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, Q1 2023
Institutional positions in Upbound Group, Inc. as of Mar 31, 2023. 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
- 204
- 0 vs. Q4 2022
- Shares held
- 47.8M
- −1.36M (−2.8%) vs. Q4 2022
- Total value
- $1.17B
- +$61.9M (+5.6%) vs. Q4 2022
- New holders
- 29
- 59 more added
- Sold out
- 29
- 83 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 8,359,312 | $204.9M | 0.02% | +8,807+0.1% | Added |
| BlackRock Inc. | 7,862,952 | $192.7M | 0.01% | −97,701−1.2% | Reduced |
| Vanguard Group Inc | 5,596,898 | $137.2M | 0.00% | −167,672−2.9% | Reduced |
| Engaged Capital LLC | 3,857,916 | $94.6M | 13.46% | +253,700+7.0% | Added |
| State Street Corp | 2,246,018 | $55.0M | 0.00% | +50,721+2.3% | Added |
| Ieq Capital, LLC | 1,982,688 | $48.6M | 1.13% | −7,401−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,802,934 | $44.2M | 0.01% | +351,761+24.2% | Added |
| Geode Capital Management, LLC | 989,409 | $24.3M | 0.00% | +27,641+2.9% | Added |
| LSV Asset Management | 927,200 | $22.7M | 0.05% | −13,930−1.5% | Reduced |
| Bank of New York Mellon Corp | 909,404 | $22.3M | 0.00% | −15,058−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 802,233 | $19.7M | 0.01% | +58,310+7.8% | Added |
| Northern Trust Corp | 563,490 | $13.8M | 0.00% | +1,679+0.3% | Added |
| American Century Companies Inc | 532,278 | $13.0M | 0.01% | +70,905+15.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 515,360 | $12.6M | 0.07% | +1110.0% | Added |
| Huber Capital Management LLC | 510,207 | $12.5M | 3.10% | −20,657−3.9% | Reduced |
| Invesco Ltd. | 471,734 | $11.6M | 0.00% | +35,188+8.1% | Added |
| Norges Bank | 452,415 | $11.1M | 0.00% | −28,006−5.8% | Reduced |
| Goldman Sachs Group Inc | 444,965 | $10.9M | 0.00% | +53,765+13.7% | Added |
| JPMorgan Chase & Co | 433,179 | $10.6M | 0.00% | +4,454+1.0% | Added |
| Alyeska Investment Group, L.P. | 424,595 | $10.4M | 0.09% | −21,798−4.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 418,670 | $10.3M | 0.04% | +4,300+1.0% | Added |
| Morgan Stanley | 411,802 | $10.1M | 0.00% | +1,109+0.3% | Added |
| Victory Capital Management Inc | 334,343 | $8.19M | 0.01% | +19,753+6.3% | Added |
| Federated Hermes, Inc. | 306,884 | $7.52M | 0.02% | −67,155−18.0% | Reduced |
| Principal Financial Group Inc | 302,672 | $7.42M | 0.01% | −6,163−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 289,812 | $7.10M | 0.01% | +8,084+2.9% | Added |
| Arrowstreet Capital, Limited Partnership | 268,857 | $6.59M | 0.01% | −243,372−47.5% | Reduced |
| Ameriprise Financial Inc | 250,338 | $6.14M | 0.00% | −232−0.1% | Reduced |
| Nuveen Asset Management, LLC | 159,226 | $3.90M | 0.00% | −50,815−24.2% | Reduced |
| Fisher Asset Management, LLC | 157,141 | $3.85M | 0.00% | +13,118+9.1% | Added |
| Bragg Financial Advisors, Inc | 156,195 | $3.83M | 0.23% | +2,148+1.4% | Added |
| Rhumbline Advisers | 154,239 | $3.78M | 0.00% | +4,897+3.3% | Added |
| Legal & General Group Plc | 148,317 | $3.64M | 0.00% | −1,354−0.9% | Reduced |
| Redwood Investment Management, LLC | 146,743 | $3.60M | 0.39% | +18,177+14.1% | Added |
| Citadel Advisors LLC | 131,291 | $3.22M | 0.00% | −134,300−50.6% | Reduced |
| Advisors Asset Management, Inc. | 130,942 | $3.21M | 0.07% | −10,442−7.4% | Reduced |
| Kennedy Capital Management, Inc. | 128,439 | $3.15M | 0.09% | −6,846−5.1% | Reduced |
| Voloridge Investment Management, LLC | 124,657 | $3.06M | 0.02% | −114,258−47.8% | Reduced |
| Bank of America Corp | 116,362 | $2.85M | 0.00% | −83,098−41.7% | Reduced |
| Swiss National Bank | 114,200 | $2.80M | 0.00% | −21,600−15.9% | Reduced |
| Trexquant Investment LP | 106,895 | $2.62M | 0.07% | +33,083+44.8% | Added |
| Barclays PLC | 102,449 | $2.51M | 0.00% | +1,985+2.0% | Added |
| Qube Research & Technologies Ltd | 98,420 | $2.41M | 0.01% | +62,987+177.8% | Added |
| ExodusPoint Capital Management, LP | 93,098 | $2.28M | 0.03% | +93,098 | New |
| First National Bank of Omaha | 90,452 | $2.22M | 0.13% | +3,268+3.7% | Added |
| Public Sector Pension Investment Board | 88,119 | $2.16M | 0.02% | −3,033−3.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 87,058 | $2.13M | 0.00% | −15,165−14.8% | Reduced |
| New York State Teachers Retirement System | 85,368 | $2.09M | 0.00% | +3,607+4.4% | Added |
| Carolina Wealth Advisors, LLC | 82,829 | $2.03M | 1.19% | −99,030−54.5% | Reduced |
| Alliancebernstein L.P. | 79,997 | $1.96M | 0.00% | −8,303−9.4% | Reduced |
| Brandywine Global Investment Management, LLC | 79,008 | $1.94M | 0.02% | +1,925+2.5% | Added |
| Raymond James & Associates | 78,825 | $1.93M | 0.00% | +20,274+34.6% | Added |
| Jane Street Group, LLC | 78,007 | $1.91M | 0.00% | +13,625+21.2% | Added |
| UBS Asset Management Americas Inc | 76,843 | $1.88M | 0.00% | +4,521+6.3% | Added |
| Bramshill Investments, LLC | 66,557 | $1.63M | 0.20% | +66,557 | New |
| AQR Capital Management LLC | 66,317 | $1.63M | 0.00% | −15,060−18.5% | Reduced |
| Credit Suisse AG | 65,826 | $1.61M | 0.00% | +620+1.0% | Added |
| California State Teachers Retirement System | 65,040 | $1.59M | 0.00% | −3,843−5.6% | Reduced |
| Secure Asset Management, LLC | 63,079 | $1.55M | 0.52% | −2,729−4.1% | Reduced |
| UBS Group AG | 62,876 | $1.54M | 0.00% | −54,276−46.3% | Reduced |
| Renaissance Technologies LLC | 62,712 | $1.54M | 0.00% | −95,500−60.4% | Reduced |
| Great West Life Assurance Co | 62,340 | $1.53M | 0.00% | −1,724−2.7% | Reduced |
| First Trust Advisors LP | 60,737 | $1.49M | 0.00% | −49,919−45.1% | Reduced |
| Kendall Capital Management | 55,100 | $1.35M | 0.65% | +5,260+10.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,050 | $1.30M | 0.01% | −571−1.1% | Reduced |
| Price T Rowe Associates Inc | 49,661 | $1.22M | 0.00% | +851+1.7% | Added |
| Thrivent Financial for Lutherans | 49,653 | $1.22M | 0.00% | −1,740−3.4% | Reduced |
| HighTower Advisors, LLC | 46,848 | $1.15M | 0.00% | +5,969+14.6% | Added |
| Texas Permanent School Fund | 44,741 | $1.10M | 0.01% | +11,171+33.3% | Added |
| BNP Paribas Arbitrage, SA | 44,353 | $1.09M | 0.00% | −39,934−47.4% | Reduced |
| Exchange Traded Concepts, LLC | 43,487 | $1.07M | 0.03% | +26,690+158.9% | Added |
| Kula Investments, LLC | 40,872 | $1.00M | 0.25% | +40,872 | New |
| Prudential Financial Inc | 49,192 | $971.5K | 0.00% | −1,758−3.5% | Reduced |
| Deutsche Bank AG | 39,310 | $963.5K | 0.00% | +10,038+34.3% | Added |
| O'Shaughnessy Asset Management, LLC | 37,627 | $922.2K | 0.01% | +37,627 | New |
| Cubist Systematic Strategies, LLC | 37,201 | $911.8K | 0.01% | +37,201 | New |
| State of Tennessee, Treasury Department | 35,081 | $859.8K | 0.00% | −3,570−9.2% | Reduced |
| State of Alaska, Department of Revenue | 34,324 | $841.0K | 0.01% | −580−1.7% | Reduced |
| Two Sigma Advisers, LP | 33,900 | $830.9K | 0.00% | +6,300+22.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 33,691 | $825.8K | 0.31% | −391,585−92.1% | Reduced |
| Twinbeech Capital LP | 33,519 | $821.6K | 0.02% | +33,519 | New |
| Susquehanna International Group, LLP | 33,178 | $813.2K | 0.00% | −517−1.5% | Reduced |
| Wells Fargo & Company | 30,977 | $759.3K | 0.00% | +14,634+89.5% | Added |
| Inspire Advisors, LLC | 30,370 | $744.4K | 0.17% | +5,178+20.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,732 | $729.0K | 0.04% | −4,681−13.6% | Reduced |
| Amundi | 31,190 | $725.5K | 0.00% | +11,829+61.1% | Added |
| STRS Ohio | 29,600 | $725.0K | 0.00% | −1,700−5.4% | Reduced |
| Citigroup Inc | 28,594 | $700.8K | 0.00% | −6,067−17.5% | Reduced |
| Yousif Capital Management, LLC | 28,524 | $699.1K | 0.01% | −1,960−6.4% | Reduced |
| MetLife Investment Management | 27,782 | $680.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 27,290 | $668.9K | 0.00% | +121+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $647.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 26,314 | $645.0K | 0.00% | −10,843−29.2% | Reduced |
| Moloney Securities Asset Management, LLC | 25,550 | $626.2K | 0.12% | −2,974−10.4% | Reduced |
| Russell Investments Group, Ltd. | 25,460 | $624.0K | 0.00% | −212−0.8% | Reduced |
| KBC Group NV | 25,258 | $619.0K | 0.00% | −4,135−14.1% | Reduced |
| Kingsview Wealth Management, LLC | 24,634 | $603.8K | 0.03% | +14,664+147.1% | Added |
| Voya Investment Management LLC | 24,606 | $603.1K | 0.00% | −206−0.8% | Reduced |
| Janus Henderson Group PLC | 23,850 | $584.6K | 0.00% | +13,393+128.1% | Added |
| Louisiana State Employees Retirement System | 23,400 | $573.5K | 0.01% | −400−1.7% | Reduced |