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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 511,984 | $9.96M | 0.05% | +123,086+31.6% | Added |
| Huber Capital Management LLC | 516,039 | $10.0M | 2.80% | +196,910+61.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 516,096 | $10.0M | 0.07% | −720,327−58.3% | Reduced |
| Citadel Advisors LLC | 518,920 | $10.1M | 0.01% | −78,687−13.2% | Reduced |
| D. E. Shaw & Co., Inc. | 538,307 | $10.5M | 0.02% | −137,140−20.3% | Reduced |
| Nuveen Asset Management, LLC | 570,893 | $11.1M | 0.00% | +261,506+84.5% | Added |
| Morgan Stanley | 571,256 | $11.1M | 0.00% | +44,821+8.5% | Added |
| Northern Trust Corp | 575,250 | $11.2M | 0.00% | −120,609−17.3% | Reduced |
| Charles Schwab Investment Management Inc | 599,588 | $11.7M | 0.00% | +22,936+4.0% | Added |
| Goldman Sachs Group Inc | 755,713 | $14.7M | 0.00% | +410,695+119.0% | Added |
| LSV Asset Management | 818,060 | $15.9M | 0.03% | +8,200+1.0% | Added |
| Bank of New York Mellon Corp | 821,447 | $16.0M | 0.00% | −77,177−8.6% | Reduced |
| Geode Capital Management, LLC | 973,230 | $18.9M | 0.00% | −166,060−14.6% | Reduced |
| Dimensional Fund Advisors LP | 1,168,654 | $22.7M | 0.01% | +948+0.1% | Added |
| Ieq Capital, LLC | 2,056,333 | $40.0M | 1.21% | +39,330+1.9% | Added |
| State Street Corp | 2,150,188 | $42.6M | 0.00% | −183,148−7.8% | Reduced |
| Engaged Capital LLC | 2,355,730 | $45.8M | 7.03% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,901,827 | $114.8M | 0.00% | −717,620−10.8% | Reduced |
| FMR LLC | 7,855,208 | $152.8M | 0.02% | +2,011,123+34.4% | Added |
| BlackRock Inc. | 8,281,514 | $161.1M | 0.01% | −1,258,283−13.2% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −342,345−100.0% | Sold out |
| Hawkeye Capital Management, LLC | 0 | $0 | 0.00% | −159,838−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −67,016−100.0% | Sold out |
| Mount Capital Ltd | 0 | $0 | 0.00% | −64,574−100.0% | Sold out |
| NFC Investments, LLC | 0 | $0 | 0.00% | −61,598−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −47,949−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −40,604−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −20,731−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −17,831−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −17,022−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −16,051−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −14,747−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −14,470−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,244−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −13,189−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,469−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −12,346−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −9,452−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −4,345−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −3,218−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |