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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 354,635 | $8.93M | 0.01% | +498+0.1% | Added |
| Voloridge Investment Management, LLC | 388,898 | $9.80M | 0.06% | +388,898 | New |
| JPMorgan Chase & Co | 415,855 | $10.5M | 0.00% | +114,926+38.2% | Added |
| Invesco Ltd. | 423,690 | $10.7M | 0.00% | +89,474+26.8% | Added |
| Principal Financial Group Inc | 445,478 | $11.2M | 0.01% | −20,958−4.5% | Reduced |
| Morgan Stanley | 526,435 | $13.3M | 0.00% | +139,815+36.2% | Added |
| Renaissance Technologies LLC | 544,499 | $13.7M | 0.02% | −287,800−34.6% | Reduced |
| Charles Schwab Investment Management Inc | 576,652 | $14.5M | 0.00% | +52,523+10.0% | Added |
| Citadel Advisors LLC | 597,607 | $15.1M | 0.02% | +449,226+302.8% | Added |
| Norges Bank | 636,954 | $16.0M | 0.00% | +1,137+0.2% | Added |
| D. E. Shaw & Co., Inc. | 675,447 | $17.0M | 0.02% | +510,886+310.5% | Added |
| Northern Trust Corp | 695,859 | $17.5M | 0.00% | −21,386−3.0% | Reduced |
| LSV Asset Management | 809,860 | $20.4M | 0.04% | +87,600+12.1% | Added |
| Bank of New York Mellon Corp | 898,624 | $22.6M | 0.00% | +14,110+1.6% | Added |
| Millennium Management LLC | 1,083,883 | $27.3M | 0.03% | +694,950+178.7% | Added |
| Geode Capital Management, LLC | 1,139,290 | $28.7M | 0.00% | +46,151+4.2% | Added |
| Dimensional Fund Advisors LP | 1,167,706 | $29.4M | 0.01% | −48,787−4.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,236,423 | $31.1M | 0.18% | −740,313−37.5% | Reduced |
| Ieq Capital, LLC | 2,017,003 | $50.8M | 1.21% | +2,017,003 | New |
| State Street Corp | 2,333,336 | $58.8M | 0.00% | +189,510+8.8% | Added |
| Engaged Capital LLC | 2,355,730 | $59.3M | 6.01% | 00.0% | Unchanged |
| FMR LLC | 5,844,085 | $147.2M | 0.01% | +1,793,692+44.3% | Added |
| Vanguard Group Inc | 6,619,447 | $166.7M | 0.00% | −415,660−5.9% | Reduced |
| BlackRock Inc. | 9,539,797 | $240.3M | 0.01% | −152,437−1.6% | Reduced |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −349,923−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −171,737−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −100,108−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −69,333−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −56,538−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −55,474−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −42,329−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −41,120−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,225−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,680−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −20,187−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,086−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −18,596−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,573−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −16,518−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −15,307−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −12,911−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −12,709−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −10,063−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −9,922−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −9,188−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −8,267−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −7,324−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −6,625−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −6,371−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −6,223−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −5,749−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −5,623−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,491−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −5,381−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −5,283−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −5,192−100.0% | Sold out |
| Chesapeake Wealth Management | 0 | $0 | 0.00% | −4,745−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −4,593−100.0% | Sold out |
| Euclidean Technologies Management, LLC | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −4,384−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −4,327−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,248−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −4,168−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,452−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −4,572−100.0% | Sold out |
| First Midwest Bank Trust Division | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |