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, Q2 2024
Institutional positions in Upbound Group, Inc. as of Jun 30, 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
- 248
- +8 vs. Q1 2024
- Shares held
- 49.8M
- +3.69M (+8.0%) vs. Q1 2024
- Total value
- $1.53B
- −$92.2M (−5.7%) vs. Q1 2024
- New holders
- 40
- 101 more added
- Sold out
- 32
- 78 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,945,921 | $243.9M | 0.01% | −45,684−0.6% | Reduced |
| Vanguard Group Inc | 6,462,247 | $198.4M | 0.00% | +456,753+7.6% | Added |
| FMR LLC | 5,757,961 | $176.8M | 0.01% | +118,364+2.1% | Added |
| Ieq Capital, LLC | 4,827,021 | $148.2M | 1.99% | +2,557,906+112.7% | Added |
| Dimensional Fund Advisors LP | 2,173,377 | $66.7M | 0.02% | −13,191−0.6% | Reduced |
| State Street Corp | 1,984,410 | $61.7M | 0.00% | −47,132−2.3% | Reduced |
| LSV Asset Management | 1,693,553 | $52.0M | 0.11% | −1420.0% | Reduced |
| Cooper Creek Partners Management LLC | 1,390,840 | $42.7M | 1.56% | +832,818+149.2% | Added |
| Engaged Capital LLC | 1,167,051 | $35.8M | 6.14% | −498,657−29.9% | Reduced |
| Geode Capital Management, LLC | 1,163,453 | $35.7M | 0.00% | +27,713+2.4% | Added |
| Charles Schwab Investment Management Inc | 880,880 | $27.0M | 0.01% | +49,407+5.9% | Added |
| Bank of New York Mellon Corp | 761,765 | $23.4M | 0.00% | +15,219+2.0% | Added |
| Huber Capital Management LLC | 745,299 | $22.9M | 5.20% | +253,104+51.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 694,376 | $21.3M | 0.09% | +55,017+8.6% | Added |
| Morgan Stanley | 657,241 | $20.2M | 0.00% | +142,236+27.6% | Added |
| Nuveen Asset Management, LLC | 528,954 | $16.2M | 0.00% | +114,963+27.8% | Added |
| Northern Trust Corp | 521,277 | $16.0M | 0.00% | −20,705−3.8% | Reduced |
| Marshall Wace, LLP | 395,888 | $12.2M | 0.02% | +376,129+1,903.6% | Added |
| Invesco Ltd. | 389,893 | $12.0M | 0.00% | +13,261+3.5% | Added |
| Arrowstreet Capital, Limited Partnership | 360,660 | $11.1M | 0.01% | −361,928−50.1% | Reduced |
| Goldman Sachs Group Inc | 354,267 | $10.9M | 0.00% | −52,858−13.0% | Reduced |
| Bragg Financial Advisors, Inc | 353,238 | $10.8M | 0.48% | +100,525+39.8% | Added |
| Bank of America Corp | 299,941 | $9.21M | 0.00% | −715,006−70.4% | Reduced |
| Federated Hermes, Inc. | 283,192 | $8.69M | 0.02% | −699−0.2% | Reduced |
| Verition Fund Management LLC | 266,462 | $8.18M | 0.06% | +102,430+62.4% | Added |
| Principal Financial Group Inc | 240,355 | $7.38M | 0.00% | −7,237−2.9% | Reduced |
| Barclays PLC | 221,892 | $6.81M | 0.00% | +17,457+8.5% | Added |
| Norges Bank | 217,864 | $6.69M | 0.00% | −116,488−34.8% | Reduced |
| American Century Companies Inc | 211,520 | $6.49M | 0.00% | −379,351−64.2% | Reduced |
| Qube Research & Technologies Ltd | 199,821 | $6.13M | 0.01% | +55,844+38.8% | Added |
| Balyasny Asset Management LLC | 189,555 | $5.82M | 0.02% | +109,035+135.4% | Added |
| Alliancebernstein L.P. | 188,138 | $5.78M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 179,355 | $5.61M | 0.00% | +179,355 | New |
| Hotchkis & Wiley Capital Management LLC | 179,990 | $5.53M | 0.02% | +7,400+4.3% | Added |
| Algert Global LLC | 145,316 | $4.46M | 0.15% | −29,757−17.0% | Reduced |
| Ameriprise Financial Inc | 144,167 | $4.43M | 0.00% | −8,297−5.4% | Reduced |
| Rhumbline Advisers | 142,307 | $4.37M | 0.00% | −1,885−1.3% | Reduced |
| Edgestream Partners, L.P. | 140,632 | $4.32M | 0.21% | +3,601+2.6% | Added |
| BNP Paribas Arbitrage, SA | 137,706 | $4.23M | 0.00% | +53,472+63.5% | Added |
| D. E. Shaw & Co., Inc. | 133,915 | $4.11M | 0.01% | +119,679+840.7% | Added |
| Citadel Advisors LLC | 131,831 | $4.05M | 0.00% | +55,053+71.7% | Added |
| Legal & General Group Plc | 125,541 | $3.85M | 0.00% | −919−0.7% | Reduced |
| UBS Asset Management Americas Inc | 120,221 | $3.69M | 0.00% | +56,702+89.3% | Added |
| Man Group plc | 118,959 | $3.65M | 0.01% | +63,617+115.0% | Added |
| Landscape Capital Management, L.L.C. | 108,463 | $3.33M | 0.28% | +76,725+241.7% | Added |
| Millennium Management LLC | 101,935 | $3.13M | 0.00% | −4,273−4.0% | Reduced |
| Segall Bryant & Hamill, LLC | 101,100 | $3.10M | 0.06% | +101,100 | New |
| Public Sector Pension Investment Board | 98,592 | $3.03M | 0.02% | +7,334+8.0% | Added |
| Steward Partners Investment Advisory, LLC | 97,792 | $3.00M | 0.03% | +95,766+4,726.9% | Added |
| Thrivent Financial for Lutherans | 93,097 | $2.86M | 0.01% | −3,827−3.9% | Reduced |
| Citigroup Inc | 93,059 | $2.86M | 0.00% | +58,104+166.2% | Added |
| Swiss National Bank | 91,100 | $2.80M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 87,507 | $2.69M | 0.00% | +9,316+11.9% | Added |
| Martingale Asset Management L P | 85,716 | $2.63M | 0.06% | +17,406+25.5% | Added |
| First National Bank of Omaha | 82,845 | $2.54M | 0.17% | +74,219+860.4% | Added |
| New York State Teachers Retirement System | 80,185 | $2.46M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 79,185 | $2.43M | 0.00% | −72,243−47.7% | Reduced |
| Raymond James & Associates | 71,985 | $2.21M | 0.00% | −3,349−4.4% | Reduced |
| HSBC Holdings PLC | 72,275 | $2.21M | 0.00% | +23,932+49.5% | Added |
| Meritage Portfolio Management | 71,702 | $2.20M | 0.14% | +71,702 | New |
| Cubist Systematic Strategies, LLC | 70,681 | $2.17M | 0.04% | +69,160+4,547.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 69,174 | $2.12M | 0.00% | −8,645−11.1% | Reduced |
| Two Sigma Investments, LP | 67,796 | $2.08M | 0.00% | +59,365+704.1% | Added |
| Interval Partners, LP | 65,301 | $2.00M | 0.06% | −30,830−32.1% | Reduced |
| Jane Street Group, LLC | 64,650 | $1.98M | 0.00% | +18,197+39.2% | Added |
| UBS Group AG | 63,997 | $1.96M | 0.00% | −37,562−37.0% | Reduced |
| Price T Rowe Associates Inc | 63,576 | $1.95M | 0.00% | +1,592+2.6% | Added |
| First National Advisers, LLC | 63,011 | $1.93M | 0.35% | +15,550+32.8% | Added |
| Great West Life Assurance Co | 61,484 | $1.89M | 0.00% | +7,450+13.8% | Added |
| State of Wisconsin Investment Board | 59,767 | $1.83M | 0.00% | +44,028+279.7% | Added |
| Kendall Capital Management | 54,090 | $1.66M | 0.55% | −214−0.4% | Reduced |
| Walleye Capital LLC | 50,598 | $1.55M | 0.02% | +44,584+741.3% | Added |
| Two Sigma Advisers, LP | 50,300 | $1.54M | 0.00% | +29,200+138.4% | Added |
| Prudential Financial Inc | 48,620 | $1.49M | 0.00% | −2,441−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 48,607 | $1.49M | 0.02% | −27,326−36.0% | Reduced |
| California State Teachers Retirement System | 45,659 | $1.40M | 0.00% | −1,228−2.6% | Reduced |
| Canada Pension Plan Investment Board | 45,300 | $1.39M | 0.00% | +13,000+40.2% | Added |
| Jacobs Levy Equity Management, Inc | 45,177 | $1.39M | 0.01% | +12,421+37.9% | Added |
| Cresset Asset Management, LLC | 41,403 | $1.29M | 0.01% | +5,203+14.4% | Added |
| Secure Asset Management, LLC | 41,112 | $1.26M | 0.24% | +1,821+4.6% | Added |
| Amundi | 40,540 | $1.22M | 0.00% | −1,330−3.2% | Reduced |
| Victory Capital Management Inc | 38,895 | $1.19M | 0.00% | +3,178+8.9% | Added |
| Schonfeld Strategic Advisors LLC | 37,209 | $1.14M | 0.01% | −27,691−42.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 37,101 | $1.14M | 0.01% | +37,101 | New |
| State of Tennessee, Treasury Department | 37,025 | $1.14M | 0.00% | +2,502+7.2% | Added |
| Aquatic Capital Management LLC | 35,300 | $1.08M | 0.04% | +29,900+553.7% | Added |
| Russell Investments Group, Ltd. | 34,208 | $1.05M | 0.00% | −435−1.3% | Reduced |
| Alberta Investment Management Corp | 33,600 | $1.03M | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 31,366 | $962.9K | 0.00% | +3,708+13.4% | Added |
| Cornercap Investment Counsel Inc | 31,282 | $960.4K | 0.16% | −283−0.9% | Reduced |
| Caxton Associates LP | 31,137 | $955.9K | 0.04% | +31,137 | New |
| ClariVest Asset Management LLC | 31,132 | $955.8K | 0.10% | +227+0.7% | Added |
| Dynamic Technology Lab Private Ltd | 31,042 | $953.0K | 0.11% | +31,042 | New |
| MetLife Investment Management | 31,007 | $951.9K | 0.01% | +2,454+8.6% | Added |
| Corebridge Financial, Inc. | 30,751 | $944.1K | 0.01% | +30,751 | New |
| AQR Capital Management LLC | 30,716 | $943.0K | 0.00% | −2,663−8.0% | Reduced |
| Teacher Retirement System of Texas | 30,339 | $931.0K | 0.01% | −633−2.0% | Reduced |
| Gsa Capital Partners LLP | 29,492 | $905.0K | 0.06% | +11,678+65.6% | Added |
| Jackson Creek Investment Advisors LLC | 28,772 | $883.0K | 0.32% | −53−0.2% | Reduced |
| Engineers Gate Manager LP | 28,561 | $876.8K | 0.02% | −11,698−29.1% | Reduced |