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, Q1 2022
Institutional positions in Upbound Group, Inc. as of Mar 31, 2022. 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
- 224
- −21 vs. Q4 2021
- Shares held
- 51.7M
- +3.45M (+7.1%) vs. Q4 2021
- Total value
- $1.30B
- −$1.01B (−43.8%) vs. Q4 2021
- New holders
- 40
- 87 more added
- Sold out
- 61
- 69 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,539,797 | $240.3M | 0.01% | −152,437−1.6% | Reduced |
| Vanguard Group Inc | 6,619,447 | $166.7M | 0.00% | −415,660−5.9% | Reduced |
| FMR LLC | 5,844,085 | $147.2M | 0.01% | +1,793,692+44.3% | Added |
| Engaged Capital LLC | 2,355,730 | $59.3M | 6.01% | 00.0% | Unchanged |
| State Street Corp | 2,333,336 | $58.8M | 0.00% | +189,510+8.8% | Added |
| Ieq Capital, LLC | 2,017,003 | $50.8M | 1.21% | +2,017,003 | New |
| Fuller & Thaler Asset Management, Inc. | 1,236,423 | $31.1M | 0.18% | −740,313−37.5% | Reduced |
| Dimensional Fund Advisors LP | 1,167,706 | $29.4M | 0.01% | −48,787−4.0% | Reduced |
| Geode Capital Management, LLC | 1,139,290 | $28.7M | 0.00% | +46,151+4.2% | Added |
| Millennium Management LLC | 1,083,883 | $27.3M | 0.03% | +694,950+178.7% | Added |
| Bank of New York Mellon Corp | 898,624 | $22.6M | 0.00% | +14,110+1.6% | Added |
| LSV Asset Management | 809,860 | $20.4M | 0.04% | +87,600+12.1% | Added |
| Northern Trust Corp | 695,859 | $17.5M | 0.00% | −21,386−3.0% | Reduced |
| D. E. Shaw & Co., Inc. | 675,447 | $17.0M | 0.02% | +510,886+310.5% | Added |
| Norges Bank | 636,954 | $16.0M | 0.00% | +1,137+0.2% | Added |
| Citadel Advisors LLC | 597,607 | $15.1M | 0.02% | +449,226+302.8% | Added |
| Charles Schwab Investment Management Inc | 576,652 | $14.5M | 0.00% | +52,523+10.0% | Added |
| Renaissance Technologies LLC | 544,499 | $13.7M | 0.02% | −287,800−34.6% | Reduced |
| Morgan Stanley | 526,435 | $13.3M | 0.00% | +139,815+36.2% | Added |
| Principal Financial Group Inc | 445,478 | $11.2M | 0.01% | −20,958−4.5% | Reduced |
| Invesco Ltd. | 423,690 | $10.7M | 0.00% | +89,474+26.8% | Added |
| JPMorgan Chase & Co | 415,855 | $10.5M | 0.00% | +114,926+38.2% | Added |
| Voloridge Investment Management, LLC | 388,898 | $9.80M | 0.06% | +388,898 | New |
| Loomis Sayles & Co L P | 354,635 | $8.93M | 0.01% | +498+0.1% | Added |
| Kennedy Capital Management, Inc. | 354,436 | $8.93M | 0.21% | −167,713−32.1% | Reduced |
| Goldman Sachs Group Inc | 345,018 | $8.69M | 0.00% | −750,052−68.5% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 342,345 | $8.62M | 2.77% | +245,902+255.0% | Added |
| Nuveen Asset Management, LLC | 309,387 | $8.16M | 0.00% | −137,319−30.7% | Reduced |
| Huber Capital Management LLC | 319,129 | $8.04M | 1.99% | −44,094−12.1% | Reduced |
| Ameriprise Financial Inc | 302,021 | $7.61M | 0.00% | +12,805+4.4% | Added |
| Squarepoint Ops LLC | 286,289 | $7.21M | 0.05% | +171,502+149.4% | Added |
| Bank of America Corp | 283,300 | $7.14M | 0.00% | +23,031+8.8% | Added |
| Canada Pension Plan Investment Board | 282,200 | $7.11M | 0.01% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 279,910 | $7.05M | 0.02% | +148,335+112.7% | Added |
| Victory Capital Management Inc | 270,330 | $6.52M | 0.01% | +249,861+1,220.7% | Added |
| Raymond James & Associates | 253,935 | $6.40M | 0.01% | −40,394−13.7% | Reduced |
| Bahl & Gaynor Inc | 253,036 | $6.37M | 0.05% | −79,197−23.8% | Reduced |
| Man Group plc | 246,218 | $6.20M | 0.02% | +240,305+4,064.0% | Added |
| Parametric Portfolio Associates LLC | 206,720 | $5.21M | 0.00% | +45,878+28.5% | Added |
| Legal & General Group Plc | 175,656 | $4.42M | 0.00% | −1,373−0.8% | Reduced |
| Marshall Wace, LLP | 174,045 | $4.38M | 0.01% | +96,343+124.0% | Added |
| Gratia Capital, LLC | 169,576 | $4.27M | 4.81% | +121,848+255.3% | Added |
| Rhumbline Advisers | 160,642 | $4.05M | 0.01% | +9,611+6.4% | Added |
| Hawkeye Capital Management, LLC | 159,838 | $4.03M | 1.59% | +114,775+254.7% | Added |
| Alyeska Investment Group, L.P. | 155,929 | $3.93M | 0.04% | −340,681−68.6% | Reduced |
| Swiss National Bank | 140,700 | $3.54M | 0.00% | +8,800+6.7% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 134,000 | $3.38M | 1.89% | +134,000 | New |
| Jackson Hole Capital Partners, LLC | 119,812 | $3.02M | 0.87% | +4,346+3.8% | Added |
| Public Sector Pension Investment Board | 112,881 | $2.84M | 0.02% | −10,300−8.4% | Reduced |
| Carolina Wealth Advisors, LLC | 110,891 | $2.79M | 1.76% | +14,334+14.8% | Added |
| First National Bank of Omaha | 108,533 | $2.73M | 0.14% | −4,830−4.3% | Reduced |
| Addison Capital Co | 105,085 | $2.65M | 1.26% | 00.0% | Unchanged |
| Clark Estates Inc | 103,000 | $2.60M | 0.41% | 00.0% | Unchanged |
| California Public Employees Retirement System | 100,143 | $2.52M | 0.00% | −825−0.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 98,359 | $2.48M | 0.00% | +37,074+60.5% | Added |
| Wells Fargo & Company | 97,646 | $2.46M | 0.00% | −21,730−18.2% | Reduced |
| EMG Holdings, L.P. | 96,982 | $2.44M | 0.72% | +96,982 | New |
| Alliancebernstein L.P. | 94,246 | $2.37M | 0.00% | −153−0.2% | Reduced |
| New York State Teachers Retirement System | 90,324 | $2.27M | 0.00% | +100+0.1% | Added |
| Tudor Investment Corp Et Al | 84,453 | $2.13M | 0.05% | −6,003−6.6% | Reduced |
| UBS Asset Management Americas Inc | 82,744 | $2.08M | 0.00% | +5,403+7.0% | Added |
| Cubist Systematic Strategies, LLC | 81,256 | $2.05M | 0.02% | +75,590+1,334.1% | Added |
| California State Teachers Retirement System | 79,000 | $1.99M | 0.00% | −7,441−8.6% | Reduced |
| Algert Global LLC | 70,570 | $1.78M | 0.12% | +17,769+33.7% | Added |
| Engineers Gate Manager LP | 69,088 | $1.74M | 0.07% | +69,088 | New |
| State of New Jersey Common Pension Fund D | 67,016 | $1.69M | 0.01% | +5,247+8.5% | Added |
| Royal Bank of Canada | 65,493 | $1.65M | 0.00% | −2,741−4.0% | Reduced |
| Mount Capital Ltd | 64,574 | $1.63M | 0.47% | +64,574 | New |
| Barclays PLC | 64,307 | $1.62M | 0.00% | −15,762−19.7% | Reduced |
| Prudential Financial Inc | 64,140 | $1.62M | 0.00% | −463−0.7% | Reduced |
| NFC Investments, LLC | 61,598 | $1.55M | 0.35% | −144,767−70.2% | Reduced |
| First Trust Advisors LP | 59,430 | $1.50M | 0.00% | −113,190−65.6% | Reduced |
| Credit Suisse AG | 59,260 | $1.49M | 0.00% | +7,537+14.6% | Added |
| Jump Financial, LLC | 56,931 | $1.43M | 0.06% | +56,931 | New |
| Citigroup Inc | 56,586 | $1.43M | 0.00% | +1,271+2.3% | Added |
| Great West Life Assurance Co | 54,785 | $1.42M | 0.00% | +1,997+3.8% | Added |
| Trexquant Investment LP | 55,745 | $1.40M | 0.07% | +55,745 | New |
| Mutual of America Capital Management LLC | 55,242 | $1.39M | 0.01% | −8,973−14.0% | Reduced |
| KBC Group NV | 53,097 | $1.34M | 0.01% | +34,652+187.9% | Added |
| Yousif Capital Management, LLC | 52,701 | $1.33M | 0.01% | −925−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,140 | $1.31M | 0.01% | +6,429+14.1% | Added |
| Comerica Bank | 51,030 | $1.31M | 0.01% | −925−1.8% | Reduced |
| Susquehanna International Group, LLP | 51,274 | $1.29M | 0.00% | +25,809+101.4% | Added |
| Price T Rowe Associates Inc | 49,738 | $1.25M | 0.00% | +2,046+4.3% | Added |
| Thrivent Financial for Lutherans | 49,236 | $1.24M | 0.00% | +160.0% | Added |
| Jane Street Group, LLC | 48,995 | $1.23M | 0.00% | +12,792+35.3% | Added |
| Blueshift Asset Management, LLC | 47,949 | $1.21M | 0.11% | +47,949 | New |
| New York State Common Retirement Fund | 47,602 | $1.20M | 0.00% | −16,941−26.2% | Reduced |
| Holocene Advisors, LP | 47,321 | $1.19M | 0.01% | +47,321 | New |
| Deutsche Bank AG | 43,717 | $1.10M | 0.00% | −3,924−8.2% | Reduced |
| Texas Permanent School Fund | 42,878 | $1.08M | 0.01% | −917−2.1% | Reduced |
| State of Alaska, Department of Revenue | 42,066 | $1.06M | 0.01% | −755−1.8% | Reduced |
| Walleye Capital LLC | 40,604 | $1.02M | 0.03% | +40,604 | New |
| Envestnet Asset Management Inc | 40,284 | $1.01M | 0.00% | +835+2.1% | Added |
| Russell Investments Group, Ltd. | 39,363 | $990.0K | 0.00% | +14,248+56.7% | Added |
| American International Group, Inc. | 37,357 | $941.0K | 0.01% | −2,317−5.8% | Reduced |
| Two Sigma Advisers, LP | 37,200 | $937.0K | 0.00% | +27,400+279.6% | Added |
| Royce & Associates LP | 36,466 | $919.0K | 0.01% | −566,668−94.0% | Reduced |
| Kendall Capital Management | 36,465 | $919.0K | 0.44% | +6,680+22.4% | Added |
| MetLife Investment Management | 36,471 | $918.7K | 0.01% | +12,981+55.3% | Added |