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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 27,766 | $852.4K | 0.12% | +4,299+18.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 27,659 | $849.1K | 0.00% | +27,659 | New |
| State Board of Administration of Florida Retirement System | 27,537 | $845.4K | 0.00% | +6,270+29.5% | Added |
| Deutsche Bank AG | 27,213 | $835.4K | 0.00% | −4,200−13.4% | Reduced |
| Napatree Capital LLC | 26,867 | $824.8K | 0.67% | +3,483+14.9% | Added |
| State of Alaska, Department of Revenue | 26,301 | $807.0K | 0.01% | −822−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 26,123 | $802.0K | 0.00% | +1,317+5.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 25,502 | $782.9K | 0.04% | +2,934+13.0% | Added |
| Wells Fargo & Company | 25,428 | $780.6K | 0.00% | −1,182−4.4% | Reduced |
| Franklin Resources Inc | 25,419 | $780.4K | 0.00% | +2,657+11.7% | Added |
| Wakefield Asset Management LLLP | 25,102 | $771.0K | 0.27% | −296−1.2% | Reduced |
| Intech Investment Management LLC | 24,704 | $758.4K | 0.01% | +24,704 | New |
| STRS Ohio | 24,400 | $749.1K | 0.00% | +1,200+5.2% | Added |
| Illinois Municipal Retirement Fund | 24,348 | $747.5K | 0.01% | −2,007−7.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,000 | $737.0K | 0.00% | +24,000 | New |
| Janus Henderson Group PLC | 23,555 | $722.9K | 0.00% | −249−1.0% | Reduced |
| Renaissance Technologies LLC | 23,012 | $706.5K | 0.00% | −9,400−29.0% | Reduced |
| Susquehanna International Group, LLP | 22,978 | $705.4K | 0.00% | +16,987+283.5% | Added |
| New York State Common Retirement Fund | 22,851 | $701.5K | 0.00% | +72+0.3% | Added |
| Louisiana State Employees Retirement System | 22,500 | $690.8K | 0.01% | +500+2.3% | Added |
| Bridgewater Associates, LP | 21,726 | $667.0K | 0.00% | +21,726 | New |
| Centiva Capital, LP | 21,256 | $652.6K | 0.03% | +21,256 | New |
| Natixis | 21,240 | $652.1K | 0.00% | +21,240 | New |
| LPL Financial LLC | 21,054 | $646.4K | 0.00% | +9,493+82.1% | Added |
| Cambria Investment Management, L.P. | 20,627 | $633.2K | 0.04% | +849+4.3% | Added |
| Guggenheim Capital LLC | 20,587 | $632.0K | 0.00% | +8,300+67.6% | Added |
| CoreCap Advisors, LLC | 19,737 | $605.9K | 0.06% | +15+0.1% | Added |
| Jones Financial Companies LLLP | 19,584 | $601.2K | 0.00% | +19,584 | New |
| Campbell & CO Investment Adviser LLC | 19,545 | $600.0K | 0.05% | −8,618−30.6% | Reduced |
| Squarepoint Ops LLC | 19,343 | $593.8K | 0.00% | −3,232−14.3% | Reduced |
| KBC Group NV | 18,596 | $571.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 18,074 | $554.9K | 0.01% | −2,057−10.2% | Reduced |
| Redwood Investment Management, LLC | 17,457 | $554.0K | 0.05% | +17,457 | New |
| Voya Investment Management LLC | 18,015 | $553.1K | 0.00% | +464+2.6% | Added |
| Teachers Retirement System of the State of Kentucky | 17,222 | $528.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 17,121 | $524.0K | 0.00% | +11,243+191.3% | Added |
| Teza Capital Management LLC | 16,378 | $502.8K | 0.06% | −7,886−32.5% | Reduced |
| Comerica Bank | 16,330 | $501.3K | 0.00% | −1,953−10.7% | Reduced |
| ProShare Advisors LLC | 16,132 | $495.3K | 0.00% | +5,540+52.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,007 | $491.4K | 0.03% | −95−0.6% | Reduced |
| Maryland State Retirement & Pension System | 15,618 | $479.5K | 0.01% | −563−3.5% | Reduced |
| Alps Advisors Inc | 15,394 | $472.6K | 0.00% | −795−4.9% | Reduced |
| Trexquant Investment LP | 15,296 | $469.6K | 0.01% | +15,296 | New |
| Jefferies Financial Group Inc. | 15,000 | $460.5K | 0.01% | +15,000 | New |
| Amalgamated Bank | 13,995 | $430.0K | 0.00% | −88−0.6% | Reduced |
| Counterpoint Mutual Funds LLC | 13,719 | $421.2K | 0.10% | +13,719 | New |
| Wellington Management Group LLP | 13,681 | $420.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 13,220 | $405.9K | 0.00% | +421+3.3% | Added |
| Arizona State Retirement System | 12,948 | $397.5K | 0.00% | +265+2.1% | Added |
| Nisa Investment Advisors, LLC | 12,718 | $395.1K | 0.00% | +46+0.4% | Added |
| Partnership Wealth Management, LLC | 12,103 | $371.6K | 0.27% | −6,738−35.8% | Reduced |
| CWM Advisors, LLC | 11,514 | $353.5K | 0.04% | +1,399+13.8% | Added |
| Ritholtz Wealth Management | 11,444 | $351.3K | 0.01% | −7,321−39.0% | Reduced |
| Cetera Investment Advisers | 11,379 | $349.3K | 0.00% | +2,134+23.1% | Added |
| Petrus Trust Company, LTA | 11,253 | $345.5K | 0.03% | +5,535+96.8% | Added |
| SEI Investments Co | 11,090 | $340.5K | 0.00% | +2,298+26.1% | Added |
| Oregon Public Employees Retirement Fund | 10,916 | $335.1K | 0.01% | −1,000−8.4% | Reduced |
| Vise Technologies, Inc. | 10,892 | $334.4K | 0.06% | +859+8.6% | Added |
| Exchange Traded Concepts, LLC | 10,873 | $333.8K | 0.01% | +352+3.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,674 | $327.7K | 0.00% | +2,664+33.3% | Added |
| Tributary Capital Management, LLC | 10,450 | $320.8K | 0.03% | −650−5.9% | Reduced |
| Hohimer Wealth Management, LLC | 10,044 | $308.4K | 0.07% | −152−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,653 | $296.3K | 0.00% | +38+0.4% | Added |
| MQS Management LLC | 9,571 | $293.8K | 0.18% | +9,571 | New |
| Handelsbanken Fonder AB | 9,452 | $290.0K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 9,365 | $287.5K | 0.03% | −12,777−57.7% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $265.6K | 0.00% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 8,513 | $261.3K | 0.10% | +8,513 | New |
| Sanctuary Advisors, LLC | 7,922 | $256.8K | 0.00% | +7,922 | New |
| Tower Research Capital LLC (TRC) | 8,075 | $247.9K | 0.00% | +4,365+117.7% | Added |
| Brevan Howard Capital Management LP | 8,063 | $247.5K | 0.02% | −12,690−61.1% | Reduced |
| Advisors Asset Management, Inc. | 7,755 | $238.1K | 0.00% | −9,046−53.8% | Reduced |
| Graham Capital Management, L.P. | 7,605 | $233.5K | 0.01% | +7,605 | New |
| Fox Run Management, L.L.C. | 7,535 | $231.3K | 0.04% | +7,535 | New |
| Mutual of America Capital Management LLC | 7,363 | $226.0K | 0.00% | −307−4.0% | Reduced |
| Inceptionr LLC | 7,299 | $224.1K | 0.06% | −395−5.1% | Reduced |
| Prentice Wealth Management LLC | 7,183 | $220.5K | 0.07% | −61−0.8% | Reduced |
| Optimist Retirement Group LLC | 7,075 | $217.2K | 0.11% | −2,901−29.1% | Reduced |
| Aristides Capital LLC | 6,926 | $212.6K | 0.09% | +6,926 | New |
| Royal Bank of Canada | 6,905 | $212.0K | 0.00% | +5,533+403.3% | Added |
| Corton Capital Inc. | 6,589 | $202.3K | 0.11% | +6,589 | New |
| ISAM Funds (UK) Ltd | 6,537 | $200.7K | 0.15% | −780−10.7% | Reduced |
| Public Employees Retirement Association of Colorado | 6,390 | $196.0K | 0.00% | −155−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,936 | $182.2K | 0.00% | +1,100+22.7% | Added |
| Ameritas Investment Partners, Inc. | 5,479 | $168.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 5,132 | $157.6K | 0.03% | +5,132 | New |
| Palouse Capital Management, Inc. | 4,846 | $148.8K | 0.10% | −273−5.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,051 | $93.7K | 0.00% | +3,051 | New |
| Ashton Thomas Private Wealth, LLC | 2,886 | $88.6K | 0.00% | +2,886 | New |
| Harbour Investments, Inc. | 2,785 | $85.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,592 | $79.6K | 0.00% | +310+13.6% | Added |
| Carolina Wealth Advisors, LLC | 2,432 | $74.7K | 0.04% | +167+7.4% | Added |
| Wetzel Investment Advisors, Inc. | 2,000 | $70.4K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,201 | $67.6K | 0.03% | +2,201 | New |
| Vestcor Inc | 2,086 | $64.0K | 0.00% | −4,171−66.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,054 | $63.0K | 0.00% | −119−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,834 | $56.3K | 0.00% | +127+7.4% | Added |
| CWM, LLC | 1,536 | $47.0K | 0.00% | +180+13.3% | Added |
| Meeder Asset Management Inc | 1,381 | $42.4K | 0.00% | +1,381 | New |
| Ronald Blue Trust, Inc. | 1,118 | $39.4K | 0.00% | +362+47.9% | Added |