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 |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 20,222 | $509.0K | 0.03% | +12,589+164.9% | Added |
| Two Sigma Investments, LP | 20,731 | $522.0K | 0.00% | +20,731 | New |
| Rafferty Asset Management, LLC | 20,853 | $525.0K | 0.00% | +1,576+8.2% | Added |
| State Board of Administration of Florida Retirement System | 21,287 | $536.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 21,556 | $543.0K | 0.00% | −128,152−85.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,700 | $547.0K | 0.15% | +21,700 | New |
| Ensign Peak Advisors, Inc | 21,900 | $552.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 22,834 | $575.0K | 0.01% | −500−2.1% | Reduced |
| Icon Advisers Inc | 24,000 | $605.0K | 0.10% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 24,464 | $616.0K | 0.02% | +353+1.5% | Added |
| CWM Advisors, LLC | 24,951 | $629.0K | 0.07% | +5,840+30.6% | Added |
| BNP Paribas Arbitrage, SA | 25,377 | $639.2K | 0.00% | −4,822−16.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,000 | $655.0K | 0.01% | +26,000 | New |
| Voya Investment Management LLC | 26,063 | $657.0K | 0.00% | +805+3.2% | Added |
| Manufacturers Life Insurance Company, The | 26,992 | $679.9K | 0.00% | −6,185−18.6% | Reduced |
| Qube Research & Technologies Ltd | 27,212 | $685.0K | 0.01% | +22,600+490.0% | Added |
| Zebra Capital Management LLC | 28,695 | $723.0K | 1.66% | +28,695 | New |
| Louisiana State Employees Retirement System | 29,400 | $755.0K | 0.02% | +100+0.3% | Added |
| Amalgamated Bank | 30,388 | $765.0K | 0.01% | −1,592−5.0% | Reduced |
| Amalgamated Financial Corp. | 30,388 | $765.0K | 0.01% | +30,388 | New |
| Natixis Advisors, L.P. | 32,336 | $815.0K | 0.00% | +5,864+22.2% | Added |
| Allianz Asset Management GmbH | 34,449 | $868.0K | 0.00% | −219,703−86.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,122 | $885.0K | 0.05% | +4,799+15.8% | Added |
| State of Tennessee, Treasury Department | 35,885 | $904.0K | 0.00% | +1,912+5.6% | Added |
| MetLife Investment Management | 36,471 | $918.7K | 0.01% | +12,981+55.3% | 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 |
| Two Sigma Advisers, LP | 37,200 | $937.0K | 0.00% | +27,400+279.6% | Added |
| American International Group, Inc. | 37,357 | $941.0K | 0.01% | −2,317−5.8% | Reduced |
| Russell Investments Group, Ltd. | 39,363 | $990.0K | 0.00% | +14,248+56.7% | Added |
| Envestnet Asset Management Inc | 40,284 | $1.01M | 0.00% | +835+2.1% | Added |
| Walleye Capital LLC | 40,604 | $1.02M | 0.03% | +40,604 | New |
| State of Alaska, Department of Revenue | 42,066 | $1.06M | 0.01% | −755−1.8% | Reduced |
| Texas Permanent School Fund | 42,878 | $1.08M | 0.01% | −917−2.1% | Reduced |
| Deutsche Bank AG | 43,717 | $1.10M | 0.00% | −3,924−8.2% | Reduced |
| Holocene Advisors, LP | 47,321 | $1.19M | 0.01% | +47,321 | New |
| New York State Common Retirement Fund | 47,602 | $1.20M | 0.00% | −16,941−26.2% | Reduced |
| Blueshift Asset Management, LLC | 47,949 | $1.21M | 0.11% | +47,949 | New |
| Jane Street Group, LLC | 48,995 | $1.23M | 0.00% | +12,792+35.3% | Added |
| Thrivent Financial for Lutherans | 49,236 | $1.24M | 0.00% | +160.0% | Added |
| Price T Rowe Associates Inc | 49,738 | $1.25M | 0.00% | +2,046+4.3% | Added |
| Susquehanna International Group, LLP | 51,274 | $1.29M | 0.00% | +25,809+101.4% | Added |
| Comerica Bank | 51,030 | $1.31M | 0.01% | −925−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,140 | $1.31M | 0.01% | +6,429+14.1% | Added |
| Yousif Capital Management, LLC | 52,701 | $1.33M | 0.01% | −925−1.7% | Reduced |
| KBC Group NV | 53,097 | $1.34M | 0.01% | +34,652+187.9% | Added |
| Mutual of America Capital Management LLC | 55,242 | $1.39M | 0.01% | −8,973−14.0% | Reduced |
| Trexquant Investment LP | 55,745 | $1.40M | 0.07% | +55,745 | New |
| Great West Life Assurance Co | 54,785 | $1.42M | 0.00% | +1,997+3.8% | Added |
| Citigroup Inc | 56,586 | $1.43M | 0.00% | +1,271+2.3% | Added |
| Jump Financial, LLC | 56,931 | $1.43M | 0.06% | +56,931 | New |
| Credit Suisse AG | 59,260 | $1.49M | 0.00% | +7,537+14.6% | Added |
| First Trust Advisors LP | 59,430 | $1.50M | 0.00% | −113,190−65.6% | Reduced |
| NFC Investments, LLC | 61,598 | $1.55M | 0.35% | −144,767−70.2% | Reduced |
| Prudential Financial Inc | 64,140 | $1.62M | 0.00% | −463−0.7% | Reduced |
| Barclays PLC | 64,307 | $1.62M | 0.00% | −15,762−19.7% | Reduced |
| Mount Capital Ltd | 64,574 | $1.63M | 0.47% | +64,574 | New |
| Royal Bank of Canada | 65,493 | $1.65M | 0.00% | −2,741−4.0% | Reduced |
| State of New Jersey Common Pension Fund D | 67,016 | $1.69M | 0.01% | +5,247+8.5% | Added |
| Engineers Gate Manager LP | 69,088 | $1.74M | 0.07% | +69,088 | New |
| Algert Global LLC | 70,570 | $1.78M | 0.12% | +17,769+33.7% | Added |
| California State Teachers Retirement System | 79,000 | $1.99M | 0.00% | −7,441−8.6% | Reduced |
| Cubist Systematic Strategies, LLC | 81,256 | $2.05M | 0.02% | +75,590+1,334.1% | Added |
| UBS Asset Management Americas Inc | 82,744 | $2.08M | 0.00% | +5,403+7.0% | Added |
| Tudor Investment Corp Et Al | 84,453 | $2.13M | 0.05% | −6,003−6.6% | Reduced |
| New York State Teachers Retirement System | 90,324 | $2.27M | 0.00% | +100+0.1% | Added |
| Alliancebernstein L.P. | 94,246 | $2.37M | 0.00% | −153−0.2% | Reduced |
| EMG Holdings, L.P. | 96,982 | $2.44M | 0.72% | +96,982 | New |
| Wells Fargo & Company | 97,646 | $2.46M | 0.00% | −21,730−18.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 98,359 | $2.48M | 0.00% | +37,074+60.5% | Added |
| California Public Employees Retirement System | 100,143 | $2.52M | 0.00% | −825−0.8% | Reduced |
| Clark Estates Inc | 103,000 | $2.60M | 0.41% | 00.0% | Unchanged |
| Addison Capital Co | 105,085 | $2.65M | 1.26% | 00.0% | Unchanged |
| First National Bank of Omaha | 108,533 | $2.73M | 0.14% | −4,830−4.3% | Reduced |
| Carolina Wealth Advisors, LLC | 110,891 | $2.79M | 1.76% | +14,334+14.8% | Added |
| Public Sector Pension Investment Board | 112,881 | $2.84M | 0.02% | −10,300−8.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 119,812 | $3.02M | 0.87% | +4,346+3.8% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 134,000 | $3.38M | 1.89% | +134,000 | New |
| Swiss National Bank | 140,700 | $3.54M | 0.00% | +8,800+6.7% | Added |
| Alyeska Investment Group, L.P. | 155,929 | $3.93M | 0.04% | −340,681−68.6% | Reduced |
| Hawkeye Capital Management, LLC | 159,838 | $4.03M | 1.59% | +114,775+254.7% | Added |
| Rhumbline Advisers | 160,642 | $4.05M | 0.01% | +9,611+6.4% | Added |
| Gratia Capital, LLC | 169,576 | $4.27M | 4.81% | +121,848+255.3% | Added |
| Marshall Wace, LLP | 174,045 | $4.38M | 0.01% | +96,343+124.0% | Added |
| Legal & General Group Plc | 175,656 | $4.42M | 0.00% | −1,373−0.8% | Reduced |
| Parametric Portfolio Associates LLC | 206,720 | $5.21M | 0.00% | +45,878+28.5% | Added |
| Man Group plc | 246,218 | $6.20M | 0.02% | +240,305+4,064.0% | Added |
| Bahl & Gaynor Inc | 253,036 | $6.37M | 0.05% | −79,197−23.8% | Reduced |
| Raymond James & Associates | 253,935 | $6.40M | 0.01% | −40,394−13.7% | Reduced |
| Victory Capital Management Inc | 270,330 | $6.52M | 0.01% | +249,861+1,220.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 279,910 | $7.05M | 0.02% | +148,335+112.7% | Added |
| Canada Pension Plan Investment Board | 282,200 | $7.11M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 283,300 | $7.14M | 0.00% | +23,031+8.8% | Added |
| Squarepoint Ops LLC | 286,289 | $7.21M | 0.05% | +171,502+149.4% | Added |
| Ameriprise Financial Inc | 302,021 | $7.61M | 0.00% | +12,805+4.4% | Added |
| Huber Capital Management LLC | 319,129 | $8.04M | 1.99% | −44,094−12.1% | Reduced |
| Nuveen Asset Management, LLC | 309,387 | $8.16M | 0.00% | −137,319−30.7% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 342,345 | $8.62M | 2.77% | +245,902+255.0% | Added |
| Goldman Sachs Group Inc | 345,018 | $8.69M | 0.00% | −750,052−68.5% | Reduced |
| Kennedy Capital Management, Inc. | 354,436 | $8.93M | 0.21% | −167,713−32.1% | Reduced |