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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, 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.

Institutional holdersQ1 2024: 242 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 heldQ1 2024: $1.62B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q4 2023.

Institutions holding UPBD in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
STRS Ohio23,200$816.0K0.00%−2,900−11.1%Reduced
New York State Common Retirement Fund22,779$802.0K0.00%−98−0.4%Reduced
Franklin Resources Inc22,762$801.5K0.00%+5,586+32.5%Added
ExodusPoint Capital Management, LP22,666$798.0K0.01%+22,666New
Squarepoint Ops LLC22,575$794.9K0.00%+5,135+29.4%Added
Y-Intercept (Hong Kong) Ltd22,568$794.6K0.06%+11,564+105.1%Added
Atom Investors LP22,142$779.6K0.10%+22,142New
Louisiana State Employees Retirement System22,000$774.6K0.02%−300−1.3%Reduced
Two Sigma Advisers, LP21,100$742.9K0.00%−4,100−16.3%Reduced
Brevan Howard Capital Management LP20,753$730.7K0.07%+20,753New
Napatree Capital LLC23,384$725.1K0.70%−745−3.1%Reduced
First Trust Advisors LP20,524$722.6K0.00%+444+2.2%Added
Yousif Capital Management, LLC20,131$708.8K0.01%−2,050−9.2%Reduced
Cambria Investment Management, L.P.19,778$696.4K0.04%+6,727+51.5%Added
Marshall Wace, LLP19,759$695.7K0.00%−910−4.4%Reduced
CoreCap Advisors, LLC19,722$694.4K0.04%+1,157+6.2%Added
Partnership Wealth Management, LLC18,841$663.4K0.47%−1,750−8.5%Reduced
Ritholtz Wealth Management18,765$660.7K0.02%+514+2.8%Added
KBC Group NV18,596$655.0K0.00%00.0%Unchanged
Comerica Bank18,283$643.7K0.00%−2,050−10.1%Reduced
Gsa Capital Partners LLP17,814$627.0K0.05%+17,814New
Voya Investment Management LLC17,551$618.0K0.00%−4,470−20.3%Reduced
Mirae Asset Global Investments Co., Ltd.26,432$614.5K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky17,222$607.0K0.01%00.0%Unchanged
Advisors Asset Management, Inc.16,801$591.6K0.01%−2,214−11.6%Reduced
Alps Advisors Inc16,189$570.0K0.00%−532−3.2%Reduced
Hennion & Walsh Asset Management, Inc.16,102$567.0K0.03%−12,139−43.0%Reduced
State of Wisconsin Investment Board15,739$554.2K0.00%+15,739New
State Board of Administration of Florida Retirement System21,267$521.3K0.00%+5,530+35.1%Added
Maryland State Retirement & Pension System16,181$501.3K0.01%00.0%Unchanged
D. E. Shaw & Co., Inc.14,236$501.3K0.00%−67,495−82.6%Reduced
Amalgamated Bank14,083$496.0K0.00%−5,851−29.4%Reduced
Wellington Management Group LLP13,681$481.7K0.00%00.0%Unchanged
Rafferty Asset Management, LLC12,799$450.7K0.00%−2,007−13.6%Reduced
Arizona State Retirement System12,683$446.6K0.00%−619−4.7%Reduced
Nisa Investment Advisors, LLC12,672$446.2K0.00%+45+0.4%Added
Guggenheim Capital LLC12,287$432.6K0.00%−14−0.1%Reduced
Oregon Public Employees Retirement Fund11,916$419.6K0.01%−1,100−8.5%Reduced
LPL Financial LLC11,561$407.1K0.00%−6,914−37.4%Reduced
Tributary Capital Management, LLC11,100$390.8K0.03%−200−1.8%Reduced
ProShare Advisors LLC10,592$372.9K0.00%+477+4.7%Added
Exchange Traded Concepts, LLC10,521$370.4K0.01%−1,421−11.9%Reduced
Hohimer Wealth Management, LLC10,196$359.0K0.08%+10,196New
CWM Advisors, LLC10,115$356.1K0.04%−1,208−10.7%Reduced
Vise Technologies, Inc.10,033$353.3K0.07%−442−4.2%Reduced
Optimist Retirement Group LLC9,976$351.3K0.18%00.0%Unchanged
Integrated Advisors Network LLC9,948$350.3K0.02%−4,568−31.5%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys9,615$338.5K0.00%+8+0.1%Added
Handelsbanken Fonder AB9,452$333.0K0.00%00.0%Unchanged
Quantbot Technologies LP9,367$329.8K0.02%+9,367New
Cetera Investment Advisers9,245$325.5K0.00%+9,245New
SEI Investments Co8,792$309.6K0.00%+8,792New
Catalyst Funds Management Pty Ltd8,740$307.7K0.09%+8,740New
Wolverine Asset Management LLC8,652$304.6K0.01%00.0%Unchanged
Axq Capital, LP8,491$299.0K0.07%+577+7.3%Added
Two Sigma Investments, LP8,431$296.9K0.00%−6,400−43.2%Reduced
Envestnet Asset Management Inc8,249$290.4K0.00%−4,144−33.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)8,010$282.0K0.00%−3,529−30.6%Reduced
Mackenzie Financial Corp7,940$279.6K0.00%+7,940New
Nebula Research & Development LLC7,903$278.3K0.06%+1,111+16.4%Added
Contravisory Investment Management, Inc.7,820$275.3K0.06%−28−0.4%Reduced
Inceptionr LLC7,694$270.9K0.07%+7,694New
Mutual of America Capital Management LLC7,670$270.1K0.00%−123−1.6%Reduced
Mariner, LLC7,618$268.2K0.00%+1,464+23.8%Added
ISAM Funds (UK) Ltd7,317$257.6K0.15%+7,317New
Prentice Wealth Management LLC7,244$255.1K0.09%+97+1.4%Added
Shell Asset Management Co8,314$255.0K0.01%−844−9.2%Reduced
Public Employees Retirement Association of Colorado6,545$230.0K0.00%−287−4.2%Reduced
Trajan Wealth LLC6,316$222.4K0.02%+6,316New
Pictet Asset Management Holding SA6,304$222.0K0.00%00.0%Unchanged
Vestcor Inc6,257$220.0K0.01%−1,391−18.2%Reduced
Walleye Capital LLC6,014$211.8K0.00%−13,318−68.9%Reduced
Susquehanna International Group, LLP5,991$210.9K0.00%−24,779−80.5%Reduced
Evergreen Capital Management LLC5,940$209.1K0.01%−17−0.3%Reduced
First National Bank of Omaha8,626$206.7K0.01%−93,540−91.6%Reduced
Lazard Asset Management LLC5,878$206.0K0.00%+4,796+443.3%Added
Point72 Asia (Singapore) Pte. Ltd.5,759$202.8K0.05%+5,759New
Petrus Trust Company, LTA5,718$201.3K0.02%+5,718New
Ameritas Investment Partners, Inc.5,479$192.9K0.01%00.0%Unchanged
Aquatic Capital Management LLC5,400$190.1K0.01%+5,100+1,700.0%Added
Palouse Capital Management, Inc.5,119$180.2K0.12%+5,119New
The PNC Financial Services Group, Inc.4,836$170.3K0.00%+3+0.1%Added
Point72 (DIFC) Ltd4,529$159.5K0.01%+4,529New
Tower Research Capital LLC (TRC)3,710$130.6K0.00%−6,701−64.4%Reduced
SG Americas Securities, LLC3,189$112.0K0.00%+3,189New
Metropolitan Life Insurance Co2,825$99.5K0.00%−351−11.1%Reduced
Harbour Investments, Inc.2,785$98.1K0.00%00.0%Unchanged
Pacifica Partners Inc.2,773$97.0K0.04%00.0%Unchanged
Advisor Group Holdings, Inc.2,282$80.3K0.00%−406−15.1%Reduced
Carolina Wealth Advisors, LLC2,265$79.8K0.04%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2,173$77.0K0.00%−2,403−52.5%Reduced
Steward Partners Investment Advisory, LLC2,026$71.3K0.00%+434+27.3%Added
Wetzel Investment Advisors, Inc.2,000$60.9K0.04%00.0%Unchanged
Public Employees Retirement System of Ohio1,707$60.1K0.00%−5−0.3%Reduced
Allspring Global Investments Holdings, LLC1,640$57.7K0.00%+1,146+232.0%Added
Cubist Systematic Strategies, LLC1,521$53.6K0.00%−8,157−84.3%Reduced
Royal Bank of Canada1,372$48.0K0.00%−14,343−91.3%Reduced
CWM, LLC1,356$48.0K0.00%−108−7.4%Reduced
Clearstead Advisors, LLC1,200$39.8K0.00%−100−7.7%Reduced
DekaBank Deutsche Girozentrale1,082$38.0K0.00%00.0%Unchanged