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, Q3 2023
Institutional positions in Upbound Group, Inc. as of Sep 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
- 215
- −2 vs. Q2 2023
- Shares held
- 45.2M
- −3.73M (−7.6%) vs. Q2 2023
- Total value
- $1.33B
- −$187.0M (−12.3%) vs. Q2 2023
- New holders
- 24
- 72 more added
- Sold out
- 26
- 86 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,816,701 | $230.2M | 0.01% | −215,288−2.7% | Reduced |
| FMR LLC | 6,195,763 | $182.5M | 0.02% | −1,228,432−16.5% | Reduced |
| Vanguard Group Inc | 5,802,272 | $170.9M | 0.00% | +59,221+1.0% | Added |
| Engaged Capital LLC | 3,667,373 | $108.0M | 19.69% | −190,543−4.9% | Reduced |
| Dimensional Fund Advisors LP | 2,085,499 | $61.4M | 0.02% | +146,591+7.6% | Added |
| State Street Corp | 2,022,102 | $59.6M | 0.00% | −91,998−4.4% | Reduced |
| Ieq Capital, LLC | 1,432,409 | $42.2M | 0.86% | −2,162,746−60.2% | Reduced |
| LSV Asset Management | 1,082,732 | $31.9M | 0.07% | +55,980+5.5% | Added |
| Geode Capital Management, LLC | 1,081,683 | $31.9M | 0.00% | +8,358+0.8% | Added |
| Bank of America Corp | 1,013,600 | $29.9M | 0.00% | +921,863+1,004.9% | Added |
| Bank of New York Mellon Corp | 886,054 | $26.1M | 0.01% | −16,218−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 823,386 | $24.2M | 0.01% | +16,476+2.0% | Added |
| American Century Companies Inc | 731,722 | $21.5M | 0.02% | +106,157+17.0% | Added |
| Northern Trust Corp | 585,000 | $17.2M | 0.00% | −11,060−1.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 514,017 | $15.1M | 0.09% | −1,893−0.4% | Reduced |
| Huber Capital Management LLC | 492,031 | $14.5M | 3.41% | +73,900+17.7% | Added |
| Invesco Ltd. | 480,605 | $14.2M | 0.00% | +72,683+17.8% | Added |
| Nuveen Asset Management, LLC | 434,539 | $12.8M | 0.00% | +128,896+42.2% | Added |
| Morgan Stanley | 412,597 | $12.2M | 0.00% | −105,643−20.4% | Reduced |
| Goldman Sachs Group Inc | 410,834 | $12.1M | 0.00% | +7,408+1.8% | Added |
| JPMorgan Chase & Co | 404,742 | $11.9M | 0.00% | −24,513−5.7% | Reduced |
| Norges Bank | 383,694 | $11.3M | 0.00% | +47,600+14.2% | Added |
| Federated Hermes, Inc. | 296,391 | $8.73M | 0.02% | −1,914−0.6% | Reduced |
| Principal Financial Group Inc | 246,904 | $7.27M | 0.01% | −40,567−14.1% | Reduced |
| Bragg Financial Advisors, Inc | 212,100 | $6.25M | 0.33% | +52,630+33.0% | Added |
| Interval Partners, LP | 194,755 | $5.74M | 0.24% | +144,755+289.5% | Added |
| Fisher Asset Management, LLC | 172,341 | $5.08M | 0.00% | +14,829+9.4% | Added |
| Millennium Management LLC | 167,728 | $4.94M | 0.01% | +26,384+18.7% | Added |
| Rhumbline Advisers | 153,683 | $4.53M | 0.01% | −3,492−2.2% | Reduced |
| Balyasny Asset Management LLC | 153,577 | $4.52M | 0.01% | +153,577 | New |
| Ameriprise Financial Inc | 150,077 | $4.42M | 0.00% | −64,242−30.0% | Reduced |
| Legal & General Group Plc | 130,113 | $3.83M | 0.00% | −11,649−8.2% | Reduced |
| D. E. Shaw & Co., Inc. | 126,961 | $3.74M | 0.01% | −101,806−44.5% | Reduced |
| Alliancebernstein L.P. | 121,967 | $3.59M | 0.00% | +31,520+34.8% | Added |
| First National Bank of Omaha | 117,404 | $3.46M | 0.22% | +26,268+28.8% | Added |
| Thrivent Financial for Lutherans | 115,531 | $3.40M | 0.01% | −6,164−5.1% | Reduced |
| AXA S.A. | 115,000 | $3.39M | 0.01% | +80,500+233.3% | Added |
| Victory Capital Management Inc | 108,061 | $3.18M | 0.00% | −196,826−64.6% | Reduced |
| Redwood Investment Management, LLC | 107,975 | $3.18M | 0.28% | −23,520−17.9% | Reduced |
| Kennedy Capital Management, Inc. | 106,181 | $3.13M | 0.08% | −33,887−24.2% | Reduced |
| Swiss National Bank | 104,500 | $3.08M | 0.00% | +1,400+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 98,537 | $2.90M | 0.04% | +25,244+34.4% | Added |
| Jacobs Levy Equity Management, Inc | 98,423 | $2.90M | 0.02% | +248+0.3% | Added |
| New York State Teachers Retirement System | 81,991 | $2.42M | 0.01% | −2,777−3.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 76,444 | $2.25M | 0.00% | −2,141−2.7% | Reduced |
| Jane Street Group, LLC | 73,410 | $2.16M | 0.00% | −88,540−54.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 66,795 | $1.97M | 0.02% | +33,295+99.4% | Added |
| UBS Asset Management Americas Inc | 66,760 | $1.97M | 0.00% | −10,083−13.1% | Reduced |
| Russell Investments Group, Ltd. | 63,093 | $1.86M | 0.00% | +34,033+117.1% | Added |
| First Trust Advisors LP | 62,709 | $1.85M | 0.00% | +39,175+166.5% | Added |
| UBS Group AG | 60,364 | $1.78M | 0.00% | −21,459−26.2% | Reduced |
| Citadel Advisors LLC | 59,959 | $1.77M | 0.00% | +37,634+168.6% | Added |
| Qube Research & Technologies Ltd | 59,779 | $1.76M | 0.01% | −71,350−54.4% | Reduced |
| Price T Rowe Associates Inc | 58,822 | $1.73M | 0.00% | +1,170+2.0% | Added |
| Algert Global LLC | 58,710 | $1.73M | 0.08% | +17,680+43.1% | Added |
| Raymond James & Associates | 57,561 | $1.70M | 0.00% | −1,924−3.2% | Reduced |
| Public Sector Pension Investment Board | 56,735 | $1.67M | 0.01% | −32,618−36.5% | Reduced |
| HRT Financial LP | 56,196 | $1.65M | 0.02% | +56,196 | New |
| Great West Life Assurance Co | 56,114 | $1.65M | 0.00% | −3,026−5.1% | Reduced |
| Kendall Capital Management | 56,005 | $1.65M | 0.73% | −805−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 55,551 | $1.64M | 0.00% | +9,371+20.3% | Added |
| Prudential Financial Inc | 54,614 | $1.61M | 0.00% | −7,977−12.7% | Reduced |
| California State Teachers Retirement System | 54,179 | $1.60M | 0.00% | −5,847−9.7% | Reduced |
| ExodusPoint Capital Management, LP | 50,741 | $1.49M | 0.02% | +50,741 | New |
| Credit Suisse AG | 49,259 | $1.45M | 0.00% | −3,695−7.0% | Reduced |
| Renaissance Technologies LLC | 47,212 | $1.39M | 0.00% | −8,300−15.0% | Reduced |
| Barclays PLC | 47,039 | $1.39M | 0.00% | −19,055−28.8% | Reduced |
| Royal Bank of Canada | 46,675 | $1.38M | 0.00% | +42,527+1,025.2% | Added |
| AQR Capital Management LLC | 42,443 | $1.25M | 0.00% | −8,080−16.0% | Reduced |
| HighTower Advisors, LLC | 40,670 | $1.20M | 0.00% | −6,536−13.8% | Reduced |
| Dark Forest Capital Management LP | 39,829 | $1.17M | 0.10% | +8,754+28.2% | Added |
| Texas Permanent School Fund | 38,967 | $1.15M | 0.01% | −5,147−11.7% | Reduced |
| Secure Asset Management, LLC | 37,245 | $1.10M | 0.33% | −28,008−42.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 37,154 | $1.09M | 0.07% | +2,889+8.4% | Added |
| Susquehanna International Group, LLP | 36,374 | $1.07M | 0.00% | +15,260+72.3% | Added |
| Martingale Asset Management L P | 34,623 | $1.02M | 0.02% | +20,689+148.5% | Added |
| Amundi | 34,804 | $1.00M | 0.00% | +1,980+6.0% | Added |
| Gsa Capital Partners LLP | 33,212 | $978.0K | 0.08% | −22,548−40.4% | Reduced |
| State of Tennessee, Treasury Department | 32,951 | $970.4K | 0.00% | −1,851−5.3% | Reduced |
| Stifel Financial Corp | 32,550 | $958.6K | 0.00% | +32,550 | New |
| First National Advisers, LLC | 32,550 | $958.3K | 0.43% | +19,981+159.0% | Added |
| Deutsche Bank AG | 31,812 | $936.9K | 0.00% | +2,666+9.1% | Added |
| Capula Management Ltd | 30,880 | $909.4K | 0.06% | +30,880 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,688 | $903.8K | 0.01% | −26,215−46.1% | Reduced |
| American International Group, Inc. | 29,794 | $877.4K | 0.01% | +453+1.5% | Added |
| Allianz Asset Management GmbH | 29,518 | $869.3K | 0.00% | +7,408+33.5% | Added |
| Illinois Municipal Retirement Fund | 29,319 | $863.0K | 0.02% | +29,319 | New |
| Man Group plc | – | $860.4K | 0.00% | – | – |
| Jackson Creek Investment Advisors LLC | 28,882 | $851.0K | 0.36% | −20−0.1% | Reduced |
| State of Alaska, Department of Revenue | 28,580 | $841.0K | 0.01% | −4,542−13.7% | Reduced |
| MetLife Investment Management | 28,553 | $840.9K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 27,974 | $824.0K | 0.01% | +15,046+116.4% | Added |
| Squarepoint Ops LLC | 27,816 | $819.2K | 0.00% | +27,816 | New |
| STRS Ohio | 27,700 | $815.0K | 0.00% | +1,000+3.7% | Added |
| Advisors Asset Management, Inc. | 27,205 | $801.2K | 0.02% | −8,126−23.0% | Reduced |
| Inspire Advisors, LLC | 26,941 | $793.4K | 0.14% | −3,847−12.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $778.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 25,957 | $764.4K | 0.00% | +3,774+17.0% | Added |
| New York State Common Retirement Fund | 23,924 | $704.6K | 0.00% | −65−0.3% | Reduced |
| Janus Henderson Group PLC | 23,849 | $702.2K | 0.00% | +20.0% | Added |