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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 21,842 | $424.8K | 0.00% | −5,150−19.1% | Reduced |
| Ensign Peak Advisors, Inc | 21,900 | $426.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 22,086 | $430.0K | 0.00% | +11,576+110.1% | Added |
| Schonfeld Strategic Advisors LLC | 22,144 | $431.0K | 0.00% | −3,856−14.8% | Reduced |
| State of Wisconsin Investment Board | 22,233 | $432.0K | 0.00% | +12,761+134.7% | Added |
| State of Tennessee, Treasury Department | 22,401 | $436.0K | 0.00% | −13,484−37.6% | Reduced |
| Virtu Financial LLC | 22,404 | $436.0K | 0.04% | +22,404 | New |
| WBI Investments | 22,618 | $439.0K | 0.09% | +22,618 | New |
| Group One Trading, L.P. | 23,729 | $462.0K | 0.01% | +7,460+45.9% | Added |
| Amundi | 24,061 | $474.0K | 0.00% | +24,061 | New |
| Two Sigma Advisers, LP | 24,900 | $484.0K | 0.00% | −12,300−33.1% | Reduced |
| BNP Paribas Arbitrage, SA | 24,991 | $486.1K | 0.00% | −386−1.5% | Reduced |
| Russell Investments Group, Ltd. | 25,672 | $499.0K | 0.00% | −13,691−34.8% | Reduced |
| Amalgamated Bank | 25,762 | $501.0K | 0.00% | −4,626−15.2% | Reduced |
| Man Group plc | – | $511.0K | 0.00% | – | – |
| Allianz Asset Management GmbH | 26,819 | $522.0K | 0.00% | −7,630−22.1% | Reduced |
| Qube Research & Technologies Ltd | 27,333 | $532.0K | 0.00% | +121+0.4% | Added |
| MetLife Investment Management | 27,782 | $540.4K | 0.00% | −8,689−23.8% | Reduced |
| Zebra Capital Management LLC | 27,878 | $542.0K | 1.59% | −817−2.8% | Reduced |
| American International Group, Inc. | 28,819 | $561.0K | 0.00% | −8,538−22.9% | Reduced |
| Engineers Gate Manager LP | 29,681 | $577.0K | 0.02% | −39,407−57.0% | Reduced |
| Louisiana State Employees Retirement System | 26,000 | $584.0K | 0.02% | −3,400−11.6% | Reduced |
| Citigroup Inc | 31,767 | $618.0K | 0.00% | −24,819−43.9% | Reduced |
| Deutsche Bank AG | 32,743 | $637.0K | 0.00% | −10,974−25.1% | Reduced |
| TD Waterhouse Canada Inc. | 33,514 | $661.6K | 0.01% | +33,513+3,351,300.0% | Added |
| Trexquant Investment LP | 35,583 | $692.0K | 0.03% | −20,162−36.2% | Reduced |
| Natixis Advisors, L.P. | 35,675 | $694.0K | 0.00% | +3,339+10.3% | Added |
| Royce & Associates LP | 36,466 | $709.0K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 37,119 | $722.0K | 0.00% | −10,483−22.0% | Reduced |
| STRS Ohio | 37,700 | $733.0K | 0.00% | +25,400+206.5% | Added |
| Envestnet Asset Management Inc | 39,348 | $765.0K | 0.00% | −936−2.3% | Reduced |
| Texas Permanent School Fund | 39,590 | $770.0K | 0.01% | −3,288−7.7% | Reduced |
| State of Alaska, Department of Revenue | 40,666 | $790.0K | 0.01% | −1,400−3.3% | Reduced |
| Twinbeech Capital LP | 42,283 | $822.0K | 0.04% | +42,283 | New |
| Yousif Capital Management, LLC | 42,861 | $834.0K | 0.01% | −9,840−18.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 43,790 | $852.0K | 0.05% | +8,668+24.7% | Added |
| Range Financial Group LLC | 44,279 | $861.0K | 0.63% | +44,279 | New |
| Kendall Capital Management | 47,655 | $927.0K | 0.51% | +11,190+30.7% | Added |
| Barclays PLC | 48,074 | $935.0K | 0.00% | −16,233−25.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,062 | $954.0K | 0.01% | −3,078−5.9% | Reduced |
| Price T Rowe Associates Inc | 49,777 | $968.0K | 0.00% | +39+0.1% | Added |
| Thrivent Financial for Lutherans | 52,876 | $1.03M | 0.00% | +3,640+7.4% | Added |
| Comerica Bank | 45,800 | $1.03M | 0.01% | −5,230−10.2% | Reduced |
| KBC Group NV | 53,289 | $1.04M | 0.01% | +192+0.4% | Added |
| Great West Life Assurance Co | 54,871 | $1.07M | 0.00% | +86+0.2% | Added |
| Federated Hermes, Inc. | 54,862 | $1.07M | 0.00% | +54,862 | New |
| Jump Financial, LLC | 55,800 | $1.09M | 0.05% | −1,131−2.0% | Reduced |
| 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 |
| Ergoteles LLC | 57,288 | $1.11M | 0.03% | +57,288 | New |
| Holocene Advisors, LP | 59,402 | $1.16M | 0.01% | +12,081+25.5% | Added |
| Royal Bank of Canada | 60,124 | $1.17M | 0.00% | −5,369−8.2% | Reduced |
| Algert Global LLC | 62,152 | $1.21M | 0.09% | −8,418−11.9% | Reduced |
| Caption Management, LLC | 63,200 | $1.23M | 0.11% | +63,200 | New |
| Wells Fargo & Company | 66,873 | $1.30M | 0.00% | −30,773−31.5% | Reduced |
| Raymond James & Associates | 67,436 | $1.31M | 0.00% | −186,499−73.4% | Reduced |
| UBS Asset Management Americas Inc | 73,180 | $1.42M | 0.00% | −9,564−11.6% | Reduced |
| UBS Group AG | 74,576 | $1.45M | 0.00% | +68,238+1,076.6% | Added |
| California State Teachers Retirement System | 76,254 | $1.48M | 0.00% | −2,746−3.5% | Reduced |
| Addison Capital Co | 81,388 | $1.58M | 0.93% | −23,697−22.6% | Reduced |
| AlphaCrest Capital Management LLC | 82,062 | $1.60M | 0.08% | +61,840+305.8% | Added |
| New York State Teachers Retirement System | 83,138 | $1.62M | 0.00% | −7,186−8.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 83,443 | $1.62M | 0.00% | −14,916−15.2% | Reduced |
| EMG Holdings, L.P. | 83,982 | $1.63M | 0.73% | −13,000−13.4% | Reduced |
| Alliancebernstein L.P. | 88,838 | $1.73M | 0.00% | −5,408−5.7% | Reduced |
| First National Bank of Omaha | 98,662 | $1.92M | 0.12% | −9,871−9.1% | Reduced |
| Public Sector Pension Investment Board | 99,629 | $1.94M | 0.02% | −13,252−11.7% | Reduced |
| California Public Employees Retirement System | 100,627 | $1.96M | 0.00% | +484+0.5% | Added |
| Clark Estates Inc | 103,000 | $2.00M | 0.35% | 00.0% | Unchanged |
| Jane Street Group, LLC | 117,204 | $2.28M | 0.00% | +68,209+139.2% | Added |
| Jackson Hole Capital Partners, LLC | 118,423 | $2.30M | 0.72% | −1,389−1.2% | Reduced |
| Duality Advisers, LP | 121,944 | $2.37M | 0.23% | +121,944 | New |
| Renaissance Technologies LLC | 122,899 | $2.39M | 0.00% | −421,600−77.4% | Reduced |
| Rhumbline Advisers | 141,962 | $2.76M | 0.00% | −18,680−11.6% | Reduced |
| HRT Financial LP | 146,383 | $2.85M | 0.03% | +146,383 | New |
| Swiss National Bank | 148,000 | $2.88M | 0.00% | +7,300+5.2% | Added |
| Advisors Asset Management, Inc. | 149,525 | $2.91M | 0.05% | +149,525 | New |
| First Trust Advisors LP | 150,046 | $2.92M | 0.00% | +90,616+152.5% | Added |
| Legal & General Group Plc | 158,243 | $3.08M | 0.00% | −17,413−9.9% | Reduced |
| Carolina Wealth Advisors, LLC | 182,503 | $3.55M | 2.35% | +71,612+64.6% | Added |
| American Century Companies Inc | 184,860 | $3.60M | 0.00% | +163,304+757.6% | Added |
| Gratia Capital, LLC | 186,774 | $3.63M | 7.00% | +17,198+10.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 206,000 | $4.01M | 2.72% | +72,000+53.7% | Added |
| Cubist Systematic Strategies, LLC | 207,483 | $4.04M | 0.03% | +126,227+155.3% | Added |
| Bank of America Corp | 220,293 | $4.28M | 0.00% | −63,007−22.2% | Reduced |
| Marshall Wace, LLP | 275,994 | $5.37M | 0.01% | +101,949+58.6% | Added |
| Ameriprise Financial Inc | 279,107 | $5.43M | 0.00% | −22,914−7.6% | Reduced |
| Canada Pension Plan Investment Board | 282,200 | $5.49M | 0.01% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 283,710 | $5.52M | 0.02% | +3,800+1.4% | Added |
| JPMorgan Chase & Co | 298,136 | $5.80M | 0.00% | −117,719−28.3% | Reduced |
| Alyeska Investment Group, L.P. | 300,567 | $5.85M | 0.07% | +144,638+92.8% | Added |
| Victory Capital Management Inc | 325,792 | $6.34M | 0.01% | +55,462+20.5% | Added |
| Principal Financial Group Inc | 337,345 | $6.56M | 0.00% | −108,133−24.3% | Reduced |
| Invesco Ltd. | 337,538 | $6.57M | 0.00% | −86,152−20.3% | Reduced |
| Loomis Sayles & Co L P | 353,182 | $6.87M | 0.01% | −1,453−0.4% | Reduced |
| Kennedy Capital Management, Inc. | 355,455 | $6.91M | 0.19% | +1,019+0.3% | Added |
| Squarepoint Ops LLC | 382,984 | $7.45M | 0.07% | +96,695+33.8% | Added |
| Bahl & Gaynor Inc | 387,816 | $7.54M | 0.05% | +134,780+53.3% | Added |
| Millennium Management LLC | 401,283 | $7.80M | 0.01% | −682,600−63.0% | Reduced |
| Norges Bank | 480,421 | $9.34M | 0.00% | −156,533−24.6% | Reduced |