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, Q4 2023
Institutional positions in Upbound Group, Inc. as of Dec 31, 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
- 233
- +20 vs. Q3 2023
- Shares held
- 44.6M
- −585.2K (−1.3%) vs. Q3 2023
- Total value
- $1.52B
- +$184.2M (+13.8%) vs. Q3 2023
- New holders
- 44
- 63 more added
- Sold out
- 24
- 92 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,994,748 | $271.6M | 0.01% | +178,047+2.3% | Added |
| FMR LLC | 6,849,791 | $232.7M | 0.02% | +654,028+10.6% | Added |
| Vanguard Group Inc | 5,796,072 | $196.9M | 0.00% | −6,200−0.1% | Reduced |
| Engaged Capital LLC | 2,396,916 | $81.4M | 11.93% | −1,270,457−34.6% | Reduced |
| Dimensional Fund Advisors LP | 2,148,331 | $73.0M | 0.02% | +62,832+3.0% | Added |
| State Street Corp | 1,952,821 | $67.1M | 0.00% | −69,281−3.4% | Reduced |
| Ieq Capital, LLC | 1,406,940 | $47.8M | 0.80% | −25,469−1.8% | Reduced |
| LSV Asset Management | 1,184,352 | $40.2M | 0.09% | +101,620+9.4% | Added |
| Geode Capital Management, LLC | 1,117,437 | $38.0M | 0.00% | +35,754+3.3% | Added |
| Bank of America Corp | 896,879 | $30.5M | 0.00% | −116,721−11.5% | Reduced |
| Charles Schwab Investment Management Inc | 810,353 | $27.5M | 0.01% | −13,033−1.6% | Reduced |
| American Century Companies Inc | 778,346 | $26.4M | 0.02% | +46,624+6.4% | Added |
| Bank of New York Mellon Corp | 760,760 | $25.8M | 0.01% | −125,294−14.1% | Reduced |
| Northern Trust Corp | 573,610 | $19.5M | 0.00% | −11,390−1.9% | Reduced |
| Morgan Stanley | 560,112 | $19.0M | 0.00% | +147,515+35.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 515,561 | $17.5M | 0.09% | +1,544+0.3% | Added |
| Nuveen Asset Management, LLC | 436,621 | $14.8M | 0.00% | +2,082+0.5% | Added |
| Goldman Sachs Group Inc | 421,293 | $14.3M | 0.00% | +10,459+2.5% | Added |
| Invesco Ltd. | 407,156 | $13.8M | 0.00% | −73,449−15.3% | Reduced |
| Huber Capital Management LLC | 393,191 | $13.4M | 3.36% | −98,840−20.1% | Reduced |
| Norges Bank | 358,254 | $12.2M | 0.00% | −25,440−6.6% | Reduced |
| JPMorgan Chase & Co | 327,463 | $11.1M | 0.00% | −77,279−19.1% | Reduced |
| Federated Hermes, Inc. | 288,425 | $9.80M | 0.02% | −7,966−2.7% | Reduced |
| Bragg Financial Advisors, Inc | 242,613 | $8.24M | 0.39% | +30,513+14.4% | Added |
| Principal Financial Group Inc | 232,864 | $7.91M | 0.01% | −14,040−5.7% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 223,947 | $7.61M | 1.88% | +223,947 | New |
| Arrowstreet Capital, Limited Partnership | 223,823 | $7.60M | 0.01% | +223,823 | New |
| Alliancebernstein L.P. | 163,602 | $5.56M | 0.00% | +41,635+34.1% | Added |
| Fisher Asset Management, LLC | 151,062 | $5.13M | 0.00% | −21,279−12.3% | Reduced |
| Rhumbline Advisers | 145,853 | $4.95M | 0.01% | −7,830−5.1% | Reduced |
| Ameriprise Financial Inc | 136,304 | $4.63M | 0.00% | −13,773−9.2% | Reduced |
| Barclays PLC | 135,488 | $4.60M | 0.00% | +88,449+188.0% | Added |
| Millennium Management LLC | 129,835 | $4.41M | 0.00% | −37,893−22.6% | Reduced |
| Legal & General Group Plc | 125,954 | $4.28M | 0.00% | −4,159−3.2% | Reduced |
| AXA S.A. | 117,000 | $3.97M | 0.01% | +2,000+1.7% | Added |
| Algert Global LLC | 109,326 | $3.71M | 0.15% | +50,616+86.2% | Added |
| First National Bank of Omaha | 102,166 | $3.47M | 0.22% | −15,238−13.0% | Reduced |
| Qube Research & Technologies Ltd | 101,006 | $3.43M | 0.01% | +41,227+69.0% | Added |
| UBS Group AG | 100,045 | $3.40M | 0.00% | +39,681+65.7% | Added |
| Thrivent Financial for Lutherans | 97,972 | $3.33M | 0.01% | −17,559−15.2% | Reduced |
| Amundi | 101,640 | $3.32M | 0.00% | +66,836+192.0% | Added |
| BNP Paribas Arbitrage, SA | 95,147 | $3.23M | 0.01% | +39,596+71.3% | Added |
| O'Shaughnessy Asset Management, LLC | 94,101 | $3.20M | 0.04% | −4,436−4.5% | Reduced |
| Swiss National Bank | 93,700 | $3.18M | 0.00% | −10,800−10.3% | Reduced |
| Public Sector Pension Investment Board | 92,388 | $3.14M | 0.02% | +35,653+62.8% | Added |
| Citadel Advisors LLC | 88,794 | $3.02M | 0.00% | +28,835+48.1% | Added |
| D. E. Shaw & Co., Inc. | 81,731 | $2.78M | 0.00% | −45,230−35.6% | Reduced |
| New York State Teachers Retirement System | 80,985 | $2.75M | 0.01% | −1,006−1.2% | Reduced |
| Edgestream Partners, L.P. | 76,828 | $2.61M | 0.19% | +76,828 | New |
| Raymond James & Associates | 74,603 | $2.53M | 0.00% | +17,042+29.6% | Added |
| Prospect Capital Advisors, LLC | 70,000 | $2.38M | 0.86% | +70,000 | New |
| Raymond James Financial Services Advisors, Inc. | 65,583 | $2.23M | 0.00% | −10,861−14.2% | Reduced |
| UBS Asset Management Americas Inc | 63,788 | $2.17M | 0.00% | −2,972−4.5% | Reduced |
| Allianz Asset Management GmbH | 61,573 | $2.09M | 0.00% | +32,055+108.6% | Added |
| Price T Rowe Associates Inc | 59,950 | $2.04M | 0.00% | +1,128+1.9% | Added |
| Jane Street Group, LLC | 57,743 | $1.96M | 0.00% | −15,667−21.3% | Reduced |
| Kendall Capital Management | 56,065 | $1.90M | 0.74% | +60+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 54,381 | $1.85M | 0.17% | +54,381 | New |
| Credit Suisse AG | 53,290 | $1.81M | 0.00% | +4,031+8.2% | Added |
| Prudential Financial Inc | 52,061 | $1.77M | 0.00% | −2,553−4.7% | Reduced |
| Great West Life Assurance Co | 51,834 | $1.76M | 0.00% | −4,280−7.6% | Reduced |
| California State Teachers Retirement System | 51,461 | $1.75M | 0.00% | −2,718−5.0% | Reduced |
| Citigroup Inc | 48,516 | $1.65M | 0.00% | +28,294+139.9% | Added |
| First National Advisers, LLC | 46,216 | $1.57M | 0.45% | +13,666+42.0% | Added |
| Victory Capital Management Inc | 43,752 | $1.49M | 0.00% | −64,309−59.5% | Reduced |
| HighTower Advisors, LLC | 41,048 | $1.40M | 0.00% | +378+0.9% | Added |
| Renaissance Technologies LLC | 40,512 | $1.38M | 0.00% | −6,700−14.2% | Reduced |
| Martingale Asset Management L P | 38,577 | $1.31M | 0.03% | +3,954+11.4% | Added |
| Texas Permanent School Fund | 38,443 | $1.31M | 0.01% | −524−1.3% | Reduced |
| State of Tennessee, Treasury Department | 37,855 | $1.29M | 0.01% | +4,904+14.9% | Added |
| Secure Asset Management, LLC | 37,702 | $1.28M | 0.34% | +457+1.2% | Added |
| Interval Partners, LP | 37,689 | $1.28M | 0.06% | −157,066−80.6% | Reduced |
| AQR Capital Management LLC | 35,700 | $1.21M | 0.00% | −6,743−15.9% | Reduced |
| Verition Fund Management LLC | 32,794 | $1.11M | 0.01% | +32,794 | New |
| Teacher Retirement System of Texas | 31,548 | $1.07M | 0.01% | +3,574+12.8% | Added |
| Deutsche Bank AG | 31,304 | $1.06M | 0.00% | −508−1.6% | Reduced |
| Susquehanna International Group, LLP | 30,770 | $1.05M | 0.00% | −5,604−15.4% | Reduced |
| American International Group, Inc. | 29,501 | $1.00M | 0.00% | −293−1.0% | Reduced |
| Inspire Advisors, LLC | 29,406 | $998.9K | 0.15% | +2,465+9.1% | Added |
| Jackson Creek Investment Advisors LLC | 28,888 | $981.0K | 0.38% | +60.0% | Added |
| MetLife Investment Management | 28,553 | $969.9K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 28,241 | $959.3K | 0.06% | −8,913−24.0% | Reduced |
| Trexquant Investment LP | 27,407 | $931.0K | 0.02% | +14,270+108.6% | Added |
| State of Alaska, Department of Revenue | 27,382 | $930.0K | 0.01% | −1,198−4.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $897.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 26,100 | $886.0K | 0.00% | −1,600−5.8% | Reduced |
| Russell Investments Group, Ltd. | 26,041 | $884.6K | 0.00% | −37,052−58.7% | Reduced |
| Manufacturers Life Insurance Company, The | 26,008 | $883.5K | 0.00% | +51+0.2% | Added |
| Illinois Municipal Retirement Fund | 25,520 | $867.0K | 0.01% | −3,799−13.0% | Reduced |
| Wakefield Asset Management LLLP | 25,241 | $857.8K | 0.32% | +2,482+10.9% | Added |
| Two Sigma Advisers, LP | 25,200 | $856.0K | 0.00% | +1,700+7.2% | Added |
| Wells Fargo & Company | 24,917 | $846.4K | 0.00% | +3,065+14.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,170 | $821.1K | 0.00% | +24,170 | New |
| Napatree Capital LLC | 24,129 | $819.7K | 0.82% | +24,129 | New |
| Janus Henderson Group PLC | 23,802 | $808.9K | 0.00% | −47−0.2% | Reduced |
| New York State Common Retirement Fund | 22,877 | $777.1K | 0.00% | −1,047−4.4% | Reduced |
| Louisiana State Employees Retirement System | 22,300 | $757.5K | 0.02% | −1,100−4.7% | Reduced |
| Yousif Capital Management, LLC | 22,181 | $753.5K | 0.01% | −670−2.9% | Reduced |
| Voya Investment Management LLC | 22,021 | $748.1K | 0.00% | −39−0.2% | Reduced |
| Marshall Wace, LLP | 20,669 | $702.1K | 0.00% | +20,669 | New |