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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 22,692 | $556.2K | 0.00% | +7,641+50.8% | Added |
| Schonfeld Strategic Advisors LLC | 22,700 | $556.4K | 0.01% | −8,400−27.0% | Reduced |
| Amalgamated Bank | 22,879 | $561.0K | 0.00% | −1,918−7.7% | Reduced |
| Louisiana State Employees Retirement System | 23,400 | $573.5K | 0.01% | −400−1.7% | Reduced |
| Janus Henderson Group PLC | 23,850 | $584.6K | 0.00% | +13,393+128.1% | Added |
| Voya Investment Management LLC | 24,606 | $603.1K | 0.00% | −206−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 24,634 | $603.8K | 0.03% | +14,664+147.1% | Added |
| KBC Group NV | 25,258 | $619.0K | 0.00% | −4,135−14.1% | Reduced |
| Russell Investments Group, Ltd. | 25,460 | $624.0K | 0.00% | −212−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 25,550 | $626.2K | 0.12% | −2,974−10.4% | Reduced |
| New York State Common Retirement Fund | 26,314 | $645.0K | 0.00% | −10,843−29.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $647.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 27,290 | $668.9K | 0.00% | +121+0.4% | Added |
| MetLife Investment Management | 27,782 | $680.9K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 28,524 | $699.1K | 0.01% | −1,960−6.4% | Reduced |
| Citigroup Inc | 28,594 | $700.8K | 0.00% | −6,067−17.5% | Reduced |
| STRS Ohio | 29,600 | $725.0K | 0.00% | −1,700−5.4% | Reduced |
| Amundi | 31,190 | $725.5K | 0.00% | +11,829+61.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,732 | $729.0K | 0.04% | −4,681−13.6% | Reduced |
| Inspire Advisors, LLC | 30,370 | $744.4K | 0.17% | +5,178+20.6% | Added |
| Wells Fargo & Company | 30,977 | $759.3K | 0.00% | +14,634+89.5% | Added |
| Susquehanna International Group, LLP | 33,178 | $813.2K | 0.00% | −517−1.5% | Reduced |
| Twinbeech Capital LP | 33,519 | $821.6K | 0.02% | +33,519 | New |
| Philadelphia Financial Management of San Francisco, LLC | 33,691 | $825.8K | 0.31% | −391,585−92.1% | Reduced |
| Two Sigma Advisers, LP | 33,900 | $830.9K | 0.00% | +6,300+22.8% | Added |
| State of Alaska, Department of Revenue | 34,324 | $841.0K | 0.01% | −580−1.7% | Reduced |
| State of Tennessee, Treasury Department | 35,081 | $859.8K | 0.00% | −3,570−9.2% | Reduced |
| Cubist Systematic Strategies, LLC | 37,201 | $911.8K | 0.01% | +37,201 | New |
| O'Shaughnessy Asset Management, LLC | 37,627 | $922.2K | 0.01% | +37,627 | New |
| Deutsche Bank AG | 39,310 | $963.5K | 0.00% | +10,038+34.3% | Added |
| Prudential Financial Inc | 49,192 | $971.5K | 0.00% | −1,758−3.5% | Reduced |
| Kula Investments, LLC | 40,872 | $1.00M | 0.25% | +40,872 | New |
| Exchange Traded Concepts, LLC | 43,487 | $1.07M | 0.03% | +26,690+158.9% | Added |
| BNP Paribas Arbitrage, SA | 44,353 | $1.09M | 0.00% | −39,934−47.4% | Reduced |
| Texas Permanent School Fund | 44,741 | $1.10M | 0.01% | +11,171+33.3% | Added |
| HighTower Advisors, LLC | 46,848 | $1.15M | 0.00% | +5,969+14.6% | Added |
| Thrivent Financial for Lutherans | 49,653 | $1.22M | 0.00% | −1,740−3.4% | Reduced |
| Price T Rowe Associates Inc | 49,661 | $1.22M | 0.00% | +851+1.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,050 | $1.30M | 0.01% | −571−1.1% | Reduced |
| Kendall Capital Management | 55,100 | $1.35M | 0.65% | +5,260+10.6% | Added |
| First Trust Advisors LP | 60,737 | $1.49M | 0.00% | −49,919−45.1% | Reduced |
| Great West Life Assurance Co | 62,340 | $1.53M | 0.00% | −1,724−2.7% | Reduced |
| Renaissance Technologies LLC | 62,712 | $1.54M | 0.00% | −95,500−60.4% | Reduced |
| UBS Group AG | 62,876 | $1.54M | 0.00% | −54,276−46.3% | Reduced |
| Secure Asset Management, LLC | 63,079 | $1.55M | 0.52% | −2,729−4.1% | Reduced |
| California State Teachers Retirement System | 65,040 | $1.59M | 0.00% | −3,843−5.6% | Reduced |
| Credit Suisse AG | 65,826 | $1.61M | 0.00% | +620+1.0% | Added |
| AQR Capital Management LLC | 66,317 | $1.63M | 0.00% | −15,060−18.5% | Reduced |
| Bramshill Investments, LLC | 66,557 | $1.63M | 0.20% | +66,557 | New |
| UBS Asset Management Americas Inc | 76,843 | $1.88M | 0.00% | +4,521+6.3% | Added |
| Jane Street Group, LLC | 78,007 | $1.91M | 0.00% | +13,625+21.2% | Added |
| Raymond James & Associates | 78,825 | $1.93M | 0.00% | +20,274+34.6% | Added |
| Brandywine Global Investment Management, LLC | 79,008 | $1.94M | 0.02% | +1,925+2.5% | Added |
| Alliancebernstein L.P. | 79,997 | $1.96M | 0.00% | −8,303−9.4% | Reduced |
| Carolina Wealth Advisors, LLC | 82,829 | $2.03M | 1.19% | −99,030−54.5% | Reduced |
| New York State Teachers Retirement System | 85,368 | $2.09M | 0.00% | +3,607+4.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 87,058 | $2.13M | 0.00% | −15,165−14.8% | Reduced |
| Public Sector Pension Investment Board | 88,119 | $2.16M | 0.02% | −3,033−3.3% | Reduced |
| First National Bank of Omaha | 90,452 | $2.22M | 0.13% | +3,268+3.7% | Added |
| ExodusPoint Capital Management, LP | 93,098 | $2.28M | 0.03% | +93,098 | New |
| Qube Research & Technologies Ltd | 98,420 | $2.41M | 0.01% | +62,987+177.8% | Added |
| Barclays PLC | 102,449 | $2.51M | 0.00% | +1,985+2.0% | Added |
| Trexquant Investment LP | 106,895 | $2.62M | 0.07% | +33,083+44.8% | Added |
| Swiss National Bank | 114,200 | $2.80M | 0.00% | −21,600−15.9% | Reduced |
| Bank of America Corp | 116,362 | $2.85M | 0.00% | −83,098−41.7% | Reduced |
| Voloridge Investment Management, LLC | 124,657 | $3.06M | 0.02% | −114,258−47.8% | Reduced |
| Kennedy Capital Management, Inc. | 128,439 | $3.15M | 0.09% | −6,846−5.1% | Reduced |
| Advisors Asset Management, Inc. | 130,942 | $3.21M | 0.07% | −10,442−7.4% | Reduced |
| Citadel Advisors LLC | 131,291 | $3.22M | 0.00% | −134,300−50.6% | Reduced |
| Redwood Investment Management, LLC | 146,743 | $3.60M | 0.39% | +18,177+14.1% | Added |
| Legal & General Group Plc | 148,317 | $3.64M | 0.00% | −1,354−0.9% | Reduced |
| Rhumbline Advisers | 154,239 | $3.78M | 0.00% | +4,897+3.3% | Added |
| Bragg Financial Advisors, Inc | 156,195 | $3.83M | 0.23% | +2,148+1.4% | Added |
| Fisher Asset Management, LLC | 157,141 | $3.85M | 0.00% | +13,118+9.1% | Added |
| Nuveen Asset Management, LLC | 159,226 | $3.90M | 0.00% | −50,815−24.2% | Reduced |
| Ameriprise Financial Inc | 250,338 | $6.14M | 0.00% | −232−0.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 268,857 | $6.59M | 0.01% | −243,372−47.5% | Reduced |
| D. E. Shaw & Co., Inc. | 289,812 | $7.10M | 0.01% | +8,084+2.9% | Added |
| Principal Financial Group Inc | 302,672 | $7.42M | 0.01% | −6,163−2.0% | Reduced |
| Federated Hermes, Inc. | 306,884 | $7.52M | 0.02% | −67,155−18.0% | Reduced |
| Victory Capital Management Inc | 334,343 | $8.19M | 0.01% | +19,753+6.3% | Added |
| Morgan Stanley | 411,802 | $10.1M | 0.00% | +1,109+0.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 418,670 | $10.3M | 0.04% | +4,300+1.0% | Added |
| Alyeska Investment Group, L.P. | 424,595 | $10.4M | 0.09% | −21,798−4.9% | Reduced |
| JPMorgan Chase & Co | 433,179 | $10.6M | 0.00% | +4,454+1.0% | Added |
| Goldman Sachs Group Inc | 444,965 | $10.9M | 0.00% | +53,765+13.7% | Added |
| Norges Bank | 452,415 | $11.1M | 0.00% | −28,006−5.8% | Reduced |
| Invesco Ltd. | 471,734 | $11.6M | 0.00% | +35,188+8.1% | Added |
| Huber Capital Management LLC | 510,207 | $12.5M | 3.10% | −20,657−3.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 515,360 | $12.6M | 0.07% | +1110.0% | Added |
| American Century Companies Inc | 532,278 | $13.0M | 0.01% | +70,905+15.4% | Added |
| Northern Trust Corp | 563,490 | $13.8M | 0.00% | +1,679+0.3% | Added |
| Charles Schwab Investment Management Inc | 802,233 | $19.7M | 0.01% | +58,310+7.8% | Added |
| Bank of New York Mellon Corp | 909,404 | $22.3M | 0.00% | −15,058−1.6% | Reduced |
| LSV Asset Management | 927,200 | $22.7M | 0.05% | −13,930−1.5% | Reduced |
| Geode Capital Management, LLC | 989,409 | $24.3M | 0.00% | +27,641+2.9% | Added |
| Dimensional Fund Advisors LP | 1,802,934 | $44.2M | 0.01% | +351,761+24.2% | Added |
| Ieq Capital, LLC | 1,982,688 | $48.6M | 1.13% | −7,401−0.4% | Reduced |
| State Street Corp | 2,246,018 | $55.0M | 0.00% | +50,721+2.3% | Added |
| Engaged Capital LLC | 3,857,916 | $94.6M | 13.46% | +253,700+7.0% | Added |