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, Q1 2024
Institutional positions in Upbound Group, Inc. as of Mar 31, 2024. 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
- 242
- +10 vs. Q4 2023
- Shares held
- 46.2M
- +1.56M (+3.5%) vs. Q4 2023
- Total value
- $1.62B
- +$108.2M (+7.1%) vs. Q4 2023
- New holders
- 38
- 80 more added
- Sold out
- 28
- 92 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,991,605 | $281.4M | 0.01% | −3,1430.0% | Reduced |
| Vanguard Group Inc | 6,005,494 | $211.5M | 0.00% | +209,422+3.6% | Added |
| FMR LLC | 5,639,597 | $198.6M | 0.01% | −1,210,194−17.7% | Reduced |
| Ieq Capital, LLC | 2,269,115 | $79.9M | 1.15% | +862,175+61.3% | Added |
| Dimensional Fund Advisors LP | 2,186,568 | $77.0M | 0.02% | +38,237+1.8% | Added |
| State Street Corp | 2,031,542 | $71.5M | 0.00% | +78,721+4.0% | Added |
| LSV Asset Management | 1,693,695 | $59.6M | 0.12% | +509,343+43.0% | Added |
| Engaged Capital LLC | 1,665,708 | $58.6M | 9.50% | −731,208−30.5% | Reduced |
| Geode Capital Management, LLC | 1,135,740 | $40.0M | 0.00% | +18,303+1.6% | Added |
| Bank of America Corp | 1,014,947 | $35.7M | 0.00% | +118,068+13.2% | Added |
| Charles Schwab Investment Management Inc | 831,473 | $29.3M | 0.01% | +21,120+2.6% | Added |
| Bank of New York Mellon Corp | 746,546 | $26.3M | 0.01% | −14,214−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 722,588 | $25.4M | 0.02% | +498,765+222.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 639,359 | $22.5M | 0.10% | +123,798+24.0% | Added |
| American Century Companies Inc | 590,871 | $20.8M | 0.01% | −187,475−24.1% | Reduced |
| Cooper Creek Partners Management LLC | 558,022 | $19.6M | 0.80% | +558,022 | New |
| Northern Trust Corp | 541,982 | $19.1M | 0.00% | −31,628−5.5% | Reduced |
| Morgan Stanley | 515,005 | $18.1M | 0.00% | −45,107−8.1% | Reduced |
| Huber Capital Management LLC | 492,195 | $17.3M | 3.90% | +99,004+25.2% | Added |
| Nuveen Asset Management, LLC | 413,991 | $14.6M | 0.00% | −22,630−5.2% | Reduced |
| Goldman Sachs Group Inc | 407,125 | $14.3M | 0.00% | −14,168−3.4% | Reduced |
| Invesco Ltd. | 376,632 | $13.3M | 0.00% | −30,524−7.5% | Reduced |
| SG Capital Management LLC | 346,439 | $12.2M | 4.00% | +346,439 | New |
| Norges Bank | 334,352 | $11.8M | 0.00% | −23,902−6.7% | Reduced |
| Federated Hermes, Inc. | 283,891 | $10.0M | 0.02% | −4,534−1.6% | Reduced |
| Bragg Financial Advisors, Inc | 252,713 | $8.90M | 0.40% | +10,100+4.2% | Added |
| Principal Financial Group Inc | 247,592 | $8.72M | 0.01% | +14,728+6.3% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 236,029 | $8.31M | 1.74% | +12,082+5.4% | Added |
| Barclays PLC | 204,435 | $7.20M | 0.00% | +68,947+50.9% | Added |
| Alliancebernstein L.P. | 188,138 | $6.62M | 0.00% | +24,536+15.0% | Added |
| Algert Global LLC | 175,073 | $6.16M | 0.24% | +65,747+60.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 172,590 | $6.08M | 0.02% | +172,590 | New |
| Verition Fund Management LLC | 164,032 | $5.78M | 0.06% | +131,238+400.2% | Added |
| Fisher Asset Management, LLC | 160,346 | $5.65M | 0.00% | +9,284+6.1% | Added |
| Ameriprise Financial Inc | 152,464 | $5.37M | 0.00% | +16,160+11.9% | Added |
| JPMorgan Chase & Co | 151,428 | $5.33M | 0.00% | −176,035−53.8% | Reduced |
| Rhumbline Advisers | 144,192 | $5.08M | 0.00% | −1,661−1.1% | Reduced |
| Qube Research & Technologies Ltd | 143,977 | $5.07M | 0.01% | +42,971+42.5% | Added |
| Edgestream Partners, L.P. | 137,031 | $4.82M | 0.24% | +60,203+78.4% | Added |
| Legal & General Group Plc | 126,460 | $4.45M | 0.00% | +506+0.4% | Added |
| Millennium Management LLC | 106,208 | $3.74M | 0.00% | −23,627−18.2% | Reduced |
| UBS Group AG | 101,559 | $3.58M | 0.00% | +1,514+1.5% | Added |
| Thrivent Financial for Lutherans | 96,924 | $3.41M | 0.01% | −1,048−1.1% | Reduced |
| Interval Partners, LP | 96,131 | $3.38M | 0.13% | +58,442+155.1% | Added |
| Public Sector Pension Investment Board | 91,258 | $3.21M | 0.02% | −1,130−1.2% | Reduced |
| Swiss National Bank | 91,100 | $3.21M | 0.00% | −2,600−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 84,234 | $2.97M | 0.00% | −10,913−11.5% | Reduced |
| Balyasny Asset Management LLC | 80,520 | $2.84M | 0.01% | +80,520 | New |
| New York State Teachers Retirement System | 80,185 | $2.82M | 0.01% | −800−1.0% | Reduced |
| Allianz Asset Management GmbH | 78,191 | $2.75M | 0.00% | +16,618+27.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 77,819 | $2.74M | 0.00% | +12,236+18.7% | Added |
| Citadel Advisors LLC | 76,778 | $2.70M | 0.00% | −12,016−13.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 75,933 | $2.67M | 0.03% | −18,168−19.3% | Reduced |
| Raymond James & Associates | 75,334 | $2.65M | 0.00% | +731+1.0% | Added |
| Martingale Asset Management L P | 68,310 | $2.41M | 0.05% | +29,733+77.1% | Added |
| Schonfeld Strategic Advisors LLC | 64,900 | $2.29M | 0.02% | +50,196+341.4% | Added |
| UBS Asset Management Americas Inc | 63,519 | $2.24M | 0.00% | −269−0.4% | Reduced |
| Price T Rowe Associates Inc | 61,984 | $2.18M | 0.00% | +2,034+3.4% | Added |
| Man Group plc | 55,342 | $1.95M | 0.01% | +40,489+272.6% | Added |
| Kendall Capital Management | 54,304 | $1.91M | 0.66% | −1,761−3.1% | Reduced |
| Great West Life Assurance Co | 54,034 | $1.90M | 0.00% | +2,200+4.2% | Added |
| Credit Suisse AG | 51,466 | $1.81M | 0.00% | −1,824−3.4% | Reduced |
| Prudential Financial Inc | 51,061 | $1.80M | 0.00% | −1,000−1.9% | Reduced |
| HSBC Holdings PLC | 48,343 | $1.70M | 0.00% | +35,147+266.3% | Added |
| California State Teachers Retirement System | 46,887 | $1.65M | 0.00% | −4,574−8.9% | Reduced |
| Jane Street Group, LLC | 46,453 | $1.64M | 0.00% | −11,290−19.6% | Reduced |
| First National Advisers, LLC | 47,461 | $1.54M | 0.34% | +1,245+2.7% | Added |
| Engineers Gate Manager LP | 40,259 | $1.42M | 0.04% | +23,109+134.7% | Added |
| Secure Asset Management, LLC | 39,291 | $1.38M | 0.33% | +1,589+4.2% | Added |
| Texas Permanent School Fund | 38,965 | $1.37M | 0.01% | +522+1.4% | Added |
| Amundi | 41,870 | $1.28M | 0.00% | −59,770−58.8% | Reduced |
| Cresset Asset Management, LLC | 36,200 | $1.27M | 0.01% | +36,200 | New |
| Victory Capital Management Inc | 35,717 | $1.26M | 0.00% | −8,035−18.4% | Reduced |
| Inspire Advisors, LLC | 35,246 | $1.24M | 0.17% | +5,840+19.9% | Added |
| Citigroup Inc | 34,955 | $1.23M | 0.00% | −13,561−28.0% | Reduced |
| Russell Investments Group, Ltd. | 34,643 | $1.22M | 0.00% | +8,602+33.0% | Added |
| State of Tennessee, Treasury Department | 34,523 | $1.22M | 0.00% | −3,332−8.8% | Reduced |
| Alberta Investment Management Corp | 33,600 | $1.18M | 0.01% | +33,600 | New |
| AQR Capital Management LLC | 33,379 | $1.18M | 0.00% | −2,321−6.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 32,756 | $1.15M | 0.01% | +24,894+316.6% | Added |
| Renaissance Technologies LLC | 32,412 | $1.14M | 0.00% | −8,100−20.0% | Reduced |
| Canada Pension Plan Investment Board | 32,300 | $1.14M | 0.00% | +32,300 | New |
| Landscape Capital Management, L.L.C. | 31,738 | $1.12M | 0.10% | +31,738 | New |
| Cornercap Investment Counsel Inc | 31,565 | $1.11M | 0.17% | +15,503+96.5% | Added |
| Deutsche Bank AG | 31,413 | $1.11M | 0.00% | +109+0.3% | Added |
| Teacher Retirement System of Texas | 30,972 | $1.09M | 0.01% | −576−1.8% | Reduced |
| ClariVest Asset Management LLC | 30,905 | $1.09M | 0.11% | +30,821+36,691.7% | Added |
| Jackson Creek Investment Advisors LLC | 28,825 | $1.01M | 0.36% | −63−0.2% | Reduced |
| MetLife Investment Management | 28,553 | $1.01M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 28,447 | $1.00M | 0.00% | −1,054−3.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 28,163 | $991.6K | 0.09% | −26,218−48.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 27,658 | $973.8K | 0.00% | +3,488+14.4% | Added |
| State of Alaska, Department of Revenue | 27,123 | $955.0K | 0.01% | −259−0.9% | Reduced |
| Wells Fargo & Company | 26,610 | $936.9K | 0.00% | +1,693+6.8% | Added |
| Illinois Municipal Retirement Fund | 26,355 | $928.0K | 0.01% | +835+3.3% | Added |
| Wakefield Asset Management LLLP | 25,398 | $894.3K | 0.31% | +157+0.6% | Added |
| Manufacturers Life Insurance Company, The | 24,806 | $873.4K | 0.00% | −1,202−4.6% | Reduced |
| Teza Capital Management LLC | 24,264 | $854.3K | 0.11% | +13,314+121.6% | Added |
| Janus Henderson Group PLC | 23,804 | $837.9K | 0.00% | +20.0% | Added |
| Quest Partners LLC | 23,467 | $826.3K | 0.14% | +11,802+101.2% | Added |