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 |
|---|---|---|---|---|---|
| Norges Bank | 336,094 | $10.5M | 0.00% | −116,321−25.7% | Reduced |
| Goldman Sachs Group Inc | 403,426 | $12.6M | 0.00% | −41,539−9.3% | Reduced |
| Invesco Ltd. | 407,922 | $12.7M | 0.00% | −63,812−13.5% | Reduced |
| Huber Capital Management LLC | 418,131 | $13.0M | 3.13% | −92,076−18.0% | Reduced |
| JPMorgan Chase & Co | 429,255 | $13.4M | 0.00% | −3,924−0.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 515,910 | $16.1M | 0.09% | +550+0.1% | Added |
| Morgan Stanley | 518,240 | $16.1M | 0.00% | +106,438+25.8% | Added |
| Northern Trust Corp | 596,060 | $18.6M | 0.00% | +32,570+5.8% | Added |
| American Century Companies Inc | 625,565 | $19.5M | 0.01% | +93,287+17.5% | Added |
| Charles Schwab Investment Management Inc | 806,910 | $25.1M | 0.01% | +4,677+0.6% | Added |
| Bank of New York Mellon Corp | 902,272 | $28.1M | 0.01% | −7,132−0.8% | Reduced |
| LSV Asset Management | 1,026,752 | $32.0M | 0.07% | +99,552+10.7% | Added |
| Geode Capital Management, LLC | 1,073,325 | $33.4M | 0.00% | +83,916+8.5% | Added |
| Dimensional Fund Advisors LP | 1,938,908 | $60.4M | 0.02% | +135,974+7.5% | Added |
| State Street Corp | 2,114,100 | $66.5M | 0.00% | −131,918−5.9% | Reduced |
| Ieq Capital, LLC | 3,595,155 | $111.9M | 2.26% | +1,612,467+81.3% | Added |
| Engaged Capital LLC | 3,857,916 | $120.1M | 17.37% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,743,051 | $178.8M | 0.00% | +146,153+2.6% | Added |
| FMR LLC | 7,424,195 | $231.1M | 0.02% | −935,117−11.2% | Reduced |
| BlackRock Inc. | 8,031,989 | $250.0M | 0.01% | +169,037+2.1% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −424,595−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −93,098−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −33,691−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −33,519−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −22,692−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −20,550−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,818−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,081−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −18,035−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −16,953−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Hudson Portfolio Management LLC | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,983−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −9,327−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −9,135−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −9,069−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −8,530−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −5,272−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |