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 |
|---|---|---|---|---|---|
| SEI Investments Co | 15,319 | $476.9K | 0.00% | −5,000−24.6% | Reduced |
| State Board of Administration of Florida Retirement System | 15,657 | $487.4K | 0.00% | −5,610−26.4% | Reduced |
| CoreCap Advisors, LLC | 15,674 | $487.9K | 0.03% | +15,674 | New |
| Oregon Public Employees Retirement Fund | 15,716 | $489.2K | 0.01% | −400−2.5% | Reduced |
| Integrated Advisors Network LLC | 16,699 | $519.8K | 0.03% | −2,037−10.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,960 | $528.0K | 0.07% | +16,960 | New |
| Franklin Resources Inc | 16,969 | $528.2K | 0.00% | +16,969 | New |
| Teachers Retirement System of the State of Kentucky | 17,222 | $536.0K | 0.01% | +935+5.7% | Added |
| Maryland State Retirement & Pension System | 19,612 | $610.5K | 0.01% | −565−2.8% | Reduced |
| Moloney Securities Asset Management, LLC | 20,215 | $629.3K | 0.11% | −5,335−20.9% | Reduced |
| KBC Group NV | 21,118 | $657.0K | 0.00% | −4,140−16.4% | Reduced |
| Susquehanna International Group, LLP | 21,114 | $657.3K | 0.00% | −12,064−36.4% | Reduced |
| Voya Investment Management LLC | 21,817 | $679.2K | 0.00% | −2,789−11.3% | Reduced |
| Manufacturers Life Insurance Company, The | 22,183 | $690.6K | 0.00% | +1,758+8.6% | Added |
| Citadel Advisors LLC | 22,325 | $695.0K | 0.00% | −108,966−83.0% | Reduced |
| Amalgamated Bank | 23,274 | $725.0K | 0.01% | +395+1.7% | Added |
| First Trust Advisors LP | 23,534 | $732.6K | 0.00% | −37,203−61.3% | Reduced |
| WBI Investments | 23,739 | $739.0K | 0.13% | +13,090+122.9% | Added |
| Wakefield Asset Management LLLP | 23,736 | $739.3K | 0.29% | +23,736 | New |
| Janus Henderson Group PLC | 23,847 | $742.2K | 0.00% | −30.0% | Reduced |
| New York State Common Retirement Fund | 23,989 | $746.8K | 0.00% | −2,325−8.8% | Reduced |
| Louisiana State Employees Retirement System | 26,400 | $821.8K | 0.02% | +3,000+12.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $822.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 26,700 | $831.0K | 0.00% | −2,900−9.8% | Reduced |
| Yousif Capital Management, LLC | 26,877 | $836.7K | 0.01% | −1,647−5.8% | Reduced |
| Kingsview Wealth Management, LLC | 27,359 | $851.7K | 0.03% | +2,725+11.1% | Added |
| MetLife Investment Management | 28,553 | $888.9K | 0.01% | +771+2.8% | Added |
| Jackson Creek Investment Advisors LLC | 28,902 | $900.0K | 0.36% | +28,902 | New |
| Russell Investments Group, Ltd. | 29,060 | $904.6K | 0.00% | +3,600+14.1% | Added |
| Deutsche Bank AG | 29,146 | $907.3K | 0.00% | −10,164−25.9% | Reduced |
| American International Group, Inc. | 29,341 | $913.4K | 0.01% | +2,051+7.5% | Added |
| Inspire Advisors, LLC | 30,788 | $958.4K | 0.18% | +418+1.4% | Added |
| Dark Forest Capital Management LP | 31,075 | $967.4K | 0.10% | +31,075 | New |
| State of Alaska, Department of Revenue | 33,122 | $1.03M | 0.01% | −1,202−3.5% | Reduced |
| Amundi | 32,824 | $1.04M | 0.00% | +1,634+5.2% | Added |
| Schonfeld Strategic Advisors LLC | 33,500 | $1.04M | 0.01% | +10,800+47.6% | Added |
| Two Sigma Advisers, LP | 33,600 | $1.05M | 0.00% | −300−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,265 | $1.07M | 0.06% | +4,533+15.2% | Added |
| AXA S.A. | 34,500 | $1.07M | 0.00% | +34,500 | New |
| State of Tennessee, Treasury Department | 34,802 | $1.08M | 0.00% | −279−0.8% | Reduced |
| Advisors Asset Management, Inc. | 35,331 | $1.10M | 0.02% | −95,611−73.0% | Reduced |
| EAM Investors, LLC | 36,173 | $1.13M | 0.21% | +36,173 | New |
| Engineers Gate Manager LP | 37,360 | $1.16M | 0.04% | +27,463+277.5% | Added |
| Wells Fargo & Company | 37,694 | $1.17M | 0.00% | +6,717+21.7% | Added |
| Exchange Traded Concepts, LLC | 39,166 | $1.22M | 0.03% | −4,321−9.9% | Reduced |
| Prudential Financial Inc | 62,591 | $1.24M | 0.00% | +13,399+27.2% | Added |
| Algert Global LLC | 41,030 | $1.28M | 0.06% | +41,030 | New |
| Citigroup Inc | 43,764 | $1.36M | 0.00% | +15,170+53.1% | Added |
| Texas Permanent School Fund | 44,114 | $1.37M | 0.01% | −627−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 46,180 | $1.44M | 0.00% | +1,827+4.1% | Added |
| HighTower Advisors, LLC | 47,206 | $1.47M | 0.00% | +358+0.8% | Added |
| 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 |
| AQR Capital Management LLC | 50,523 | $1.57M | 0.00% | −15,794−23.8% | Reduced |
| Credit Suisse AG | 52,954 | $1.65M | 0.00% | −12,872−19.6% | Reduced |
| Renaissance Technologies LLC | 55,512 | $1.73M | 0.00% | −7,200−11.5% | Reduced |
| Gsa Capital Partners LLP | 55,760 | $1.74M | 0.17% | +45,488+442.8% | Added |
| Kendall Capital Management | 56,810 | $1.77M | 0.77% | +1,710+3.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,903 | $1.77M | 0.01% | +3,853+7.3% | Added |
| Price T Rowe Associates Inc | 57,652 | $1.80M | 0.00% | +7,991+16.1% | Added |
| Great West Life Assurance Co | 59,140 | $1.84M | 0.00% | −3,200−5.1% | Reduced |
| Raymond James & Associates | 59,485 | $1.85M | 0.00% | −19,340−24.5% | Reduced |
| California State Teachers Retirement System | 60,026 | $1.87M | 0.00% | −5,014−7.7% | Reduced |
| UBS Asset Management Americas Inc | 76,843 | $1.88M | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 62,457 | $1.94M | 0.01% | −62,200−49.9% | Reduced |
| Secure Asset Management, LLC | 65,253 | $2.03M | 0.62% | +2,174+3.4% | Added |
| Barclays PLC | 66,094 | $2.06M | 0.00% | −36,355−35.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 73,293 | $2.28M | 0.03% | +35,666+94.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 78,585 | $2.45M | 0.00% | −8,473−9.7% | Reduced |
| UBS Group AG | 81,823 | $2.55M | 0.00% | +18,947+30.1% | Added |
| Marshall Wace, LLP | 84,310 | $2.62M | 0.01% | +75,155+820.9% | Added |
| New York State Teachers Retirement System | 84,768 | $2.64M | 0.01% | −600−0.7% | Reduced |
| Public Sector Pension Investment Board | 89,353 | $2.78M | 0.02% | +1,234+1.4% | Added |
| Alliancebernstein L.P. | 90,447 | $2.82M | 0.00% | +10,450+13.1% | Added |
| First National Bank of Omaha | 91,136 | $2.84M | 0.16% | +684+0.8% | Added |
| Bank of America Corp | 91,737 | $2.86M | 0.00% | −24,625−21.2% | Reduced |
| Trexquant Investment LP | 96,561 | $3.01M | 0.08% | −10,334−9.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 98,175 | $3.06M | 0.02% | +98,175 | New |
| Swiss National Bank | 103,100 | $3.21M | 0.00% | −11,100−9.7% | Reduced |
| Brandywine Global Investment Management, LLC | 107,681 | $3.35M | 0.03% | +28,673+36.3% | Added |
| Cubist Systematic Strategies, LLC | 107,878 | $3.36M | 0.04% | +70,677+190.0% | Added |
| Thrivent Financial for Lutherans | 121,695 | $3.79M | 0.01% | +72,042+145.1% | Added |
| Redwood Investment Management, LLC | 131,495 | $4.00M | 0.41% | −15,248−10.4% | Reduced |
| Qube Research & Technologies Ltd | 131,129 | $4.08M | 0.02% | +32,709+33.2% | Added |
| Kennedy Capital Management, Inc. | 140,068 | $4.36M | 0.10% | +11,629+9.1% | Added |
| Millennium Management LLC | 141,344 | $4.40M | 0.00% | +123,739+702.9% | Added |
| Legal & General Group Plc | 141,762 | $4.41M | 0.00% | −6,555−4.4% | Reduced |
| Rhumbline Advisers | 157,175 | $4.89M | 0.01% | +2,936+1.9% | Added |
| Fisher Asset Management, LLC | 157,512 | $4.90M | 0.00% | +371+0.2% | Added |
| Bragg Financial Advisors, Inc | 159,470 | $4.96M | 0.27% | +3,275+2.1% | Added |
| Jane Street Group, LLC | 161,950 | $5.04M | 0.01% | +83,943+107.6% | Added |
| Ameriprise Financial Inc | 214,319 | $6.67M | 0.00% | −36,019−14.4% | Reduced |
| D. E. Shaw & Co., Inc. | 228,767 | $7.12M | 0.01% | −61,045−21.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 235,282 | $7.32M | 0.01% | −33,575−12.5% | Reduced |
| SG Capital Management LLC | 248,372 | $7.73M | 3.17% | +248,372 | New |
| Principal Financial Group Inc | 287,471 | $8.95M | 0.01% | −15,201−5.0% | Reduced |
| Federated Hermes, Inc. | 298,305 | $9.29M | 0.02% | −8,579−2.8% | Reduced |
| Victory Capital Management Inc | 304,887 | $9.49M | 0.01% | −29,456−8.8% | Reduced |
| Nuveen Asset Management, LLC | 305,643 | $9.51M | 0.00% | +146,417+92.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 334,680 | $10.4M | 0.04% | −83,990−20.1% | Reduced |