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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $34 | 0.00% | −5−83.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $306 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 16 | $544 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $583 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 32 | $1.07K | 0.00% | +1+3.2% | Added |
| Glassman Wealth Services | 32 | $1.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.19K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 43 | $1.46K | 0.00% | +43 | New |
| Allworth Financial LP | 44 | $1.50K | 0.00% | −508−92.0% | Reduced |
| Frazier Financial Advisors, LLC | 45 | $1.53K | 0.00% | +45 | New |
| JFS Wealth Advisors, LLC | 46 | $1.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $2.17K | 0.00% | −98−60.5% | Reduced |
| ClariVest Asset Management LLC | 84 | $2.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 86 | $2.92K | 0.00% | −84−49.4% | Reduced |
| Parallel Advisors, LLC | 102 | $3.46K | 0.00% | −47−31.5% | Reduced |
| GAMMA Investing LLC | 120 | $3.98K | 0.00% | +120 | New |
| Lee Financial Co | 118 | $4.05K | 0.00% | +69+140.8% | Added |
| Signaturefd, LLC | 126 | $4.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 136 | $4.62K | 0.00% | +46+51.1% | Added |
| IFP Advisors, Inc | 200 | $6.79K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 212 | $7.20K | 0.01% | +212 | New |
| Group One Trading, L.P. | 278 | $9.44K | 0.00% | +278 | New |
| Aquatic Capital Management LLC | 300 | $10.0K | 0.00% | −2,300−88.5% | Reduced |
| US Bancorp | 334 | $11.3K | 0.00% | −79−19.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $11.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 367 | $12.0K | 0.01% | +108+41.7% | Added |
| First Horizon Advisors, Inc. | 355 | $12.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 366 | $12.4K | 0.00% | −21−5.4% | Reduced |
| AdvisorNet Financial, Inc | 447 | $15.2K | 0.00% | −1−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 494 | $16.8K | 0.00% | −3,895−88.7% | Reduced |
| TD Private Client Wealth LLC | 498 | $16.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 527 | $17.9K | 0.00% | +527 | New |
| Ronald Blue Trust, Inc. | 695 | $20.0K | 0.00% | +224+47.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 600 | $20.4K | 0.01% | +600 | New |
| Hexagon Capital Partners LLC | 691 | $23.5K | 0.01% | +205+42.2% | Added |
| Quadrant Capital Group LLC | 710 | $24.1K | 0.00% | +18+2.6% | Added |
| Robeco Institutional Asset Management B.V. | 766 | $26.0K | 0.00% | +766 | New |
| Nomura Asset Management Co Ltd | 790 | $26.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 870 | $29.6K | 0.00% | +870 | New |
| Walleye Trading LLC | 953 | $32.4K | 0.00% | +953 | New |
| Wolff Wiese Magana LLC | 1,000 | $34.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,082 | $36.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,486 | $42.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,300 | $44.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,464 | $50.0K | 0.00% | −76−4.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,592 | $54.1K | 0.00% | −67−4.0% | Reduced |
| Public Employees Retirement System of Ohio | 1,712 | $58.2K | 0.00% | −106−5.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 2,000 | $68.0K | 0.04% | +2,000 | New |
| Carolina Wealth Advisors, LLC | 2,265 | $76.9K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,773 | $85.1K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 2,648 | $90.0K | 0.02% | −3,519−57.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,688 | $91.3K | 0.00% | −994−27.0% | Reduced |
| Simplex Trading, LLC | 2,716 | $92.0K | 0.00% | +2,716 | New |
| Harbour Investments, Inc. | 2,785 | $94.6K | 0.00% | −1,420−33.8% | Reduced |
| Metropolitan Life Insurance Co | 3,176 | $107.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,100 | $139.0K | 0.06% | +4,100 | New |
| Benjamin F. Edwards & Company, Inc. | 4,576 | $155.0K | 0.00% | +3+0.1% | Added |
| The PNC Financial Services Group, Inc. | 4,833 | $164.2K | 0.00% | −301−5.9% | Reduced |
| Hollencrest Capital Management | 5,000 | $169.8K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,479 | $186.1K | 0.01% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 5,905 | $200.6K | 0.10% | +5,905 | New |
| Evergreen Capital Management LLC | 5,957 | $204.6K | 0.01% | +5,957 | New |
| Mariner, LLC | 6,154 | $209.1K | 0.00% | +6,154 | New |
| Pictet Asset Management Holding SA | 6,304 | $214.1K | 0.00% | +6,304 | New |
| Gallacher Capital Management LLC | 6,403 | $217.5K | 0.12% | −7,479−53.9% | Reduced |
| XTX Topco Ltd | 6,663 | $226.3K | 0.05% | +6,663 | New |
| Nebula Research & Development LLC | 6,792 | $230.7K | 0.07% | +6,792 | New |
| Public Employees Retirement Association of Colorado | 6,832 | $232.0K | 0.00% | −582−7.9% | Reduced |
| Prentice Wealth Management LLC | 7,147 | $242.8K | 0.09% | +192+2.8% | Added |
| Two Sigma Securities, LLC | 7,636 | $259.4K | 0.01% | +325+4.4% | Added |
| Vestcor Inc | 7,648 | $260.0K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,793 | $264.7K | 0.00% | −252−3.1% | Reduced |
| Contravisory Investment Management, Inc. | 7,848 | $266.6K | 0.07% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 7,862 | $267.1K | 0.00% | −90,561−92.0% | Reduced |
| Axq Capital, LP | 7,914 | $268.8K | 0.07% | +7,914 | New |
| Centiva Capital, LP | 8,199 | $278.5K | 0.02% | +1,067+15.0% | Added |
| Fox Run Management, L.L.C. | 8,226 | $279.4K | 0.07% | +8,226 | New |
| Wolverine Asset Management LLC | 8,652 | $293.9K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 9,120 | $309.8K | 0.03% | +9,120 | New |
| Shell Asset Management Co | 9,158 | $311.0K | 0.01% | −2,749−23.1% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $321.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,607 | $326.4K | 0.00% | −21,081−68.7% | Reduced |
| Cubist Systematic Strategies, LLC | 9,678 | $328.8K | 0.00% | +9,678 | New |
| Optimist Retirement Group LLC | 9,976 | $338.9K | 0.22% | +9,976 | New |
| ProShare Advisors LLC | 10,115 | $343.6K | 0.00% | +1,927+23.5% | Added |
| Tower Research Capital LLC (TRC) | 10,411 | $353.7K | 0.00% | +4,948+90.6% | Added |
| Vise Technologies, Inc. | 10,475 | $355.8K | 0.08% | −3,461−24.8% | Reduced |
| Teza Capital Management LLC | 10,950 | $372.0K | 0.06% | +10,950 | New |
| Y-Intercept (Hong Kong) Ltd | 11,004 | $373.8K | 0.03% | +11,004 | New |
| Tributary Capital Management, LLC | 11,300 | $383.9K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 11,323 | $384.6K | 0.04% | +849+8.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,539 | $392.0K | 0.00% | +1,644+16.6% | Added |
| Quest Partners LLC | 11,665 | $396.3K | 0.08% | +11,665 | New |
| Exchange Traded Concepts, LLC | 11,942 | $405.7K | 0.01% | −833−6.5% | Reduced |
| Guggenheim Capital LLC | 12,301 | $417.9K | 0.00% | −2,941−19.3% | Reduced |
| Mach-1 Financial Group, Inc. | 12,391 | $420.9K | 0.16% | +12,391 | New |
| Envestnet Asset Management Inc | 12,393 | $421.0K | 0.00% | −852−6.4% | Reduced |
| Nisa Investment Advisors, LLC | 12,627 | $428.9K | 0.00% | 00.0% | Unchanged |