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, Q4 2022
Institutional positions in Upbound Group, Inc. as of Dec 31, 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
- 206
- −9 vs. Q3 2022
- Shares held
- 49.2M
- +1.63M (+3.4%) vs. Q3 2022
- Total value
- $1.11B
- +$276.0M (+33.1%) vs. Q3 2022
- New holders
- 35
- 62 more added
- Sold out
- 44
- 83 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 8,350,505 | $188.3M | 0.02% | −450,311−5.1% | Reduced |
| BlackRock Inc. | 7,960,653 | $179.5M | 0.01% | −158,407−2.0% | Reduced |
| Vanguard Group Inc | 5,764,570 | $130.0M | 0.00% | −203,985−3.4% | Reduced |
| Engaged Capital LLC | 3,604,216 | $81.3M | 13.74% | +1,039,672+40.5% | Added |
| State Street Corp | 2,195,297 | $50.2M | 0.00% | +86,608+4.1% | Added |
| Ieq Capital, LLC | 1,990,089 | $44.9M | 1.26% | −190.0% | Reduced |
| Dimensional Fund Advisors LP | 1,451,173 | $32.7M | 0.01% | +215,377+17.4% | Added |
| Geode Capital Management, LLC | 961,768 | $21.7M | 0.00% | −1,605−0.2% | Reduced |
| LSV Asset Management | 941,130 | $21.2M | 0.05% | +71,270+8.2% | Added |
| Bank of New York Mellon Corp | 924,462 | $20.8M | 0.00% | +101,490+12.3% | Added |
| Charles Schwab Investment Management Inc | 743,923 | $16.8M | 0.01% | +64,798+9.5% | Added |
| Northern Trust Corp | 561,811 | $12.7M | 0.00% | −10,582−1.8% | Reduced |
| Huber Capital Management LLC | 530,864 | $12.0M | 3.02% | +23,829+4.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 515,249 | $11.6M | 0.07% | −920−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 512,229 | $11.6M | 0.02% | +512,229 | New |
| Norges Bank | 480,421 | $10.8M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 461,373 | $10.4M | 0.01% | +204,450+79.6% | Added |
| Alyeska Investment Group, L.P. | 446,393 | $10.1M | 0.10% | +446,393 | New |
| Invesco Ltd. | 436,546 | $9.84M | 0.00% | +123,706+39.5% | Added |
| JPMorgan Chase & Co | 428,725 | $9.67M | 0.00% | +103,539+31.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 425,276 | $9.59M | 3.06% | +425,276 | New |
| Hotchkis & Wiley Capital Management LLC | 414,370 | $9.34M | 0.04% | −10,150−2.4% | Reduced |
| Morgan Stanley | 410,693 | $9.26M | 0.00% | −193,063−32.0% | Reduced |
| Goldman Sachs Group Inc | 391,200 | $8.82M | 0.00% | +54,405+16.2% | Added |
| Federated Hermes, Inc. | 374,039 | $8.43M | 0.02% | +185,688+98.6% | Added |
| Victory Capital Management Inc | 314,590 | $7.09M | 0.01% | −6,615−2.1% | Reduced |
| Principal Financial Group Inc | 308,835 | $6.96M | 0.01% | −21,436−6.5% | Reduced |
| Kettle Hill Capital Management, LLC | 282,524 | $6.37M | 1.25% | +282,524 | New |
| D. E. Shaw & Co., Inc. | 281,728 | $6.35M | 0.01% | −706−0.2% | Reduced |
| Citadel Advisors LLC | 265,591 | $5.99M | 0.01% | +231,590+681.1% | Added |
| Ameriprise Financial Inc | 250,570 | $5.65M | 0.00% | −43,667−14.8% | Reduced |
| Voloridge Investment Management, LLC | 238,915 | $5.39M | 0.03% | −80,820−25.3% | Reduced |
| Nuveen Asset Management, LLC | 210,041 | $4.74M | 0.00% | −192,734−47.9% | Reduced |
| Bank of America Corp | 199,460 | $4.50M | 0.00% | +19,658+10.9% | Added |
| Carolina Wealth Advisors, LLC | 181,859 | $4.10M | 2.58% | −2,826−1.5% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 159,300 | $3.59M | 2.78% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 158,212 | $3.57M | 0.00% | −60,200−27.6% | Reduced |
| Bragg Financial Advisors, Inc | 154,047 | $3.47M | 0.21% | +4,047+2.7% | Added |
| Legal & General Group Plc | 149,671 | $3.38M | 0.00% | −5,441−3.5% | Reduced |
| Rhumbline Advisers | 149,342 | $3.37M | 0.00% | +2,581+1.8% | Added |
| Fisher Asset Management, LLC | 144,023 | $3.25M | 0.00% | +96,056+200.3% | Added |
| Advisors Asset Management, Inc. | 141,384 | $3.19M | 0.07% | −14,005−9.0% | Reduced |
| Swiss National Bank | 135,800 | $3.06M | 0.00% | +2,600+2.0% | Added |
| Kennedy Capital Management, Inc. | 135,285 | $3.05M | 0.09% | −1,181−0.9% | Reduced |
| Redwood Investment Management, LLC | 128,566 | $2.90M | 0.38% | +128,566 | New |
| UBS Group AG | 117,152 | $2.64M | 0.00% | +46,259+65.3% | Added |
| Millennium Management LLC | 110,691 | $2.50M | 0.00% | −27,167−19.7% | Reduced |
| First Trust Advisors LP | 110,656 | $2.50M | 0.00% | −39,030−26.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 102,223 | $2.31M | 0.00% | −7,588−6.9% | Reduced |
| Barclays PLC | 100,464 | $2.27M | 0.00% | +56,045+126.2% | Added |
| Squarepoint Ops LLC | 96,605 | $2.18M | 0.02% | +59,321+159.1% | Added |
| HRT Financial LP | 96,455 | $2.17M | 0.03% | +96,455 | New |
| Public Sector Pension Investment Board | 91,152 | $2.06M | 0.02% | −6,509−6.7% | Reduced |
| Alliancebernstein L.P. | 88,300 | $1.99M | 0.00% | −528−0.6% | Reduced |
| First National Bank of Omaha | 87,184 | $1.97M | 0.12% | −11,499−11.7% | Reduced |
| BNP Paribas Arbitrage, SA | 84,287 | $1.90M | 0.00% | +21,557+34.4% | Added |
| New York State Teachers Retirement System | 81,761 | $1.84M | 0.00% | −1,377−1.7% | Reduced |
| AQR Capital Management LLC | 81,377 | $1.84M | 0.00% | +36,337+80.7% | Added |
| Bahl & Gaynor Inc | 80,204 | $1.81M | 0.01% | −147,791−64.8% | Reduced |
| Brandywine Global Investment Management, LLC | 77,083 | $1.74M | 0.01% | +77,083 | New |
| Trexquant Investment LP | 73,812 | $1.66M | 0.05% | +43,642+144.7% | Added |
| UBS Asset Management Americas Inc | 72,322 | $1.63M | 0.00% | +1,410+2.0% | Added |
| California State Teachers Retirement System | 68,883 | $1.55M | 0.00% | −428−0.6% | Reduced |
| Secure Asset Management, LLC | 65,808 | $1.48M | 0.53% | +46,146+234.7% | Added |
| Credit Suisse AG | 65,206 | $1.47M | 0.00% | +11,001+20.3% | Added |
| Jane Street Group, LLC | 64,382 | $1.45M | 0.00% | −5,630−8.0% | Reduced |
| Great West Life Assurance Co | 64,064 | $1.45M | 0.00% | −5,573−8.0% | Reduced |
| Ergoteles LLC | 60,326 | $1.36M | 0.05% | +60,326 | New |
| Raymond James & Associates | 58,551 | $1.32M | 0.00% | −6,204−9.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,621 | $1.21M | 0.01% | +5,077+10.5% | Added |
| Thrivent Financial for Lutherans | 51,393 | $1.16M | 0.00% | −3,682−6.7% | Reduced |
| Prudential Financial Inc | 50,950 | $1.15M | 0.00% | −3,554−6.5% | Reduced |
| Algert Global LLC | 50,158 | $1.13M | 0.06% | −12,645−20.1% | Reduced |
| Kendall Capital Management | 49,840 | $1.12M | 0.57% | −590−1.2% | Reduced |
| Price T Rowe Associates Inc | 48,810 | $1.10M | 0.00% | −1,772−3.5% | Reduced |
| SEI Investments Co | 44,715 | $1.01M | 0.00% | +27,315+157.0% | Added |
| HighTower Advisors, LLC | 40,879 | $921.0K | 0.00% | +40,879 | New |
| State of Tennessee, Treasury Department | 38,651 | $872.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 37,157 | $837.9K | 0.00% | −24,538−39.8% | Reduced |
| Qube Research & Technologies Ltd | 35,433 | $799.0K | 0.00% | +19,038+116.1% | Added |
| State of Alaska, Department of Revenue | 34,904 | $787.0K | 0.01% | −1,949−5.3% | Reduced |
| Citigroup Inc | 34,661 | $781.6K | 0.00% | +4,825+16.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 34,413 | $776.0K | 0.05% | −10,254−23.0% | Reduced |
| Susquehanna International Group, LLP | 33,695 | $759.8K | 0.00% | +15,165+81.8% | Added |
| Texas Permanent School Fund | 33,570 | $757.0K | 0.01% | −4,660−12.2% | Reduced |
| Comerica Bank | 29,600 | $731.0K | 0.01% | −11,255−27.5% | Reduced |
| STRS Ohio | 31,300 | $705.0K | 0.00% | −3,200−9.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,100 | $701.3K | 0.01% | +1,800+6.1% | Added |
| Yousif Capital Management, LLC | 30,484 | $687.4K | 0.01% | −11,105−26.7% | Reduced |
| SG Americas Securities, LLC | 29,604 | $668.0K | 0.01% | +29,604 | New |
| KBC Group NV | 29,393 | $663.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 29,272 | $660.1K | 0.00% | +2,189+8.1% | Added |
| Moloney Securities Asset Management, LLC | 28,524 | $643.2K | 0.14% | +28,524 | New |
| MetLife Investment Management | 27,782 | $626.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 27,600 | $622.4K | 0.00% | +3,600+15.0% | Added |
| American International Group, Inc. | 27,169 | $612.7K | 0.00% | −1,926−6.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $596.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 25,672 | $578.9K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 25,622 | $577.8K | 0.00% | +12,404+93.8% | Added |
| Inspire Advisors, LLC | 25,192 | $568.1K | 0.14% | +10,043+66.3% | Added |