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, Q2 2023
Institutional positions in Upbound Group, Inc. as of Jun 30, 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
- 220
- +17 vs. Q1 2023
- Shares held
- 48.9M
- +1.22M (+2.5%) vs. Q1 2023
- Total value
- $1.52B
- +$349.9M (+29.9%) vs. Q1 2023
- New holders
- 46
- 71 more added
- Sold out
- 29
- 78 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,031,989 | $250.0M | 0.01% | +169,037+2.1% | Added |
| FMR LLC | 7,424,195 | $231.1M | 0.02% | −935,117−11.2% | Reduced |
| Vanguard Group Inc | 5,743,051 | $178.8M | 0.00% | +146,153+2.6% | Added |
| Engaged Capital LLC | 3,857,916 | $120.1M | 17.37% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,595,155 | $111.9M | 2.26% | +1,612,467+81.3% | Added |
| State Street Corp | 2,114,100 | $66.5M | 0.00% | −131,918−5.9% | Reduced |
| Dimensional Fund Advisors LP | 1,938,908 | $60.4M | 0.02% | +135,974+7.5% | Added |
| Geode Capital Management, LLC | 1,073,325 | $33.4M | 0.00% | +83,916+8.5% | Added |
| LSV Asset Management | 1,026,752 | $32.0M | 0.07% | +99,552+10.7% | Added |
| Bank of New York Mellon Corp | 902,272 | $28.1M | 0.01% | −7,132−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 806,910 | $25.1M | 0.01% | +4,677+0.6% | Added |
| American Century Companies Inc | 625,565 | $19.5M | 0.01% | +93,287+17.5% | Added |
| Northern Trust Corp | 596,060 | $18.6M | 0.00% | +32,570+5.8% | Added |
| Morgan Stanley | 518,240 | $16.1M | 0.00% | +106,438+25.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 515,910 | $16.1M | 0.09% | +550+0.1% | Added |
| JPMorgan Chase & Co | 429,255 | $13.4M | 0.00% | −3,924−0.9% | Reduced |
| Huber Capital Management LLC | 418,131 | $13.0M | 3.13% | −92,076−18.0% | Reduced |
| Invesco Ltd. | 407,922 | $12.7M | 0.00% | −63,812−13.5% | Reduced |
| Goldman Sachs Group Inc | 403,426 | $12.6M | 0.00% | −41,539−9.3% | Reduced |
| Norges Bank | 336,094 | $10.5M | 0.00% | −116,321−25.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 334,680 | $10.4M | 0.04% | −83,990−20.1% | Reduced |
| Nuveen Asset Management, LLC | 305,643 | $9.51M | 0.00% | +146,417+92.0% | Added |
| Victory Capital Management Inc | 304,887 | $9.49M | 0.01% | −29,456−8.8% | Reduced |
| Federated Hermes, Inc. | 298,305 | $9.29M | 0.02% | −8,579−2.8% | Reduced |
| Principal Financial Group Inc | 287,471 | $8.95M | 0.01% | −15,201−5.0% | Reduced |
| SG Capital Management LLC | 248,372 | $7.73M | 3.17% | +248,372 | New |
| Arrowstreet Capital, Limited Partnership | 235,282 | $7.32M | 0.01% | −33,575−12.5% | Reduced |
| D. E. Shaw & Co., Inc. | 228,767 | $7.12M | 0.01% | −61,045−21.1% | Reduced |
| Ameriprise Financial Inc | 214,319 | $6.67M | 0.00% | −36,019−14.4% | Reduced |
| Jane Street Group, LLC | 161,950 | $5.04M | 0.01% | +83,943+107.6% | Added |
| Bragg Financial Advisors, Inc | 159,470 | $4.96M | 0.27% | +3,275+2.1% | Added |
| Fisher Asset Management, LLC | 157,512 | $4.90M | 0.00% | +371+0.2% | Added |
| Rhumbline Advisers | 157,175 | $4.89M | 0.01% | +2,936+1.9% | Added |
| Legal & General Group Plc | 141,762 | $4.41M | 0.00% | −6,555−4.4% | Reduced |
| Millennium Management LLC | 141,344 | $4.40M | 0.00% | +123,739+702.9% | Added |
| Kennedy Capital Management, Inc. | 140,068 | $4.36M | 0.10% | +11,629+9.1% | Added |
| Qube Research & Technologies Ltd | 131,129 | $4.08M | 0.02% | +32,709+33.2% | Added |
| Redwood Investment Management, LLC | 131,495 | $4.00M | 0.41% | −15,248−10.4% | Reduced |
| Thrivent Financial for Lutherans | 121,695 | $3.79M | 0.01% | +72,042+145.1% | Added |
| Cubist Systematic Strategies, LLC | 107,878 | $3.36M | 0.04% | +70,677+190.0% | Added |
| Brandywine Global Investment Management, LLC | 107,681 | $3.35M | 0.03% | +28,673+36.3% | Added |
| Swiss National Bank | 103,100 | $3.21M | 0.00% | −11,100−9.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 98,175 | $3.06M | 0.02% | +98,175 | New |
| Trexquant Investment LP | 96,561 | $3.01M | 0.08% | −10,334−9.7% | Reduced |
| Bank of America Corp | 91,737 | $2.86M | 0.00% | −24,625−21.2% | Reduced |
| First National Bank of Omaha | 91,136 | $2.84M | 0.16% | +684+0.8% | Added |
| Alliancebernstein L.P. | 90,447 | $2.82M | 0.00% | +10,450+13.1% | Added |
| Public Sector Pension Investment Board | 89,353 | $2.78M | 0.02% | +1,234+1.4% | Added |
| New York State Teachers Retirement System | 84,768 | $2.64M | 0.01% | −600−0.7% | Reduced |
| Marshall Wace, LLP | 84,310 | $2.62M | 0.01% | +75,155+820.9% | Added |
| UBS Group AG | 81,823 | $2.55M | 0.00% | +18,947+30.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 78,585 | $2.45M | 0.00% | −8,473−9.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 73,293 | $2.28M | 0.03% | +35,666+94.8% | Added |
| Barclays PLC | 66,094 | $2.06M | 0.00% | −36,355−35.5% | Reduced |
| Secure Asset Management, LLC | 65,253 | $2.03M | 0.62% | +2,174+3.4% | Added |
| Voloridge Investment Management, LLC | 62,457 | $1.94M | 0.01% | −62,200−49.9% | Reduced |
| UBS Asset Management Americas Inc | 76,843 | $1.88M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 60,026 | $1.87M | 0.00% | −5,014−7.7% | Reduced |
| Raymond James & Associates | 59,485 | $1.85M | 0.00% | −19,340−24.5% | Reduced |
| Great West Life Assurance Co | 59,140 | $1.84M | 0.00% | −3,200−5.1% | Reduced |
| Price T Rowe Associates Inc | 57,652 | $1.80M | 0.00% | +7,991+16.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,903 | $1.77M | 0.01% | +3,853+7.3% | Added |
| Kendall Capital Management | 56,810 | $1.77M | 0.77% | +1,710+3.1% | Added |
| Gsa Capital Partners LLP | 55,760 | $1.74M | 0.17% | +45,488+442.8% | Added |
| Renaissance Technologies LLC | 55,512 | $1.73M | 0.00% | −7,200−11.5% | Reduced |
| Credit Suisse AG | 52,954 | $1.65M | 0.00% | −12,872−19.6% | Reduced |
| AQR Capital Management LLC | 50,523 | $1.57M | 0.00% | −15,794−23.8% | Reduced |
| Interval Partners, LP | 50,000 | $1.56M | 0.08% | +30,000+150.0% | Added |
| Intrinsic Edge Capital Management LLC | 50,000 | $1.56M | 0.12% | +50,000 | New |
| HighTower Advisors, LLC | 47,206 | $1.47M | 0.00% | +358+0.8% | Added |
| BNP Paribas Arbitrage, SA | 46,180 | $1.44M | 0.00% | +1,827+4.1% | Added |
| Texas Permanent School Fund | 44,114 | $1.37M | 0.01% | −627−1.4% | Reduced |
| Citigroup Inc | 43,764 | $1.36M | 0.00% | +15,170+53.1% | Added |
| Algert Global LLC | 41,030 | $1.28M | 0.06% | +41,030 | New |
| Prudential Financial Inc | 62,591 | $1.24M | 0.00% | +13,399+27.2% | Added |
| Exchange Traded Concepts, LLC | 39,166 | $1.22M | 0.03% | −4,321−9.9% | Reduced |
| Wells Fargo & Company | 37,694 | $1.17M | 0.00% | +6,717+21.7% | Added |
| Engineers Gate Manager LP | 37,360 | $1.16M | 0.04% | +27,463+277.5% | Added |
| EAM Investors, LLC | 36,173 | $1.13M | 0.21% | +36,173 | New |
| Advisors Asset Management, Inc. | 35,331 | $1.10M | 0.02% | −95,611−73.0% | Reduced |
| State of Tennessee, Treasury Department | 34,802 | $1.08M | 0.00% | −279−0.8% | Reduced |
| AXA S.A. | 34,500 | $1.07M | 0.00% | +34,500 | New |
| Hennion & Walsh Asset Management, Inc. | 34,265 | $1.07M | 0.06% | +4,533+15.2% | Added |
| Two Sigma Advisers, LP | 33,600 | $1.05M | 0.00% | −300−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,500 | $1.04M | 0.01% | +10,800+47.6% | Added |
| Amundi | 32,824 | $1.04M | 0.00% | +1,634+5.2% | Added |
| State of Alaska, Department of Revenue | 33,122 | $1.03M | 0.01% | −1,202−3.5% | Reduced |
| Dark Forest Capital Management LP | 31,075 | $967.4K | 0.10% | +31,075 | New |
| Inspire Advisors, LLC | 30,788 | $958.4K | 0.18% | +418+1.4% | Added |
| American International Group, Inc. | 29,341 | $913.4K | 0.01% | +2,051+7.5% | Added |
| Deutsche Bank AG | 29,146 | $907.3K | 0.00% | −10,164−25.9% | Reduced |
| Russell Investments Group, Ltd. | 29,060 | $904.6K | 0.00% | +3,600+14.1% | Added |
| Jackson Creek Investment Advisors LLC | 28,902 | $900.0K | 0.36% | +28,902 | New |
| MetLife Investment Management | 28,553 | $888.9K | 0.01% | +771+2.8% | Added |
| Kingsview Wealth Management, LLC | 27,359 | $851.7K | 0.03% | +2,725+11.1% | Added |
| Yousif Capital Management, LLC | 26,877 | $836.7K | 0.01% | −1,647−5.8% | Reduced |
| STRS Ohio | 26,700 | $831.0K | 0.00% | −2,900−9.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $822.8K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 26,400 | $821.8K | 0.02% | +3,000+12.8% | Added |
| New York State Common Retirement Fund | 23,989 | $746.8K | 0.00% | −2,325−8.8% | Reduced |