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 |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 514,017 | $15.1M | 0.09% | −1,893−0.4% | Reduced |
| Northern Trust Corp | 585,000 | $17.2M | 0.00% | −11,060−1.9% | Reduced |
| American Century Companies Inc | 731,722 | $21.5M | 0.02% | +106,157+17.0% | Added |
| Charles Schwab Investment Management Inc | 823,386 | $24.2M | 0.01% | +16,476+2.0% | Added |
| Bank of New York Mellon Corp | 886,054 | $26.1M | 0.01% | −16,218−1.8% | Reduced |
| Bank of America Corp | 1,013,600 | $29.9M | 0.00% | +921,863+1,004.9% | Added |
| Geode Capital Management, LLC | 1,081,683 | $31.9M | 0.00% | +8,358+0.8% | Added |
| LSV Asset Management | 1,082,732 | $31.9M | 0.07% | +55,980+5.5% | Added |
| Ieq Capital, LLC | 1,432,409 | $42.2M | 0.86% | −2,162,746−60.2% | Reduced |
| State Street Corp | 2,022,102 | $59.6M | 0.00% | −91,998−4.4% | Reduced |
| Dimensional Fund Advisors LP | 2,085,499 | $61.4M | 0.02% | +146,591+7.6% | Added |
| Engaged Capital LLC | 3,667,373 | $108.0M | 19.69% | −190,543−4.9% | Reduced |
| Vanguard Group Inc | 5,802,272 | $170.9M | 0.00% | +59,221+1.0% | Added |
| FMR LLC | 6,195,763 | $182.5M | 0.02% | −1,228,432−16.5% | Reduced |
| BlackRock Inc. | 7,816,701 | $230.2M | 0.01% | −215,288−2.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −334,680−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −248,372−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −235,282−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −107,878−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −107,681−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −84,310−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −36,173−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −27,359−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −20,215−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,960−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −15,319−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,306−100.0% | Sold out |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −13,924−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,890−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −11,821−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,978−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,816−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,670−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |