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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 129,835 | $4.41M | 0.00% | −37,893−22.6% | Reduced |
| Barclays PLC | 135,488 | $4.60M | 0.00% | +88,449+188.0% | Added |
| Ameriprise Financial Inc | 136,304 | $4.63M | 0.00% | −13,773−9.2% | Reduced |
| Rhumbline Advisers | 145,853 | $4.95M | 0.01% | −7,830−5.1% | Reduced |
| Fisher Asset Management, LLC | 151,062 | $5.13M | 0.00% | −21,279−12.3% | Reduced |
| Alliancebernstein L.P. | 163,602 | $5.56M | 0.00% | +41,635+34.1% | Added |
| Arrowstreet Capital, Limited Partnership | 223,823 | $7.60M | 0.01% | +223,823 | New |
| Philadelphia Financial Management of San Francisco, LLC | 223,947 | $7.61M | 1.88% | +223,947 | New |
| Principal Financial Group Inc | 232,864 | $7.91M | 0.01% | −14,040−5.7% | Reduced |
| Bragg Financial Advisors, Inc | 242,613 | $8.24M | 0.39% | +30,513+14.4% | Added |
| Federated Hermes, Inc. | 288,425 | $9.80M | 0.02% | −7,966−2.7% | Reduced |
| JPMorgan Chase & Co | 327,463 | $11.1M | 0.00% | −77,279−19.1% | Reduced |
| Norges Bank | 358,254 | $12.2M | 0.00% | −25,440−6.6% | Reduced |
| Huber Capital Management LLC | 393,191 | $13.4M | 3.36% | −98,840−20.1% | Reduced |
| Invesco Ltd. | 407,156 | $13.8M | 0.00% | −73,449−15.3% | Reduced |
| Goldman Sachs Group Inc | 421,293 | $14.3M | 0.00% | +10,459+2.5% | Added |
| Nuveen Asset Management, LLC | 436,621 | $14.8M | 0.00% | +2,082+0.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 515,561 | $17.5M | 0.09% | +1,544+0.3% | Added |
| Morgan Stanley | 560,112 | $19.0M | 0.00% | +147,515+35.8% | Added |
| Northern Trust Corp | 573,610 | $19.5M | 0.00% | −11,390−1.9% | Reduced |
| Bank of New York Mellon Corp | 760,760 | $25.8M | 0.01% | −125,294−14.1% | Reduced |
| American Century Companies Inc | 778,346 | $26.4M | 0.02% | +46,624+6.4% | Added |
| Charles Schwab Investment Management Inc | 810,353 | $27.5M | 0.01% | −13,033−1.6% | Reduced |
| Bank of America Corp | 896,879 | $30.5M | 0.00% | −116,721−11.5% | Reduced |
| Geode Capital Management, LLC | 1,117,437 | $38.0M | 0.00% | +35,754+3.3% | Added |
| LSV Asset Management | 1,184,352 | $40.2M | 0.09% | +101,620+9.4% | Added |
| Ieq Capital, LLC | 1,406,940 | $47.8M | 0.80% | −25,469−1.8% | Reduced |
| State Street Corp | 1,952,821 | $67.1M | 0.00% | −69,281−3.4% | Reduced |
| Dimensional Fund Advisors LP | 2,148,331 | $73.0M | 0.02% | +62,832+3.0% | Added |
| Engaged Capital LLC | 2,396,916 | $81.4M | 11.93% | −1,270,457−34.6% | Reduced |
| Vanguard Group Inc | 5,796,072 | $196.9M | 0.00% | −6,200−0.1% | Reduced |
| FMR LLC | 6,849,791 | $232.7M | 0.02% | +654,028+10.6% | Added |
| BlackRock Inc. | 7,994,748 | $271.6M | 0.01% | +178,047+2.3% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −153,577−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −107,975−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −106,181−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −56,196−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −50,741−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −39,829−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −33,212−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −32,550−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −30,880−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −22,426−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −14,890−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −14,398−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −12,120−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −10,718−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −8,567−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −6,868−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,822−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,518−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Innovis Asset Management LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |