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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 13,220 | $405.9K | 0.00% | +421+3.3% | Added |
| Wellington Management Group LLP | 13,681 | $420.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 13,719 | $421.2K | 0.10% | +13,719 | New |
| Amalgamated Bank | 13,995 | $430.0K | 0.00% | −88−0.6% | Reduced |
| Jefferies Financial Group Inc. | 15,000 | $460.5K | 0.01% | +15,000 | New |
| Trexquant Investment LP | 15,296 | $469.6K | 0.01% | +15,296 | New |
| Alps Advisors Inc | 15,394 | $472.6K | 0.00% | −795−4.9% | Reduced |
| Maryland State Retirement & Pension System | 15,618 | $479.5K | 0.01% | −563−3.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,007 | $491.4K | 0.03% | −95−0.6% | Reduced |
| ProShare Advisors LLC | 16,132 | $495.3K | 0.00% | +5,540+52.3% | Added |
| Comerica Bank | 16,330 | $501.3K | 0.00% | −1,953−10.7% | Reduced |
| Teza Capital Management LLC | 16,378 | $502.8K | 0.06% | −7,886−32.5% | Reduced |
| Lazard Asset Management LLC | 17,121 | $524.0K | 0.00% | +11,243+191.3% | Added |
| Teachers Retirement System of the State of Kentucky | 17,222 | $528.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,015 | $553.1K | 0.00% | +464+2.6% | Added |
| Redwood Investment Management, LLC | 17,457 | $554.0K | 0.05% | +17,457 | New |
| Yousif Capital Management, LLC | 18,074 | $554.9K | 0.01% | −2,057−10.2% | Reduced |
| KBC Group NV | 18,596 | $571.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 19,343 | $593.8K | 0.00% | −3,232−14.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,545 | $600.0K | 0.05% | −8,618−30.6% | Reduced |
| Jones Financial Companies LLLP | 19,584 | $601.2K | 0.00% | +19,584 | New |
| CoreCap Advisors, LLC | 19,737 | $605.9K | 0.06% | +15+0.1% | Added |
| Guggenheim Capital LLC | 20,587 | $632.0K | 0.00% | +8,300+67.6% | Added |
| Cambria Investment Management, L.P. | 20,627 | $633.2K | 0.04% | +849+4.3% | Added |
| LPL Financial LLC | 21,054 | $646.4K | 0.00% | +9,493+82.1% | Added |
| Natixis | 21,240 | $652.1K | 0.00% | +21,240 | New |
| Centiva Capital, LP | 21,256 | $652.6K | 0.03% | +21,256 | New |
| Bridgewater Associates, LP | 21,726 | $667.0K | 0.00% | +21,726 | New |
| Louisiana State Employees Retirement System | 22,500 | $690.8K | 0.01% | +500+2.3% | Added |
| New York State Common Retirement Fund | 22,851 | $701.5K | 0.00% | +72+0.3% | Added |
| Susquehanna International Group, LLP | 22,978 | $705.4K | 0.00% | +16,987+283.5% | Added |
| Renaissance Technologies LLC | 23,012 | $706.5K | 0.00% | −9,400−29.0% | Reduced |
| Janus Henderson Group PLC | 23,555 | $722.9K | 0.00% | −249−1.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,000 | $737.0K | 0.00% | +24,000 | New |
| Illinois Municipal Retirement Fund | 24,348 | $747.5K | 0.01% | −2,007−7.6% | Reduced |
| STRS Ohio | 24,400 | $749.1K | 0.00% | +1,200+5.2% | Added |
| Intech Investment Management LLC | 24,704 | $758.4K | 0.01% | +24,704 | New |
| Wakefield Asset Management LLLP | 25,102 | $771.0K | 0.27% | −296−1.2% | Reduced |
| Franklin Resources Inc | 25,419 | $780.4K | 0.00% | +2,657+11.7% | Added |
| Wells Fargo & Company | 25,428 | $780.6K | 0.00% | −1,182−4.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 25,502 | $782.9K | 0.04% | +2,934+13.0% | Added |
| Manufacturers Life Insurance Company, The | 26,123 | $802.0K | 0.00% | +1,317+5.3% | Added |
| State of Alaska, Department of Revenue | 26,301 | $807.0K | 0.01% | −822−3.0% | Reduced |
| Napatree Capital LLC | 26,867 | $824.8K | 0.67% | +3,483+14.9% | Added |
| Deutsche Bank AG | 27,213 | $835.4K | 0.00% | −4,200−13.4% | Reduced |
| State Board of Administration of Florida Retirement System | 27,537 | $845.4K | 0.00% | +6,270+29.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 27,659 | $849.1K | 0.00% | +27,659 | New |
| Quest Partners LLC | 27,766 | $852.4K | 0.12% | +4,299+18.3% | Added |
| Engineers Gate Manager LP | 28,561 | $876.8K | 0.02% | −11,698−29.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 28,772 | $883.0K | 0.32% | −53−0.2% | Reduced |
| Gsa Capital Partners LLP | 29,492 | $905.0K | 0.06% | +11,678+65.6% | Added |
| Teacher Retirement System of Texas | 30,339 | $931.0K | 0.01% | −633−2.0% | Reduced |
| AQR Capital Management LLC | 30,716 | $943.0K | 0.00% | −2,663−8.0% | Reduced |
| Corebridge Financial, Inc. | 30,751 | $944.1K | 0.01% | +30,751 | New |
| MetLife Investment Management | 31,007 | $951.9K | 0.01% | +2,454+8.6% | Added |
| Dynamic Technology Lab Private Ltd | 31,042 | $953.0K | 0.11% | +31,042 | New |
| ClariVest Asset Management LLC | 31,132 | $955.8K | 0.10% | +227+0.7% | Added |
| Caxton Associates LP | 31,137 | $955.9K | 0.04% | +31,137 | New |
| Cornercap Investment Counsel Inc | 31,282 | $960.4K | 0.16% | −283−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 31,366 | $962.9K | 0.00% | +3,708+13.4% | Added |
| Alberta Investment Management Corp | 33,600 | $1.03M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 34,208 | $1.05M | 0.00% | −435−1.3% | Reduced |
| Aquatic Capital Management LLC | 35,300 | $1.08M | 0.04% | +29,900+553.7% | Added |
| State of Tennessee, Treasury Department | 37,025 | $1.14M | 0.00% | +2,502+7.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 37,101 | $1.14M | 0.01% | +37,101 | New |
| Schonfeld Strategic Advisors LLC | 37,209 | $1.14M | 0.01% | −27,691−42.7% | Reduced |
| Victory Capital Management Inc | 38,895 | $1.19M | 0.00% | +3,178+8.9% | Added |
| Amundi | 40,540 | $1.22M | 0.00% | −1,330−3.2% | Reduced |
| Secure Asset Management, LLC | 41,112 | $1.26M | 0.24% | +1,821+4.6% | Added |
| Cresset Asset Management, LLC | 41,403 | $1.29M | 0.01% | +5,203+14.4% | Added |
| Jacobs Levy Equity Management, Inc | 45,177 | $1.39M | 0.01% | +12,421+37.9% | Added |
| Canada Pension Plan Investment Board | 45,300 | $1.39M | 0.00% | +13,000+40.2% | Added |
| California State Teachers Retirement System | 45,659 | $1.40M | 0.00% | −1,228−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 48,607 | $1.49M | 0.02% | −27,326−36.0% | Reduced |
| Prudential Financial Inc | 48,620 | $1.49M | 0.00% | −2,441−4.8% | Reduced |
| Two Sigma Advisers, LP | 50,300 | $1.54M | 0.00% | +29,200+138.4% | Added |
| Walleye Capital LLC | 50,598 | $1.55M | 0.02% | +44,584+741.3% | Added |
| Kendall Capital Management | 54,090 | $1.66M | 0.55% | −214−0.4% | Reduced |
| State of Wisconsin Investment Board | 59,767 | $1.83M | 0.00% | +44,028+279.7% | Added |
| Great West Life Assurance Co | 61,484 | $1.89M | 0.00% | +7,450+13.8% | Added |
| First National Advisers, LLC | 63,011 | $1.93M | 0.35% | +15,550+32.8% | Added |
| Price T Rowe Associates Inc | 63,576 | $1.95M | 0.00% | +1,592+2.6% | Added |
| UBS Group AG | 63,997 | $1.96M | 0.00% | −37,562−37.0% | Reduced |
| Jane Street Group, LLC | 64,650 | $1.98M | 0.00% | +18,197+39.2% | Added |
| Interval Partners, LP | 65,301 | $2.00M | 0.06% | −30,830−32.1% | Reduced |
| Two Sigma Investments, LP | 67,796 | $2.08M | 0.00% | +59,365+704.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 69,174 | $2.12M | 0.00% | −8,645−11.1% | Reduced |
| Cubist Systematic Strategies, LLC | 70,681 | $2.17M | 0.04% | +69,160+4,547.0% | Added |
| Meritage Portfolio Management | 71,702 | $2.20M | 0.14% | +71,702 | New |
| HSBC Holdings PLC | 72,275 | $2.21M | 0.00% | +23,932+49.5% | Added |
| Raymond James & Associates | 71,985 | $2.21M | 0.00% | −3,349−4.4% | Reduced |
| JPMorgan Chase & Co | 79,185 | $2.43M | 0.00% | −72,243−47.7% | Reduced |
| New York State Teachers Retirement System | 80,185 | $2.46M | 0.01% | 00.0% | Unchanged |
| First National Bank of Omaha | 82,845 | $2.54M | 0.17% | +74,219+860.4% | Added |
| Martingale Asset Management L P | 85,716 | $2.63M | 0.06% | +17,406+25.5% | Added |
| Allianz Asset Management GmbH | 87,507 | $2.69M | 0.00% | +9,316+11.9% | Added |
| Swiss National Bank | 91,100 | $2.80M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 93,059 | $2.86M | 0.00% | +58,104+166.2% | Added |
| Thrivent Financial for Lutherans | 93,097 | $2.86M | 0.01% | −3,827−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 97,792 | $3.00M | 0.03% | +95,766+4,726.9% | Added |