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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1,200 | $36.8K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $32.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $30.7K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 986 | $30.3K | 0.01% | −4,773−82.9% | Reduced |
| Hexagon Capital Partners LLC | 870 | $26.7K | 0.01% | +58+7.1% | Added |
| Point72 (DIFC) Ltd | 801 | $24.6K | 0.00% | −3,728−82.3% | Reduced |
| Nomura Asset Management Co Ltd | 790 | $24.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 746 | $22.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 692 | $21.2K | 0.01% | +398+135.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 600 | $18.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 432 | $13.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 382 | $11.3K | 0.00% | −600−61.1% | Reduced |
| Versant Capital Management, Inc | 366 | $11.2K | 0.00% | −19−4.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $10.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 333 | $10.2K | 0.00% | −344−50.8% | Reduced |
| Farther Finance Advisors, LLC | 325 | $9.76K | 0.00% | +199+157.9% | Added |
| Signaturefd, LLC | 307 | $9.43K | 0.00% | +181+143.7% | Added |
| US Bancorp | 302 | $9.27K | 0.00% | −59−16.3% | Reduced |
| Covestor Ltd | 308 | $9.00K | 0.01% | +3+1.0% | Added |
| First Horizon Advisors, Inc. | 280 | $8.60K | 0.00% | −27−8.8% | Reduced |
| GAMMA Investing LLC | 254 | $7.80K | 0.00% | +90+54.9% | Added |
| Main Street Group, LTD | 232 | $7.09K | 0.00% | +4+1.8% | Added |
| IFP Advisors, Inc | 200 | $6.14K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 175 | $5.37K | 0.00% | +175 | New |
| Parallel Advisors, LLC | 160 | $4.91K | 0.00% | +58+56.9% | Added |
| EverSource Wealth Advisors, LLC | 86 | $3.25K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 104 | $3.13K | 0.00% | +104 | New |
| Umb Bank N A | 99 | $3.04K | 0.00% | +81+450.0% | Added |
| LGT Financial Advisors LLC | 89 | $2.73K | 0.01% | +89 | New |
| Parkside Financial Bank & Trust | 64 | $1.97K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 62 | $1.91K | 0.00% | −118−65.6% | Reduced |
| Lindbrook Capital, LLC | 58 | $1.78K | 0.00% | +58 | New |
| Allworth Financial LP | 52 | $1.70K | 0.00% | +8+18.2% | Added |
| Fifth Third Bancorp | 51 | $1.57K | 0.00% | +51 | New |
| Eagle Bay Advisors LLC | 50 | $1.55K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $1.41K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.07K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 33 | $1.01K | 0.00% | +33 | New |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $889 | 0.00% | +27 | New |
| Rothschild Investment LLC | 25 | $768 | 0.00% | +20+400.0% | Added |
| Innealta Capital, LLC | 24 | $737 | 0.00% | +24 | New |
| SRS Capital Advisors, Inc. | 20 | $614 | 0.00% | +20 | New |
| Pineridge Advisors LLC | 18 | $553 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $492 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $338 | 0.00% | +1+10.0% | Added |
| TFC Financial Management | 1 | $31 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 0 | $2 | 0.00% | −18−100.0% | 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 |