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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 106,208 | $3.74M | 0.00% | −23,627−18.2% | Reduced |
| Legal & General Group Plc | 126,460 | $4.45M | 0.00% | +506+0.4% | Added |
| Edgestream Partners, L.P. | 137,031 | $4.82M | 0.24% | +60,203+78.4% | Added |
| Qube Research & Technologies Ltd | 143,977 | $5.07M | 0.01% | +42,971+42.5% | Added |
| Rhumbline Advisers | 144,192 | $5.08M | 0.00% | −1,661−1.1% | Reduced |
| JPMorgan Chase & Co | 151,428 | $5.33M | 0.00% | −176,035−53.8% | Reduced |
| Ameriprise Financial Inc | 152,464 | $5.37M | 0.00% | +16,160+11.9% | Added |
| Fisher Asset Management, LLC | 160,346 | $5.65M | 0.00% | +9,284+6.1% | Added |
| Verition Fund Management LLC | 164,032 | $5.78M | 0.06% | +131,238+400.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 172,590 | $6.08M | 0.02% | +172,590 | New |
| Algert Global LLC | 175,073 | $6.16M | 0.24% | +65,747+60.1% | Added |
| Alliancebernstein L.P. | 188,138 | $6.62M | 0.00% | +24,536+15.0% | Added |
| Barclays PLC | 204,435 | $7.20M | 0.00% | +68,947+50.9% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 236,029 | $8.31M | 1.74% | +12,082+5.4% | Added |
| Principal Financial Group Inc | 247,592 | $8.72M | 0.01% | +14,728+6.3% | Added |
| Bragg Financial Advisors, Inc | 252,713 | $8.90M | 0.40% | +10,100+4.2% | Added |
| Federated Hermes, Inc. | 283,891 | $10.0M | 0.02% | −4,534−1.6% | Reduced |
| Norges Bank | 334,352 | $11.8M | 0.00% | −23,902−6.7% | Reduced |
| SG Capital Management LLC | 346,439 | $12.2M | 4.00% | +346,439 | New |
| Invesco Ltd. | 376,632 | $13.3M | 0.00% | −30,524−7.5% | Reduced |
| Goldman Sachs Group Inc | 407,125 | $14.3M | 0.00% | −14,168−3.4% | Reduced |
| Nuveen Asset Management, LLC | 413,991 | $14.6M | 0.00% | −22,630−5.2% | Reduced |
| Huber Capital Management LLC | 492,195 | $17.3M | 3.90% | +99,004+25.2% | Added |
| Morgan Stanley | 515,005 | $18.1M | 0.00% | −45,107−8.1% | Reduced |
| Northern Trust Corp | 541,982 | $19.1M | 0.00% | −31,628−5.5% | Reduced |
| Cooper Creek Partners Management LLC | 558,022 | $19.6M | 0.80% | +558,022 | New |
| American Century Companies Inc | 590,871 | $20.8M | 0.01% | −187,475−24.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 639,359 | $22.5M | 0.10% | +123,798+24.0% | Added |
| Arrowstreet Capital, Limited Partnership | 722,588 | $25.4M | 0.02% | +498,765+222.8% | Added |
| Bank of New York Mellon Corp | 746,546 | $26.3M | 0.01% | −14,214−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 831,473 | $29.3M | 0.01% | +21,120+2.6% | Added |
| Bank of America Corp | 1,014,947 | $35.7M | 0.00% | +118,068+13.2% | Added |
| Geode Capital Management, LLC | 1,135,740 | $40.0M | 0.00% | +18,303+1.6% | Added |
| Engaged Capital LLC | 1,665,708 | $58.6M | 9.50% | −731,208−30.5% | Reduced |
| LSV Asset Management | 1,693,695 | $59.6M | 0.12% | +509,343+43.0% | Added |
| State Street Corp | 2,031,542 | $71.5M | 0.00% | +78,721+4.0% | Added |
| Dimensional Fund Advisors LP | 2,186,568 | $77.0M | 0.02% | +38,237+1.8% | Added |
| Ieq Capital, LLC | 2,269,115 | $79.9M | 1.15% | +862,175+61.3% | Added |
| FMR LLC | 5,639,597 | $198.6M | 0.01% | −1,210,194−17.7% | Reduced |
| Vanguard Group Inc | 6,005,494 | $211.5M | 0.00% | +209,422+3.6% | Added |
| BlackRock Inc. | 7,991,605 | $281.4M | 0.01% | −3,1430.0% | Reduced |
| SageView Advisory Group, LLC | 9,678 | – | – | +9,678 | New |
| AXA S.A. | 0 | $0 | 0.00% | −117,000−100.0% | Sold out |
| Prospect Capital Advisors, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −41,048−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −27,407−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −16,451−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −13,828−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,856−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −12,391−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,120−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,226−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,199−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,636−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,663−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −6,403−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −5,905−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,716−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |