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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 22,879 | $561.0K | 0.00% | −1,918−7.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,700 | $556.4K | 0.01% | −8,400−27.0% | Reduced |
| Holocene Advisors, LP | 22,692 | $556.2K | 0.00% | +7,641+50.8% | Added |
| Bahl & Gaynor Inc | 21,720 | $532.4K | 0.00% | −58,484−72.9% | Reduced |
| State Board of Administration of Florida Retirement System | 21,267 | $521.3K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 20,550 | $503.7K | 0.30% | −4,392−17.6% | Reduced |
| Manufacturers Life Insurance Company, The | 20,425 | $500.6K | 0.00% | +78+0.4% | Added |
| SEI Investments Co | 20,319 | $498.0K | 0.00% | −24,396−54.6% | Reduced |
| Maryland State Retirement & Pension System | 20,177 | $494.5K | 0.01% | −448−2.2% | Reduced |
| Interval Partners, LP | 20,000 | $490.2K | 0.03% | +20,000 | New |
| Boulder Hill Capital Management LP | 19,574 | $479.8K | 0.39% | +19,574 | New |
| SG Americas Securities, LLC | 18,818 | $461.0K | 0.01% | −10,786−36.4% | Reduced |
| Integrated Advisors Network LLC | 18,736 | $459.2K | 0.03% | +18,736 | New |
| Squarepoint Ops LLC | 18,081 | $443.2K | 0.00% | −78,524−81.3% | Reduced |
| Ergoteles LLC | 18,035 | $442.0K | 0.02% | −42,291−70.1% | Reduced |
| Millennium Management LLC | 17,605 | $431.0K | 0.00% | −93,086−84.1% | Reduced |
| Rafferty Asset Management, LLC | 17,544 | $430.0K | 0.00% | +1,682+10.6% | Added |
| AdvisorShares Investments LLC | 16,953 | $415.5K | 0.13% | −2,187−11.4% | Reduced |
| Wellington Management Group LLP | 16,672 | $408.6K | 0.00% | +581+3.6% | Added |
| Teachers Retirement System of the State of Kentucky | 16,287 | $400.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,116 | $395.0K | 0.00% | −540−3.2% | Reduced |
| Arizona State Retirement System | 15,325 | $375.6K | 0.00% | −544−3.4% | Reduced |
| Verition Fund Management LLC | 15,000 | $367.6K | 0.01% | +15,000 | New |
| First National Advisers, LLC | 12,662 | $310.0K | 0.35% | −174−1.4% | Reduced |
| CSS LLC | 12,000 | $294.1K | 0.02% | −2,000−14.3% | Reduced |
| Bridgewater Associates, LP | 11,969 | $293.4K | 0.00% | +11,969 | New |
| CWM Advisors, LLC | 11,298 | $276.9K | 0.04% | +623+5.8% | Added |
| Hudson Portfolio Management LLC | 11,250 | $275.7K | 0.31% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 10,983 | $269.2K | 0.00% | +10,983 | New |
| WBI Investments | 10,649 | $261.0K | 0.05% | −7,322−40.7% | Reduced |
| Mutual of America Capital Management LLC | 10,317 | $252.9K | 0.00% | −184−1.8% | Reduced |
| Allianz Asset Management GmbH | 10,300 | $252.5K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,272 | $252.0K | 0.02% | +10,272 | New |
| Nisa Investment Advisors, LLC | 10,127 | $248.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,897 | $242.6K | 0.01% | +9,897 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,682 | $237.3K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,452 | $232.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,327 | $228.6K | 0.00% | +9,327 | New |
| Marshall Wace, LLP | 9,155 | $224.4K | 0.00% | +9,155 | New |
| Koshinski Asset Management, Inc. | 9,135 | $223.9K | 0.02% | −1,118−10.9% | Reduced |
| Envestnet Asset Management Inc | 9,077 | $222.5K | 0.00% | +9,077 | New |
| Verity Asset Management, Inc. | 9,069 | $222.3K | 0.13% | −3,679−28.9% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $212.1K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 8,530 | $209.1K | 0.00% | +8,530 | New |
| Public Employees Retirement Association of Colorado | 7,629 | $187.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,761 | $165.7K | 0.00% | +277+4.3% | Added |
| Royal Bank of Canada | 6,512 | $159.0K | 0.00% | −5,082−43.8% | Reduced |
| Aquatic Capital Management LLC | 5,900 | $145.0K | 0.01% | +5,900 | New |
| Harbour Investments, Inc. | 5,624 | $137.8K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 5,272 | $129.2K | 0.04% | +5,272 | New |
| Hollencrest Capital Management | 5,000 | $122.5K | 0.01% | −3,000−37.5% | Reduced |
| Shell Asset Management Co | 4,614 | $113.0K | 0.00% | −16−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,596 | $112.6K | 0.00% | −649−12.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,576 | $112.0K | 0.00% | +1,665+57.2% | Added |
| Advisor Group Holdings, Inc. | 4,201 | $102.9K | 0.00% | −722−14.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,982 | $97.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,461 | $85.0K | 0.00% | −12,240−78.0% | Reduced |
| Metropolitan Life Insurance Co | 2,780 | $68.1K | 0.00% | −444−13.8% | Reduced |
| Lumature Wealth Partners, LLC | 2,500 | $61.3K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,975 | $48.4K | 0.00% | −5,058−71.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,861 | $46.0K | 0.00% | +195+11.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,774 | $43.5K | 0.00% | +1,598+908.0% | Added |
| CWM, LLC | 1,515 | $37.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,658 | $37.0K | 0.00% | +688+70.9% | Added |
| Clearstead Advisors, LLC | 1,400 | $34.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $24.5K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 972 | $23.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 928 | $22.7K | 0.00% | −13−1.4% | Reduced |
| Advisory Services Network, LLC | 870 | $21.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 743 | $18.2K | 0.00% | +743 | New |
| BDO Wealth Advisors, LLC | 600 | $14.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 541 | $13.3K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 500 | $12.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 498 | $12.2K | 0.00% | −174−25.9% | Reduced |
| AdvisorNet Financial, Inc | 446 | $10.9K | 0.00% | +1+0.2% | Added |
| Nomura Asset Management Co Ltd | 400 | $9.80K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 362 | $8.87K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $8.21K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $6.56K | 0.00% | +200 | New |
| Signaturefd, LLC | 201 | $4.93K | 0.00% | +75+59.5% | Added |
| Tradition Wealth Management, LLC | 158 | $4.00K | 0.00% | +158 | New |
| Parkside Financial Bank & Trust | 162 | $3.97K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 132 | $3.23K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 114 | $2.79K | 0.00% | +114 | New |
| Farther Finance Advisors, LLC | 90 | $2.21K | 0.00% | −51−36.2% | Reduced |
| First Horizon Advisors, Inc. | 83 | $2.03K | 0.00% | +83 | New |
| ClariVest Asset Management LLC | 84 | $2.00K | 0.00% | −4−4.5% | Reduced |
| Lee Financial Co | 81 | $1.99K | 0.00% | +81 | New |
| Hexagon Capital Partners LLC | 70 | $1.72K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 48 | $1.19K | 0.00% | +48 | New |
| JFS Wealth Advisors, LLC | 44 | $1.08K | 0.00% | −1−2.2% | Reduced |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 36 | $883 | 0.00% | +4+12.5% | Added |
| Farmers & Merchants Investments Inc | 35 | $858 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 32 | $784 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $746 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $723 | 0.00% | −16−34.0% | Reduced |
| Global Retirement Partners, LLC | 18 | $483 | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 14 | $344 | 0.00% | +1+7.7% | Added |
| Disciplined Investments, LLC | 11 | $270 | 0.00% | +4+57.1% | Added |