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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 21,899 | $493.8K | 0.07% | +21,899 | New |
| Louisiana State Employees Retirement System | 23,800 | $537.0K | 0.01% | −1,700−6.7% | Reduced |
| Amalgamated Bank | 24,797 | $559.0K | 0.00% | −1,024−4.0% | Reduced |
| Voya Investment Management LLC | 24,812 | $559.5K | 0.00% | −3,171−11.3% | Reduced |
| Gallacher Capital Management LLC | 24,942 | $562.4K | 0.34% | +24,942 | New |
| Solas Capital Management, LLC | 24,960 | $562.8K | 0.34% | +24,960 | New |
| Inspire Advisors, LLC | 25,192 | $568.1K | 0.14% | +10,043+66.3% | Added |
| Man Group plc | 25,622 | $577.8K | 0.00% | +12,404+93.8% | Added |
| Russell Investments Group, Ltd. | 25,672 | $578.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $596.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 27,169 | $612.7K | 0.00% | −1,926−6.6% | Reduced |
| Two Sigma Advisers, LP | 27,600 | $622.4K | 0.00% | +3,600+15.0% | Added |
| MetLife Investment Management | 27,782 | $626.5K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 28,524 | $643.2K | 0.14% | +28,524 | New |
| Deutsche Bank AG | 29,272 | $660.1K | 0.00% | +2,189+8.1% | Added |
| KBC Group NV | 29,393 | $663.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 29,604 | $668.0K | 0.01% | +29,604 | New |
| Yousif Capital Management, LLC | 30,484 | $687.4K | 0.01% | −11,105−26.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,100 | $701.3K | 0.01% | +1,800+6.1% | Added |
| STRS Ohio | 31,300 | $705.0K | 0.00% | −3,200−9.3% | Reduced |
| Comerica Bank | 29,600 | $731.0K | 0.01% | −11,255−27.5% | Reduced |
| Texas Permanent School Fund | 33,570 | $757.0K | 0.01% | −4,660−12.2% | Reduced |
| Susquehanna International Group, LLP | 33,695 | $759.8K | 0.00% | +15,165+81.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 34,413 | $776.0K | 0.05% | −10,254−23.0% | Reduced |
| Citigroup Inc | 34,661 | $781.6K | 0.00% | +4,825+16.2% | Added |
| State of Alaska, Department of Revenue | 34,904 | $787.0K | 0.01% | −1,949−5.3% | Reduced |
| Qube Research & Technologies Ltd | 35,433 | $799.0K | 0.00% | +19,038+116.1% | Added |
| New York State Common Retirement Fund | 37,157 | $837.9K | 0.00% | −24,538−39.8% | Reduced |
| State of Tennessee, Treasury Department | 38,651 | $872.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 40,879 | $921.0K | 0.00% | +40,879 | New |
| SEI Investments Co | 44,715 | $1.01M | 0.00% | +27,315+157.0% | Added |
| Price T Rowe Associates Inc | 48,810 | $1.10M | 0.00% | −1,772−3.5% | Reduced |
| Kendall Capital Management | 49,840 | $1.12M | 0.57% | −590−1.2% | Reduced |
| Algert Global LLC | 50,158 | $1.13M | 0.06% | −12,645−20.1% | Reduced |
| Prudential Financial Inc | 50,950 | $1.15M | 0.00% | −3,554−6.5% | Reduced |
| Thrivent Financial for Lutherans | 51,393 | $1.16M | 0.00% | −3,682−6.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,621 | $1.21M | 0.01% | +5,077+10.5% | Added |
| Raymond James & Associates | 58,551 | $1.32M | 0.00% | −6,204−9.6% | Reduced |
| Ergoteles LLC | 60,326 | $1.36M | 0.05% | +60,326 | New |
| Great West Life Assurance Co | 64,064 | $1.45M | 0.00% | −5,573−8.0% | Reduced |
| Jane Street Group, LLC | 64,382 | $1.45M | 0.00% | −5,630−8.0% | Reduced |
| Credit Suisse AG | 65,206 | $1.47M | 0.00% | +11,001+20.3% | Added |
| Secure Asset Management, LLC | 65,808 | $1.48M | 0.53% | +46,146+234.7% | Added |
| California State Teachers Retirement System | 68,883 | $1.55M | 0.00% | −428−0.6% | Reduced |
| UBS Asset Management Americas Inc | 72,322 | $1.63M | 0.00% | +1,410+2.0% | Added |
| Trexquant Investment LP | 73,812 | $1.66M | 0.05% | +43,642+144.7% | Added |
| Brandywine Global Investment Management, LLC | 77,083 | $1.74M | 0.01% | +77,083 | New |
| Bahl & Gaynor Inc | 80,204 | $1.81M | 0.01% | −147,791−64.8% | Reduced |
| AQR Capital Management LLC | 81,377 | $1.84M | 0.00% | +36,337+80.7% | Added |
| New York State Teachers Retirement System | 81,761 | $1.84M | 0.00% | −1,377−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 84,287 | $1.90M | 0.00% | +21,557+34.4% | Added |
| First National Bank of Omaha | 87,184 | $1.97M | 0.12% | −11,499−11.7% | Reduced |
| Alliancebernstein L.P. | 88,300 | $1.99M | 0.00% | −528−0.6% | Reduced |
| Public Sector Pension Investment Board | 91,152 | $2.06M | 0.02% | −6,509−6.7% | Reduced |
| HRT Financial LP | 96,455 | $2.17M | 0.03% | +96,455 | New |
| Squarepoint Ops LLC | 96,605 | $2.18M | 0.02% | +59,321+159.1% | Added |
| Barclays PLC | 100,464 | $2.27M | 0.00% | +56,045+126.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 102,223 | $2.31M | 0.00% | −7,588−6.9% | Reduced |
| First Trust Advisors LP | 110,656 | $2.50M | 0.00% | −39,030−26.1% | Reduced |
| Millennium Management LLC | 110,691 | $2.50M | 0.00% | −27,167−19.7% | Reduced |
| UBS Group AG | 117,152 | $2.64M | 0.00% | +46,259+65.3% | Added |
| Redwood Investment Management, LLC | 128,566 | $2.90M | 0.38% | +128,566 | New |
| Kennedy Capital Management, Inc. | 135,285 | $3.05M | 0.09% | −1,181−0.9% | Reduced |
| Swiss National Bank | 135,800 | $3.06M | 0.00% | +2,600+2.0% | Added |
| Advisors Asset Management, Inc. | 141,384 | $3.19M | 0.07% | −14,005−9.0% | Reduced |
| Fisher Asset Management, LLC | 144,023 | $3.25M | 0.00% | +96,056+200.3% | Added |
| Rhumbline Advisers | 149,342 | $3.37M | 0.00% | +2,581+1.8% | Added |
| Legal & General Group Plc | 149,671 | $3.38M | 0.00% | −5,441−3.5% | Reduced |
| Bragg Financial Advisors, Inc | 154,047 | $3.47M | 0.21% | +4,047+2.7% | Added |
| Renaissance Technologies LLC | 158,212 | $3.57M | 0.00% | −60,200−27.6% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 159,300 | $3.59M | 2.78% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 181,859 | $4.10M | 2.58% | −2,826−1.5% | Reduced |
| Bank of America Corp | 199,460 | $4.50M | 0.00% | +19,658+10.9% | Added |
| Nuveen Asset Management, LLC | 210,041 | $4.74M | 0.00% | −192,734−47.9% | Reduced |
| Voloridge Investment Management, LLC | 238,915 | $5.39M | 0.03% | −80,820−25.3% | Reduced |
| Ameriprise Financial Inc | 250,570 | $5.65M | 0.00% | −43,667−14.8% | Reduced |
| Citadel Advisors LLC | 265,591 | $5.99M | 0.01% | +231,590+681.1% | Added |
| D. E. Shaw & Co., Inc. | 281,728 | $6.35M | 0.01% | −706−0.2% | Reduced |
| Kettle Hill Capital Management, LLC | 282,524 | $6.37M | 1.25% | +282,524 | New |
| Principal Financial Group Inc | 308,835 | $6.96M | 0.01% | −21,436−6.5% | Reduced |
| Victory Capital Management Inc | 314,590 | $7.09M | 0.01% | −6,615−2.1% | Reduced |
| Federated Hermes, Inc. | 374,039 | $8.43M | 0.02% | +185,688+98.6% | Added |
| Goldman Sachs Group Inc | 391,200 | $8.82M | 0.00% | +54,405+16.2% | Added |
| Morgan Stanley | 410,693 | $9.26M | 0.00% | −193,063−32.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 414,370 | $9.34M | 0.04% | −10,150−2.4% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 425,276 | $9.59M | 3.06% | +425,276 | New |
| JPMorgan Chase & Co | 428,725 | $9.67M | 0.00% | +103,539+31.8% | Added |
| Invesco Ltd. | 436,546 | $9.84M | 0.00% | +123,706+39.5% | Added |
| Alyeska Investment Group, L.P. | 446,393 | $10.1M | 0.10% | +446,393 | New |
| American Century Companies Inc | 461,373 | $10.4M | 0.01% | +204,450+79.6% | Added |
| Norges Bank | 480,421 | $10.8M | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 512,229 | $11.6M | 0.02% | +512,229 | New |
| Fuller & Thaler Asset Management, Inc. | 515,249 | $11.6M | 0.07% | −920−0.2% | Reduced |
| Huber Capital Management LLC | 530,864 | $12.0M | 3.02% | +23,829+4.7% | Added |
| Northern Trust Corp | 561,811 | $12.7M | 0.00% | −10,582−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 743,923 | $16.8M | 0.01% | +64,798+9.5% | Added |
| Bank of New York Mellon Corp | 924,462 | $20.8M | 0.00% | +101,490+12.3% | Added |
| LSV Asset Management | 941,130 | $21.2M | 0.05% | +71,270+8.2% | Added |
| Geode Capital Management, LLC | 961,768 | $21.7M | 0.00% | −1,605−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,451,173 | $32.7M | 0.01% | +215,377+17.4% | Added |