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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 35,885 | $904.0K | 0.00% | +1,912+5.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,122 | $885.0K | 0.05% | +4,799+15.8% | Added |
| Allianz Asset Management GmbH | 34,449 | $868.0K | 0.00% | −219,703−86.4% | Reduced |
| Natixis Advisors, L.P. | 32,336 | $815.0K | 0.00% | +5,864+22.2% | 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 |
| Louisiana State Employees Retirement System | 29,400 | $755.0K | 0.02% | +100+0.3% | Added |
| Zebra Capital Management LLC | 28,695 | $723.0K | 1.66% | +28,695 | New |
| Qube Research & Technologies Ltd | 27,212 | $685.0K | 0.01% | +22,600+490.0% | Added |
| Manufacturers Life Insurance Company, The | 26,992 | $679.9K | 0.00% | −6,185−18.6% | Reduced |
| Voya Investment Management LLC | 26,063 | $657.0K | 0.00% | +805+3.2% | Added |
| Schonfeld Strategic Advisors LLC | 26,000 | $655.0K | 0.01% | +26,000 | New |
| BNP Paribas Arbitrage, SA | 25,377 | $639.2K | 0.00% | −4,822−16.0% | Reduced |
| CWM Advisors, LLC | 24,951 | $629.0K | 0.07% | +5,840+30.6% | Added |
| Maryland State Retirement & Pension System | 24,464 | $616.0K | 0.02% | +353+1.5% | Added |
| Icon Advisers Inc | 24,000 | $605.0K | 0.10% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 22,834 | $575.0K | 0.01% | −500−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 21,900 | $552.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 21,700 | $547.0K | 0.15% | +21,700 | New |
| American Century Companies Inc | 21,556 | $543.0K | 0.00% | −128,152−85.6% | Reduced |
| State Board of Administration of Florida Retirement System | 21,287 | $536.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 20,853 | $525.0K | 0.00% | +1,576+8.2% | Added |
| Two Sigma Investments, LP | 20,731 | $522.0K | 0.00% | +20,731 | New |
| AlphaCrest Capital Management LLC | 20,222 | $509.0K | 0.03% | +12,589+164.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,299 | $486.0K | 0.11% | +19,299 | New |
| First Republic Investment Management, Inc. | 19,255 | $485.0K | 0.00% | −27,970−59.2% | Reduced |
| HSBC Holdings PLC | 19,032 | $480.0K | 0.00% | +6,873+56.5% | Added |
| Bank of Montreal | 17,831 | $472.0K | 0.00% | −482−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,432 | $464.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 17,867 | $450.0K | 0.00% | −390−2.1% | Reduced |
| Natixis | 17,022 | $429.0K | 0.00% | +17,022 | New |
| ExodusPoint Capital Management, LP | 16,939 | $427.0K | 0.01% | +16,939 | New |
| SummerHaven Investment Management, LLC | 16,832 | $424.0K | 0.24% | +752+4.7% | Added |
| Group One Trading, L.P. | 16,269 | $410.0K | 0.01% | +16,269 | New |
| Arizona State Retirement System | 16,091 | $405.0K | 0.00% | −80.0% | Reduced |
| Wellington Management Group LLP | 16,038 | $404.0K | 0.00% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 16,051 | $404.0K | 0.25% | +16,051 | New |
| Parametrica Management Ltd | 14,747 | $371.0K | 0.27% | +14,747 | New |
| ProShare Advisors LLC | 14,470 | $365.0K | 0.00% | −1,829−11.2% | Reduced |
| SEI Investments Co | 14,411 | $363.0K | 0.00% | +6,905+92.0% | Added |
| Truist Financial Corp | 13,821 | $348.0K | 0.00% | +2,685+24.1% | Added |
| Occudo Quantitative Strategies LP | 13,244 | $334.0K | 0.03% | +13,244 | New |
| O'Shaughnessy Asset Management, LLC | 13,189 | $332.0K | 0.01% | −6,471−32.9% | Reduced |
| FORA Capital, LLC | 12,469 | $330.0K | 0.06% | +12,469 | New |
| Kestra Private Wealth Services, LLC | 12,828 | $323.0K | 0.02% | −58−0.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,730 | $321.0K | 0.11% | +664+5.5% | Added |
| Teacher Retirement System of Texas | 12,346 | $311.0K | 0.00% | +822+7.1% | Added |
| STRS Ohio | 12,300 | $309.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,031 | $303.0K | 0.00% | −9,671−44.6% | Reduced |
| Koshinski Asset Management, Inc. | 11,357 | $286.1K | 0.02% | +4,404+63.3% | Added |
| CoreCap Advisors, LLC | 10,775 | $271.0K | 0.02% | +365+3.5% | Added |
| ClariVest Asset Management LLC | 10,539 | $266.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,510 | $265.0K | 0.00% | +40+0.4% | Added |
| Janus Henderson Group PLC | 10,501 | $264.0K | 0.00% | +10.0% | Added |
| Bellecapital International Ltd. | 10,217 | $257.0K | 0.08% | +1,902+22.9% | Added |
| State of Wisconsin Investment Board | 9,472 | $239.0K | 0.00% | +9,472 | New |
| Handelsbanken Fonder AB | 9,452 | $238.0K | 0.00% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 9,375 | $236.0K | 0.21% | +3,595+62.2% | Added |
| Advisor Group Holdings, Inc. | 6,467 | $226.0K | 0.00% | −2,375−26.9% | Reduced |
| Tributary Capital Management, LLC | 8,600 | $217.0K | 0.02% | −500−5.5% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $217.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,100 | $204.0K | 0.01% | −96−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,629 | $192.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,614 | $192.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7,500 | $189.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,049 | $178.0K | 0.00% | −1,039−12.8% | Reduced |
| DuPont Capital Management Corp | 6,878 | $173.0K | 0.01% | −609−8.1% | Reduced |
| The PNC Financial Services Group, Inc. | 6,565 | $166.0K | 0.00% | −386−5.6% | Reduced |
| UBS Group AG | 6,338 | $159.0K | 0.00% | −35,183−84.7% | Reduced |
| Captrust Financial Advisors | 5,732 | $144.0K | 0.00% | +2,007+53.9% | Added |
| Ameritas Investment Partners, Inc. | 5,170 | $130.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 5,050 | $127.0K | 0.01% | +3,539+234.2% | Added |
| Tower Research Capital LLC (TRC) | 4,416 | $111.0K | 0.00% | +3,643+471.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,378 | $110.0K | 0.00% | +441+11.2% | Added |
| Gladius Capital Management LP | 4,345 | $110.0K | 0.04% | +1,403+47.7% | Added |
| Metropolitan Life Insurance Co | 4,136 | $104.2K | 0.00% | −13,111−76.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,555 | $90.0K | 0.00% | +3,095+672.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,218 | $81.0K | 0.04% | +3,218 | New |
| Dark Forest Capital Management LP | 2,901 | $73.0K | 0.02% | +2,901 | New |
| US Bancorp | 2,732 | $68.0K | 0.00% | −22−0.8% | Reduced |
| Macquarie Group Ltd | 2,195 | $55.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,200 | $55.0K | 0.00% | +643+41.3% | Added |
| CWM, LLC | 2,077 | $52.0K | 0.00% | +166+8.7% | Added |
| Money Concepts Capital Corp | 1,415 | $36.0K | 0.00% | +1,415 | New |
| Clearstead Advisors, LLC | 1,400 | $35.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,292 | $32.5K | 0.00% | +1,292 | New |
| Sutton Wealth Advisors Inc. | 1,227 | $30.9K | 0.01% | +361+41.7% | Added |
| Wolff Wiese Magana LLC | 1,000 | $25.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 500 | $13.0K | 0.00% | +100+25.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 465 | $12.0K | 0.00% | −199−30.0% | Reduced |
| Quadrant Capital Group LLC | 461 | $12.0K | 0.00% | +390+549.3% | Added |
| AdvisorNet Financial, Inc | 432 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 400 | $10.1K | 0.00% | +400 | New |
| Zions Bancorporation, N.A. | 365 | $9.00K | 0.00% | +365 | New |
| Charter Oak Capital Management, LLC | 350 | $9.00K | 0.00% | +350 | New |
| Fieldpoint Private Securities, LLC | 300 | $8.00K | 0.00% | −917−75.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 315 | $8.00K | 0.00% | +2+0.6% | Added |
| Fifth Third Bancorp | 319 | $8.00K | 0.00% | +98+44.3% | Added |
| Rockefeller Capital Management L.P. | 278 | $7.00K | 0.00% | +40+16.8% | Added |
| TCI Wealth Advisors, Inc. | 197 | $5.00K | 0.00% | −297−60.1% | Reduced |