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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 527 | $17.9K | 0.00% | +527 | New |
| TD Private Client Wealth LLC | 498 | $16.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 494 | $16.8K | 0.00% | −3,895−88.7% | Reduced |
| AdvisorNet Financial, Inc | 447 | $15.2K | 0.00% | −1−0.2% | Reduced |
| Versant Capital Management, Inc | 366 | $12.4K | 0.00% | −21−5.4% | Reduced |
| First Horizon Advisors, Inc. | 355 | $12.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 367 | $12.0K | 0.01% | +108+41.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $11.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 334 | $11.3K | 0.00% | −79−19.1% | Reduced |
| Aquatic Capital Management LLC | 300 | $10.0K | 0.00% | −2,300−88.5% | Reduced |
| Group One Trading, L.P. | 278 | $9.44K | 0.00% | +278 | New |
| Macroview Investment Management LLC | 212 | $7.20K | 0.01% | +212 | New |
| IFP Advisors, Inc | 200 | $6.79K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 136 | $4.62K | 0.00% | +46+51.1% | Added |
| Signaturefd, LLC | 126 | $4.28K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 118 | $4.05K | 0.00% | +69+140.8% | Added |
| GAMMA Investing LLC | 120 | $3.98K | 0.00% | +120 | New |
| Parallel Advisors, LLC | 102 | $3.46K | 0.00% | −47−31.5% | Reduced |
| EverSource Wealth Advisors, LLC | 86 | $2.92K | 0.00% | −84−49.4% | Reduced |
| ClariVest Asset Management LLC | 84 | $2.85K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $2.17K | 0.00% | −98−60.5% | Reduced |
| JFS Wealth Advisors, LLC | 46 | $1.56K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 45 | $1.53K | 0.00% | +45 | New |
| Allworth Financial LP | 44 | $1.50K | 0.00% | −508−92.0% | Reduced |
| Pineridge Advisors LLC | 43 | $1.46K | 0.00% | +43 | New |
| Farmers & Merchants Investments Inc | 35 | $1.19K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 32 | $1.09K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 32 | $1.07K | 0.00% | +1+3.2% | Added |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $583 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $544 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $306 | 0.00% | +9 | New |
| Tfo-TDC, LLC | 1 | $34 | 0.00% | −5−83.3% | Reduced |
| 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 |