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 |
|---|---|---|---|---|---|
| Secure Asset Management, LLC | 19,662 | $344.0K | 0.19% | +4,102+26.4% | Added |
| State of Wisconsin Investment Board | 19,874 | $348.0K | 0.00% | −2,359−10.6% | Reduced |
| Amundi | 17,507 | $351.0K | 0.00% | −6,554−27.2% | Reduced |
| State Board of Administration of Florida Retirement System | 21,287 | $373.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 21,442 | $375.4K | 0.00% | −400−1.8% | Reduced |
| WBI Investments | 23,929 | $418.0K | 0.12% | +1,311+5.8% | Added |
| Two Sigma Advisers, LP | 24,000 | $420.0K | 0.00% | −900−3.6% | Reduced |
| Aigen Investment Management, LP | 24,100 | $422.0K | 0.06% | +24,100 | New |
| Louisiana State Employees Retirement System | 25,500 | $447.0K | 0.01% | −500−1.9% | Reduced |
| Russell Investments Group, Ltd. | 25,672 | $449.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 25,821 | $452.0K | 0.00% | +59+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $463.0K | 0.00% | +6,800+34.6% | Added |
| Deutsche Bank AG | 27,083 | $474.0K | 0.00% | −5,660−17.3% | Reduced |
| Envestnet Asset Management Inc | 27,458 | $481.0K | 0.00% | −11,890−30.2% | Reduced |
| MetLife Investment Management | 27,782 | $486.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 27,983 | $490.0K | 0.00% | +7,610+37.4% | Added |
| Wolverine Trading, LLC | 22,164 | $495.0K | 0.02% | +22,164 | New |
| Loomis Sayles & Co L P | 28,821 | $505.0K | 0.00% | −324,361−91.8% | Reduced |
| American International Group, Inc. | 29,095 | $509.0K | 0.00% | +276+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 29,300 | $513.0K | 0.00% | +7,156+32.3% | Added |
| KBC Group NV | 29,393 | $515.0K | 0.00% | −23,896−44.8% | Reduced |
| Citigroup Inc | 29,836 | $522.0K | 0.00% | −1,931−6.1% | Reduced |
| Trexquant Investment LP | 30,170 | $528.0K | 0.02% | −5,413−15.2% | Reduced |
| Citadel Advisors LLC | 34,001 | $595.0K | 0.00% | −484,919−93.4% | Reduced |
| Caption Management, LLC | 34,102 | $597.0K | 0.10% | −29,098−46.0% | Reduced |
| STRS Ohio | 34,500 | $604.0K | 0.00% | −3,200−8.5% | Reduced |
| Boulder Hill Capital Management LP | 34,700 | $608.0K | 0.46% | +34,700 | New |
| Gsa Capital Partners LLP | 35,465 | $621.0K | 0.08% | +35,465 | New |
| Royce & Associates LP | 36,466 | $639.0K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 36,853 | $645.0K | 0.01% | −3,813−9.4% | Reduced |
| Squarepoint Ops LLC | 37,284 | $653.0K | 0.01% | −345,700−90.3% | Reduced |
| Royal Bank of Canada | 37,564 | $658.0K | 0.00% | −22,560−37.5% | Reduced |
| Texas Permanent School Fund | 38,230 | $669.0K | 0.01% | −1,360−3.4% | Reduced |
| State of Tennessee, Treasury Department | 38,651 | $676.0K | 0.00% | +16,250+72.5% | Added |
| Yousif Capital Management, LLC | 41,589 | $728.0K | 0.01% | −1,272−3.0% | Reduced |
| Comerica Bank | 40,855 | $744.0K | 0.01% | −4,945−10.8% | Reduced |
| Barclays PLC | 44,419 | $778.0K | 0.00% | −3,655−7.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 44,667 | $782.0K | 0.05% | +877+2.0% | Added |
| AQR Capital Management LLC | 45,040 | $789.0K | 0.00% | +25,787+133.9% | Added |
| Range Financial Group LLC | 45,687 | $800.0K | 0.62% | +1,408+3.2% | Added |
| Jump Financial, LLC | 47,220 | $826.0K | 0.03% | −8,580−15.4% | Reduced |
| Fisher Asset Management, LLC | 47,967 | $840.0K | 0.00% | +47,967 | 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 |
| Quadrature Capital Ltd | 50,010 | $875.0K | 0.03% | +50,010 | New |
| Kendall Capital Management | 50,430 | $883.0K | 0.51% | +2,775+5.8% | Added |
| Price T Rowe Associates Inc | 50,582 | $886.0K | 0.00% | +805+1.6% | Added |
| Credit Suisse AG | 54,205 | $950.0K | 0.00% | −2,145−3.8% | Reduced |
| Thrivent Financial for Lutherans | 55,075 | $964.0K | 0.00% | +2,199+4.2% | Added |
| AlphaCrest Capital Management LLC | 55,319 | $969.0K | 0.06% | −26,743−32.6% | Reduced |
| Boundary Creek Advisors LP | 60,000 | $1.05M | 0.31% | +60,000 | New |
| New York State Common Retirement Fund | 61,695 | $1.08M | 0.00% | +24,576+66.2% | Added |
| Holocene Advisors, LP | 62,585 | $1.10M | 0.01% | +3,183+5.4% | Added |
| BNP Paribas Arbitrage, SA | 62,730 | $1.10M | 0.00% | +37,739+151.0% | Added |
| Algert Global LLC | 62,803 | $1.10M | 0.07% | +651+1.0% | Added |
| Raymond James & Associates | 64,755 | $1.13M | 0.00% | −2,681−4.0% | Reduced |
| California State Teachers Retirement System | 69,311 | $1.21M | 0.00% | −6,943−9.1% | Reduced |
| Prudential Financial Inc | 54,504 | $1.22M | 0.00% | −1,351−2.4% | Reduced |
| Great West Life Assurance Co | 69,637 | $1.22M | 0.00% | +14,766+26.9% | Added |
| Jane Street Group, LLC | 70,012 | $1.23M | 0.00% | −47,192−40.3% | Reduced |
| UBS Asset Management Americas Inc | 70,912 | $1.24M | 0.00% | −2,268−3.1% | Reduced |
| UBS Group AG | 70,893 | $1.24M | 0.00% | −3,683−4.9% | Reduced |
| Wells Fargo & Company | 72,183 | $1.26M | 0.00% | +5,310+7.9% | Added |
| Addison Capital Co | 81,291 | $1.42M | 0.88% | −97−0.1% | Reduced |
| New York State Teachers Retirement System | 83,138 | $1.46M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 88,828 | $1.55M | 0.00% | −100.0% | Reduced |
| Public Sector Pension Investment Board | 97,661 | $1.71M | 0.01% | −1,968−2.0% | Reduced |
| First National Bank of Omaha | 98,683 | $1.73M | 0.11% | +210.0% | Added |
| Clark Estates Inc | 103,000 | $1.80M | 0.40% | 00.0% | Unchanged |
| Bank of Montreal | 67,471 | $1.86M | 0.00% | +67,471 | New |
| Raymond James Financial Services Advisors, Inc. | 109,811 | $1.92M | 0.00% | +26,368+31.6% | Added |
| Jackson Hole Capital Partners, LLC | 113,572 | $1.99M | 0.61% | −4,851−4.1% | Reduced |
| Swiss National Bank | 133,200 | $2.33M | 0.00% | −14,800−10.0% | Reduced |
| Cubist Systematic Strategies, LLC | 136,214 | $2.38M | 0.02% | −71,269−34.3% | Reduced |
| Kennedy Capital Management, Inc. | 136,466 | $2.39M | 0.07% | −218,989−61.6% | Reduced |
| Millennium Management LLC | 137,858 | $2.41M | 0.00% | −263,425−65.6% | Reduced |
| Rhumbline Advisers | 146,761 | $2.57M | 0.00% | +4,799+3.4% | Added |
| First Trust Advisors LP | 149,686 | $2.62M | 0.00% | −360−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 150,000 | $2.63M | 0.18% | +150,000 | New |
| Legal & General Group Plc | 155,112 | $2.72M | 0.00% | −3,131−2.0% | Reduced |
| Advisors Asset Management, Inc. | 155,389 | $2.72M | 0.06% | +5,864+3.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 159,300 | $2.79M | 1.97% | −46,700−22.7% | Reduced |
| Bank of America Corp | 179,802 | $3.15M | 0.00% | −40,491−18.4% | Reduced |
| Carolina Wealth Advisors, LLC | 184,685 | $3.23M | 2.54% | +2,182+1.2% | Added |
| Federated Hermes, Inc. | 188,351 | $3.30M | 0.01% | +133,489+243.3% | Added |
| Renaissance Technologies LLC | 218,412 | $3.82M | 0.01% | +95,513+77.7% | Added |
| Bahl & Gaynor Inc | 227,995 | $3.99M | 0.03% | −159,821−41.2% | Reduced |
| American Century Companies Inc | 256,923 | $4.50M | 0.00% | +72,063+39.0% | Added |
| Canada Pension Plan Investment Board | 282,200 | $4.94M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 282,434 | $4.95M | 0.01% | −255,873−47.5% | Reduced |
| Ameriprise Financial Inc | 294,237 | $5.15M | 0.00% | +15,130+5.4% | Added |
| Invesco Ltd. | 312,840 | $5.48M | 0.00% | −24,698−7.3% | Reduced |
| Marshall Wace, LLP | 318,218 | $5.57M | 0.01% | +42,224+15.3% | Added |
| Voloridge Investment Management, LLC | 319,735 | $5.60M | 0.03% | −192,249−37.5% | Reduced |
| Victory Capital Management Inc | 321,205 | $5.62M | 0.01% | −4,587−1.4% | Reduced |
| JPMorgan Chase & Co | 325,186 | $5.69M | 0.00% | +27,050+9.1% | Added |
| Principal Financial Group Inc | 330,271 | $5.78M | 0.00% | −7,074−2.1% | Reduced |
| Goldman Sachs Group Inc | 336,795 | $5.90M | 0.00% | −418,918−55.4% | Reduced |
| Nuveen Asset Management, LLC | 402,775 | $7.05M | 0.00% | −168,118−29.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 424,520 | $7.43M | 0.03% | +140,810+49.6% | Added |