Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 215 institutions
Q1 2021: 270 institutionsQ2 2021: 284 institutionsQ3 2021: 271 institutionsQ4 2021: 247 institutionsQ1 2022: 224 institutionsQ2 2022: 220 institutionsQ3 2022: 216 institutionsQ4 2022: 206 institutionsQ1 2023: 204 institutionsQ2 2023: 220 institutionsQ3 2023: 215 institutionsQ4 2023: 233 institutionsQ1 2024: 242 institutionsQ2 2024: 248 institutionsQ3 2024: 246 institutionsQ4 2024: 241 institutionsQ1 2025: 243 institutionsQ2 2025: 256 institutionsQ3 2025: 262 institutionsQ4 2025: 239 institutionsQ1 2026: 240 institutionsQ2 2026: 259 institutions
Value heldQ3 2023: $1.33B
Q1 2021: $2.90BQ2 2021: $2.77BQ3 2021: $2.86BQ4 2021: $2.32BQ1 2022: $1.30BQ2 2022: $966.4MQ3 2022: $833.7MQ4 2022: $1.11BQ1 2023: $1.17BQ2 2023: $1.52BQ3 2023: $1.33BQ4 2023: $1.52BQ1 2024: $1.62BQ2 2024: $1.53BQ3 2024: $1.45BQ4 2024: $1.36BQ1 2025: $1.15BQ2 2025: $1.33BQ3 2025: $1.27BQ4 2025: $972.3MQ1 2026: $1.01BQ2 2026: $1.23B
Institutions holding UPBD and their total value by quarter
QuarterHoldersValue
Q2 2026259$1.23B
Q1 2026240$1.01B
Q4 2025239$972.3M
Q3 2025262$1.27B
Q2 2025256$1.33B
Q1 2025243$1.15B
Q4 2024241$1.36B
Q3 2024246$1.45B
Q2 2024248$1.53B
Q1 2024242$1.62B
Q4 2023233$1.52B
Q3 2023215$1.33B
Q2 2023220$1.52B
Q1 2023204$1.17B
Q4 2022206$1.11B
Q3 2022216$833.7M
Q2 2022220$966.4M
Q1 2022224$1.30B
Q4 2021247$2.32B
Q3 2021271$2.86B
Q2 2021284$2.77B
Q1 2021270$2.90B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q2 2023.

Institutions holding UPBD in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Two Sigma Advisers, LP23,500$692.1K0.00%−10,100−30.1%Reduced
Louisiana State Employees Retirement System23,400$689.1K0.02%−3,000−11.4%Reduced
Yousif Capital Management, LLC22,851$673.0K0.01%−4,026−15.0%Reduced
Wakefield Asset Management LLLP22,759$670.3K0.30%−977−4.1%Reduced
Atom Investors LP22,426$660.4K0.15%+12,309+121.7%Added
Voya Investment Management LLC22,060$649.7K0.00%+243+1.1%Added
Wells Fargo & Company21,852$643.6K0.00%−15,842−42.0%Reduced
Amalgamated Bank21,330$628.0K0.01%−1,944−8.4%Reduced
Comerica Bank20,955$617.1K0.00%−74,257−78.0%Reduced
Citigroup Inc20,222$595.5K0.00%−23,542−53.8%Reduced
LPL Financial LLC19,475$573.5K0.00%+19,475New
KBC Group NV18,844$555.0K0.00%−2,274−10.8%Reduced
Franklin Resources Inc17,824$524.9K0.00%+855+5.0%Added
Alps Advisors Inc17,784$523.7K0.00%+17,784New
Teachers Retirement System of the State of Kentucky17,222$507.0K0.01%00.0%Unchanged
Maryland State Retirement & Pension System16,907$497.9K0.01%−2,705−13.8%Reduced
State Board of Administration of Florida Retirement System16,830$495.6K0.00%+1,173+7.5%Added
CoreCap Advisors, LLC16,527$486.7K0.04%+853+5.4%Added
Integrated Advisors Network LLC15,962$470.1K0.03%−737−4.4%Reduced
Cornercap Investment Counsel Inc15,824$466.0K0.08%+15,824New
Guggenheim Capital LLC15,242$448.9K0.00%+913+6.4%Added
Petrus Trust Company, LTA14,890$438.5K0.05%+14,890New
Boston Partners14,398$424.0K0.00%+14,398New
Ritholtz Wealth Management14,381$423.5K0.02%+6,811+90.0%Added
Vise Technologies, Inc.13,936$410.4K0.10%+4,501+47.7%Added
Innovis Asset Management LLC13,899$409.3K0.16%00.0%Unchanged
Gallacher Capital Management LLC13,882$408.8K0.26%+13,882New
Wellington Management Group LLP13,681$402.9K0.00%−17−0.1%Reduced
Oregon Public Employees Retirement Fund13,616$401.0K0.01%−2,100−13.4%Reduced
Arizona State Retirement System13,537$398.7K0.00%+232+1.7%Added
Envestnet Asset Management Inc13,245$390.1K0.00%+6,791+105.2%Added
Trexquant Investment LP13,137$386.9K0.01%−83,424−86.4%Reduced
Rafferty Asset Management, LLC12,792$376.7K0.00%−1,562−10.9%Reduced
Exchange Traded Concepts, LLC12,775$376.2K0.01%−26,391−67.4%Reduced
Nisa Investment Advisors, LLC12,627$371.9K0.00%00.0%Unchanged
Voloridge Investment Management, LLC12,120$356.9K0.00%−50,337−80.6%Reduced
Shell Asset Management Co11,907$351.0K0.01%+7,320+159.6%Added
Engineers Gate Manager LP11,779$346.9K0.01%−25,581−68.5%Reduced
Cambria Investment Management, L.P.11,800$343.5K0.03%−2,065−14.9%Reduced
Tributary Capital Management, LLC11,300$332.8K0.03%+3,700+48.7%Added
HSBC Holdings PLC10,991$324.0K0.00%+3,671+50.2%Added
WBI Investments10,718$315.6K0.06%−13,021−54.9%Reduced
CWM Advisors, LLC10,474$308.4K0.04%+307+3.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)9,895$291.4K0.00%+213+2.2%Added
Handelsbanken Fonder AB9,452$278.0K0.00%00.0%Unchanged
Wolverine Asset Management LLC8,652$254.8K0.00%00.0%Unchanged
State of Wisconsin Investment Board8,567$252.3K0.00%+8,567New
Mirabella Financial Services LLP8,500$250.3K0.04%+8,500New
ProShare Advisors LLC8,188$241.1K0.00%−298−3.5%Reduced
Two Sigma Investments, LP8,131$239.5K0.00%+8,131New
Mutual of America Capital Management LLC8,045$236.9K0.00%−1,787−18.2%Reduced
Contravisory Investment Management, Inc.7,848$231.1K0.07%+98+1.3%Added
Vestcor Inc7,648$225.0K0.01%+7,648New
Public Employees Retirement Association of Colorado7,414$218.0K0.00%−215−2.8%Reduced
Two Sigma Securities, LLC7,311$215.3K0.01%−705−8.8%Reduced
Centiva Capital, LP7,132$210.0K0.01%−4,807−40.3%Reduced
Prentice Wealth Management LLC6,955$204.8K0.09%−24−0.3%Reduced
Xponance, Inc.6,868$202.3K0.00%−142−2.0%Reduced
Point72 Middle East FZE6,822$200.9K0.01%−6,523−48.9%Reduced
State of Wyoming6,167$181.6K0.04%+1,870+43.5%Added
Ameritas Investment Partners, Inc.5,479$161.4K0.01%+925+20.3%Added
Tower Research Capital LLC (TRC)5,463$160.9K0.01%+4,311+374.2%Added
The PNC Financial Services Group, Inc.5,134$151.2K0.00%−46−0.9%Reduced
Hollencrest Capital Management5,000$147.3K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.4,573$135.0K0.01%−21−0.5%Reduced
Allspring Global Investments Holdings, LLC4,389$129.3K0.00%−213−4.6%Reduced
Harbour Investments, Inc.4,205$123.8K0.01%−1,774−29.7%Reduced
Advisor Group Holdings, Inc.3,682$108.4K0.00%−436−10.6%Reduced
Metropolitan Life Insurance Co3,176$93.5K0.00%+162+5.4%Added
Pacifica Partners Inc.2,773$79.4K0.04%+2,773New
Aquatic Capital Management LLC2,600$77.0K0.00%+2,600New
Point72 Asset Management, L.P.2,518$74.2K0.00%+2,518New
Carolina Wealth Advisors, LLC2,265$66.7K0.04%−118−5.0%Reduced
Public Employees Retirement System of Ohio1,818$54.0K0.00%+41+2.3%Added
Harvest Fund Management Co., Ltd1,758$52.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,659$48.9K0.00%00.0%Unchanged
CWM, LLC1,540$45.0K0.00%+25+1.7%Added
Bramshill Investments, LLC1,486$42.5K0.00%−111−7.0%Reduced
Clearstead Advisors, LLC1,300$38.3K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale1,082$32.0K0.00%+1,082New
Lazard Asset Management LLC1,082$31.0K0.00%+585+117.7%Added
Wolff Wiese Magana LLC1,000$29.4K0.02%00.0%Unchanged
Nomura Asset Management Co Ltd790$23.3K0.00%00.0%Unchanged
Quadrant Capital Group LLC692$20.4K0.00%−22−3.1%Reduced
Allworth Financial LP552$16.3K0.00%+11+2.0%Added
Ronald Blue Trust, Inc.471$15.0K0.00%+370+366.3%Added
TD Private Client Wealth LLC498$14.7K0.00%00.0%Unchanged
Hexagon Capital Partners LLC486$14.3K0.00%+252+107.7%Added
AdvisorNet Financial, Inc448$13.2K0.00%−3−0.7%Reduced
US Bancorp413$12.2K0.00%−247−37.4%Reduced
Versant Capital Management, Inc387$11.4K0.00%00.0%Unchanged
First Horizon Advisors, Inc.355$10.5K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC335$9.87K0.00%00.0%Unchanged
Quarry LP268$7.89K0.01%+268New
Covestor Ltd259$7.00K0.01%−30−10.4%Reduced
IFP Advisors, Inc200$5.89K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC170$5.01K0.00%00.0%Unchanged
Parkside Financial Bank & Trust162$4.77K0.00%00.0%Unchanged
Parallel Advisors, LLC149$4.39K0.00%+17+12.9%Added
Signaturefd, LLC126$3.71K0.00%00.0%Unchanged