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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 17,222 | $507.0K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 17,784 | $523.7K | 0.00% | +17,784 | New |
| Franklin Resources Inc | 17,824 | $524.9K | 0.00% | +855+5.0% | Added |
| KBC Group NV | 18,844 | $555.0K | 0.00% | −2,274−10.8% | Reduced |
| LPL Financial LLC | 19,475 | $573.5K | 0.00% | +19,475 | New |
| Citigroup Inc | 20,222 | $595.5K | 0.00% | −23,542−53.8% | Reduced |
| Comerica Bank | 20,955 | $617.1K | 0.00% | −74,257−78.0% | Reduced |
| Amalgamated Bank | 21,330 | $628.0K | 0.01% | −1,944−8.4% | Reduced |
| Wells Fargo & Company | 21,852 | $643.6K | 0.00% | −15,842−42.0% | Reduced |
| Voya Investment Management LLC | 22,060 | $649.7K | 0.00% | +243+1.1% | Added |
| Atom Investors LP | 22,426 | $660.4K | 0.15% | +12,309+121.7% | Added |
| Wakefield Asset Management LLLP | 22,759 | $670.3K | 0.30% | −977−4.1% | Reduced |
| Yousif Capital Management, LLC | 22,851 | $673.0K | 0.01% | −4,026−15.0% | Reduced |
| Louisiana State Employees Retirement System | 23,400 | $689.1K | 0.02% | −3,000−11.4% | Reduced |
| Two Sigma Advisers, LP | 23,500 | $692.1K | 0.00% | −10,100−30.1% | Reduced |
| Janus Henderson Group PLC | 23,849 | $702.2K | 0.00% | +20.0% | Added |
| New York State Common Retirement Fund | 23,924 | $704.6K | 0.00% | −65−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 25,957 | $764.4K | 0.00% | +3,774+17.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $778.4K | 0.00% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 26,941 | $793.4K | 0.14% | −3,847−12.5% | Reduced |
| Advisors Asset Management, Inc. | 27,205 | $801.2K | 0.02% | −8,126−23.0% | Reduced |
| STRS Ohio | 27,700 | $815.0K | 0.00% | +1,000+3.7% | Added |
| Squarepoint Ops LLC | 27,816 | $819.2K | 0.00% | +27,816 | New |
| Teacher Retirement System of Texas | 27,974 | $824.0K | 0.01% | +15,046+116.4% | Added |
| MetLife Investment Management | 28,553 | $840.9K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 28,580 | $841.0K | 0.01% | −4,542−13.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 28,882 | $851.0K | 0.36% | −20−0.1% | Reduced |
| Man Group plc | – | $860.4K | 0.00% | – | – |
| Illinois Municipal Retirement Fund | 29,319 | $863.0K | 0.02% | +29,319 | New |
| Allianz Asset Management GmbH | 29,518 | $869.3K | 0.00% | +7,408+33.5% | Added |
| American International Group, Inc. | 29,794 | $877.4K | 0.01% | +453+1.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,688 | $903.8K | 0.01% | −26,215−46.1% | Reduced |
| Capula Management Ltd | 30,880 | $909.4K | 0.06% | +30,880 | New |
| Deutsche Bank AG | 31,812 | $936.9K | 0.00% | +2,666+9.1% | Added |
| First National Advisers, LLC | 32,550 | $958.3K | 0.43% | +19,981+159.0% | Added |
| Stifel Financial Corp | 32,550 | $958.6K | 0.00% | +32,550 | New |
| State of Tennessee, Treasury Department | 32,951 | $970.4K | 0.00% | −1,851−5.3% | Reduced |
| Gsa Capital Partners LLP | 33,212 | $978.0K | 0.08% | −22,548−40.4% | Reduced |
| Amundi | 34,804 | $1.00M | 0.00% | +1,980+6.0% | Added |
| Martingale Asset Management L P | 34,623 | $1.02M | 0.02% | +20,689+148.5% | Added |
| Susquehanna International Group, LLP | 36,374 | $1.07M | 0.00% | +15,260+72.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 37,154 | $1.09M | 0.07% | +2,889+8.4% | Added |
| Secure Asset Management, LLC | 37,245 | $1.10M | 0.33% | −28,008−42.9% | Reduced |
| Texas Permanent School Fund | 38,967 | $1.15M | 0.01% | −5,147−11.7% | Reduced |
| Dark Forest Capital Management LP | 39,829 | $1.17M | 0.10% | +8,754+28.2% | Added |
| HighTower Advisors, LLC | 40,670 | $1.20M | 0.00% | −6,536−13.8% | Reduced |
| AQR Capital Management LLC | 42,443 | $1.25M | 0.00% | −8,080−16.0% | Reduced |
| Royal Bank of Canada | 46,675 | $1.38M | 0.00% | +42,527+1,025.2% | Added |
| Barclays PLC | 47,039 | $1.39M | 0.00% | −19,055−28.8% | Reduced |
| Renaissance Technologies LLC | 47,212 | $1.39M | 0.00% | −8,300−15.0% | Reduced |
| Credit Suisse AG | 49,259 | $1.45M | 0.00% | −3,695−7.0% | Reduced |
| ExodusPoint Capital Management, LP | 50,741 | $1.49M | 0.02% | +50,741 | New |
| California State Teachers Retirement System | 54,179 | $1.60M | 0.00% | −5,847−9.7% | Reduced |
| Prudential Financial Inc | 54,614 | $1.61M | 0.00% | −7,977−12.7% | Reduced |
| BNP Paribas Arbitrage, SA | 55,551 | $1.64M | 0.00% | +9,371+20.3% | Added |
| Kendall Capital Management | 56,005 | $1.65M | 0.73% | −805−1.4% | Reduced |
| Great West Life Assurance Co | 56,114 | $1.65M | 0.00% | −3,026−5.1% | Reduced |
| HRT Financial LP | 56,196 | $1.65M | 0.02% | +56,196 | New |
| Public Sector Pension Investment Board | 56,735 | $1.67M | 0.01% | −32,618−36.5% | Reduced |
| Raymond James & Associates | 57,561 | $1.70M | 0.00% | −1,924−3.2% | Reduced |
| Algert Global LLC | 58,710 | $1.73M | 0.08% | +17,680+43.1% | Added |
| Price T Rowe Associates Inc | 58,822 | $1.73M | 0.00% | +1,170+2.0% | Added |
| Qube Research & Technologies Ltd | 59,779 | $1.76M | 0.01% | −71,350−54.4% | Reduced |
| Citadel Advisors LLC | 59,959 | $1.77M | 0.00% | +37,634+168.6% | Added |
| UBS Group AG | 60,364 | $1.78M | 0.00% | −21,459−26.2% | Reduced |
| First Trust Advisors LP | 62,709 | $1.85M | 0.00% | +39,175+166.5% | Added |
| Russell Investments Group, Ltd. | 63,093 | $1.86M | 0.00% | +34,033+117.1% | Added |
| UBS Asset Management Americas Inc | 66,760 | $1.97M | 0.00% | −10,083−13.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 66,795 | $1.97M | 0.02% | +33,295+99.4% | Added |
| Jane Street Group, LLC | 73,410 | $2.16M | 0.00% | −88,540−54.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 76,444 | $2.25M | 0.00% | −2,141−2.7% | Reduced |
| New York State Teachers Retirement System | 81,991 | $2.42M | 0.01% | −2,777−3.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 98,423 | $2.90M | 0.02% | +248+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 98,537 | $2.90M | 0.04% | +25,244+34.4% | Added |
| Swiss National Bank | 104,500 | $3.08M | 0.00% | +1,400+1.4% | Added |
| Kennedy Capital Management, Inc. | 106,181 | $3.13M | 0.08% | −33,887−24.2% | Reduced |
| Redwood Investment Management, LLC | 107,975 | $3.18M | 0.28% | −23,520−17.9% | Reduced |
| Victory Capital Management Inc | 108,061 | $3.18M | 0.00% | −196,826−64.6% | Reduced |
| AXA S.A. | 115,000 | $3.39M | 0.01% | +80,500+233.3% | Added |
| Thrivent Financial for Lutherans | 115,531 | $3.40M | 0.01% | −6,164−5.1% | Reduced |
| First National Bank of Omaha | 117,404 | $3.46M | 0.22% | +26,268+28.8% | Added |
| Alliancebernstein L.P. | 121,967 | $3.59M | 0.00% | +31,520+34.8% | Added |
| D. E. Shaw & Co., Inc. | 126,961 | $3.74M | 0.01% | −101,806−44.5% | Reduced |
| Legal & General Group Plc | 130,113 | $3.83M | 0.00% | −11,649−8.2% | Reduced |
| Ameriprise Financial Inc | 150,077 | $4.42M | 0.00% | −64,242−30.0% | Reduced |
| Balyasny Asset Management LLC | 153,577 | $4.52M | 0.01% | +153,577 | New |
| Rhumbline Advisers | 153,683 | $4.53M | 0.01% | −3,492−2.2% | Reduced |
| Millennium Management LLC | 167,728 | $4.94M | 0.01% | +26,384+18.7% | Added |
| Fisher Asset Management, LLC | 172,341 | $5.08M | 0.00% | +14,829+9.4% | Added |
| Interval Partners, LP | 194,755 | $5.74M | 0.24% | +144,755+289.5% | Added |
| Bragg Financial Advisors, Inc | 212,100 | $6.25M | 0.33% | +52,630+33.0% | Added |
| Principal Financial Group Inc | 246,904 | $7.27M | 0.01% | −40,567−14.1% | Reduced |
| Federated Hermes, Inc. | 296,391 | $8.73M | 0.02% | −1,914−0.6% | Reduced |
| Norges Bank | 383,694 | $11.3M | 0.00% | +47,600+14.2% | Added |
| JPMorgan Chase & Co | 404,742 | $11.9M | 0.00% | −24,513−5.7% | Reduced |
| Goldman Sachs Group Inc | 410,834 | $12.1M | 0.00% | +7,408+1.8% | Added |
| Morgan Stanley | 412,597 | $12.2M | 0.00% | −105,643−20.4% | Reduced |
| Nuveen Asset Management, LLC | 434,539 | $12.8M | 0.00% | +128,896+42.2% | Added |
| Invesco Ltd. | 480,605 | $14.2M | 0.00% | +72,683+17.8% | Added |
| Huber Capital Management LLC | 492,031 | $14.5M | 3.41% | +73,900+17.7% | Added |