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 |
|---|---|---|---|---|---|
| Norges Bank | 480,421 | $8.41M | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 507,035 | $8.88M | 2.49% | −9,004−1.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 516,169 | $9.04M | 0.07% | +730.0% | Added |
| Northern Trust Corp | 572,393 | $10.0M | 0.00% | −2,857−0.5% | Reduced |
| Morgan Stanley | 603,756 | $10.6M | 0.00% | +32,500+5.7% | Added |
| Charles Schwab Investment Management Inc | 679,125 | $11.9M | 0.00% | +79,537+13.3% | Added |
| Bank of New York Mellon Corp | 822,972 | $14.4M | 0.00% | +1,525+0.2% | Added |
| LSV Asset Management | 869,860 | $15.2M | 0.04% | +51,800+6.3% | Added |
| Geode Capital Management, LLC | 963,373 | $16.9M | 0.00% | −9,857−1.0% | Reduced |
| Dimensional Fund Advisors LP | 1,235,796 | $21.7M | 0.01% | +67,142+5.7% | Added |
| Ieq Capital, LLC | 1,990,108 | $34.8M | 0.96% | −66,225−3.2% | Reduced |
| State Street Corp | 2,108,689 | $36.9M | 0.00% | −41,499−1.9% | Reduced |
| Engaged Capital LLC | 2,564,544 | $44.9M | 8.88% | +208,814+8.9% | Added |
| Vanguard Group Inc | 5,968,555 | $104.5M | 0.00% | +66,728+1.1% | Added |
| BlackRock Inc. | 8,119,060 | $142.2M | 0.00% | −162,454−2.0% | Reduced |
| FMR LLC | 8,800,816 | $154.1M | 0.02% | +945,608+12.0% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −300,567−100.0% | Sold out |
| Gratia Capital, LLC | 0 | $0 | 0.00% | −186,774−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −146,383−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −121,944−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −100,627−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −83,982−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −57,288−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −35,675−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −33,514−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −27,878−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,404−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −21,809−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,755−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −16,832−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −16,244−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,554−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,423−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −13,567−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,115−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,103−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −6,569−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,897−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,732−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |