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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 1,990,089 | $44.9M | 1.26% | −190.0% | Reduced |
| State Street Corp | 2,195,297 | $50.2M | 0.00% | +86,608+4.1% | Added |
| Engaged Capital LLC | 3,604,216 | $81.3M | 13.74% | +1,039,672+40.5% | Added |
| Vanguard Group Inc | 5,764,570 | $130.0M | 0.00% | −203,985−3.4% | Reduced |
| BlackRock Inc. | 7,960,653 | $179.5M | 0.01% | −158,407−2.0% | Reduced |
| FMR LLC | 8,350,505 | $188.3M | 0.02% | −450,311−5.1% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −318,218−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −282,200−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −136,214−100.0% | Sold out |
| Jackson Hole Capital Partners, LLC | 0 | $0 | 0.00% | −113,572−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −67,471−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −103,000−100.0% | Sold out |
| Addison Capital Co | 0 | $0 | 0.00% | −81,291−100.0% | Sold out |
| Boundary Creek Advisors LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −55,319−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −48,561−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −45,687−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −36,466−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −35,465−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −34,700−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −34,102−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −28,821−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −22,164−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −27,458−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −24,100−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −17,850−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,736−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −14,363−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −13,175−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −13,002−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,723−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −11,945−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −11,167−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −10,843−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −10,421−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −10,217−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −8,214−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,686−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,475−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |