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, Q3 2022
Institutional positions in Upbound Group, Inc. as of Sep 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
- 216
- −3 vs. Q2 2022
- Shares held
- 47.5M
- −2.06M (−4.2%) vs. Q2 2022
- Total value
- $833.7M
- −$132.7M (−13.7%) vs. Q2 2022
- New holders
- 31
- 68 more added
- Sold out
- 34
- 86 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 8,800,816 | $154.1M | 0.02% | +945,608+12.0% | Added |
| BlackRock Inc. | 8,119,060 | $142.2M | 0.00% | −162,454−2.0% | Reduced |
| Vanguard Group Inc | 5,968,555 | $104.5M | 0.00% | +66,728+1.1% | Added |
| Engaged Capital LLC | 2,564,544 | $44.9M | 8.88% | +208,814+8.9% | Added |
| State Street Corp | 2,108,689 | $36.9M | 0.00% | −41,499−1.9% | Reduced |
| Ieq Capital, LLC | 1,990,108 | $34.8M | 0.96% | −66,225−3.2% | Reduced |
| Dimensional Fund Advisors LP | 1,235,796 | $21.7M | 0.01% | +67,142+5.7% | Added |
| Geode Capital Management, LLC | 963,373 | $16.9M | 0.00% | −9,857−1.0% | Reduced |
| LSV Asset Management | 869,860 | $15.2M | 0.04% | +51,800+6.3% | Added |
| Bank of New York Mellon Corp | 822,972 | $14.4M | 0.00% | +1,525+0.2% | Added |
| Charles Schwab Investment Management Inc | 679,125 | $11.9M | 0.00% | +79,537+13.3% | Added |
| Morgan Stanley | 603,756 | $10.6M | 0.00% | +32,500+5.7% | Added |
| Northern Trust Corp | 572,393 | $10.0M | 0.00% | −2,857−0.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 516,169 | $9.04M | 0.07% | +730.0% | Added |
| Huber Capital Management LLC | 507,035 | $8.88M | 2.49% | −9,004−1.7% | Reduced |
| Norges Bank | 480,421 | $8.41M | 0.00% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 424,520 | $7.43M | 0.03% | +140,810+49.6% | Added |
| Nuveen Asset Management, LLC | 402,775 | $7.05M | 0.00% | −168,118−29.4% | Reduced |
| Goldman Sachs Group Inc | 336,795 | $5.90M | 0.00% | −418,918−55.4% | Reduced |
| Principal Financial Group Inc | 330,271 | $5.78M | 0.00% | −7,074−2.1% | Reduced |
| JPMorgan Chase & Co | 325,186 | $5.69M | 0.00% | +27,050+9.1% | Added |
| Victory Capital Management Inc | 321,205 | $5.62M | 0.01% | −4,587−1.4% | Reduced |
| Voloridge Investment Management, LLC | 319,735 | $5.60M | 0.03% | −192,249−37.5% | Reduced |
| Marshall Wace, LLP | 318,218 | $5.57M | 0.01% | +42,224+15.3% | Added |
| Invesco Ltd. | 312,840 | $5.48M | 0.00% | −24,698−7.3% | Reduced |
| Ameriprise Financial Inc | 294,237 | $5.15M | 0.00% | +15,130+5.4% | Added |
| D. E. Shaw & Co., Inc. | 282,434 | $4.95M | 0.01% | −255,873−47.5% | Reduced |
| Canada Pension Plan Investment Board | 282,200 | $4.94M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 256,923 | $4.50M | 0.00% | +72,063+39.0% | Added |
| Bahl & Gaynor Inc | 227,995 | $3.99M | 0.03% | −159,821−41.2% | Reduced |
| Renaissance Technologies LLC | 218,412 | $3.82M | 0.01% | +95,513+77.7% | Added |
| Federated Hermes, Inc. | 188,351 | $3.30M | 0.01% | +133,489+243.3% | Added |
| Carolina Wealth Advisors, LLC | 184,685 | $3.23M | 2.54% | +2,182+1.2% | Added |
| Bank of America Corp | 179,802 | $3.15M | 0.00% | −40,491−18.4% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 159,300 | $2.79M | 1.97% | −46,700−22.7% | Reduced |
| Advisors Asset Management, Inc. | 155,389 | $2.72M | 0.06% | +5,864+3.9% | Added |
| Legal & General Group Plc | 155,112 | $2.72M | 0.00% | −3,131−2.0% | Reduced |
| Bragg Financial Advisors, Inc | 150,000 | $2.63M | 0.18% | +150,000 | New |
| First Trust Advisors LP | 149,686 | $2.62M | 0.00% | −360−0.2% | Reduced |
| Rhumbline Advisers | 146,761 | $2.57M | 0.00% | +4,799+3.4% | Added |
| Millennium Management LLC | 137,858 | $2.41M | 0.00% | −263,425−65.6% | Reduced |
| Kennedy Capital Management, Inc. | 136,466 | $2.39M | 0.07% | −218,989−61.6% | Reduced |
| Cubist Systematic Strategies, LLC | 136,214 | $2.38M | 0.02% | −71,269−34.3% | Reduced |
| Swiss National Bank | 133,200 | $2.33M | 0.00% | −14,800−10.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 113,572 | $1.99M | 0.61% | −4,851−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 109,811 | $1.92M | 0.00% | +26,368+31.6% | Added |
| Bank of Montreal | 67,471 | $1.86M | 0.00% | +67,471 | New |
| Clark Estates Inc | 103,000 | $1.80M | 0.40% | 00.0% | Unchanged |
| First National Bank of Omaha | 98,683 | $1.73M | 0.11% | +210.0% | Added |
| Public Sector Pension Investment Board | 97,661 | $1.71M | 0.01% | −1,968−2.0% | Reduced |
| Alliancebernstein L.P. | 88,828 | $1.55M | 0.00% | −100.0% | Reduced |
| New York State Teachers Retirement System | 83,138 | $1.46M | 0.00% | 00.0% | Unchanged |
| Addison Capital Co | 81,291 | $1.42M | 0.88% | −97−0.1% | Reduced |
| Wells Fargo & Company | 72,183 | $1.26M | 0.00% | +5,310+7.9% | Added |
| UBS Group AG | 70,893 | $1.24M | 0.00% | −3,683−4.9% | Reduced |
| UBS Asset Management Americas Inc | 70,912 | $1.24M | 0.00% | −2,268−3.1% | Reduced |
| Jane Street Group, LLC | 70,012 | $1.23M | 0.00% | −47,192−40.3% | Reduced |
| Great West Life Assurance Co | 69,637 | $1.22M | 0.00% | +14,766+26.9% | Added |
| Prudential Financial Inc | 54,504 | $1.22M | 0.00% | −1,351−2.4% | Reduced |
| California State Teachers Retirement System | 69,311 | $1.21M | 0.00% | −6,943−9.1% | Reduced |
| Raymond James & Associates | 64,755 | $1.13M | 0.00% | −2,681−4.0% | Reduced |
| Algert Global LLC | 62,803 | $1.10M | 0.07% | +651+1.0% | Added |
| BNP Paribas Arbitrage, SA | 62,730 | $1.10M | 0.00% | +37,739+151.0% | Added |
| Holocene Advisors, LP | 62,585 | $1.10M | 0.01% | +3,183+5.4% | Added |
| New York State Common Retirement Fund | 61,695 | $1.08M | 0.00% | +24,576+66.2% | Added |
| Boundary Creek Advisors LP | 60,000 | $1.05M | 0.31% | +60,000 | New |
| AlphaCrest Capital Management LLC | 55,319 | $969.0K | 0.06% | −26,743−32.6% | Reduced |
| Thrivent Financial for Lutherans | 55,075 | $964.0K | 0.00% | +2,199+4.2% | Added |
| Credit Suisse AG | 54,205 | $950.0K | 0.00% | −2,145−3.8% | Reduced |
| Price T Rowe Associates Inc | 50,582 | $886.0K | 0.00% | +805+1.6% | Added |
| Kendall Capital Management | 50,430 | $883.0K | 0.51% | +2,775+5.8% | Added |
| Quadrature Capital Ltd | 50,010 | $875.0K | 0.03% | +50,010 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,544 | $850.0K | 0.01% | −518−1.1% | Reduced |
| Twinbeech Capital LP | 48,561 | $850.0K | 0.02% | +6,278+14.8% | Added |
| Fisher Asset Management, LLC | 47,967 | $840.0K | 0.00% | +47,967 | New |
| Jump Financial, LLC | 47,220 | $826.0K | 0.03% | −8,580−15.4% | Reduced |
| Range Financial Group LLC | 45,687 | $800.0K | 0.62% | +1,408+3.2% | Added |
| AQR Capital Management LLC | 45,040 | $789.0K | 0.00% | +25,787+133.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 44,667 | $782.0K | 0.05% | +877+2.0% | Added |
| Barclays PLC | 44,419 | $778.0K | 0.00% | −3,655−7.6% | Reduced |
| Comerica Bank | 40,855 | $744.0K | 0.01% | −4,945−10.8% | Reduced |
| Yousif Capital Management, LLC | 41,589 | $728.0K | 0.01% | −1,272−3.0% | Reduced |
| State of Tennessee, Treasury Department | 38,651 | $676.0K | 0.00% | +16,250+72.5% | Added |
| Texas Permanent School Fund | 38,230 | $669.0K | 0.01% | −1,360−3.4% | Reduced |
| Royal Bank of Canada | 37,564 | $658.0K | 0.00% | −22,560−37.5% | Reduced |
| Squarepoint Ops LLC | 37,284 | $653.0K | 0.01% | −345,700−90.3% | Reduced |
| State of Alaska, Department of Revenue | 36,853 | $645.0K | 0.01% | −3,813−9.4% | Reduced |
| Royce & Associates LP | 36,466 | $639.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 35,465 | $621.0K | 0.08% | +35,465 | New |
| Boulder Hill Capital Management LP | 34,700 | $608.0K | 0.46% | +34,700 | New |
| STRS Ohio | 34,500 | $604.0K | 0.00% | −3,200−8.5% | Reduced |
| Caption Management, LLC | 34,102 | $597.0K | 0.10% | −29,098−46.0% | Reduced |
| Citadel Advisors LLC | 34,001 | $595.0K | 0.00% | −484,919−93.4% | Reduced |
| Trexquant Investment LP | 30,170 | $528.0K | 0.02% | −5,413−15.2% | Reduced |
| Citigroup Inc | 29,836 | $522.0K | 0.00% | −1,931−6.1% | Reduced |
| KBC Group NV | 29,393 | $515.0K | 0.00% | −23,896−44.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 29,300 | $513.0K | 0.00% | +7,156+32.3% | Added |
| American International Group, Inc. | 29,095 | $509.0K | 0.00% | +276+1.0% | Added |
| Loomis Sayles & Co L P | 28,821 | $505.0K | 0.00% | −324,361−91.8% | Reduced |
| Wolverine Trading, LLC | 22,164 | $495.0K | 0.02% | +22,164 | New |