+1,000+11.4%Added
Handelsbanken Fonder AB9,452$454.0K0.00%00.0%Unchanged
AlphaStar Capital Management, LLC9,922$449.0K0.04%−4,737−32.3%Reduced
Nisa Investment Advisors, LLC10,470$441.0K0.00%00.0%Unchanged
AXA S.A.9,100$437.0K0.00%−27,900−75.4%Reduced
Tributary Capital Management, LLC9,100$437.0K0.03%+2,700+42.2%Added
National Bank of Canada9,188$434.0K0.00%+9,188New
Clear Street Markets LLC8,900$428.0K0.04%+2,500+39.1%Added
Advisor Group Holdings, Inc.8,842$426.0K0.00%−715−7.5%Reduced
Wolverine Asset Management LLC8,652$415.0K0.00%00.0%Unchanged
Bellecapital International Ltd.8,315$399.0K0.11%−6,625−44.3%Reduced
Hancock Whitney Corp8,267$397.0K0.01%−12−0.1%Reduced
Belpointe Asset Management LLC8,196$394.0K0.02%00.0%Unchanged
Shell Asset Management Co8,088$389.0K0.01%+31+0.4%Added
AlphaCrest Capital Management LLC7,633$367.0K0.01%+3,801+99.2%Added
Public Employees Retirement Association of Colorado7,629$366.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)7,614$366.0K0.00%+2,684+54.4%Added
SEI Investments Co7,506$360.0K0.00%−38,138−83.6%Reduced
DuPont Capital Management Corp7,487$360.0K0.01%−2,986−28.5%Reduced
Central Trust Co7,500$360.0K0.01%−400−5.1%Reduced
Skandinaviska Enskilda Banken AB (publ)7,200$352.0K0.00%−2,000−21.7%Reduced
IndexIQ Advisors LLC7,324$352.0K0.01%−473−6.1%Reduced
Koshinski Asset Management, Inc.6,953$334.0K0.03%+6,234+867.0%Added
The PNC Financial Services Group, Inc.6,951$334.0K0.00%+17+0.2%Added
Cornerstone Investment Partners, LLC6,625$318.0K0.02%00.0%Unchanged
Profund Advisors LLC6,371$306.0K0.01%+359+6.0%Added
Alps Advisors Inc6,223$299.0K0.00%+124+2.0%Added
Man Group plc5,913$285.0K0.00%−15,962−73.0%Reduced
Hudson Portfolio Management LLC5,780$277.0K0.24%+5,780New
Prentice Wealth Management LLC5,749$276.0K0.13%−86−1.5%Reduced
Virtu Financial LLC5,700$274.0K0.03%+2,003+54.2%Added
Crossmark Global Holdings, Inc.5,680$273.0K0.01%−7,620−57.3%Reduced
Cubist Systematic Strategies, LLC5,666$272.0K0.00%+176+3.2%Added
Palouse Capital Management, Inc.5,623$270.0K0.12%+5,623New
CIBC Asset Management Inc5,491$264.0K0.00%+5,491New
Quantamental Technologies LLC5,381$259.0K0.13%+5,381New
Intersect Capital LLC5,283$254.0K0.05%−341−6.1%Reduced
Ameritas Investment Partners, Inc.5,170$248.0K0.01%00.0%Unchanged
HighTower Advisors, LLC5,192$247.0K0.00%−16,416−76.0%Reduced
Chesapeake Wealth Management4,745$228.0K0.08%−1,175−19.8%Reduced
Qube Research & Technologies Ltd4,612$222.0K0.00%+4,612New
Ritholtz Wealth Management4,593$221.0K0.01%−73−1.6%Reduced
Euclidean Technologies Management, LLC4,509$217.0K0.18%+4,509New
Grantham, Mayo, Van Otterloo & Co. LLC4,500$216.0K0.00%−21,779−82.9%Reduced
CIBC World Markets Inc.4,465$214.0K0.00%−10,837−70.8%Reduced
Sigma Planning Corp4,384$211.0K0.01%+95+2.2%Added
Meritage Portfolio Management4,401$211.0K0.01%+226+5.4%Added
Avestar Capital, LLC4,327$209.0K0.04%00.0%Unchanged
Boston Private Wealth LLC4,248$204.0K0.00%−649−13.3%Reduced
Fulcrum Equity Management4,168$200.0K0.07%−82−1.9%Reduced
Benjamin F. Edwards & Company, Inc.3,937$189.0K0.01%+1,252+46.6%Added
Captrust Financial Advisors3,725$180.0K0.00%+349+10.3%Added
Paragon Capital Management Ltd3,478$167.0K0.03%+3,478New
Gladius Capital Management LP2,942$142.0K0.05%+2,942New