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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,596,898 | $137.2M | 0.00% | −167,672−2.9% | Reduced |
| BlackRock Inc. | 7,862,952 | $192.7M | 0.01% | −97,701−1.2% | Reduced |
| FMR LLC | 8,359,312 | $204.9M | 0.02% | +8,807+0.1% | Added |
| Cerity Partners LLC | 543 | – | – | +543 | New |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −282,524−100.0% | Sold out |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0 | $0 | 0.00% | −159,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −96,455−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −50,158−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −25,622−100.0% | Sold out |
| Solas Capital Management, LLC | 0 | $0 | 0.00% | −24,960−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,899−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −21,844−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −21,607−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −19,631−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,963−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −17,913−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,560−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −9,359−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,323−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −7,754−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,013−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |