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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 13,016 | $442.2K | 0.01% | −600−4.4% | Reduced |
| Cambria Investment Management, L.P. | 13,051 | $443.3K | 0.03% | +1,251+10.6% | Added |
| AE Wealth Management LLC | 12,856 | $448.0K | 0.00% | +12,856 | New |
| HSBC Holdings PLC | 13,196 | $449.9K | 0.00% | +2,205+20.1% | Added |
| Arizona State Retirement System | 13,302 | $451.9K | 0.00% | −235−1.7% | Reduced |
| Wellington Management Group LLP | 13,681 | $464.7K | 0.00% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 13,828 | $469.7K | 0.28% | +13,828 | New |
| Integrated Advisors Network LLC | 14,516 | $493.1K | 0.03% | −1,446−9.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,704 | $499.5K | 0.00% | −52,091−78.0% | Reduced |
| Rafferty Asset Management, LLC | 14,806 | $503.0K | 0.00% | +2,014+15.7% | Added |
| Two Sigma Investments, LP | 14,831 | $503.8K | 0.00% | +6,700+82.4% | Added |
| Man Group plc | 14,853 | $504.6K | 0.00% | – | – |
| Royal Bank of Canada | 15,715 | $534.0K | 0.00% | −30,960−66.3% | Reduced |
| State Board of Administration of Florida Retirement System | 15,737 | $534.6K | 0.00% | −1,093−6.5% | Reduced |
| Cornercap Investment Counsel Inc | 16,062 | $545.6K | 0.09% | +238+1.5% | Added |
| Maryland State Retirement & Pension System | 16,181 | $549.7K | 0.01% | −726−4.3% | Reduced |
| Sierra Summit Advisors LLC | 16,451 | $558.8K | 0.16% | +16,451 | New |
| Alps Advisors Inc | 16,721 | $568.0K | 0.00% | −1,063−6.0% | Reduced |
| Engineers Gate Manager LP | 17,150 | $582.6K | 0.02% | +5,371+45.6% | Added |
| Franklin Resources Inc | 17,176 | $583.5K | 0.00% | −648−3.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,222 | $585.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 17,440 | $592.4K | 0.00% | −10,376−37.3% | Reduced |
| Ritholtz Wealth Management | 18,251 | $620.0K | 0.02% | +3,870+26.9% | Added |
| LPL Financial LLC | 18,475 | $627.6K | 0.00% | −1,000−5.1% | Reduced |
| CoreCap Advisors, LLC | 18,565 | $630.7K | 0.04% | +2,038+12.3% | Added |
| KBC Group NV | 18,596 | $632.0K | 0.00% | −248−1.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 19,000 | $645.4K | 0.00% | +19,000 | New |
| Advisors Asset Management, Inc. | 19,015 | $645.9K | 0.01% | −8,190−30.1% | Reduced |
| Walleye Capital LLC | 19,332 | $656.7K | 0.01% | +19,332 | New |
| Amalgamated Bank | 19,934 | $677.0K | 0.01% | −1,396−6.5% | Reduced |
| First Trust Advisors LP | 20,080 | $682.1K | 0.00% | −42,629−68.0% | Reduced |
| Partnership Wealth Management, LLC | 20,591 | $683.6K | 0.52% | +20,591 | New |
| Comerica Bank | 20,333 | $690.7K | 0.00% | −622−3.0% | Reduced |
| Marshall Wace, LLP | 20,669 | $702.1K | 0.00% | +20,669 | New |
| Voya Investment Management LLC | 22,021 | $748.1K | 0.00% | −39−0.2% | Reduced |
| Yousif Capital Management, LLC | 22,181 | $753.5K | 0.01% | −670−2.9% | Reduced |
| Louisiana State Employees Retirement System | 22,300 | $757.5K | 0.02% | −1,100−4.7% | Reduced |
| New York State Common Retirement Fund | 22,877 | $777.1K | 0.00% | −1,047−4.4% | Reduced |
| Janus Henderson Group PLC | 23,802 | $808.9K | 0.00% | −47−0.2% | Reduced |
| Napatree Capital LLC | 24,129 | $819.7K | 0.82% | +24,129 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 24,170 | $821.1K | 0.00% | +24,170 | New |
| Wells Fargo & Company | 24,917 | $846.4K | 0.00% | +3,065+14.0% | Added |
| Two Sigma Advisers, LP | 25,200 | $856.0K | 0.00% | +1,700+7.2% | Added |
| Wakefield Asset Management LLLP | 25,241 | $857.8K | 0.32% | +2,482+10.9% | Added |
| Illinois Municipal Retirement Fund | 25,520 | $867.0K | 0.01% | −3,799−13.0% | Reduced |
| Manufacturers Life Insurance Company, The | 26,008 | $883.5K | 0.00% | +51+0.2% | Added |
| Russell Investments Group, Ltd. | 26,041 | $884.6K | 0.00% | −37,052−58.7% | Reduced |
| STRS Ohio | 26,100 | $886.0K | 0.00% | −1,600−5.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $897.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 27,382 | $930.0K | 0.01% | −1,198−4.2% | Reduced |
| Trexquant Investment LP | 27,407 | $931.0K | 0.02% | +14,270+108.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 28,241 | $959.3K | 0.06% | −8,913−24.0% | Reduced |
| MetLife Investment Management | 28,553 | $969.9K | 0.01% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 28,888 | $981.0K | 0.38% | +60.0% | Added |
| Inspire Advisors, LLC | 29,406 | $998.9K | 0.15% | +2,465+9.1% | Added |
| American International Group, Inc. | 29,501 | $1.00M | 0.00% | −293−1.0% | Reduced |
| Susquehanna International Group, LLP | 30,770 | $1.05M | 0.00% | −5,604−15.4% | Reduced |
| Deutsche Bank AG | 31,304 | $1.06M | 0.00% | −508−1.6% | Reduced |
| Teacher Retirement System of Texas | 31,548 | $1.07M | 0.01% | +3,574+12.8% | Added |
| Verition Fund Management LLC | 32,794 | $1.11M | 0.01% | +32,794 | New |
| AQR Capital Management LLC | 35,700 | $1.21M | 0.00% | −6,743−15.9% | Reduced |
| Interval Partners, LP | 37,689 | $1.28M | 0.06% | −157,066−80.6% | Reduced |
| Secure Asset Management, LLC | 37,702 | $1.28M | 0.34% | +457+1.2% | Added |
| State of Tennessee, Treasury Department | 37,855 | $1.29M | 0.01% | +4,904+14.9% | Added |
| Texas Permanent School Fund | 38,443 | $1.31M | 0.01% | −524−1.3% | Reduced |
| Martingale Asset Management L P | 38,577 | $1.31M | 0.03% | +3,954+11.4% | Added |
| Renaissance Technologies LLC | 40,512 | $1.38M | 0.00% | −6,700−14.2% | Reduced |
| HighTower Advisors, LLC | 41,048 | $1.40M | 0.00% | +378+0.9% | Added |
| Victory Capital Management Inc | 43,752 | $1.49M | 0.00% | −64,309−59.5% | Reduced |
| First National Advisers, LLC | 46,216 | $1.57M | 0.45% | +13,666+42.0% | Added |
| Citigroup Inc | 48,516 | $1.65M | 0.00% | +28,294+139.9% | Added |
| California State Teachers Retirement System | 51,461 | $1.75M | 0.00% | −2,718−5.0% | Reduced |
| Great West Life Assurance Co | 51,834 | $1.76M | 0.00% | −4,280−7.6% | Reduced |
| Prudential Financial Inc | 52,061 | $1.77M | 0.00% | −2,553−4.7% | Reduced |
| Credit Suisse AG | 53,290 | $1.81M | 0.00% | +4,031+8.2% | Added |
| Campbell & CO Investment Adviser LLC | 54,381 | $1.85M | 0.17% | +54,381 | New |
| Kendall Capital Management | 56,065 | $1.90M | 0.74% | +60+0.1% | Added |
| Jane Street Group, LLC | 57,743 | $1.96M | 0.00% | −15,667−21.3% | Reduced |
| Price T Rowe Associates Inc | 59,950 | $2.04M | 0.00% | +1,128+1.9% | Added |
| Allianz Asset Management GmbH | 61,573 | $2.09M | 0.00% | +32,055+108.6% | Added |
| UBS Asset Management Americas Inc | 63,788 | $2.17M | 0.00% | −2,972−4.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 65,583 | $2.23M | 0.00% | −10,861−14.2% | Reduced |
| Prospect Capital Advisors, LLC | 70,000 | $2.38M | 0.86% | +70,000 | New |
| Raymond James & Associates | 74,603 | $2.53M | 0.00% | +17,042+29.6% | Added |
| Edgestream Partners, L.P. | 76,828 | $2.61M | 0.19% | +76,828 | New |
| New York State Teachers Retirement System | 80,985 | $2.75M | 0.01% | −1,006−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 81,731 | $2.78M | 0.00% | −45,230−35.6% | Reduced |
| Citadel Advisors LLC | 88,794 | $3.02M | 0.00% | +28,835+48.1% | Added |
| Public Sector Pension Investment Board | 92,388 | $3.14M | 0.02% | +35,653+62.8% | Added |
| Swiss National Bank | 93,700 | $3.18M | 0.00% | −10,800−10.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 94,101 | $3.20M | 0.04% | −4,436−4.5% | Reduced |
| BNP Paribas Arbitrage, SA | 95,147 | $3.23M | 0.01% | +39,596+71.3% | Added |
| Amundi | 101,640 | $3.32M | 0.00% | +66,836+192.0% | Added |
| Thrivent Financial for Lutherans | 97,972 | $3.33M | 0.01% | −17,559−15.2% | Reduced |
| UBS Group AG | 100,045 | $3.40M | 0.00% | +39,681+65.7% | Added |
| Qube Research & Technologies Ltd | 101,006 | $3.43M | 0.01% | +41,227+69.0% | Added |
| First National Bank of Omaha | 102,166 | $3.47M | 0.22% | −15,238−13.0% | Reduced |
| Algert Global LLC | 109,326 | $3.71M | 0.15% | +50,616+86.2% | Added |
| AXA S.A. | 117,000 | $3.97M | 0.01% | +2,000+1.7% | Added |
| Legal & General Group Plc | 125,954 | $4.28M | 0.00% | −4,159−3.2% | Reduced |