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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, 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.

Institutional holdersQ4 2023: 233 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 heldQ4 2023: $1.52B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2023.

Institutions holding UPBD in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank20,333$690.7K0.00%−622−3.0%Reduced
Partnership Wealth Management, LLC20,591$683.6K0.52%+20,591New
First Trust Advisors LP20,080$682.1K0.00%−42,629−68.0%Reduced
Amalgamated Bank19,934$677.0K0.01%−1,396−6.5%Reduced
Walleye Capital LLC19,332$656.7K0.01%+19,332New
Advisors Asset Management, Inc.19,015$645.9K0.01%−8,190−30.1%Reduced
Skandinaviska Enskilda Banken AB (publ)19,000$645.4K0.00%+19,000New
KBC Group NV18,596$632.0K0.00%−248−1.3%Reduced
CoreCap Advisors, LLC18,565$630.7K0.04%+2,038+12.3%Added
LPL Financial LLC18,475$627.6K0.00%−1,000−5.1%Reduced
Ritholtz Wealth Management18,251$620.0K0.02%+3,870+26.9%Added
Squarepoint Ops LLC17,440$592.4K0.00%−10,376−37.3%Reduced
Teachers Retirement System of the State of Kentucky17,222$585.0K0.01%00.0%Unchanged
Franklin Resources Inc17,176$583.5K0.00%−648−3.6%Reduced
Engineers Gate Manager LP17,150$582.6K0.02%+5,371+45.6%Added
Alps Advisors Inc16,721$568.0K0.00%−1,063−6.0%Reduced
Sierra Summit Advisors LLC16,451$558.8K0.16%+16,451New
Maryland State Retirement & Pension System16,181$549.7K0.01%−726−4.3%Reduced
Cornercap Investment Counsel Inc16,062$545.6K0.09%+238+1.5%Added
State Board of Administration of Florida Retirement System15,737$534.6K0.00%−1,093−6.5%Reduced
Royal Bank of Canada15,715$534.0K0.00%−30,960−66.3%Reduced
Man Group plc14,853$504.6K0.00%––
Two Sigma Investments, LP14,831$503.8K0.00%+6,700+82.4%Added
Rafferty Asset Management, LLC14,806$503.0K0.00%+2,014+15.7%Added
Schonfeld Strategic Advisors LLC14,704$499.5K0.00%−52,091−78.0%Reduced
Integrated Advisors Network LLC14,516$493.1K0.03%−1,446−9.1%Reduced
Alpha DNA Investment Management LLC13,828$469.7K0.28%+13,828New
Wellington Management Group LLP13,681$464.7K0.00%00.0%Unchanged
Arizona State Retirement System13,302$451.9K0.00%−235−1.7%Reduced
HSBC Holdings PLC13,196$449.9K0.00%+2,205+20.1%Added
AE Wealth Management LLC12,856$448.0K0.00%+12,856New
Cambria Investment Management, L.P.13,051$443.3K0.03%+1,251+10.6%Added
Oregon Public Employees Retirement Fund13,016$442.2K0.01%−600−4.4%Reduced
Nisa Investment Advisors, LLC12,627$428.9K0.00%00.0%Unchanged
Envestnet Asset Management Inc12,393$421.0K0.00%−852−6.4%Reduced
Mach-1 Financial Group, Inc.12,391$420.9K0.16%+12,391New
Guggenheim Capital LLC12,301$417.9K0.00%−2,941−19.3%Reduced
Exchange Traded Concepts, LLC11,942$405.7K0.01%−833−6.5%Reduced
Quest Partners LLC11,665$396.3K0.08%+11,665New
Zurcher Kantonalbank (Zurich Cantonalbank)11,539$392.0K0.00%+1,644+16.6%Added
CWM Advisors, LLC11,323$384.6K0.04%+849+8.1%Added
Tributary Capital Management, LLC11,300$383.9K0.03%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd11,004$373.8K0.03%+11,004New
Teza Capital Management LLC10,950$372.0K0.06%+10,950New
Vise Technologies, Inc.10,475$355.8K0.08%−3,461−24.8%Reduced
Tower Research Capital LLC (TRC)10,411$353.7K0.00%+4,948+90.6%Added
ProShare Advisors LLC10,115$343.6K0.00%+1,927+23.5%Added
Optimist Retirement Group LLC9,976$338.9K0.22%+9,976New
Cubist Systematic Strategies, LLC9,678$328.8K0.00%+9,678New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys9,607$326.4K0.00%−21,081−68.7%Reduced
Handelsbanken Fonder AB9,452$321.0K0.00%00.0%Unchanged
Shell Asset Management Co9,158$311.0K0.01%−2,749−23.1%Reduced
Bayesian Capital Management, LP9,120$309.8K0.03%+9,120New
Wolverine Asset Management LLC8,652$293.9K0.00%00.0%Unchanged
Fox Run Management, L.L.C.8,226$279.4K0.07%+8,226New
Centiva Capital, LP8,199$278.5K0.02%+1,067+15.0%Added
Axq Capital, LP7,914$268.8K0.07%+7,914New
Jacobs Levy Equity Management, Inc7,862$267.1K0.00%−90,561−92.0%Reduced
Contravisory Investment Management, Inc.7,848$266.6K0.07%00.0%Unchanged
Mutual of America Capital Management LLC7,793$264.7K0.00%−252−3.1%Reduced
Vestcor Inc7,648$260.0K0.01%00.0%Unchanged
Two Sigma Securities, LLC7,636$259.4K0.01%+325+4.4%Added
Prentice Wealth Management LLC7,147$242.8K0.09%+192+2.8%Added
Public Employees Retirement Association of Colorado6,832$232.0K0.00%−582−7.9%Reduced
Nebula Research & Development LLC6,792$230.7K0.07%+6,792New
XTX Topco Ltd6,663$226.3K0.05%+6,663New
Gallacher Capital Management LLC6,403$217.5K0.12%−7,479−53.9%Reduced
Pictet Asset Management Holding SA6,304$214.1K0.00%+6,304New
Mariner, LLC6,154$209.1K0.00%+6,154New
Evergreen Capital Management LLC5,957$204.6K0.01%+5,957New
Saxon Interests, Inc.5,905$200.6K0.10%+5,905New
Ameritas Investment Partners, Inc.5,479$186.1K0.01%00.0%Unchanged
Hollencrest Capital Management5,000$169.8K0.02%00.0%Unchanged
The PNC Financial Services Group, Inc.4,833$164.2K0.00%−301−5.9%Reduced
Benjamin F. Edwards & Company, Inc.4,576$155.0K0.00%+3+0.1%Added
Clear Street Markets LLC4,100$139.0K0.06%+4,100New
Metropolitan Life Insurance Co3,176$107.9K0.01%00.0%Unchanged
Harbour Investments, Inc.2,785$94.6K0.00%−1,420−33.8%Reduced
Simplex Trading, LLC2,716$92.0K0.00%+2,716New
Advisor Group Holdings, Inc.2,688$91.3K0.00%−994−27.0%Reduced
State of Wyoming2,648$90.0K0.02%−3,519−57.1%Reduced
Pacifica Partners Inc.2,773$85.1K0.04%00.0%Unchanged
Carolina Wealth Advisors, LLC2,265$76.9K0.04%00.0%Unchanged
Wetzel Investment Advisors, Inc.2,000$68.0K0.04%+2,000New
Public Employees Retirement System of Ohio1,712$58.2K0.00%−106−5.8%Reduced
Steward Partners Investment Advisory, LLC1,592$54.1K0.00%−67−4.0%Reduced
CWM, LLC1,464$50.0K0.00%−76−4.9%Reduced
Clearstead Advisors, LLC1,300$44.2K0.00%00.0%Unchanged
Bramshill Investments, LLC1,486$42.5K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale1,082$37.0K0.00%00.0%Unchanged
Lazard Asset Management LLC1,082$36.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC1,000$34.0K0.03%00.0%Unchanged
Walleye Trading LLC953$32.4K0.00%+953New
Advisory Services Network, LLC870$29.6K0.00%+870New
Nomura Asset Management Co Ltd790$26.8K0.00%00.0%Unchanged
Robeco Institutional Asset Management B.V.766$26.0K0.00%+766New
Quadrant Capital Group LLC710$24.1K0.00%+18+2.6%Added
Hexagon Capital Partners LLC691$23.5K0.01%+205+42.2%Added
Atlantic Edge Private Wealth Management, LLC600$20.4K0.01%+600New
Ronald Blue Trust, Inc.695$20.0K0.00%+224+47.6%Added