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, Q2 2022
Institutional positions in Upbound Group, Inc. as of Jun 30, 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
- 220
- 0 vs. Q1 2022
- Shares held
- 49.6M
- −1.80M (−3.5%) vs. Q1 2022
- Total value
- $966.4M
- −$328.8M (−25.4%) vs. Q1 2022
- New holders
- 29
- 66 more added
- Sold out
- 29
- 98 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,281,514 | $161.1M | 0.01% | −1,258,283−13.2% | Reduced |
| FMR LLC | 7,855,208 | $152.8M | 0.02% | +2,011,123+34.4% | Added |
| Vanguard Group Inc | 5,901,827 | $114.8M | 0.00% | −717,620−10.8% | Reduced |
| Engaged Capital LLC | 2,355,730 | $45.8M | 7.03% | 00.0% | Unchanged |
| State Street Corp | 2,150,188 | $42.6M | 0.00% | −183,148−7.8% | Reduced |
| Ieq Capital, LLC | 2,056,333 | $40.0M | 1.21% | +39,330+1.9% | Added |
| Dimensional Fund Advisors LP | 1,168,654 | $22.7M | 0.01% | +948+0.1% | Added |
| Geode Capital Management, LLC | 973,230 | $18.9M | 0.00% | −166,060−14.6% | Reduced |
| Bank of New York Mellon Corp | 821,447 | $16.0M | 0.00% | −77,177−8.6% | Reduced |
| LSV Asset Management | 818,060 | $15.9M | 0.03% | +8,200+1.0% | Added |
| Goldman Sachs Group Inc | 755,713 | $14.7M | 0.00% | +410,695+119.0% | Added |
| Charles Schwab Investment Management Inc | 599,588 | $11.7M | 0.00% | +22,936+4.0% | Added |
| Northern Trust Corp | 575,250 | $11.2M | 0.00% | −120,609−17.3% | Reduced |
| Morgan Stanley | 571,256 | $11.1M | 0.00% | +44,821+8.5% | Added |
| Nuveen Asset Management, LLC | 570,893 | $11.1M | 0.00% | +261,506+84.5% | Added |
| D. E. Shaw & Co., Inc. | 538,307 | $10.5M | 0.02% | −137,140−20.3% | Reduced |
| Citadel Advisors LLC | 518,920 | $10.1M | 0.01% | −78,687−13.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 516,096 | $10.0M | 0.07% | −720,327−58.3% | Reduced |
| Huber Capital Management LLC | 516,039 | $10.0M | 2.80% | +196,910+61.7% | Added |
| Voloridge Investment Management, LLC | 511,984 | $9.96M | 0.05% | +123,086+31.6% | Added |
| Norges Bank | 480,421 | $9.34M | 0.00% | −156,533−24.6% | Reduced |
| Millennium Management LLC | 401,283 | $7.80M | 0.01% | −682,600−63.0% | Reduced |
| Bahl & Gaynor Inc | 387,816 | $7.54M | 0.05% | +134,780+53.3% | Added |
| Squarepoint Ops LLC | 382,984 | $7.45M | 0.07% | +96,695+33.8% | Added |
| Kennedy Capital Management, Inc. | 355,455 | $6.91M | 0.19% | +1,019+0.3% | Added |
| Loomis Sayles & Co L P | 353,182 | $6.87M | 0.01% | −1,453−0.4% | Reduced |
| Invesco Ltd. | 337,538 | $6.57M | 0.00% | −86,152−20.3% | Reduced |
| Principal Financial Group Inc | 337,345 | $6.56M | 0.00% | −108,133−24.3% | Reduced |
| Victory Capital Management Inc | 325,792 | $6.34M | 0.01% | +55,462+20.5% | Added |
| Alyeska Investment Group, L.P. | 300,567 | $5.85M | 0.07% | +144,638+92.8% | Added |
| JPMorgan Chase & Co | 298,136 | $5.80M | 0.00% | −117,719−28.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 283,710 | $5.52M | 0.02% | +3,800+1.4% | Added |
| Canada Pension Plan Investment Board | 282,200 | $5.49M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 279,107 | $5.43M | 0.00% | −22,914−7.6% | Reduced |
| Marshall Wace, LLP | 275,994 | $5.37M | 0.01% | +101,949+58.6% | Added |
| Bank of America Corp | 220,293 | $4.28M | 0.00% | −63,007−22.2% | Reduced |
| Cubist Systematic Strategies, LLC | 207,483 | $4.04M | 0.03% | +126,227+155.3% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 206,000 | $4.01M | 2.72% | +72,000+53.7% | Added |
| Gratia Capital, LLC | 186,774 | $3.63M | 7.00% | +17,198+10.1% | Added |
| American Century Companies Inc | 184,860 | $3.60M | 0.00% | +163,304+757.6% | Added |
| Carolina Wealth Advisors, LLC | 182,503 | $3.55M | 2.35% | +71,612+64.6% | Added |
| Legal & General Group Plc | 158,243 | $3.08M | 0.00% | −17,413−9.9% | Reduced |
| First Trust Advisors LP | 150,046 | $2.92M | 0.00% | +90,616+152.5% | Added |
| Advisors Asset Management, Inc. | 149,525 | $2.91M | 0.05% | +149,525 | New |
| Swiss National Bank | 148,000 | $2.88M | 0.00% | +7,300+5.2% | Added |
| HRT Financial LP | 146,383 | $2.85M | 0.03% | +146,383 | New |
| Rhumbline Advisers | 141,962 | $2.76M | 0.00% | −18,680−11.6% | Reduced |
| Renaissance Technologies LLC | 122,899 | $2.39M | 0.00% | −421,600−77.4% | Reduced |
| Duality Advisers, LP | 121,944 | $2.37M | 0.23% | +121,944 | New |
| Jackson Hole Capital Partners, LLC | 118,423 | $2.30M | 0.72% | −1,389−1.2% | Reduced |
| Jane Street Group, LLC | 117,204 | $2.28M | 0.00% | +68,209+139.2% | Added |
| Clark Estates Inc | 103,000 | $2.00M | 0.35% | 00.0% | Unchanged |
| California Public Employees Retirement System | 100,627 | $1.96M | 0.00% | +484+0.5% | Added |
| Public Sector Pension Investment Board | 99,629 | $1.94M | 0.02% | −13,252−11.7% | Reduced |
| First National Bank of Omaha | 98,662 | $1.92M | 0.12% | −9,871−9.1% | Reduced |
| Alliancebernstein L.P. | 88,838 | $1.73M | 0.00% | −5,408−5.7% | Reduced |
| EMG Holdings, L.P. | 83,982 | $1.63M | 0.73% | −13,000−13.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 83,443 | $1.62M | 0.00% | −14,916−15.2% | Reduced |
| New York State Teachers Retirement System | 83,138 | $1.62M | 0.00% | −7,186−8.0% | Reduced |
| AlphaCrest Capital Management LLC | 82,062 | $1.60M | 0.08% | +61,840+305.8% | Added |
| Addison Capital Co | 81,388 | $1.58M | 0.93% | −23,697−22.6% | Reduced |
| California State Teachers Retirement System | 76,254 | $1.48M | 0.00% | −2,746−3.5% | Reduced |
| UBS Group AG | 74,576 | $1.45M | 0.00% | +68,238+1,076.6% | Added |
| UBS Asset Management Americas Inc | 73,180 | $1.42M | 0.00% | −9,564−11.6% | Reduced |
| Raymond James & Associates | 67,436 | $1.31M | 0.00% | −186,499−73.4% | Reduced |
| Wells Fargo & Company | 66,873 | $1.30M | 0.00% | −30,773−31.5% | Reduced |
| Caption Management, LLC | 63,200 | $1.23M | 0.11% | +63,200 | New |
| Algert Global LLC | 62,152 | $1.21M | 0.09% | −8,418−11.9% | Reduced |
| Royal Bank of Canada | 60,124 | $1.17M | 0.00% | −5,369−8.2% | Reduced |
| Holocene Advisors, LP | 59,402 | $1.16M | 0.01% | +12,081+25.5% | Added |
| Ergoteles LLC | 57,288 | $1.11M | 0.03% | +57,288 | New |
| Prudential Financial Inc | 55,855 | $1.10M | 0.00% | −8,285−12.9% | Reduced |
| Credit Suisse AG | 56,350 | $1.10M | 0.00% | −2,910−4.9% | Reduced |
| Jump Financial, LLC | 55,800 | $1.09M | 0.05% | −1,131−2.0% | Reduced |
| Federated Hermes, Inc. | 54,862 | $1.07M | 0.00% | +54,862 | New |
| Great West Life Assurance Co | 54,871 | $1.07M | 0.00% | +86+0.2% | Added |
| KBC Group NV | 53,289 | $1.04M | 0.01% | +192+0.4% | Added |
| Comerica Bank | 45,800 | $1.03M | 0.01% | −5,230−10.2% | Reduced |
| Thrivent Financial for Lutherans | 52,876 | $1.03M | 0.00% | +3,640+7.4% | Added |
| Price T Rowe Associates Inc | 49,777 | $968.0K | 0.00% | +39+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,062 | $954.0K | 0.01% | −3,078−5.9% | Reduced |
| Barclays PLC | 48,074 | $935.0K | 0.00% | −16,233−25.2% | Reduced |
| Kendall Capital Management | 47,655 | $927.0K | 0.51% | +11,190+30.7% | Added |
| Range Financial Group LLC | 44,279 | $861.0K | 0.63% | +44,279 | New |
| Hennion & Walsh Asset Management, Inc. | 43,790 | $852.0K | 0.05% | +8,668+24.7% | Added |
| Yousif Capital Management, LLC | 42,861 | $834.0K | 0.01% | −9,840−18.7% | Reduced |
| Twinbeech Capital LP | 42,283 | $822.0K | 0.04% | +42,283 | New |
| State of Alaska, Department of Revenue | 40,666 | $790.0K | 0.01% | −1,400−3.3% | Reduced |
| Texas Permanent School Fund | 39,590 | $770.0K | 0.01% | −3,288−7.7% | Reduced |
| Envestnet Asset Management Inc | 39,348 | $765.0K | 0.00% | −936−2.3% | Reduced |
| STRS Ohio | 37,700 | $733.0K | 0.00% | +25,400+206.5% | Added |
| New York State Common Retirement Fund | 37,119 | $722.0K | 0.00% | −10,483−22.0% | Reduced |
| Royce & Associates LP | 36,466 | $709.0K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 35,675 | $694.0K | 0.00% | +3,339+10.3% | Added |
| Trexquant Investment LP | 35,583 | $692.0K | 0.03% | −20,162−36.2% | Reduced |
| TD Waterhouse Canada Inc. | 33,514 | $661.6K | 0.01% | +33,513+3,351,300.0% | Added |
| Deutsche Bank AG | 32,743 | $637.0K | 0.00% | −10,974−25.1% | Reduced |
| Citigroup Inc | 31,767 | $618.0K | 0.00% | −24,819−43.9% | Reduced |
| Louisiana State Employees Retirement System | 26,000 | $584.0K | 0.02% | −3,400−11.6% | Reduced |
| Engineers Gate Manager LP | 29,681 | $577.0K | 0.02% | −39,407−57.0% | Reduced |