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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 98,592 | $3.03M | 0.02% | +7,334+8.0% | Added |
| Segall Bryant & Hamill, LLC | 101,100 | $3.10M | 0.06% | +101,100 | New |
| Millennium Management LLC | 101,935 | $3.13M | 0.00% | −4,273−4.0% | Reduced |
| Landscape Capital Management, L.L.C. | 108,463 | $3.33M | 0.28% | +76,725+241.7% | Added |
| Man Group plc | 118,959 | $3.65M | 0.01% | +63,617+115.0% | Added |
| UBS Asset Management Americas Inc | 120,221 | $3.69M | 0.00% | +56,702+89.3% | Added |
| Legal & General Group Plc | 125,541 | $3.85M | 0.00% | −919−0.7% | Reduced |
| Citadel Advisors LLC | 131,831 | $4.05M | 0.00% | +55,053+71.7% | Added |
| D. E. Shaw & Co., Inc. | 133,915 | $4.11M | 0.01% | +119,679+840.7% | Added |
| BNP Paribas Arbitrage, SA | 137,706 | $4.23M | 0.00% | +53,472+63.5% | Added |
| Edgestream Partners, L.P. | 140,632 | $4.32M | 0.21% | +3,601+2.6% | Added |
| Rhumbline Advisers | 142,307 | $4.37M | 0.00% | −1,885−1.3% | Reduced |
| Ameriprise Financial Inc | 144,167 | $4.43M | 0.00% | −8,297−5.4% | Reduced |
| Algert Global LLC | 145,316 | $4.46M | 0.15% | −29,757−17.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 179,990 | $5.53M | 0.02% | +7,400+4.3% | Added |
| Bank of Montreal | 179,355 | $5.61M | 0.00% | +179,355 | New |
| Alliancebernstein L.P. | 188,138 | $5.78M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 189,555 | $5.82M | 0.02% | +109,035+135.4% | Added |
| Qube Research & Technologies Ltd | 199,821 | $6.13M | 0.01% | +55,844+38.8% | Added |
| American Century Companies Inc | 211,520 | $6.49M | 0.00% | −379,351−64.2% | Reduced |
| Norges Bank | 217,864 | $6.69M | 0.00% | −116,488−34.8% | Reduced |
| Barclays PLC | 221,892 | $6.81M | 0.00% | +17,457+8.5% | Added |
| Principal Financial Group Inc | 240,355 | $7.38M | 0.00% | −7,237−2.9% | Reduced |
| Verition Fund Management LLC | 266,462 | $8.18M | 0.06% | +102,430+62.4% | Added |
| Federated Hermes, Inc. | 283,192 | $8.69M | 0.02% | −699−0.2% | Reduced |
| Bank of America Corp | 299,941 | $9.21M | 0.00% | −715,006−70.4% | Reduced |
| Bragg Financial Advisors, Inc | 353,238 | $10.8M | 0.48% | +100,525+39.8% | Added |
| Goldman Sachs Group Inc | 354,267 | $10.9M | 0.00% | −52,858−13.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 360,660 | $11.1M | 0.01% | −361,928−50.1% | Reduced |
| Invesco Ltd. | 389,893 | $12.0M | 0.00% | +13,261+3.5% | Added |
| Marshall Wace, LLP | 395,888 | $12.2M | 0.02% | +376,129+1,903.6% | Added |
| Northern Trust Corp | 521,277 | $16.0M | 0.00% | −20,705−3.8% | Reduced |
| Nuveen Asset Management, LLC | 528,954 | $16.2M | 0.00% | +114,963+27.8% | Added |
| Morgan Stanley | 657,241 | $20.2M | 0.00% | +142,236+27.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 694,376 | $21.3M | 0.09% | +55,017+8.6% | Added |
| Huber Capital Management LLC | 745,299 | $22.9M | 5.20% | +253,104+51.4% | Added |
| Bank of New York Mellon Corp | 761,765 | $23.4M | 0.00% | +15,219+2.0% | Added |
| Charles Schwab Investment Management Inc | 880,880 | $27.0M | 0.01% | +49,407+5.9% | Added |
| Geode Capital Management, LLC | 1,163,453 | $35.7M | 0.00% | +27,713+2.4% | Added |
| Engaged Capital LLC | 1,167,051 | $35.8M | 6.14% | −498,657−29.9% | Reduced |
| Cooper Creek Partners Management LLC | 1,390,840 | $42.7M | 1.56% | +832,818+149.2% | Added |
| LSV Asset Management | 1,693,553 | $52.0M | 0.11% | −1420.0% | Reduced |
| State Street Corp | 1,984,410 | $61.7M | 0.00% | −47,132−2.3% | Reduced |
| Dimensional Fund Advisors LP | 2,173,377 | $66.7M | 0.02% | −13,191−0.6% | Reduced |
| Ieq Capital, LLC | 4,827,021 | $148.2M | 1.99% | +2,557,906+112.7% | Added |
| FMR LLC | 5,757,961 | $176.8M | 0.01% | +118,364+2.1% | Added |
| Vanguard Group Inc | 6,462,247 | $198.4M | 0.00% | +456,753+7.6% | Added |
| BlackRock Inc. | 7,945,921 | $243.9M | 0.01% | −45,684−0.6% | Reduced |
| SG Capital Management LLC | 0 | $0 | 0.00% | −346,439−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −236,029−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −160,346−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −38,965−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −35,246−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −28,447−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,666−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −20,524−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −26,432−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −9,948−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,367−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −8,740−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,491−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −8,249−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −7,940−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,903−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −7,820−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −7,618−100.0% | Sold out |
| Trajan Wealth LLC | 0 | $0 | 0.00% | −6,316−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −6,304−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −2,773−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −9,678−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |