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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 10,592 | $372.9K | 0.00% | +477+4.7% | Added |
| Tributary Capital Management, LLC | 11,100 | $390.8K | 0.03% | −200−1.8% | Reduced |
| LPL Financial LLC | 11,561 | $407.1K | 0.00% | −6,914−37.4% | Reduced |
| Oregon Public Employees Retirement Fund | 11,916 | $419.6K | 0.01% | −1,100−8.5% | Reduced |
| Guggenheim Capital LLC | 12,287 | $432.6K | 0.00% | −14−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 12,672 | $446.2K | 0.00% | +45+0.4% | Added |
| Arizona State Retirement System | 12,683 | $446.6K | 0.00% | −619−4.7% | Reduced |
| Rafferty Asset Management, LLC | 12,799 | $450.7K | 0.00% | −2,007−13.6% | Reduced |
| Wellington Management Group LLP | 13,681 | $481.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 14,083 | $496.0K | 0.00% | −5,851−29.4% | Reduced |
| D. E. Shaw & Co., Inc. | 14,236 | $501.3K | 0.00% | −67,495−82.6% | Reduced |
| Maryland State Retirement & Pension System | 16,181 | $501.3K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 21,267 | $521.3K | 0.00% | +5,530+35.1% | Added |
| State of Wisconsin Investment Board | 15,739 | $554.2K | 0.00% | +15,739 | New |
| Hennion & Walsh Asset Management, Inc. | 16,102 | $567.0K | 0.03% | −12,139−43.0% | Reduced |
| Alps Advisors Inc | 16,189 | $570.0K | 0.00% | −532−3.2% | Reduced |
| Advisors Asset Management, Inc. | 16,801 | $591.6K | 0.01% | −2,214−11.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,222 | $607.0K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $614.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 17,551 | $618.0K | 0.00% | −4,470−20.3% | Reduced |
| Gsa Capital Partners LLP | 17,814 | $627.0K | 0.05% | +17,814 | New |
| Comerica Bank | 18,283 | $643.7K | 0.00% | −2,050−10.1% | Reduced |
| KBC Group NV | 18,596 | $655.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 18,765 | $660.7K | 0.02% | +514+2.8% | Added |
| Partnership Wealth Management, LLC | 18,841 | $663.4K | 0.47% | −1,750−8.5% | Reduced |
| CoreCap Advisors, LLC | 19,722 | $694.4K | 0.04% | +1,157+6.2% | Added |
| Marshall Wace, LLP | 19,759 | $695.7K | 0.00% | −910−4.4% | Reduced |
| Cambria Investment Management, L.P. | 19,778 | $696.4K | 0.04% | +6,727+51.5% | Added |
| Yousif Capital Management, LLC | 20,131 | $708.8K | 0.01% | −2,050−9.2% | Reduced |
| First Trust Advisors LP | 20,524 | $722.6K | 0.00% | +444+2.2% | Added |
| Napatree Capital LLC | 23,384 | $725.1K | 0.70% | −745−3.1% | Reduced |
| Brevan Howard Capital Management LP | 20,753 | $730.7K | 0.07% | +20,753 | New |
| Two Sigma Advisers, LP | 21,100 | $742.9K | 0.00% | −4,100−16.3% | Reduced |
| Louisiana State Employees Retirement System | 22,000 | $774.6K | 0.02% | −300−1.3% | Reduced |
| Atom Investors LP | 22,142 | $779.6K | 0.10% | +22,142 | New |
| Y-Intercept (Hong Kong) Ltd | 22,568 | $794.6K | 0.06% | +11,564+105.1% | Added |
| Squarepoint Ops LLC | 22,575 | $794.9K | 0.00% | +5,135+29.4% | Added |
| ExodusPoint Capital Management, LP | 22,666 | $798.0K | 0.01% | +22,666 | New |
| Franklin Resources Inc | 22,762 | $801.5K | 0.00% | +5,586+32.5% | Added |
| New York State Common Retirement Fund | 22,779 | $802.0K | 0.00% | −98−0.4% | Reduced |
| STRS Ohio | 23,200 | $816.0K | 0.00% | −2,900−11.1% | Reduced |
| Quest Partners LLC | 23,467 | $826.3K | 0.14% | +11,802+101.2% | Added |
| Janus Henderson Group PLC | 23,804 | $837.9K | 0.00% | +20.0% | Added |
| Teza Capital Management LLC | 24,264 | $854.3K | 0.11% | +13,314+121.6% | Added |
| Manufacturers Life Insurance Company, The | 24,806 | $873.4K | 0.00% | −1,202−4.6% | Reduced |
| Wakefield Asset Management LLLP | 25,398 | $894.3K | 0.31% | +157+0.6% | Added |
| Illinois Municipal Retirement Fund | 26,355 | $928.0K | 0.01% | +835+3.3% | Added |
| Wells Fargo & Company | 26,610 | $936.9K | 0.00% | +1,693+6.8% | Added |
| State of Alaska, Department of Revenue | 27,123 | $955.0K | 0.01% | −259−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 27,658 | $973.8K | 0.00% | +3,488+14.4% | Added |
| Campbell & CO Investment Adviser LLC | 28,163 | $991.6K | 0.09% | −26,218−48.2% | Reduced |
| American International Group, Inc. | 28,447 | $1.00M | 0.00% | −1,054−3.6% | Reduced |
| MetLife Investment Management | 28,553 | $1.01M | 0.01% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 28,825 | $1.01M | 0.36% | −63−0.2% | Reduced |
| ClariVest Asset Management LLC | 30,905 | $1.09M | 0.11% | +30,821+36,691.7% | Added |
| Teacher Retirement System of Texas | 30,972 | $1.09M | 0.01% | −576−1.8% | Reduced |
| Deutsche Bank AG | 31,413 | $1.11M | 0.00% | +109+0.3% | Added |
| Cornercap Investment Counsel Inc | 31,565 | $1.11M | 0.17% | +15,503+96.5% | Added |
| Landscape Capital Management, L.L.C. | 31,738 | $1.12M | 0.10% | +31,738 | New |
| Canada Pension Plan Investment Board | 32,300 | $1.14M | 0.00% | +32,300 | New |
| Renaissance Technologies LLC | 32,412 | $1.14M | 0.00% | −8,100−20.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 32,756 | $1.15M | 0.01% | +24,894+316.6% | Added |
| AQR Capital Management LLC | 33,379 | $1.18M | 0.00% | −2,321−6.5% | Reduced |
| Alberta Investment Management Corp | 33,600 | $1.18M | 0.01% | +33,600 | New |
| State of Tennessee, Treasury Department | 34,523 | $1.22M | 0.00% | −3,332−8.8% | Reduced |
| Russell Investments Group, Ltd. | 34,643 | $1.22M | 0.00% | +8,602+33.0% | Added |
| Citigroup Inc | 34,955 | $1.23M | 0.00% | −13,561−28.0% | Reduced |
| Inspire Advisors, LLC | 35,246 | $1.24M | 0.17% | +5,840+19.9% | Added |
| Victory Capital Management Inc | 35,717 | $1.26M | 0.00% | −8,035−18.4% | Reduced |
| Cresset Asset Management, LLC | 36,200 | $1.27M | 0.01% | +36,200 | New |
| Amundi | 41,870 | $1.28M | 0.00% | −59,770−58.8% | Reduced |
| Texas Permanent School Fund | 38,965 | $1.37M | 0.01% | +522+1.4% | Added |
| Secure Asset Management, LLC | 39,291 | $1.38M | 0.33% | +1,589+4.2% | Added |
| Engineers Gate Manager LP | 40,259 | $1.42M | 0.04% | +23,109+134.7% | Added |
| First National Advisers, LLC | 47,461 | $1.54M | 0.34% | +1,245+2.7% | Added |
| Jane Street Group, LLC | 46,453 | $1.64M | 0.00% | −11,290−19.6% | Reduced |
| California State Teachers Retirement System | 46,887 | $1.65M | 0.00% | −4,574−8.9% | Reduced |
| HSBC Holdings PLC | 48,343 | $1.70M | 0.00% | +35,147+266.3% | Added |
| Prudential Financial Inc | 51,061 | $1.80M | 0.00% | −1,000−1.9% | Reduced |
| Credit Suisse AG | 51,466 | $1.81M | 0.00% | −1,824−3.4% | Reduced |
| Great West Life Assurance Co | 54,034 | $1.90M | 0.00% | +2,200+4.2% | Added |
| Kendall Capital Management | 54,304 | $1.91M | 0.66% | −1,761−3.1% | Reduced |
| Man Group plc | 55,342 | $1.95M | 0.01% | +40,489+272.6% | Added |
| Price T Rowe Associates Inc | 61,984 | $2.18M | 0.00% | +2,034+3.4% | Added |
| UBS Asset Management Americas Inc | 63,519 | $2.24M | 0.00% | −269−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 64,900 | $2.29M | 0.02% | +50,196+341.4% | Added |
| Martingale Asset Management L P | 68,310 | $2.41M | 0.05% | +29,733+77.1% | Added |
| Raymond James & Associates | 75,334 | $2.65M | 0.00% | +731+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 75,933 | $2.67M | 0.03% | −18,168−19.3% | Reduced |
| Citadel Advisors LLC | 76,778 | $2.70M | 0.00% | −12,016−13.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 77,819 | $2.74M | 0.00% | +12,236+18.7% | Added |
| Allianz Asset Management GmbH | 78,191 | $2.75M | 0.00% | +16,618+27.0% | Added |
| New York State Teachers Retirement System | 80,185 | $2.82M | 0.01% | −800−1.0% | Reduced |
| Balyasny Asset Management LLC | 80,520 | $2.84M | 0.01% | +80,520 | New |
| BNP Paribas Arbitrage, SA | 84,234 | $2.97M | 0.00% | −10,913−11.5% | Reduced |
| Swiss National Bank | 91,100 | $3.21M | 0.00% | −2,600−2.8% | Reduced |
| Public Sector Pension Investment Board | 91,258 | $3.21M | 0.02% | −1,130−1.2% | Reduced |
| Interval Partners, LP | 96,131 | $3.38M | 0.13% | +58,442+155.1% | Added |
| Thrivent Financial for Lutherans | 96,924 | $3.41M | 0.01% | −1,048−1.1% | Reduced |
| UBS Group AG | 101,559 | $3.58M | 0.00% | +1,514+1.5% | Added |